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
| GOOGL - Alphabet · CL A | 16.58% | Reduce −6.5% | 2,088,598 | $313.00 | $654M | −145,500 | +$111M |
| TKO - TKO Group · CL A | 14.95% | Reduce −4.6% | 2,820,204 | $209.00 | $589M | −134,500 | −$7M |
| INTU - Intuit | 10.25% | Reduce −0.3% | 610,251 | $662.42 | $404M | −1,559 | −$14M |
| TMO - Thermo Fisher Scientific | 10.13% | Reduce −15.7% | 689,503 | $579.45 | $400M | −128,026 | +$3M |
| DIS - Disney Walt | 10.05% | Reduce −6.5% | 3,481,830 | $113.77 | $396M | −244,000 | −$30M |
| FICO - Fair Isaac | 9.29% | Reduce −2.9% | 216,593 | $1,691 | $366M | −6,362 | +$33M |
| PEP - Pepsico | 6.56% | Reduce −18.2% | 1,801,971 | $143.52 | $259M | −399,700 | −$51M |
| PYPL - Paypal | 6.36% | Reduce −4.1% | 4,298,618 | $58.38 | $251M | −185,000 | −$50M |
| MDLZ - Mondelez Intl · CL A | 6.12% | Reduce −10.9% | 4,479,854 | $53.83 | $241M | −548,933 | −$73M |
| EBAY - EBAY Inc | 4.59% | Reduce −15.3% | 2,079,079 | $87.10 | $181M | −376,000 | −$42M |
| BF.A — · CL A | 1.83% | Hold | 2,742,740 | $26.31 | $72M | — | — |
| MANU - Manchester Utd · CL A | 1.45% | Reduce −17.8% | 3,596,500 | $15.92 | $57M | −780,000 | −$9M |
| BF.B - Brown Forman · CL B | 1.09% | Hold | 1,649,764 | $26.06 | $43M | — | — |
| AXP - American Express | 0.09% | Reduce −3.9% | 9,800 | $369.95 | $4M | −400 | +$237K |
| SPGI - S&P Global | 0.09% | Add +4.6% | 6,800 | $522.59 | $4M | +300 | +$390K |
| V - VISA · CL A | 0.09% | Hold | 10,000 | $350.71 | $4M | — | — |
| EFX - Equifax | 0.06% | Add +4.8% | 11,000 | $216.98 | $2M | +500 | −$307K |
| CP - Canadian Pacific | 0.06% | Add +5.3% | 30,000 | $73.63 | $2M | +1,500 | +$86K |
| CME - CME Group | 0.05% | Hold | 7,400 | $273.08 | $2M | — | — |
| ADBE - Adobe | 0.05% | Add +17.8% | 5,300 | $349.99 | $2M | +800 | +$268K |
| ORCL - Oracle | 0.04% | Hold | 9,000 | $194.91 | $2M | — | — |
| VRSK - Verisk Analytics | 0.04% | Hold | 7,500 | $223.69 | $2M | — | — |
| EL - Estee Lauder · CL A | 0.04% | Hold | 15,500 | $104.72 | $2M | — | — |
| NKE - NIKE · CL B | 0.03% | Hold | 20,400 | $63.71 | $1M | — | — |
| TROW - T. Rowe Price | 0.03% | Hold | 12,000 | $102.38 | $1M | — | — |
| KO - Coca Cola | 0.03% | Reduce −8.1% | 17,000 | $69.91 | $1M | −1,500 | −$38K |
| CL - Colgate Palmolive | 0.03% | Reduce −2.7% | 14,600 | $79.02 | $1M | −400 | −$45K |
| MSGS - MSG Sports · CL A | 0.02% | Hold | 3,300 | $258.65 | $854K | — | — |
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