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 | 23.16% | Reduce −6.2% | 20,799,468 | $54.82 | $1.1B | −1,365,000 | −$236M |
| PEP - Pepsico | 12.35% | Reduce −3.1% | 3,724,860 | $163.30 | $608M | −120,000 | −$33M |
| INTU - Intuit | 11.88% | Reduce −3.2% | 1,510,202 | $387.38 | $585M | −50,554 | −$17M |
| World Wrestling Entmt · CL A | 11.53% | Reduce −10.1% | 8,075,056 | $70.28 | $568M | −909,654 | +$6M |
| DIS - Disney Walt | 10.45% | Reduce −0.7% | 5,447,290 | $94.46 | $515M | −39,800 | −$4M |
| PYPL - Paypal | 9.36% | Add +1.5% | 5,351,802 | $86.09 | $461M | +77,340 | +$92M |
| FICO - Fair Isaac | 7.67% | Add +9.0% | 916,905 | $412.04 | $378M | +75,475 | +$40M |
| EBAY - EBAY Inc | 5.65% | Reduce −1.0% | 7,558,871 | $36.82 | $278M | −79,500 | −$40M |
| BF.A — · CL A | 4.04% | Reduce −0.8% | 2,943,672 | $67.52 | $199M | −23,000 | −$2M |
| MANU - Manchester United · CL A | 2.94% | Add +1.2% | 10,925,176 | $13.26 | $145M | +132,500 | +$25M |
| BF.B - Brown Forman · CL B | 0.39% | Hold | 290,307 | $66.66 | $19M | — | — |
| Cazoo Group | 0.16% | Hold | 16,580,689 | $0.4607 | $8M | — | — |
| EL - Estee Lauder · CL A | 0.04% | Hold | 8,800 | $216.36 | $2M | — | — |
| EFX - Equifax | 0.03% | Hold | 9,400 | $171.49 | $2M | — | — |
| AXP - American Express | 0.03% | Hold | 11,600 | $135.00 | $2M | — | — |
| GOOGL - Alphabet · CL A | 0.03% | Add +1900.0% | 16,000 | $95.69 | $2M | +15,200 | −$213K |
| SPGI - S&P Global | 0.03% | Hold | 4,400 | $305.91 | $1M | — | — |
| JNJ - Johnson & Johnson | 0.03% | Hold | 7,900 | $163.54 | $1M | — | — |
| V - Visa - · CL A | 0.02% | Add +15.3% | 6,800 | $177.79 | $1M | +900 | +$47K |
| CL - Colgate-Palmolive | 0.02% | Hold | 16,900 | $70.30 | $1M | — | — |
| KO - Coca-Cola /THE | 0.02% | Hold | 21,100 | $56.07 | $1M | — | — |
| NKE - NIKE - · CL B | 0.02% | Hold | 13,900 | $83.09 | $1M | — | — |
| ORCL - Oracle | 0.02% | Hold | 18,600 | $61.13 | $1M | — | — |
| HSY - Hershey /THE | 0.02% | Hold | 5,100 | $220.59 | $1M | — | — |
| VRSK - Verisk Analytics | 0.02% | Hold | 6,500 | $170.62 | $1M | — | — |
| TROW - T. Rowe Price | 0.02% | Hold | 9,600 | $105.00 | $1M | — | — |
| CME - CME Group | 0.02% | Hold | 5,600 | $177.14 | $992K | — | — |
| ADBE - Adobe | 0.01% | Hold | 2,500 | $275.20 | $688K | — | — |
| MSGS - MSG Sports · CL A | 0.01% | Hold | 3,300 | $136.67 | $451K | — | — |
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