Lindsell Train as of March 31, 2026
Portfolio Holdings for Lindsell Train
Lindsell Train holds 27 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Tko Group Holdings Cl A (TKO) | 15.7 | $494M | 2.4M | 201.65 | |
| Alphabet Cap Stk Cl A (GOOGL) | 15.6 | $490M | 1.7M | 287.56 | |
| Intuit (INTU) | 10.1 | $317M | 734k | 432.38 | |
| Walt Disney Company (DIS) | 9.9 | $309M | 3.2M | 96.38 | |
| Thermo Fisher Scientific (TMO) | 9.7 | $303M | 617k | 491.53 | |
| Fair Isaac Corporation (FICO) | 8.5 | $266M | 249k | 1067.54 | |
| Mondelez Intl Cl A (MDLZ) | 6.5 | $205M | 3.6M | 57.64 | |
| Pepsi (PEP) | 6.3 | $198M | 1.3M | 155.29 | |
| Paypal Holdings (PYPL) | 6.0 | $189M | 4.2M | 45.23 | |
| eBay (EBAY) | 5.6 | $175M | 1.9M | 91.02 | |
| Brown Forman Corp Cl A (BF.A) | 2.2 | $69M | 2.6M | 26.79 | |
| Manchester Utd Ord Cl A (MANU) | 1.7 | $53M | 3.1M | 16.82 | |
| Brown Forman Corp CL B (BF.B) | 1.3 | $42M | 1.6M | 26.44 | |
| Visa Com Cl A (V) | 0.1 | $3.1M | 10k | 302.24 | |
| S&p Global (SPGI) | 0.1 | $3.1M | 7.3k | 425.34 | |
| American Express Company (AXP) | 0.1 | $2.7M | 9.0k | 302.48 | |
| Canadian Pacific Kansas City (CP) | 0.1 | $2.4M | 30k | 78.66 | |
| Equifax (EFX) | 0.1 | $2.1M | 12k | 180.07 | |
| Cme (CME) | 0.1 | $2.0M | 6.9k | 295.35 | |
| Adobe Systems Incorporated (ADBE) | 0.1 | $1.7M | 7.0k | 243.08 | |
| Verisk Analytics (VRSK) | 0.1 | $1.6M | 8.4k | 189.75 | |
| Oracle Corporation (ORCL) | 0.0 | $1.3M | 9.0k | 147.11 | |
| Nike CL B (NKE) | 0.0 | $1.1M | 21k | 52.82 | |
| Lauder Estee Cos Cl A (EL) | 0.0 | $1.1M | 15k | 71.77 | |
| Coca-Cola Company (KO) | 0.0 | $913k | 12k | 76.05 | |
| Madison Square Grdn Sprt Cor Cl A (MSGS) | 0.0 | $900k | 2.8k | 321.40 | |
| Colgate-Palmolive Company (CL) | 0.0 | $852k | 10k | 85.23 |
