Lindsell Train Ltd
Top Portfolio Positions
25 positions ·
$3,025,883,678 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| TKO |
TKO Group Holdings, Inc.
Communication Services
|
2,449,468 | $493,935,222 | 16.32% |
| GOOGL |
Alphabet Inc.
Communication Services
|
1,704,639 | $490,185,990 | 16.20% |
| INTU |
Intuit Inc.
Technology
|
733,699 | $317,236,773 | 10.48% |
| DIS |
Walt Disney Co
Communication Services
|
3,206,407 | $309,033,506 | 10.21% |
| TMO |
Thermo Fisher Scientific Inc.
Healthcare
|
617,211 | $303,377,722 | 10.03% |
| FICO |
Fair Isaac Corp
Technology
|
249,422 | $266,267,961 | 8.80% |
| MDLZ |
Mondelez International, Inc.
Consumer Defensive
|
3,561,964 | $205,311,604 | 6.79% |
| PEP |
Pepsico Inc
Consumer Defensive
|
1,277,185 | $198,334,058 | 6.55% |
| PYPL |
PayPal Holdings, Inc.
Financial Services
|
4,179,623 | $189,044,348 | 6.25% |
| EBAY |
Ebay Inc
Consumer Cyclical
|
1,927,485 | $175,439,684 | 5.80% |
Portfolio Trend
Holdings in TKO
Shares Held
Position Value (USD)
11 of 11 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $493,935,222 | 2,449,468 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $589,422,636 | 2,820,204 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $596,732,019 | 2,954,704 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $577,447,800 | 3,173,662 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $518,694,749 | 3,394,377 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $516,337,784 | 3,633,367 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $559,361,569 | 4,521,555 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $547,811,887 | 5,072,802 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $476,077,363 | 5,509,517 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $480,109,150 | 5,885,133 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $495,712,999 | 5,897,133 | Shares | Sole | 2023-11-09 | |
| No quarters match your search. | ||||||