Lindsell Train Ltd
Top Portfolio Positions
26 positions ·
$3,095,141,775 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| TKO |
TKO Group Holdings, Inc.
Communication Services
|
2,449,468 | $493,935,222 | 15.96% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
1,704,639 | $490,185,990 | 15.84% | |
| INTU |
Intuit Inc.
Technology
|
733,699 | $317,236,773 | 10.25% | |
| DIS |
Walt Disney Co
Communication Services
|
3,206,407 | $309,033,506 | 9.98% | |
| TMO |
Thermo Fisher Scientific Inc.
Healthcare
|
617,211 | $303,377,722 | 9.80% | |
| FICO |
Fair Isaac Corp
Technology
|
249,422 | $266,267,961 | 8.60% | |
| MDLZ |
Mondelez International, Inc.
Consumer Defensive
|
3,561,964 | $205,311,604 | 6.63% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
1,277,185 | $198,334,058 | 6.41% | |
| PYPL |
PayPal Holdings, Inc.
Financial Services
|
4,179,623 | $189,044,348 | 6.11% | |
| EBAY |
Ebay Inc
Consumer Cyclical
|
1,927,485 | $175,439,684 | 5.67% |
Portfolio Trend
24 quarters · across all stocks
Holdings in BF-A
Shares Held
Position Value (USD)
24 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $69,258,097 | 2,585,222 | Shares | Sole | 2026-04-24 | |
| 2025-09-30 | $73,807,133 | 2,742,740 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $75,084,877 | 2,733,341 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $92,120,384 | 2,752,327 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $105,386,026 | 2,796,127 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $138,177,833 | 2,873,915 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $125,486,964 | 2,843,575 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $150,567,296 | 2,843,575 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $175,103,427 | 2,938,470 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $170,667,007 | 2,937,470 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $199,953,582 | 2,937,470 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $191,102,529 | 2,931,470 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $192,543,307 | 2,927,970 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $198,874,480 | 2,943,672 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $200,665,694 | 2,966,672 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $185,658,451 | 2,959,172 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $198,414,279 | 2,926,896 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $178,501,143 | 2,848,271 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $200,803,105 | 2,848,271 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $181,349,414 | 2,848,271 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $203,720,040 | 2,772,833 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $184,875,090 | 2,691,833 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $153,241,725 | 2,661,833 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $128,354,073 | 2,498,133 | Shares | Sole | 2020-05-14 | |
| No 13F history on record for this holder in this stock. | ||||||