Lindsell Train Ltd 13F Holdings
CIK 0001484150 · LONDON, X0
As of Sep 30, 2025, Lindsell Train Ltd reported 28 positions worth $4.1B in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| TKO GROUP HOLDINGS INC | TKO | Communication Services | 2,954,704 | $596.7M | 14.64% |
| ALPHABET INC | GOOGL | Equity | 2,234,098 | $543.1M | 13.32% |
| WALT DISNEY CO | DIS | Communication Services | 3,725,830 | $426.6M | 10.47% |
| INTUIT INC | INTU | Technology | 611,810 | $417.8M | 10.25% |
| THERMO FISHER SCIENTIFIC INC | TMO | Healthcare | 817,529 | $396.5M | 9.73% |
| FAIR ISAAC CORP | FICO | Technology | 222,955 | $333.7M | 8.18% |
| MONDELEZ INTERNATIONAL INC | MDLZ | Consumer Defensive | 5,028,787 | $314.1M | 7.71% |
| PEPSICO INC | PEP | Consumer Defensive | 2,201,671 | $309.2M | 7.59% |
| PAYPAL HOLDINGS INC | PYPL | Financial Services | 4,483,618 | $300.7M | 7.38% |
| EBAY INC | EBAY | Consumer Cyclical | 2,455,079 | $223.3M | 5.48% |
| BROWN FORMAN CORP | BF.A | Consumer Defensive | 2,742,740 | $73.8M | 1.81% |
| MANCHESTER UNITED PLC | MANU | Communication Services | 4,376,500 | $66.3M | 1.63% |
| BROWN FORMAN CORP | BF.B | Consumer Defensive | 1,649,764 | $44.7M | 1.10% |
| VISA INC-CLASS A SHARES | V | Financial Services | 10,000 | $3.4M | 0.08% |
| AMERICAN EXPRESS CO | AXP | Financial Services | 10,200 | $3.4M | 0.08% |
| S&P GLOBAL INC | SPGI | Financial Services | 6,500 | $3.2M | 0.08% |
| EQUIFAX INC | EFX | Industrials | 10,500 | $2.7M | 0.07% |
| ORACLE CORP | ORCL | Technology | 9,000 | $2.5M | 0.06% |
| CANADIAN PACIFIC KANSAS CITY LTD | CP | Industrials | 28,500 | $2.1M | 0.05% |
| CME GROUP INC | CME | Financial Services | 7,400 | $2.0M | 0.05% |
| VERISK ANALYTICS INC | VRSK | Industrials | 7,500 |