Lindsell Train Ltd
Managed by Lindsell Train. $3.94B disclosed long-equity portfolio across 27 positions.
| # | Stock | Value | % of Portfolio |
|---|---|---|---|
| 1 | ALPHABET INC | $653.7M | 16.58% |
| 2 | TKO GROUP HOLDINGS INC | $589.4M | 14.95% |
| 3 | INTUIT | $404.2M | 10.25% |
| 4 | THERMO FISHER SCIENTIFIC INC | $399.5M | 10.13% |
| 5 | DISNEY WALT CO | $396.1M | 10.05% |
| 6 | FAIR ISAAC CORP | $366.2M | 9.29% |
| 7 | PEPSICO INC | $258.6M | 6.56% |
| 8 | PAYPAL HLDGS INC | $251.0M | 6.36% |
| 9 | MONDELEZ INTL INC | $241.2M | 6.12% |
| 10 | EBAY INC. | $181.1M | 4.59% |
| 11 | BROWN FORMAN CORP | $115.2M | 2.92% |
| 12 | MANCHESTER UTD PLC NEW | $57.3M | 1.45% |
| 13 | AMERICAN EXPRESS CO | $3.6M | 0.09% |
| 14 | S&P GLOBAL INC | $3.6M | 0.09% |
| 15 | VISA INC | $3.5M | 0.09% |
| 16 | EQUIFAX INC | $2.4M | 0.06% |
| 17 | CANADIAN PACIFIC KANSAS CITY | $2.2M | 0.06% |
| 18 | CME GROUP INC | $2.0M | 0.05% |
| 19 | ADOBE INC | $1.9M | 0.05% |
| 20 | ORACLE CORP | $1.8M | 0.04% |
| 21 | VERISK ANALYTICS INC | $1.7M | 0.04% |
| 22 | LAUDER ESTEE COS INC | $1.6M | 0.04% |
| 23 | NIKE INC | $1.3M | 0.03% |
| 24 | PRICE T ROWE GROUP INC | $1.2M | 0.03% |
| 25 | COCA COLA CO | $1.2M | 0.03% |
For full quarterly history, transactions, and the investor profile, see Lindsell Train's page →
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Lindsell Train Ltd — overview
Lindsell Train runs Lindsell Train Ltd, a multi-strategy investment firm tracked here via SEC 13F filings. As of the Q4 2025 13F filing, the disclosed long-equity portfolio is valued at $3.9B across 27 positions. The largest holdings are ALPHABET INC, TKO GROUP HOLDINGS INC, and INTUIT (ALPHABET INC alone is 16.6% of the book).
Key takeaways
- Disclosed Q4 2025 portfolio: $3.9B.
- Top holdings: ALPHABET INC, TKO GROUP HOLDINGS INC, and INTUIT.