EdgeMarket › What Lindsell Train Ltd reported owning
What Lindsell Train Ltd reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
3.1BPositions
27Quarter
2026-03-31Shown below
27largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| TKO TKO Group Holdings, Inc. | 493.9M | 15.7% | 2.4M | 193.14 | +5.8% |
| GOOGL Alphabet Inc. | 490.2M | 15.6% | 1.7M | 344.82 | +73.0% |
| INTU INTUIT INC. | 317.2M | 10.1% | 733.7K | 367.00 | -47.5% |
| DIS Walt Disney Co | 309.0M | 9.9% | 3.2M | 107.78 | -7.9% |
| TMO THERMO FISHER SCIENTIFIC INC. | 303.4M | 9.7% | 617.2K | 629.27 | +27.2% |
| FICO FAIR ISAAC CORP | 266.3M | 8.5% | 249.4K | 1,172.67 | -12.8% |
| MDLZ Mondelez International, Inc. | 205.3M | 6.5% | 3.6M | 64.45 | +2.0% |
| PEP PEPSICO INC | 198.3M | 6.3% | 1.3M | 143.48 | -4.8% |
| PYPL PayPal Holdings, Inc. | 189.0M | 6.0% | 4.2M | 61.55 | -9.6% |
| EBAY EBAY INC | 175.4M | 5.6% | 1.9M | 104.13 | +5.0% |
| unmapped CUSIP 115637100 | 69.3M | 2.2% | 2.6M | — | — |
| MANU Manchester United plc | 52.8M | 1.7% | 3.1M | 23.75 | +36.6% |
| unmapped CUSIP 115637209 | 41.7M | 1.3% | 1.6M | — | — |
| V VISA INC. | 3.1M | 0.1% | 10.3K | 371.04 | +7.9% |
| SPGI S&P Global Inc. | 3.1M | 0.1% | 7.3K | 431.29 | -22.6% |
| AXP AMERICAN EXPRESS CO | 2.7M | 0.1% | 9.0K | 336.00 | +8.9% |
| CP CANADIAN PACIFIC KANSAS CITY LTD/CN | 2.4M | 0.1% | 30.0K | 96.69 | +30.2% |
| EFX EQUIFAX INC | 2.1M | 0.1% | 11.5K | 192.62 | -22.4% |
| CME CME GROUP INC. | 2.0M | 0.1% | 6.9K | 274.98 | +0.1% |
| ADBE ADOBE INC. | 1.7M | 0.1% | 7.0K | 275.30 | -22.1% |
| VRSK Verisk Analytics, Inc. | 1.6M | 0.1% | 8.4K | 187.50 | -30.8% |
| ORCL ORACLE CORP | 1.3M | 0.0% | 9.0K | 146.47 | -37.7% |
| NKE NIKE, Inc. | 1.1M | 0.0% | 20.8K | 40.76 | -46.6% |
| EL ESTEE LAUDER COMPANIES INC | 1.1M | 0.0% | 15.0K | 101.94 | +17.8% |
| KO COCA COLA CO | 912.6K | 0.0% | 12.0K | 91.10 | +28.9% |
| MSGS Madison Square Garden Sports Corp. | 899.9K | 0.0% | 2.8K | 406.16 | +107.7% |
| CL COLGATE PALMOLIVE CO | 852.3K | 0.0% | 10.0K | 91.08 | +5.8% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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