Filer Name: MARATHON ASSET MANAGEMENT LTD
CIK: 1861026
Period: 2024-12-31
Filed At: 2025-02-06
Number of Holdings: 81
Portfolio Value: $3.58B

Marathon Asset Management Ltd Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
FLUT US FLUTTER ENTERTAINMENT PLC-DI 1,843,682 $476M 13.31% -3.1% -
CNH US CNH INDUSTRIAL NV 14,213,795 $161M 4.50% -4.2% -
AMZN US AMAZON.COM INC 597,744 $131M 3.66% -1.2% -
GOOGL US ALPHABET INC-CL A 563,870 $107M 2.98% -3.2% -
META US META PLATFORMS INC-CLASS A 178,243 $104M 2.92% -4.4% -
MSFT US MICROSOFT CORP 237,363 $100M 2.79% -5.2% -
CCEP US COCA-COLA EUROPACIFIC PARTNE 1,275,961 $98M 2.74% -3.1% -
FI US FISERV INC 464,514 $95M 2.67% -4.0% -
BN US BROOKFIELD CORP 1,634,736 $94M 2.62% -3.1% -
ELV US ELEVANCE HEALTH INC 227,112 $84M 2.34% 100.0% -
SCCO US SOUTHERN COPPER CORP 784,938 $72M 2.00% -0.5% -
V US VISA INC-CLASS A SHARES 211,792 $67M 1.87% 8.8% -
CNQ US CANADIAN NATURAL RESOURCES 2,012,084 $63M 1.76% -2.8% -
TRU US TRANSUNION 654,484 $61M 1.70% -4.2% -
BKNG US BOOKING HOLDINGS INC 12,184 $61M 1.69% -12.6% -
MKL US MARKEL GROUP INC 34,955 $60M 1.69% -4.4% -
PAYC US PAYCOM SOFTWARE INC 290,747 $60M 1.66% 8.4% -
MA US MASTERCARD INC - A 111,275 $59M 1.64% -4.2% -
VIPS US VIPSHOP HOLDINGS LTD - ADR 4,343,904 $59M 1.63% -1.1% -
ORCL US ORACLE CORP 329,567 $55M 1.53% -4.6% -
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