Lindsell Train Ltd Lindsell Train
London, X0 20 processed 13Fs on this site, 2021 Q3 to 2026 Q2
- $2.6B
- 28 holdings
- 2026 Q2
- −16.2% QoQ
- Top 5 63.3%
AUM over time
Book
| MDLZ, Mondelez | Reduce −6.2% | 20,799,468 | $54.82 | $1.1B | −1,365,000 | −$236M | |
| PEP, PepsiCo | Reduce −3.1% | 3,724,860 | $163.30 | $608M | −120,000 | −$33M | |
| INTU, Intuit | Reduce −3.2% | 1,510,202 | $387.38 | $585M | −50,554 | −$17M | |
| World Wrestling Entertainment | Reduce −10.1% | 8,075,056 | $70.28 | $568M | −909,654 | +$5.7M | |
| DIS, Disney | Reduce −0.7% | 5,447,290 | $94.46 | $515M | −39,800 | −$3.9M | |
| PYPL, PayPal | Add +1.5% | 5,351,802 | $86.09 | $461M | +77,340 | +$92M | |
| FICO, Fair Isaac | Add +9.0% | 916,905 | $412.04 | $378M | +75,475 | +$40M | |
| EBAY, eBay | Reduce −1.0% | 7,558,871 | $36.82 | $278M | −79,500 | −$40M | |
| BF.A, Brown-Forman Class A | Reduce −0.8% | 2,943,672 | $67.52 | $199M | −23,000 | −$2.3M | |
| MANU, Manchester United | Add +1.2% | 10,925,176 | $13.26 | $145M | +132,500 | +$25M | |
| BF.B, Brown-Forman Class B | Hold | 290,307 | $66.66 | $19M | — | — | |
| Cazoo Group | Hold | 16,580,689 | $0.4607 | $7.6M | — | — | |
| EL, Estee Lauder | Hold | 8,800 | $216.36 | $1.9M | — | — | |
| EFX, Equifax | Hold | 9,400 | $171.49 | $1.6M | — | — | |
| AXP, American Express | Hold | 11,600 | $135.00 | $1.6M | — | — | |
| GOOGL, Alphabet | Add +1900.0% | 16,000 | $95.69 | $1.5M | +15,200 | −$213K | |
| SPGI, S&P Global | Hold | 4,400 | $305.91 | $1.3M | — | — | |
| JNJ, Johnson & Johnson | Hold | 7,900 | $163.54 | $1.3M | — | — | |
| V, Visa | Add +15.3% | 6,800 | $177.79 | $1.2M | +900 | +$47K | |
| CL, Colgate-Palmolive | Hold | 16,900 | $70.30 | $1.2M | — | — | |
| KO, Coca-Cola | Hold | 21,100 | $56.07 | $1.2M | — | — | |
| NKE, Nike | Hold | 13,900 | $83.09 | $1.2M | — | — | |
| ORCL, Oracle | Hold | 18,600 | $61.13 | $1.1M | — | — | |
| HSY, Hershey | Hold | 5,100 | $220.59 | $1.1M | — | — | |
| VRSK, Verisk | Hold | 6,500 | $170.62 | $1.1M | — | — | |
| TROW, T. Rowe Price | Hold | 9,600 | $105.00 | $1M | — | — | |
| CME, CME Group | Hold | 5,600 | $177.14 | $992K | — | — | |
| ADBE, Adobe | Hold | 2,500 | $275.20 | $688K | — | — | |
| MSGS, MSG Sports | Hold | 3,300 | $136.67 | $451K | — | — |
Filings history
20 periods, with AUM normalized
| Period | Holds | 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 to 2026 Q2