Elite Manager Tracking

The Top 150 BSDs

Real-time 13F holding analysis for the industry's most influential institutional investors. Track conviction shifts, new entries, and structural exits.

Home Letters Funds Account

Alan Pullen — Institutional Investor Profile | Buyside Digest

Alan Pullen

Institutional Investor • Magellan Global Opportunities Fund No. 1

Value

$84M

Stocks

54 Stocks (54 new)

Turnover

N/A

CIK

SEC FilingsEDGAR ↗

Website ↗

Top Holdings

SOMN(86.70%) AMZN(0.77%) MSFT(0.72%) ES(0.71%) 2330(0.66%)

About Investor

The fund is managed by Portfolio Manager Alan Pullen, who serves as interim co-head of global equities at Magellan Investment Partners, and Deputy Portfolio Manager Ryan Joyce, CFA. Both managers are based in Sydney and bring extensive experience in global equity management with a focus on quality-first investing principles.

Investor Philosophy

Investment philosophy details pending verification.

Alan Pullen Top Holdings

Ticker	P/C	Company Name	Sector	Market Value	Weight	% Chg
SOMN	None	Southern Co/The - US	General	$52656.0M	86.7%	No Change
AMZN	None	Amazon.com, Inc.	Consumer Discretionary	$468.4M	0.8%	No Change
MSFT	None	Microsoft Corporation	Information Technology	$440.2M	0.7%	No Change
ES	None	Eversource Energy	Utilities	$428.3M	0.7%	No Change
2330	None	Taiwan Semiconductor Manufacturing Company Limited	General	$398.1M	0.7%	No Change
TSM	None	Taiwan Semiconductor Manufacturing Company Limited	Information Technology	$398.1M	0.7%	No Change
MA	None	Mastercard Incorporated	Financials	$292.3M	0.5%	No Change
META	None	Meta Platforms, Inc.	Communication Services	$290.1M	0.5%	No Change
AMT	None	American Tower Corp.	Real Estate	$259.4M	0.4%	No Change
CCI	None	Crown Castle	Real Estate	$232.2M	0.4%	No Change

Recent Buys (13F)

Ticker	Amount	% Chg	Weight	Status
No recent buys.

Recent Sells (13F)

Ticker	Amount	% Chg	Weight	Status
No recent sells.

13F Sector Breakdown

General88.9%

Utilities2.7%

Information Technology1.8%

Financials1.6%

Consumer Discretionary1.4%

Sector	Stocks	Value	Exposure
General	10	$53974.2M	88.9%
Utilities	14	$1651.2M	2.7%
Information Technology	4	$1112.5M	1.8%
Financials	6	$993.8M	1.6%
Consumer Discretionary	4	$854.0M	1.4%
Health Care	6	$667.1M	1.1%
Real Estate	2	$491.6M	0.8%
Communication Services	2	$434.3M	0.7%
Consumer Staples	3	$359.6M	0.6%
Industrials	3	$197.3M	0.3%