Independent Franchise Partners LLP
Top Portfolio Positions
23 positions ·
$14,276,456,527 total
· as of Dec 31, 2025
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| SOLV |
Solventum Corp
|
15,355,691 | $1,216,784,954 | 8.52% |
| BMY |
Bristol Myers Squibb Co
|
20,828,148 | $1,123,470,303 | 7.87% |
| IT |
Gartner Inc
|
3,308,566 | $834,685,030 | 5.85% |
| KVUE |
Kenvue Inc.
|
48,146,476 | $830,526,711 | 5.82% |
| EL |
Estee Lauder Companies Inc
|
7,837,249 | $820,716,715 | 5.75% |
| LYV |
Live Nation Entertainment, Inc.
|
5,733,718 | $817,054,815 | 5.72% |
| TRU |
TransUnion
|
9,136,903 | $783,489,432 | 5.49% |
| ICE |
Intercontinental Exchange, Inc.
|
4,831,853 | $782,566,911 | 5.48% |
| NWSA |
News Corp
|
29,934,048 | $781,877,333 | 5.48% |
| JNJ |
Johnson & Johnson
|
3,656,329 | $756,677,286 | 5.30% |
Portfolio Trend
Holdings in IT
Export CSVShares Held
Position Value (USD)
2 of 2 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $834,685,030 | 3,308,566 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $840,165,904 | 3,196,127 | Shares | Other | 2025-11-14 | |
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