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 MANU
Shares Held
Position Value (USD)
28 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $52,848,440 | 3,142,000 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $57,256,280 | 3,596,500 | Shares | Sole | 2026-01-06 | |
| 2025-12-31 | $57,256,280 | 3,596,500 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $66,260,210 | 4,376,500 | Shares | Sole | 2025-10-06 | |
| 2025-09-30 | $66,260,210 | 4,376,500 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $85,666,100 | 4,810,000 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $66,143,770 | 5,053,000 | Shares | Sole | 2025-05-15 | |
| 2025-03-31 | $66,143,770 | 5,053,000 | Shares | Sole | 2025-04-04 | |
| 2024-12-31 | $100,213,860 | 5,776,015 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $103,082,780 | 6,371,000 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $115,098,907 | 7,131,283 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $107,726,514 | 7,716,799 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $226,201,206 | 11,099,176 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $219,652,693 | 11,099,176 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $270,597,910 | 11,099,176 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $245,093,648 | 11,065,176 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $257,065,711 | 11,018,676 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $144,977,085 | 10,925,176 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $120,014,557 | 10,792,676 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $153,326,666 | 10,596,176 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $154,466,121 | 10,847,340 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $218,944,262 | 11,303,266 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $172,744,720 | 11,372,266 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $181,439,166 | 11,527,266 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $193,634,911 | 11,567,199 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $168,806,870 | 11,609,826 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $182,641,664 | 11,537,692 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $170,052,403 | 11,299,163 | Shares | Sole | 2020-05-14 | |
| No 13F history on record for this holder in this stock. | ||||||