Lindsell Train
As of Q1 2026, this manager reported 27 long-equity positions worth $3.14B in aggregate.
As of Q1 2026, Lindsell Train's Lindsell Train held 27 long-equity positions with a reported value of $3.14B.
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Buys
These are the positions the manager opened or added to this quarter, showing where they put more money to work. The quarter shown is Q1 2026.
| Ticker | Security | Activity | % portfolio | Shares | Value | Reported price | Q range |
|---|---|---|---|---|---|---|---|
| ADBE | ADOBE INC | Add +32.1% | 0.05% | 7,000 | $1.7M | $243.08 | $233.16 - $351.12(8%)$333.30 -> $243.08 |
| INTU | INTUIT | Add +20.2% | 10.11% | 733,699 | $317.24M | $432.38 | $349.00 - $661.99(27%)$629.46 -> $432.38 |
| FICO | FAIR ISAAC CORP | Add +15.2% | 8.49% | 249,422 | $266.27M | $1067.54 | $969.32 - $1691.03(14%)$1643.27 -> $1067.54 |
| VRSK | VERISK ANALYTICS INC | Add +12.0% | 0.05% | 8,400 | $1.59M | $189.75 | $164.60 - $226.39(41%)$221.02 -> $189.75 |
| SPGI | S&P GLOBAL INC | Add +7.3% | 0.10% | 7,300 | $3.1M | $425.34 | $381.61 - $552.25(26%)$512.66 -> $425.34 |
| EFX | EQUIFAX INC | Add +4.5% | 0.07% | 11,500 | $2.07M | $180.07 | $166.02 - $228.67(22%)$214.03 -> $180.07 |
| V | VISA INC | Add +3.0% | 0.10% | 10,300 | $3.11M | $302.24 | $294.32 - $358.62(12%)$346.48 -> $302.24 |
| NKE | NIKE INC | Add +2.0% | 0.04% | 20,800 | $1.1M | $52.82 | $50.95 - $68.49(11%)$63.28 -> $52.82 |