Lindsell Train Ltd
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$3.14B
Q ending 2026-03-31
Prior quarter
$3.94B
Q ending 2025-12-31
Change
-20.5% QoQ · -21.6% YoY
Positions
27
reported holdings
Largest positions
All 27 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Tko Group Holdings Inc | TKO | Shares | $493.9M | 2.4M |
| Alphabet Inc | GOOGL | Shares | $490.2M | 1.7M |
| Intuit | INTU | Shares | $317.2M | 734K |
| Disney Walt Co | DIS | Shares | $309.0M | 3.2M |
| Thermo Fisher Scientific Inc | TMO | Shares | $303.4M | 617K |
| Fair Isaac Corp | FICO | Shares | $266.3M | 249K |
| Mondelez Intl Inc | MDLZ | Shares | $205.3M | 3.6M |
| Pepsico Inc | PEP | Shares | $198.3M | 1.3M |
| Paypal Hldgs Inc | PYPL | Shares | $189.0M | 4.2M |
| Ebay Inc. | EBAY | Shares | $175.4M | 1.9M |
| Brown Forman Corp | BF/A | Shares | $69.3M | 2.6M |
| Manchester Utd Plc New | Shares | $52.8M | 3.1M | |
| Brown Forman Corp | BF/B | Shares | $41.7M | 1.6M |
| Visa Inc | V | Shares | $3.1M | 10K |
| S&P Global Inc | SPGI | Shares | $3.1M | 7K |
| American Express Co | AXP | Shares | $2.7M | 9K |
| Canadian Pacific Kansas City | CP | Shares | $2.4M | 30K |
| Equifax Inc | EFX | Shares | $2.1M | 12K |
| Cme Group Inc | CME | Shares | $2.0M | 7K |
| Adobe Inc | ADBE | Shares | $1.7M | 7K |
| Verisk Analytics Inc | VRSK | Shares | $1.6M | 8K |
| Oracle Corp | ORCL | Shares | $1.3M | 9K |
| Nike Inc | NKE | Shares | $1.1M | 21K |
| Lauder Estee Cos Inc | EL | Shares | $1.1M | 15K |
| Coca Cola Co | KO | Shares | $913K | 12K |
| Madison Square Grdn Sprt Cor | MSGS | Shares | $900K | 3K |
| Colgate Palmolive Co | CL | Shares | $852K | 10K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.