Lindsell Train
Lindsell Train Ltd · SEC CIK 1484150
Rare, durable brands, held almost forever.
Q1 2026
Latest 13F
$3.14B
Filed US book
27
Positions
Largest holdings, as filed
Top 15 of 27 positions. Weights are against the whole filed book. 13F filings cover US-listed holdings only.
| Company | Ticker | Value | Weight |
|---|---|---|---|
| TKO GROUP HOLDINGS INC | TKO | $493.94M | 15.8% |
| ALPHABET INC | GOOGL | $490.19M | 15.6% |
| INTUIT | INTU | $317.24M | 10.1% |
| DISNEY WALT CO | DIS | $309.03M | 9.8% |
| THERMO FISHER SCIENTIFIC INC | TMO | $303.38M | 9.7% |
| FAIR ISAAC CORP | FICO | $266.27M | 8.5% |
| MONDELEZ INTL INC | MDLZ | $205.31M | 6.5% |
| PEPSICO INC | PEP | $198.33M | 6.3% |
| PAYPAL HLDGS INC | PYPL | $189.04M | 6.0% |
| EBAY INC. | EBAY | $175.44M | 5.6% |
| BROWN FORMAN CORP | BF/A | $69.26M | 2.2% |
| MANCHESTER UTD PLC NEW | $52.85M | 1.7% | |
| BROWN FORMAN CORP | BF/B | $41.67M | 1.3% |
| VISA INC | V | $3.11M | 0.1% |
| S&P GLOBAL INC | SPGI | $3.10M | 0.1% |
Inside the app: the full book for Lindsell Train Ltd, quarter on quarter buys and sells, consensus across 100+ funds and copy-to-watchlist.
Source: SEC EDGAR 13F filings. Values are as filed and cover US-listed positions only. Educational information, not financial advice.