Manager
Lindsell Train Ltd
All 13F filings
AUM over time
13F holdings value ($ millions)
showing latest · scroll left for older quarters
- TKO GROUP HOLDINGS INC 15.8%
- ALPHABET INC - GOOGL 15.6%
- INTUIT - INTU 10.1%
- DISNEY WALT CO - DIS 9.9%
- THERMO FISHER SCIENTIFIC INC - TMO 9.7%
- FAIR ISAAC CORP - FICO 8.5%
- MONDELEZ INTL INC - MDLZ 6.5%
- PEPSICO INC - PEP 6.3%
- PAYPAL HLDGS INC - PYPL 6.0%
- EBAY INC. 5.6%
- BROWN FORMAN CORP - BF.B 2.2%
- MANCHESTER UTD PLC NEW 1.7%
- Other 2.1%
This quarter’s activity
2026 Q1 vs 2025 Q4 · filed 4/24/2026
| Action | Issuer | Δ Shares | Δ Port % |
|---|---|---|---|
| Reduce | ALPHABET INC | -383,959 | -0.95 pp |
| Add | FAIR ISAAC CORP | +32,829 | -0.80 pp |
| Reduce | THERMO FISHER SCIENTIFIC INC | -72,292 | -0.46 pp |
| Reduce | TKO GROUP HOLDINGS INC | -370,736 | +0.80 pp |
| Reduce | DISNEY WALT CO | -275,423 | -0.19 pp |
| Add | INTUIT | +123,448 | -0.14 pp |
| Reduce | PAYPAL HLDGS INC | -118,995 | -0.34 pp |
| Reduce | PEPSICO INC | -524,786 | -0.24 pp |
| Reduce | MONDELEZ INTL INC | -917,890 | +0.43 pp |
| Reduce | EBAY INC. | -151,594 | +1.00 pp |
| Reduce | MANCHESTER UTD PLC NEW | -454,500 | +0.23 pp |
| Reduce | BROWN FORMAN CORP | -157,518 | +0.38 pp |
| Filing ID | Report period | Holdings | Value ($000) | Form type | Date filed | Name |
|---|---|---|---|---|---|---|
| 000117266126001535 | Q1 2026 | 27 | 3,136,812,519 | 13F-HR | 4/24/2026 | Lindsell Train Ltd |
| 000117266126000625 | Q4 2025 | 28 | 3,943,390,802 | 13F-HR | 2/11/2026 | Lindsell Train Ltd |
| 000117266125004712 | Q3 2025 | 28 | 4,076,472,912 | 13F-HR | 11/12/2025 | Lindsell Train Ltd |
| 000117266125002977 | Q2 2025 | 29 | 4,243,201,720 | 13F-HR | 8/8/2025 | Lindsell Train Ltd |
| 000117266125001932 | Q1 2025 | 29 | 3,614,010,966 | 13F-HR | 5/15/2025 | Lindsell Train Ltd |
| 000117266125000270 | Q4 2024 | 28 | 4,000,701,335 | 13F-HR | 1/21/2025 | Lindsell Train Ltd |
| 000117266124004289 | Q3 2024 | 29 | 4,431,189,834 | 13F-HR | 10/17/2024 | Lindsell Train Ltd |
| 000117266124002860 | Q2 2024 | 29 | 4,334,516,778 | 13F-HR | 7/23/2024 | Lindsell Train Ltd |
| 000117266124002147 | Q1 2024 | 30 | 4,759,257,211 | 13F-HR | 5/10/2024 | Lindsell Train Ltd |
| 000117266124000757 | Q4 2023 | 30 | 5,156,264,126 | 13F-HR | 2/13/2024 | Lindsell Train Ltd |
| 000117266123003708 | Q3 2023 | 30 | 4,982,828,839 | 13F-HR | 11/9/2023 | Lindsell Train Ltd |
| 000117266123003185 | Q2 2023 | 29 | 5,614,616,436 | 13F-HR | 8/14/2023 | Lindsell Train Ltd |
| 000148415023000002 | Q1 2023 | 29 | 5,732,719,264 | 13F-HR | 5/12/2023 | Lindsell Train Ltd |
| 000148415023000001 | Q4 2022 | 29 | 5,261,643,217 | 13F-HR | 1/27/2023 | Lindsell Train Ltd |
| 000148415022000004 | Q3 2022 | 29 | 4,923,585 | 13F-HR | 11/14/2022 | Lindsell Train Ltd |
| 000148415022000003 | Q2 2022 | 29 | 5,099,832 | 13F-HR | 8/11/2022 | Lindsell Train Ltd |
| 000148415022000002 | Q1 2022 | 29 | 6,347,327 | 13F-HR | 5/11/2022 | Lindsell Train Ltd |
| 000148415022000001 | Q4 2021 | 28 | 6,901,003 | 13F-HR | 2/14/2022 | Lindsell Train Ltd |
| 000148415021000008 | Q3 2021 | 27 | 7,243,880 | 13F-HR | 11/12/2021 | Lindsell Train Ltd |
| 000148415021000007 | Q2 2021 | 27 | 7,734,455 | 13F-HR | 8/13/2021 | Lindsell Train Ltd |
| 000148415021000005 | Q1 2021 | 27 | 7,096,527 | 13F-HR | 5/12/2021 | Lindsell Train Ltd |
| 000148415021000004 | Q4 2020 | 27 | 6,886,742 | 13F-HR | 2/12/2021 | Lindsell Train Ltd |
| 000148415020000006 | Q3 2020 | 27 | 6,159,737 | 13F-HR | 11/12/2020 | Lindsell Train Ltd |
| 000148415020000005 | Q2 2020 | 27 | 6,007,165 | 13F-HR | 8/13/2020 | Lindsell Train Ltd |
| 000148415020000004 | Q1 2020 | 10 | 4,689,572 | 13F-HR | 5/14/2020 | Lindsell Train Ltd |
| 000148415020000001 | Q4 2019 | 10 | 6,247,345 | 13F-HR | 1/29/2020 | Lindsell Train Ltd |
| 000148415019000004 | Q3 2019 | 11 | 5,918,173 | 13F-HR | 10/18/2019 | Lindsell Train Ltd |
| 000148415019000003 | Q2 2019 | 11 | 5,891,690 | 13F-HR | 8/2/2019 | Lindsell Train Ltd |
| 000148415019000002 | Q1 2019 | 11 | 5,168,559 | 13F-HR | 5/2/2019 | Lindsell Train Ltd |