Back to Lindsell Train Ltd
Q3 2026 13F filing
Updated 3 days ago28 disclosed positions worth $2.4B
Portfolio value
$2.4B
Total holdings
28
New positions
0
Closed positions
0
Increased
0
Decreased
0
Turnover
—
Filed
2026-11-02
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | G ALPHABET INC | $387.4M | 1.13M | 16.44% | — |
| 2 | T TKO GROUP HOLDINGS INC | $348.5M | 1.94M | 14.79% | — |
| 3 | T THERMO FISHER SCIENTIFIC INC | $293.1M | 391.8K | 12.44% | — |
| 4 | D DISNEY WALT CO | $241.2M | 2.30M | 10.24% | — |
| 5 | I INTUIT | $173M | 627.6K | 7.34% | — |
| 6 | P PAYPAL HLDGS INC | $154.4M | 2.94M | 6.55% | — |
| 7 | M MONDELEZ INTL INC | $145.9M | 2.28M | 6.19% | — |
| 8 | F FAIR ISAAC CORP | $126.1M | 212.8K | 5.35% | — |
| 9 | P PEPSICO INC | $120.5M | 951.0K | 5.11% | — |
| 10 | E EBAY INC. | $111.6M | 1.05M | 4.74% | — |
| 11 | K KKR & CO INC | $90.4M | 990.2K | 3.84% | — |
| 12 | M MANCHESTER UTD PLC NEW | $52.5M | 2.51M | 2.23% | — |
| 13 | B BROWN FORMAN CORP | $52.1M | 1.94M | 2.21% | — |
| 14 | B BROWN FORMAN CORP | $34.8M | 1.33M | 1.48% | — |
| 15 | V VISA INC | $3.8M | 10.5K | 0.16% | — |
| 16 | S S&P GLOBAL INC | $2.9M | 7.4K | 0.12% | — |
| 17 | C CANADIAN PACIFIC KANSAS CITY | $2.6M | 30.0K | 0.11% | — |
| 18 | A AMERICAN EXPRESS CO | $2.2M | 7.2K | 0.09% | — |
| 19 | C CME GROUP INC | $1.8M | 6.9K | 0.08% | — |
| 20 | A ADOBE INC | $1.7M | 7.0K | 0.07% | — |
| 21 | E EQUIFAX INC | $1.6M | 11.8K | 0.07% | — |
| 22 | V VERISK ANALYTICS INC | $1.6M | 9.5K | 0.07% | — |
| 23 | W WARNER MUSIC GROUP CORP | $1.5M | 55.0K | 0.06% | — |
| 24 | O ORACLE CORP | $1.2M | 9.0K | 0.05% | — |
| 25 | E LAUDER ESTEE COS INC | $1.2M | 12.5K | 0.05% | — |
| 26 | M MADISON SQUARE GRDN SPRT COR | $1.1M | 2.7K | 0.05% | — |
| 27 | K COCA COLA CO | $990K | 11.5K | 0.04% | — |
| 28 | N NIKE INC | $743K | 21.0K | 0.03% | — |