Lindsell Train Ltd: 13F holdings
CIK 14841502026Q2
| Positions | 28 |
|---|
| Reported value | $2.6bn |
|---|
| Filed | 2026-07-15 |
|---|
Change since last quarter
| Positions | 28 (+1 vs prior quarter) |
|---|
| Reported value | $2.6bn (-16.2%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| GOOGL ALPHABET INC | 1,286,845 | $459.9m | 17.5% |
| TKO TKO GROUP HOLDINGS INC | 2,098,862 | $422.5m | 16.1% |
| FICO FAIR ISAAC CORP | 226,186 | $270.2m | 10.3% |
| TMO THERMO FISHER SCIENTIFIC INC | 514,512 | $258.0m | 9.8% |
| DIS DISNEY WALT CO | 2,607,846 | $251.0m | 9.5% |
| INTU INTUIT | 666,883 | $174.1m | 6.6% |
| MDLZ MONDELEZ INTL INC | 2,565,453 | $148.4m | 5.6% |
| PEP PEPSICO INC | 1,023,706 | $138.6m | 5.3% |
| PYPL PAYPAL HLDGS INC | 3,162,672 | $136.6m | 5.2% |
| EBAY EBAY INC. | 1,116,001 | $124.7m | 4.7% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1484150")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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