Independent Franchise Partners LLP
Top Portfolio Positions
23 positions ·
$13,202,087,665 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| BMY |
Bristol Myers Squibb Co
Healthcare
|
21,275,474 | $1,290,357,498 | 9.77% |
| SOLV |
Solventum Corp
Healthcare
|
15,733,495 | $1,027,397,223 | 7.78% |
| LYV |
Live Nation Entertainment, Inc.
Communication Services
|
5,864,757 | $894,434,090 | 6.77% |
| KVUE |
Kenvue Inc.
Consumer Defensive
|
49,208,848 | $848,360,539 | 6.43% |
| TRU |
TransUnion
Financial Services
|
12,131,944 | $839,409,205 | 6.36% |
| AON |
Aon plc
Financial Services
|
2,588,002 | $835,355,285 | 6.33% |
| ICE |
Intercontinental Exchange, Inc.
Financial Services
|
4,955,192 | $779,352,597 | 5.90% |
| NWSA |
News Corp
Communication Services
|
30,924,574 | $770,949,629 | 5.84% |
| CRM |
Salesforce, Inc.
Technology
|
4,035,050 | $753,222,783 | 5.71% |
| IT |
Gartner Inc
Technology
|
4,600,771 | $728,486,080 | 5.52% |
Portfolio Trend
Holdings in EL
Shares Held
Position Value (USD)
11 of 11 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $475,730,315 | 6,628,540 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $820,716,715 | 7,837,249 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $683,228,903 | 7,753,392 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $637,676,589 | 7,892,037 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $526,444,644 | 7,976,434 | Shares | Other | 2025-05-14 | |
| 2024-12-31 | $589,204,686 | 7,858,158 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $538,303,968 | 5,399,779 | Shares | Other | 2024-11-13 | |
| 2024-06-30 | $368,787,507 | 3,466,048 | Shares | Other | 2024-08-13 | |
| 2024-03-31 | $369,918,071 | 2,399,728 | Shares | Other | 2024-05-14 | |
| 2023-12-31 | $359,499,026 | 2,458,113 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $372,831,888 | 2,579,259 | Shares | Other | 2023-11-13 | |
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