Institutional Fund
Independent Franchise Partners LLP
London, United KingdomCIK 14838665 filings on record
Portfolio Value
$14.29B
Q1 2026
Holdings
26
Reported positions
New Buys
0
Opened this quarter
QoQ Change
-9.1%
from $15.72B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Bristol-Myers Squibb Co9.0%
- Solventum Corp7.2%
- Live Nation Entertainment In6.3%
- Kenvue Inc5.9%
- Transunion5.9%
- Aon PLC5.8%
- Other59.9%
Portfolio Holdings
26 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Bristol-Myers Squibb Co | 21.28M | $1.29B | 9.0% | +447.3K | Added |
| 2 | Solventum Corp | 15.73M | $1.03B | 7.2% | +377.8K | Added |
| 3 | Live Nation Entertainment In | 5.86M | $894.43M | 6.3% | +131.0K | Added |
| 4 | Kenvue Inc | 49.21M | $848.36M | 5.9% | +1.06M | Added |
| 5 | Transunion | 12.13M | $839.41M | 5.9% | +3.00M | Added |
| 6 | Aon PLC | 2.59M | $835.36M | 5.8% | +472.5K | Added |
| 7 | Intercontinental Exchange In | 4.96M | $779.35M | 5.5% | +123.3K | Added |
| 8 | News Corp New | 30.92M | $770.95M | 5.4% | +990.5K | Added |
| 9 | Salesforce Inc | 4.04M | $753.22M | 5.3% | +3.50M | Added |
| 10 | Gartner Inc | 4.60M | $728.49M | 5.1% | +1.29M | Added |
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