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 −15.3% | 14,280,093 | $70.10 | $1B | −2,570,205 | −$220M | |
| FICO, Fair Isaac | Reduce −15.6% | 509,809 | $1,260 | $642M | −94,112 | −$62M | |
| INTU, Intuit | Reduce −10.4% | 980,995 | $648.96 | $637M | −114,169 | −$48M | |
| DIS, Disney | Reduce −9.0% | 5,056,482 | $120.99 | $612M | −498,208 | +$110M | |
| PEP, PepsiCo | Reduce −7.1% | 3,016,781 | $173.61 | $524M | −229,929 | −$28M | |
| TKO, TKO Group | Reduce −6.4% | 5,509,517 | $86.41 | $476M | −375,616 | −$3.9M | |
| PYPL, PayPal | Reduce −8.9% | 4,787,359 | $66.57 | $319M | −467,943 | −$4M | |
| EBAY, eBay | Reduce −16.0% | 4,683,022 | $51.93 | $243M | −894,849 | −$229K | |
| BF.A, Brown-Forman Class A | Reduce −3.2% | 2,843,575 | $53.09 | $151M | −94,895 | −$24M | |
| MANU, Manchester Utd | Reduce −30.5% | 7,716,799 | $14.13 | $109M | −3,382,377 | −$117M | |
| BF.B, Brown-Forman Class B | Hold | 290,307 | $52.05 | $15M | — | — | |
| EFX, Equifax | Hold | 10,300 | $262.50 | $2.7M | — | — | |
| AXP, American Express | Hold | 11,600 | $227.83 | $2.6M | — | — | |
| GOOG, Alphabet | Hold | 16,850 | $150.91 | $2.5M | — | — | |
| SPGI, S&P Global | Hold | 5,900 | $422.78 | $2.5M | — | — | |
| ORCL, Oracle | Hold | 19,200 | $125.26 | $2.4M | — | — | |
| V, Visa | Hold | 7,700 | $279.07 | $2.1M | — | — | |
| CME, CME Group | Hold | 8,600 | $215.58 | $1.9M | — | — | |
| CL, Colgate-Palmolive | Hold | 20,100 | $89.97 | $1.8M | — | — | |
| ADBE, Adobe | Hold | 3,560 | $504.67 | $1.8M | — | — | |
| VRSK, Verisk | Hold | 7,300 | $233.94 | $1.7M | — | — | |
| EL, Estee Lauder | Hold | 11,425 | $145.04 | $1.7M | — | — | |
| NKE, Nike | Hold | 15,900 | $94.15 | $1.5M | — | — | |
| TROW, T. Rowe Price | Hold | 12,000 | $120.87 | $1.5M | — | — | |
| KO, Coca-Cola | Hold | 21,100 | $61.05 | $1.3M | — | — | |
| HSY, Hershey | Hold | 5,100 | $193.71 | $988K | — | — | |
| JNJ, Johnson & Johnson | Hold | 6,065 | $158.04 | $959K | — | — | |
| MSGS, MSG Sports | Hold | 3,300 | $184.59 | $609K | — | — | |
| KVUE, Kenvue | Hold | 14,739 | $21.45 | $316K | — | — |
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