Lindsell Train Ltd
Top Portfolio Positions
25 positions ·
$3,770,980,178 total
· as of Dec 31, 2025
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| GOOGL |
Alphabet Inc.
Communication Services
|
2,088,598 | $653,731,174 | 17.34% |
| TKO |
TKO Group Holdings, Inc.
Communication Services
|
2,820,204 | $589,422,636 | 15.63% |
| INTU |
Intuit Inc.
Technology
|
610,251 | $404,242,467 | 10.72% |
| TMO |
Thermo Fisher Scientific Inc.
Healthcare
|
689,503 | $399,532,513 | 10.59% |
| DIS |
Walt Disney Co
Communication Services
|
3,481,830 | $396,127,799 | 10.50% |
| FICO |
Fair Isaac Corp
Technology
|
216,593 | $366,176,457 | 9.71% |
| PEP |
Pepsico Inc
Consumer Defensive
|
1,801,971 | $258,618,877 | 6.86% |
| PYPL |
PayPal Holdings, Inc.
Financial Services
|
4,298,618 | $250,953,318 | 6.65% |
| MDLZ |
Mondelez International, Inc.
Consumer Defensive
|
4,479,854 | $241,150,540 | 6.39% |
| EBAY |
Ebay Inc
Consumer Cyclical
|
2,079,079 | $181,087,780 | 4.80% |
Portfolio Trend
Holdings in PYPL
Export CSVShares Held
Position Value (USD)
24 of 24 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $250,953,318 | 4,298,618 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $300,671,423 | 4,483,618 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $336,508,920 | 4,527,838 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $272,163,753 | 4,171,092 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $365,527,762 | 4,282,692 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $358,296,515 | 4,591,779 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $267,742,237 | 4,613,859 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $320,705,179 | 4,787,359 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $322,728,095 | 5,255,302 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $310,674,094 | 5,314,302 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $359,628,122 | 5,389,302 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $408,883,893 | 5,384,302 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $376,732,576 | 5,289,702 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $460,629,598 | 5,351,802 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $368,368,426 | 5,274,462 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $608,256,780 | 5,259,462 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $790,803,063 | 4,193,462 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,044,811,325 | 4,015,262 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,231,287,887 | 4,224,262 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,046,279,054 | 4,308,512 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $1,097,780,180 | 4,687,362 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $977,074,134 | 4,959,012 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $956,472,521 | 5,489,712 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $638,367,321 | 6,667,718 | Shares | Sole | 2020-05-14 | |
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