Featured 13F manager
Lindsell Train Ltd Lindsell Train
London, X0 20 processed 13Fs on this site · 2021 Q3–2026 Q2
- $2.6B
- 28 Positions
- 2026 Q2
- −16.2% QoQ
- Top 5 63.3%
Portfolio
top 5 63.3% · top 10 90.7%
- GOOGL - Alphabet · CL A 17.5%
- TKO - TKO Group · CL A 16.1%
- FICO - Fair Isaac 10.3%
- TMO - Thermo Fisher Scientific 9.8%
- DIS - Disney Walt 9.6%
- INTU - Intuit 6.6%
- MDLZ - Mondelez Intl · CL A 5.6%
- PEP - Pepsico 5.3%
- PYPL - Paypal 5.2%
- EBAY - EBAY Inc 4.7%
- MANU - Manchester Utd · CL A 2.4%
- KKR — 2.3%
- Other 4.6%
AUM over time
Book
| MDLZ - Mondelez International | 25.36% | Reduce −10.8% | 26,388,363 | $66.31 | $1.7B | −3,203,405 | +$28M |
| INTU - Intuit | 14.50% | Reduce −15.2% | 1,555,906 | $643.22 | $1B | −278,800 | +$11M |
| PEP - Pepsico | 12.45% | Reduce −12.2% | 4,945,610 | $173.71 | $859M | −684,700 | +$12M |
| DIS - Disney Walt | 12.45% | Add +1.0% | 5,545,740 | $154.89 | $859M | +52,750 | −$70M |
| PYPL - Paypal | 11.46% | Add +4.4% | 4,193,462 | $188.58 | $791M | +178,200 | −$254M |
| EBAY - EBAY Inc | 8.34% | Reduce −5.3% | 8,658,371 | $66.50 | $576M | −484,500 | −$61M |
| World Wrestling Entmt · CL A | 8.15% | Add +1.7% | 11,401,014 | $49.34 | $563M | +188,500 | −$68M |
| BF.A — · CL A | 2.88% | Add +2.8% | 2,926,896 | $67.79 | $198M | +78,625 | +$20M |
| MANU - Manchester United · CL A | 2.24% | Reduce −4.0% | 10,847,340 | $14.24 | $154M | −455,926 | −$64M |
| Cazoo Group | 1.45% | New | 16,580,689 | $6.03 | $100M | +16,580,689 | +$100M |
| BF.B - Brown Forman · CL B | 0.31% | Hold | 290,307 | $72.86 | $21M | — | — |
| EL - Estee Lauder · CL A | 0.05% | Hold | 8,800 | $370.23 | $3M | — | — |
| EFX - Equifax | 0.04% | Hold | 9,400 | $292.77 | $3M | — | — |
| GOOGL - Alphabet · CL A | 0.03% | Hold | 800 | $2,898 | $2M | — | — |
| NKE - NIKE - · CL B | 0.03% | Hold | 13,900 | $166.69 | $2M | — | — |
| SPGI - S&P Global | 0.03% | Hold | 4,400 | $471.82 | $2M | — | — |
| AXP - American Express | 0.03% | Hold | 11,600 | $163.62 | $2M | — | — |
| TROW - T. Rowe Price | 0.03% | Hold | 9,600 | $196.67 | $2M | — | — |
| ORCL - Oracle | 0.02% | Hold | 18,600 | $87.20 | $2M | — | — |
| VRSK - Verisk Analytics | 0.02% | Hold | 6,500 | $228.77 | $1M | — | — |
| CL - Colgate-Palmolive | 0.02% | Hold | 16,900 | $85.33 | $1M | — | — |
| ADBE - Adobe | 0.02% | Hold | 2,500 | $567.20 | $1M | — | — |
| JNJ - Johnson & Johnson | 0.02% | Hold | 7,900 | $171.01 | $1M | — | — |
| CME - CME Group | 0.02% | Hold | 5,600 | $228.39 | $1M | — | — |
| V - Visa - · CL A | 0.02% | Hold | 5,900 | $216.78 | $1M | — | — |
| KO - Coca-Cola /THE | 0.02% | Hold | 21,100 | $59.19 | $1M | — | — |
| HSY - Hershey /THE | 0.01% | Hold | 5,100 | $193.53 | $987K | — | — |
| MSGS - MSG Sports · CL A | 0.01% | Hold | 3,300 | $173.64 | $573K | — | — |
Filings history
20 periods · normalized AUM · open a period for holdings
| Period | Holdings | AUM | QoQ | Form | Filed | Filing ID |
|---|---|---|---|---|---|---|
| 2026 Q2 | 28 | $2.6B | −16.2% | 13F-HR | 7/15/2026 | 000117266126002623 |
| 2026 Q1 | 27 | $3.1B | −20.4% | 13F-HR | 4/24/2026 | 000117266126001535 |
| 2025 Q4 | 28 | $3.9B | −3.3% | 13F-HR | 2/11/2026 | 000117266126000625 |
| 2025 Q3 | 28 | $4.1B | −3.9% | 13F-HR | 11/12/2025 | 000117266125004712 |
| 2025 Q2 | 29 | $4.2B | +6.0% | 13F-HR | 8/8/2025 | 000117266125002977 |
| 2025 Q1 | 29 | $4B | 0.0% | 13F-HR | 5/15/2025 | 000117266125001932 |
| 2024 Q4 | 28 | $4B | −9.7% | 13F-HR | 1/21/2025 | 000117266125000270 |
| 2024 Q3 | 29 | $4.4B | +2.2% | 13F-HR | 10/17/2024 | 000117266124004289 |
| 2024 Q2 | 29 | $4.3B | −8.9% | 13F-HR | 7/23/2024 | 000117266124002860 |
| 2024 Q1 | 30 | $4.8B | −7.7% | 13F-HR | 5/10/2024 | 000117266124002147 |
| 2023 Q4 | 30 | $5.2B | +3.5% | 13F-HR | 2/13/2024 | 000117266124000757 |
| 2023 Q3 | 30 | $5B | −11.3% | 13F-HR | 11/9/2023 | 000117266123003708 |
| 2023 Q2 | 29 | $5.6B | −2.1% | 13F-HR | 8/14/2023 | 000117266123003185 |
| 2023 Q1 | 29 | $5.7B | +9.0% | 13F-HR | 5/12/2023 | 000148415023000002 |
| 2022 Q4 | 29 | $5.3B | +6.9% | 13F-HR | 1/27/2023 | 000148415023000001 |
| 2022 Q3 | 29 | $4.9B | −3.5% | 13F-HR | 11/14/2022 | 000148415022000004 |
| 2022 Q2 | 29 | $5.1B | −19.6% | 13F-HR | 8/11/2022 | 000148415022000003 |
| 2022 Q1 | 29 | $6.3B | −8.0% | 13F-HR | 5/11/2022 | 000148415022000002 |
| 2021 Q4 | 28 | $6.9B | −4.7% | 13F-HR | 2/14/2022 | 000148415022000001 |
| 2021 Q3 | 27 | $7.2B | — | 13F-HR | 11/12/2021 | 000148415021000008 |
About
Lindsell Train Ltd
20 processed 13Fs on this site · 2021 Q3–2026 Q2