Independent Franchise Partners LLP
Top Portfolio Positions
23 positions ·
$14,883,328,719 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| TRU |
TransUnion
Financial Services
|
24,263,888 | $1,678,818,410 | 11.28% | |
| IT |
Gartner Inc
Technology
|
9,201,542 | $1,456,972,160 | 9.79% | |
| BMY |
Bristol Myers Squibb Co
Healthcare
|
21,275,474 | $1,290,357,498 | 8.67% | |
| SOLV |
Solventum Corp
Healthcare
|
15,733,495 | $1,027,397,223 | 6.90% | |
| LYV |
Live Nation Entertainment, Inc.
Communication Services
|
5,864,757 | $894,434,090 | 6.01% | |
| KVUE |
Kenvue Inc.
Consumer Defensive
|
49,208,848 | $848,360,539 | 5.70% | |
| AON |
Aon plc
Financial Services
|
2,588,002 | $835,355,285 | 5.61% | |
| ICE |
Intercontinental Exchange, Inc.
Financial Services
|
4,955,192 | $779,352,597 | 5.24% | |
| NWSA |
News Corp
Communication Services
|
30,924,574 | $770,949,629 | 5.18% | |
| CRM |
Salesforce, Inc.
Technology
|
4,035,050 | $753,222,783 | 5.06% |
Portfolio Trend
25 quarters · across all stocks
Holdings in AON
Shares Held
Position Value (USD)
23 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $835,355,285 | 2,588,002 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $746,525,756 | 2,115,523 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $747,564,977 | 2,096,486 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $528,331,592 | 1,480,916 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $631,847,668 | 1,583,221 | Shares | Other | 2025-05-14 | |
| 2024-12-31 | $724,415,663 | 2,016,972 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $682,256,643 | 1,971,897 | Shares | Other | 2024-11-13 | |
| 2024-06-30 | $707,389,817 | 2,409,530 | Shares | Other | 2024-08-13 | |
| 2024-03-31 | $787,702,342 | 2,360,369 | Shares | Other | 2024-05-14 | |
| 2023-12-31 | $562,646,718 | 1,933,361 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $656,988,060 | 2,026,365 | Shares | Other | 2023-11-13 | |
| 2023-06-30 | $704,280,837 | 2,040,211 | Shares | Other | 2023-08-11 | |
| 2023-03-31 | $642,161,547 | 2,036,733 | Shares | Other | 2023-05-12 | |
| 2022-12-31 | $613,669,845 | 2,044,612 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $557,827,756 | 2,082,457 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $579,274,797 | 2,148,008 | Shares | Other | 2022-08-12 | |
| 2022-03-31 | $720,573,927 | 2,212,861 | Shares | Other | 2022-05-13 | |
| 2021-12-31 | $698,457,558 | 2,323,854 | Shares | Other | 2022-02-11 | |
| 2021-09-30 | $903,747,910 | 3,162,501 | Shares | Other | 2021-11-15 | |
| 2021-06-30 | $811,510,142 | 3,398,853 | Shares | Other | 2021-08-13 | |
| 2021-03-31 | $780,132,958 | 3,390,261 | Shares | Other | 2021-05-14 | |
| 2020-12-31 | $705,041,370 | 3,337,158 | Shares | Other | 2021-02-16 | |
| 2020-09-30 | $554,692,425 | 2,688,766 | Shares | Other | 2020-11-13 | |
| No 13F history on record for this holder in this stock. | ||||||