13F Filing
Lindsell Train Ltd
Filed2026.04.24
FilingCurrent Portfolio
$3.14B
Previous Portfolio
$3.94B
Change
−20.45%
Holdings
TKOTKO GROUP HOLDINGS INCReduced$493.9M15.75%
GOOGLALPHABET INCReduced$490.2M15.63%
INTUINTUITIncreased$317.2M10.11%
DISDISNEY WALT COReduced$309.0M9.85%
TMOTHERMO FISHER SCIENTIFIC INCReduced$303.4M9.67%
FICOFAIR ISAAC CORPIncreased$266.3M8.49%
MDLZMONDELEZ INTL INCReduced$205.3M6.55%
PEPPEPSICO INCReduced$198.3M6.32%
PYPLPAYPAL HLDGS INCReduced$189.0M6.03%
EBAYEBAY INC.Reduced$175.4M5.59%
| # | Company | % of Portfolio | Activity | Market Value | Shares | Change | Sector |
|---|---|---|---|---|---|---|---|
| 1 |  TKO TKO GROUP HOLDINGS INC | 15.75% | Reduced | $493.9M | 2,449,468 | −370,736 | Communication Services |
| 2 |  GOOGL ALPHABET INC | 15.63% | Reduced | $490.2M | 1,704,639 | −383,959 | Communication Services |
| 3 |  INTU INTUIT | 10.11% | Increased | $317.2M | 733,699 | +123,448 | Technology |
| 4 |  DIS DISNEY WALT CO | 9.85% | Reduced | $309.0M | 3,206,407 | −275,423 | Communication Services |
| 5 |  TMO THERMO FISHER SCIENTIFIC INC | 9.67% | Reduced | $303.4M | 617,211 | −72,292 | Healthcare |
| 6 |  FICO FAIR ISAAC CORP | 8.49% | Increased | $266.3M | 249,422 | +32,829 | Technology |
| 7 |  MDLZ MONDELEZ INTL INC | 6.55% | Reduced | $205.3M | 3,561,964 | −917,890 | Consumer Defensive |
| 8 |  PEP PEPSICO INC | 6.32% | Reduced | $198.3M | 1,277,185 | −524,786 | Consumer Defensive |
| 9 |  PYPL PAYPAL HLDGS INC | 6.03% | Reduced | $189.0M | 4,179,623 | −118,995 | Financial Services |
| 10 |  EBAY EBAY INC. | 5.59% | Reduced | $175.4M | 1,927,485 | −151,594 | Consumer Cyclical |
Portfolio Changes
Buy Positions
New Buy
Nothing to show yet
Additional Buy
+20.23%
+123,448Shares
+15.16%
+32,829Shares
+3.00%
+300Shares
+7.35%
+500Shares
+4.55%
+500Shares
Sell Positions
Full Exit
Full Exit
0Shares
Partial Exit
−13.15%
−370,736Shares
−18.38%
−383,959Shares
−7.91%
−275,423Shares
−10.48%
−72,292Shares
−20.49%
−917,890Shares
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