Institutional Fund
Lindsell Train Ltd
London, United KingdomCIK 14841505 filings on record
Portfolio Value
$3.14B
Q1 2026
Holdings
27
Reported positions
New Buys
0
Opened this quarter
QoQ Change
-20.5%
from $3.94B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Tko Group Holdings Inc15.7%
- Alphabet Inc15.6%
- Intuit10.1%
- Disney Walt Co9.9%
- Thermo Fisher Scientific Inc9.7%
- Fair Isaac Corp8.5%
- Other30.5%
Portfolio Holdings
27 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Tko Group Holdings Inc | 2.45M | $493.94M | 15.7% | −370.7K | Reduced |
| 2 | Alphabet Inc | 1.70M | $490.19M | 15.6% | −384.0K | Reduced |
| 3 | Intuit | 733.7K | $317.24M | 10.1% | +123.4K | Added |
| 4 | Disney Walt Co | 3.21M | $309.03M | 9.9% | −275.4K | Reduced |
| 5 | Thermo Fisher Scientific Inc | 617.2K | $303.38M | 9.7% | −72.3K | Reduced |
| 6 | Fair Isaac Corp | 249.4K | $266.27M | 8.5% | +32.8K | Added |
| 7 | Mondelez Intl Inc | 3.56M | $205.31M | 6.5% | −917.9K | Reduced |
| 8 | Pepsico Inc | 1.28M | $198.33M | 6.3% | −524.8K | Reduced |
| 9 | Paypal Hldgs Inc | 4.18M | $189.04M | 6.0% | −119.0K | Reduced |
| 10 | Ebay Inc. | 1.93M | $175.44M | 5.6% | −151.6K | Reduced |
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