Stock Taper

MARATHON ASSET MANAGEMENT LLP

Latest 13F filing data - Q2 2021

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Linde plcLIN409.24K$118.31M
Franco-Nevada CorporationFNV360.18K$52.32M
Axalta Coating Systems Ltd.AXTA296.73K$9.05M
Union Pacific CorporationUNP282.42K$62.11M
Aon plcAON252.72K$60.34M
Automatic Data Processing, Inc.ADP246.89K$49.26M
PriceSmart, Inc.PSMT243.28K$22.14M
Chubb LimitedCB237.06K$37.87M
CME Group Inc.CME213.81K$45.47M
Visteon CorporationVC203.2K$24.57M
3M CompanyMMM151.35K$30.06M
Taiwan Semiconductor Manufacturing Company LimitedTSM147.37K$17.76M
Arista Networks, Inc.ANET147.34K$53.38M
Organon & Co.OGN139.31K$4.22M
Booking Holdings Inc.BKNG137.02K$299.78M
DexCom, Inc.DXCM136.09K$58.11M
Westinghouse Air Brake Technologies CorporationWAB128.05K$10.54M
MarketAxess Holdings Inc.MKTX123.78K$57.38M
AutoZone, Inc.AZO121.33K$181.03M
Alphabet Inc.GOOGL106.63K$260.36M