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 EBAY
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $175,439,684 | 1,927,485 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $181,087,780 | 2,079,079 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $223,289,435 | 2,455,079 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $244,575,336 | 3,284,654 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $228,251,522 | 3,370,021 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $225,877,195 | 3,646,121 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $267,473,312 | 4,108,022 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $235,079,901 | 4,376,022 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $247,169,901 | 4,683,022 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $243,306,733 | 5,577,871 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $272,294,152 | 6,175,871 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $307,059,224 | 6,870,871 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $327,977,316 | 7,391,871 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $311,849,050 | 7,519,871 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $278,242,041 | 7,558,871 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $318,290,919 | 7,638,371 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $479,344,703 | 8,371,371 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $575,781,671 | 8,658,371 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $636,983,822 | 9,142,871 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $655,962,972 | 9,342,871 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $565,727,220 | 9,237,871 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $474,579,642 | 9,444,371 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $498,329,779 | 9,564,871 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $523,706,483 | 9,984,871 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $299,590,615 | 9,966,421 | Shares | Sole | 2020-05-14 | |
| No 13F history on record for this holder in this stock. | ||||||