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 PYPL
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $189,044,348 | 4,179,623 | Shares | Sole | 2026-04-24 | |
| 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 | |
| No 13F history on record for this holder in this stock. | ||||||