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
25 quarters · across all stocks
Holdings in DIS
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $309,033,506 | 3,206,407 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $396,127,799 | 3,481,830 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $426,607,535 | 3,725,830 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $506,863,096 | 4,087,276 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $422,519,006 | 4,280,841 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $496,447,405 | 4,458,441 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $524,371,320 | 5,451,412 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $485,556,099 | 4,890,282 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $618,711,137 | 5,056,482 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $501,532,960 | 5,554,690 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $452,720,174 | 5,585,690 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $502,975,843 | 5,633,690 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $563,881,093 | 5,631,490 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $471,835,723 | 5,430,890 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $513,842,865 | 5,447,290 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $517,981,296 | 5,487,090 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $740,059,124 | 5,395,590 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $858,979,668 | 5,545,740 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $929,249,118 | 5,492,990 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $983,079,852 | 5,592,990 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $959,825,064 | 5,201,740 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $986,659,173 | 5,445,740 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $730,184,743 | 5,884,790 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $689,889,175 | 6,186,792 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $557,032,308 | 5,766,380 | Shares | Sole | 2020-05-14 | |
| No 13F history on record for this holder in this stock. | ||||||