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Independent Franchise Partners LLP
Q2 2026 13F filing
Updated 28 days ago26 disclosed positions worth $15.2B
Portfolio value
$15.2B
Total holdings
26
New positions
0
Closed positions
0
Increased
0
Decreased
0
Turnover
—
Filed
2026-08-13
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | C CELG-RI BRISTOL-MYERS SQUIBB CO | $1.3B | 21.79M | 8.24% | — |
| 2 | S SOLV SOLVENTUM CORP | $1.2B | 16.17M | 8.18% | — |
| 3 | L LYV LIVE NATION ENTERTAINMENT IN | $1.1B | 6.01M | 7.22% | — |
| 4 | T TRU TRANSUNION | $1B | 13.98M | 6.61% | — |
| 5 | K KVUE KENVUE INC | $963.7M | 50.43M | 6.32% | — |
| 6 | C CRM SALESFORCE INC | $911.6M | 5.82M | 5.98% | — |
| 7 | A AON AON PLC | $878M | 2.65M | 5.76% | — |
| 8 | N NWSLL NEWS CORP NEW | $796.4M | 32.07M | 5.22% | — |
| 9 | A ABNB AIRBNB INC | $776.1M | 5.42M | 5.09% | — |
| 10 | J JNJ JOHNSON & JOHNSON | $772.9M | 3.04M | 5.07% | — |
| 11 | I IT GARTNER INC | $723.7M | 5.58M | 4.75% | — |
| 12 | I ICE INTERCONTINENTAL EXCHANGE IN | $646.7M | 5.25M | 4.24% | — |
| 13 | Z Z ZILLOW GROUP INC | $513.8M | 16.30M | 3.37% | — |
| 14 | E EBAY EBAY INC. | $508.1M | 4.55M | 3.33% | — |
| 15 | P PM PHILIP MORRIS INTL INC | $466.4M | 2.58M | 3.06% | — |
| 16 | F FOX FOX CORP | $438.1M | 8.40M | 2.87% | — |
| 17 | E EL LAUDER ESTEE COS INC | $390.2M | 4.94M | 2.56% | — |
| 18 | O OTIS OTIS WORLDWIDE CORP | $368.9M | 5.15M | 2.42% | — |
| 19 | W WMG WARNER MUSIC GROUP CORP | $351.9M | 13.00M | 2.31% | — |
| 20 | F FOX FOX CORP | $256.8M | 5.48M | 1.68% | — |
| 21 | N NWSLL NEWS CORP NEW | $253.2M | 9.02M | 1.66% | — |
| 22 | W WMT WARNER BROS DISCOVERY INC | $217.5M | 8.16M | 1.43% | — |
| 23 | Z Z ZILLOW GROUP INC | $115.2M | 3.67M | 0.76% | — |
| 24 | R RYAN RYAN SPECIALTY HOLDINGS INC | $99.9M | 2.65M | 0.66% | — |
| 25 | C CTVA CORTEVA INC | $94.4M | 1.12M | 0.62% | — |
| 26 | T TKO TKO GROUP HOLDINGS INC | $86.4M | 429.1K | 0.57% | — |