MARATHON ASSET MANAGEMENT LLP
Latest 13F filing data - Q2 2021
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | ADI | 438K | $75.35M |
 | WAT | 430K | $148.72M |
 | OMC | 417K | $33.63M |
 | MGA | 415K | $38.49M |
 | LIN | 409K | $118.31M |
 | FNV | 360K | $52.32M |
 | AXTA | 297K | $9.05M |
 | UNP | 282K | $62.11M |
 | AON | 253K | $60.34M |
 | ADP | 247K | $49.26M |
 | PSMT | 243K | $22.14M |
 | CB | 237K | $37.87M |
 | CME | 214K | $45.47M |
 | VC | 203K | $24.57M |
 | MMM | 151K | $30.06M |
 | TSM | 147K | $17.76M |
 | ANET | 147K | $53.38M |
 | OGN | 139K | $4.22M |
 | BKNG | 137K | $299.78M |
 | DXCM | 136K | $58.11M |
Analog Devices, Inc.
ADI
Shares Held
438K
Value
$75.35M
Waters Corporation
WAT
Shares Held
430K
Value
$148.72M
Omnicom Group Inc.
OMC
Shares Held
417K
Value
$33.63M
Magna International Inc.
MGA
Shares Held
415K
Value
$38.49M
Linde plc
LIN
Shares Held
409K
Value
$118.31M
Franco-Nevada Corporation
FNV
Shares Held
360K
Value
$52.32M
Axalta Coating Systems Ltd.
AXTA
Shares Held
297K
Value
$9.05M
Union Pacific Corporation
UNP
Shares Held
282K
Value
$62.11M
Aon plc
AON
Shares Held
253K
Value
$60.34M
Automatic Data Processing, Inc.
ADP
Shares Held
247K
Value
$49.26M
PriceSmart, Inc.
PSMT
Shares Held
243K
Value
$22.14M
Chubb Limited
CB
Shares Held
237K
Value
$37.87M
CME Group Inc.
CME
Shares Held
214K
Value
$45.47M
Visteon Corporation
VC
Shares Held
203K
Value
$24.57M
3M Company
MMM
Shares Held
151K
Value
$30.06M
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
147K
Value
$17.76M
Arista Networks, Inc.
ANET
Shares Held
147K
Value
$53.38M
Organon & Co.
OGN
Shares Held
139K
Value
$4.22M
Booking Holdings Inc.
BKNG
Shares Held
137K
Value
$299.78M
DexCom, Inc.
DXCM
Shares Held
136K
Value
$58.11M