Lindsell Train Ltd
Net seller this quarter
$2.63B
28
-$565M
90.7%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 GOOGL | $460M | 17.49% | 0.01% | -24.5% | Q2 2020 |
 TKO | $423M | 16.07% | Not reported | -14.3% | Q3 2023 |
 FICO | $270M | 10.28% | 1.05% | -9.3% | Q1 2022 |
 TMO | $258M | 9.81% | 0.14% | -16.6% | Q4 2024 |
 DIS | $251M | 9.55% | 0.15% | -18.7% | Q2 2013 |
 INTU | $174M | 6.62% | 0.24% | -9.1% | Q2 2013 |
 MDLZ | $148M | 5.64% | 0.20% | -28.0% | Q2 2013 |
 PEP | $139M | 5.27% | 0.07% | -19.9% | Q2 2015 |
 PYPL | $137M | 5.19% | 0.37% | -24.3% | Q3 2015 |
 EBAY | $125M | 4.74% | 0.25% | -42.1% | Q2 2013 |
 MANU | $63.3M | 2.41% | Not reported | -12.2% | Q3 2017 |
 KKR | $61.3M | 2.33% | 0.07% | New | Q2 2026 |
 BF.A | $58.4M | 2.22% | Not reported | -17.4% | Q2 2013 |
| BF.B | $36.8M | 1.40% | 0.29% | -12.5% | Q1 2018 |
 V | $3.6M | 0.14% | 0.00% | +1.9% | Q2 2020 |
 SPGI | $3.01M | 0.11% | 0.00% | +1.4% | Q2 2020 |
 CP | $2.6M | 0.10% | 0.00% | Not reported | Q2 2025 |
 AXP | $2.57M | 0.10% | 0.00% | -15.6% | Q2 2020 |
 EFX | $1.87M | 0.07% | 0.01% | +2.6% | Q2 2020 |
 VRSK | $1.71M | 0.06% | 0.01% | +13.1% | Q2 2020 |
 CME | $1.52M | 0.06% | 0.00% | Not reported | Q2 2020 |
 ADBE | $1.44M | 0.05% | 0.00% | Not reported | Q2 2020 |
 WMG | $1.35M | 0.05% | 4677.27% | New | Q2 2026 |
 ORCL | $1.32M | 0.05% | 0.00% | Not reported | Q2 2020 |
 EL | $1.18M | 0.05% | Not reported | Not reported | Q2 2020 |
 MSGS | $1.13M | 0.04% | 0.01% | Not reported | Q2 2020 |
 KO | $975K | 0.04% | 0.00% | Not reported | Q2 2020 |
 NKE | $862K | 0.03% | 0.00% | +1.0% | Q2 2020 |
| Q1 2026 | |||||
| TKO | $494M | 15.75% | Not reported | -13.2% | Q3 2023 |
| GOOGL | $490M | 15.63% | 0.01% | -18.4% | Q2 2020 |
| INTU | $317M | 10.11% | 0.27% | +20.2% | Q2 2013 |
| DIS | $309M | 9.85% | 0.18% | -7.9% | Q2 2013 |
| TMO | $303M | 9.67% | 0.17% | -10.5% | Q4 2024 |
| FICO | $266M | 8.49% | 1.07% | +15.2% | Q1 2022 |
| MDLZ | $205M | 6.55% | 0.28% | -20.5% | Q2 2013 |
| PEP | $198M | 6.32% | 0.09% | -29.1% | Q2 2015 |
| PYPL | $189M | 6.03% | 0.47% | -2.8% | Q3 2015 |
| EBAY | $175M | 5.59% | 0.43% | -7.3% | Q2 2013 |
| BF.A | $69.3M | 2.21% | Not reported | -5.7% | Q2 2013 |
| MANU | $52.8M | 1.68% | Not reported | -12.6% | Q3 2017 |
| BF.B | $41.7M | 1.33% | 0.33% | -4.5% | Q1 2018 |
| V | $3.11M | 0.10% | 0.00% | +3.0% | Q2 2020 |
| SPGI | $3.1M | 0.10% | 0.00% | +7.4% | Q2 2020 |
| AXP | $2.72M | 0.09% | 0.00% | -8.2% | Q2 2020 |
| CP | $2.36M | 0.08% | 0.00% | Not reported | Q2 2025 |
| EFX | $2.07M | 0.07% | 0.01% | +4.6% | Q2 2020 |
| CME | $2.04M | 0.06% | 0.00% | -6.8% | Q2 2020 |
| ADBE | $1.7M | 0.05% | 0.00% | +32.1% | Q2 2020 |
| VRSK | $1.59M | 0.05% | 0.01% | +12.0% | Q2 2020 |
| ORCL | $1.32M | 0.04% | 0.00% | Not reported | Q2 2020 |
| NKE | $1.1M | 0.04% | 0.00% | +2.0% | Q2 2020 |
| EL | $1.08M | 0.03% | Not reported | -3.2% | Q2 2020 |
| KO | $913K | 0.03% | 0.00% | -29.4% | Q2 2020 |
| MSGS | $900K | 0.03% | 0.01% | -15.2% | Q2 2020 |
 CL | $852K | 0.03% | 0.00% | -31.5% | Q2 2020 |
| Q4 2025 | |||||
| GOOGL | $654M | 16.58% | 0.02% | -6.5% | Q2 2020 |
| TKO | $589M | 14.95% | Not reported | -4.6% | Q3 2023 |
| INTU | $404M | 10.25% | 0.22% | -0.3% | Q2 2013 |
| TMO | $400M | 10.13% | 0.18% | -15.7% | Q4 2024 |
| DIS | $396M | 10.05% | 0.20% | -6.6% | Q2 2013 |
| FICO | $366M | 9.29% | 0.91% | -2.9% | Q1 2022 |
| PEP | $259M | 6.56% | 0.13% | -18.2% | Q2 2015 |
| PYPL | $251M | 6.36% | 0.47% | -4.1% | Q3 2015 |
| MDLZ | $241M | 6.12% | 0.35% | -10.9% | Q2 2013 |
| EBAY | $181M | 4.59% | 0.46% | -15.3% | Q2 2013 |
| BF.A | $72.2M | 1.83% | Not reported | Not reported | Q2 2013 |
| MANU | $57.3M | 1.45% | Not reported | -17.8% | Q3 2017 |
| BF.B | $43M | 1.09% | 0.35% | Not reported | Q1 2018 |
| AXP | $3.63M | 0.09% | 0.00% | -3.9% | Q2 2020 |
| SPGI | $3.55M | 0.09% | 0.00% | +4.6% | Q2 2020 |
| V | $3.51M | 0.09% | 0.00% | Not reported | Q2 2020 |
| EFX | $2.39M | 0.06% | 0.01% | +4.8% | Q2 2020 |
| CP | $2.21M | 0.06% | 0.00% | +5.3% | Q2 2025 |
| CME | $2.02M | 0.05% | 0.00% | Not reported | Q2 2020 |
| ADBE | $1.85M | 0.05% | 0.00% | +17.8% | Q2 2020 |
| ORCL | $1.75M | 0.04% | 0.00% | Not reported | Q2 2020 |
| VRSK | $1.68M | 0.04% | 0.01% | Not reported | Q2 2020 |
| EL | $1.62M | 0.04% | Not reported | Not reported | Q2 2020 |
| NKE | $1.3M | 0.03% | 0.00% | Not reported | Q2 2020 |
 TROW | $1.23M | 0.03% | 0.01% | Not reported | Q2 2020 |
| KO | $1.19M | 0.03% | 0.00% | -8.1% | Q2 2020 |
| CL | $1.15M | 0.03% | 0.00% | -2.7% | Q2 2020 |
| MSGS | $854K | 0.02% | 0.01% | Not reported | Q2 2020 |
| Q3 2025 | |||||
| TKO | $597M | 14.64% | Not reported | -6.9% | Q3 2023 |
| GOOGL | $543M | 13.32% | 0.02% | +10.2% | Q2 2020 |
| DIS | $427M | 10.47% | 0.20% | -8.8% | Q2 2013 |
| INTU | $418M | 10.25% | 0.22% | -8.1% | Q2 2013 |
| TMO | $397M | 9.73% | 0.22% | -4.3% | Q4 2024 |
| FICO | $334M | 8.18% | 0.94% | -0.1% | Q1 2022 |
| MDLZ | $314M | 7.71% | 0.39% | -11.9% | Q2 2013 |
| PEP | $309M | 7.59% | 0.16% | -9.3% | Q2 2015 |
| PYPL | $301M | 7.38% | 0.48% | -1.0% | Q3 2015 |
| EBAY | $223M | 5.48% | 0.54% | -25.3% | Q2 2013 |
| BF.A | $73.8M | 1.81% | Not reported | +0.3% | Q2 2013 |
| MANU | $66.3M | 1.63% | Not reported | -9.0% | Q3 2017 |
| BF.B | $44.7M | 1.10% | 0.35% | Not reported | Q1 2018 |
| V | $3.41M | 0.08% | 0.00% | Not reported | Q2 2020 |
| AXP | $3.39M | 0.08% | 0.00% | Not reported | Q2 2020 |
| SPGI | $3.16M | 0.08% | 0.00% | +10.2% | Q2 2020 |
| EFX | $2.69M | 0.07% | 0.01% | +1.9% | Q2 2020 |
| ORCL | $2.53M | 0.06% | 0.00% | -48.6% | Q2 2020 |
| CP | $2.12M | 0.05% | 0.00% | +114.3% | Q2 2025 |
| CME | $2M | 0.05% | 0.00% | Not reported | Q2 2020 |
| VRSK | $1.89M | 0.05% | 0.01% | +13.6% | Q2 2020 |
| ADBE | $1.59M | 0.04% | 0.00% | +26.4% | Q2 2020 |
| NKE | $1.42M | 0.03% | 0.00% | Not reported | Q2 2020 |
| EL | $1.37M | 0.03% | Not reported | +7.5% | Q2 2020 |
| TROW | $1.23M | 0.03% | 0.01% | Not reported | Q2 2020 |
| KO | $1.23M | 0.03% | 0.00% | -2.6% | Q2 2020 |
| CL | $1.2M | 0.03% | 0.00% | Not reported | Q2 2020 |
| MSGS | $749K | 0.02% | 0.01% | Not reported | Q2 2020 |