Independent Franchise Partners LLP
Top Portfolio Positions
23 positions ·
$14,883,328,719 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| TRU |
TransUnion
Financial Services
|
24,263,888 | $1,678,818,410 | 11.28% | |
| IT |
Gartner Inc
Technology
|
9,201,542 | $1,456,972,160 | 9.79% | |
| BMY |
Bristol Myers Squibb Co
Healthcare
|
21,275,474 | $1,290,357,498 | 8.67% | |
| SOLV |
Solventum Corp
Healthcare
|
15,733,495 | $1,027,397,223 | 6.90% | |
| LYV |
Live Nation Entertainment, Inc.
Communication Services
|
5,864,757 | $894,434,090 | 6.01% | |
| KVUE |
Kenvue Inc.
Consumer Defensive
|
49,208,848 | $848,360,539 | 5.70% | |
| AON |
Aon plc
Financial Services
|
2,588,002 | $835,355,285 | 5.61% | |
| ICE |
Intercontinental Exchange, Inc.
Financial Services
|
4,955,192 | $779,352,597 | 5.24% | |
| NWSA |
News Corp
Communication Services
|
30,924,574 | $770,949,629 | 5.18% | |
| CRM |
Salesforce, Inc.
Technology
|
4,035,050 | $753,222,783 | 5.06% |
Portfolio Trend
25 quarters · across all stocks
Holdings in PM
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $423,363,982 | 2,560,566 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $613,325,971 | 3,823,728 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $612,388,046 | 3,775,512 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $694,806,826 | 3,814,895 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $691,035,975 | 4,353,531 | Shares | Other | 2025-05-14 | |
| 2024-12-31 | $799,585,060 | 6,643,831 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $740,952,395 | 6,103,397 | Shares | Other | 2024-11-13 | |
| 2024-06-30 | $679,129,062 | 6,702,152 | Shares | Other | 2024-08-13 | |
| 2024-03-31 | $648,904,696 | 7,082,566 | Shares | Other | 2024-05-14 | |
| 2023-12-31 | $550,049,162 | 5,846,611 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $576,362,622 | 6,225,563 | Shares | Other | 2023-11-13 | |
| 2023-06-30 | $615,562,238 | 6,305,698 | Shares | Other | 2023-08-11 | |
| 2023-03-31 | $604,813,115 | 6,219,158 | Shares | Other | 2023-05-12 | |
| 2022-12-31 | $632,682,332 | 6,251,184 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $525,589,021 | 6,331,635 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $642,720,679 | 6,509,223 | Shares | Other | 2022-08-12 | |
| 2022-03-31 | $642,273,416 | 6,837,060 | Shares | Other | 2022-05-13 | |
| 2021-12-31 | $848,418,020 | 8,930,716 | Shares | Other | 2022-02-11 | |
| 2021-09-30 | $882,436,509 | 9,309,384 | Shares | Other | 2021-11-15 | |
| 2021-06-30 | $1,023,180,321 | 10,323,684 | Shares | Other | 2021-08-13 | |
| 2021-03-31 | $933,446,121 | 10,518,888 | Shares | Other | 2021-05-14 | |
| 2020-12-31 | $749,036,067 | 9,047,422 | Shares | Other | 2021-02-16 | |
| 2020-09-30 | $666,029,984 | 8,881,584 | Shares | Other | 2020-11-13 | |
| 2020-06-30 | $499,906,474 | 7,135,405 | Shares | Other | 2020-08-13 | |
| 2020-03-31 | $353,167,403 | 4,840,562 | Shares | Other | 2020-05-14 | |
| No 13F history on record for this holder in this stock. | ||||||