Back to Lindsell Train Ltd
Q2 2026 13F filing
Updated 57 days ago28 disclosed positions worth $2.6B
Portfolio value
$2.6B
Total holdings
28
New positions
2
Closed positions
1
Increased
5
Decreased
14
Turnover
10.7%
Filed
2026-07-15
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | G GOOGN ALPHABET INC | $459.9M | 1.29M | 17.49% | Trimmed(-24.5%) |
| 2 | T TKO TKO GROUP HOLDINGS INC | $422.5M | 2.10M | 16.07% | Trimmed(-14.3%) |
| 3 | F FICO FAIR ISAAC CORP | $270.2M | 226.2K | 10.28% | Trimmed(-9.3%) |
| 4 | T TMO THERMO FISHER SCIENTIFIC INC | $258M | 514.5K | 9.81% | Trimmed(-16.6%) |
| 5 | D DIS DISNEY WALT CO | $251M | 2.61M | 9.55% | Trimmed(-18.7%) |
| 6 | I INTU INTUIT | $174.1M | 666.9K | 6.62% | Trimmed(-9.1%) |
| 7 | M MDLZ MONDELEZ INTL INC | $148.4M | 2.57M | 5.64% | Trimmed(-28.0%) |
| 8 | P PEP PEPSICO INC | $138.6M | 1.02M | 5.27% | Trimmed(-19.9%) |
| 9 | P PYPL PAYPAL HLDGS INC | $136.6M | 3.16M | 5.20% | Trimmed(-24.3%) |
| 10 | E EBAY EBAY INC. | $124.7M | 1.12M | 4.74% | Trimmed(-42.1%) |
| 11 | ? N/A MANCHESTER UTD PLC NEW | $63.3M | 2.76M | 2.41% | Trimmed(-12.2%) |
| 12 | K KKRS KKR & CO INC | $61.3M | 667.8K | 2.33% | — |
| 13 | B BF-B BROWN FORMAN CORP | $58.4M | 2.13M | 2.22% | Trimmed(-17.4%) |
| 14 | B BF-B BROWN FORMAN CORP | $36.8M | 1.38M | 1.40% | Trimmed(-12.5%) |
| 15 | V V VISA INC | $3.6M | 10.5K | 0.14% | Added(+1.9%) |
| 16 | S SPGI S&P GLOBAL INC | $3M | 7.4K | 0.11% | Added(+1.4%) |
| 17 | C CP CANADIAN PACIFIC KANSAS CITY | $2.6M | 30.0K | 0.10% | Unchanged |
| 18 | A AXP AMERICAN EXPRESS CO | $2.6M | 7.6K | 0.10% | Trimmed(-15.6%) |
| 19 | E EFX EQUIFAX INC | $1.9M | 11.8K | 0.07% | Added(+2.6%) |
| 20 | V VRSK VERISK ANALYTICS INC | $1.7M | 9.5K | 0.06% | Added(+13.1%) |
| 21 | C CME CME GROUP INC | $1.5M | 6.9K | 0.06% | Unchanged |
| 22 | A ADBE ADOBE INC | $1.4M | 7.0K | 0.05% | Unchanged |
| 23 | W WMG WARNER MUSIC GROUP CORP | $1.4M | 50.0K | 0.05% | — |
| 24 | O ORCL-PD ORACLE CORP | $1.3M | 9.0K | 0.05% | Unchanged |
| 25 | E EL LAUDER ESTEE COS INC | $1.2M | 15.0K | 0.04% | Unchanged |
| 26 | M MSGS MADISON SQUARE GRDN SPRT COR | $1.1M | 2.8K | 0.04% | Unchanged |
| 27 | K KO COCA COLA CO | $975K | 12.0K | 0.04% | Unchanged |
| 28 | N NKE NIKE INC | $862K | 21.0K | 0.03% | Added(+1.0%) |