Institutions / Lindsell Train Limited
Lindsell Train Limited
CIK 1484150 · Institution · as of Dec 31, 2025
Portfolio value
$3.94B
Positions
28
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 28 →
| Company | Value | % of portfolio |
|---|---|---|
| Alphabet Inc. | $653.73M | 16.6% |
| TKO Group Holdings, Inc. | $589.42M | 14.9% |
| Intuit Inc. | $404.24M | 10.3% |
| Thermo Fisher Scientific Inc. | $399.53M | 10.1% |
| Walt Disney Co | $396.13M | 10.0% |
| Fair Isaac Corp | $366.18M | 9.3% |
| Pepsico Inc | $258.62M | 6.6% |
| PayPal Holdings, Inc. | $250.95M | 6.4% |
| Mondelez International, Inc. | $241.15M | 6.1% |
| Ebay Inc | $181.09M | 4.6% |
| Brown Forman Corp | $72.16M | 1.8% |
| Manchester Utd PLC New | $57.26M | 1.5% |
| Brown Forman Corp | $42.99M | 1.1% |
| American Express Co | $3.63M | 0.1% |
| S&P Global Inc. | $3.55M | 0.1% |
| Visa Inc | $3.51M | 0.1% |
| Equifax Inc | $2.39M | 0.1% |
| Canadian Pacific Kansas City | $2.21M | 0.1% |
| CME Group Inc | $2.02M | 0.1% |
| Adobe Inc. | $1.85M | 0.0% |
| Oracle Corp | $1.75M | 0.0% |
| Verisk Analytics, Inc. | $1.68M | 0.0% |
| Estee Lauder Cos Inc/The | $1.62M | 0.0% |
| NIKE, Inc. | $1.30M | 0.0% |
| T Rowe Price Group Inc | $1.23M | 0.0% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.