Troy Asset Management LTD Purchases and Sells in Q2 2025

Troy Asset Management LTD

$3.59 Billion
Q2 2025

Top Buys

Incresed Positions

8 operations

Stock	Shares change	Price Range	Shares Held	Trade History
GOOGL	763K + 32.79%	$144.7 - $178.6 $110M - $136M	3.09M $545M
A	1.02M + 74.27%	$99.29 - $120.52 $101M - $123M	2.4M $283M
MSFT	6.19K + 0.73%	$354.56 - $497.45 $2.2M - $3.08M	854K $425M
CB	374K + 89.11%	$274.32 - $302.46 $103M - $113M	793K $230M
VRSN	2.26K + 0.25%	$234.49 - $288.8 $529K - $652K	917K $265M
ADBE	48.1K + 10.09%	$340.0 - $420.68 $16.4M - $20.3M	525K $203M

New Holdings

4 operations

Stock	Shares change	Price Range	Shares Held	Trade History
HUBB	325K New	$315.94 - $408.41 $103M - $133M	325K $133M
SYY	396K New	$68.0 - $75.91 $26.9M - $30.1M	396K $30M
NKE	362K New	$53.27 - $72.04 $19.3M - $26M	362K $25.7M
TSM	255 New	$141.37 - $228.57 $36K - $58.3K	255 $57K

Top Sells

Reduced Positions

19 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MCO	-102K - 77.04%	$396.7 - $501.59 $40.3M - $51M	30.3K $15.2M
PAYX	-61.2K - 9.01%	$137.01 - $159.78 $8.39M - $9.78M	618K $90M
PM	-129K - 29.57%	$149.23 - $184.95 $19.2M - $23.8M	307K $55.9M
ADP	-43.2K - 26.49%	$276.76 - $326.81 $12M - $14.1M	120K $37M
PEP	-22.6K - 8.03%	$128.02 - $151.37 $2.89M - $3.42M	259K $34.1M
CME	-39.1K - 10.23%	$252.37 - $290.71 $9.86M - $11.4M	343K $94.5M

Activity Summary All Purchases 12 New Holdings 4 Increased Positions 8 All Sells 19 Reductions 19 Sold out 0 Calls 0 Puts 0

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