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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Updated 2026-05-30 from SEC 13F data.
Live quotes available for 29 of 29 rows. Rows without a quote are marked unavailable.
| 1 | TKO | TKO GROUP HOLDINGS INC | 13.61% | Reduce -6.5% | 3,173,662 | $577.45M | $181.95 | |
| 2 | INTU | INTUIT | 12.36% | Reduce -10.2% | 665,786 | $524.39M | $787.63 | |
| 3 | DIS | DISNEY WALT CO | 11.95% | Reduce -4.5% | 4,087,276 | $506.86M | $124.01 | |
| 4 | FICO | FAIR ISAAC CORP | 9.61% | Reduce -7.2% | 223,114 | $407.84M | $1827.96 | |
| 5 | MDLZ | MONDELEZ INTL INC | 9.07% | Reduce -5.1% | 5,709,287 | $385.03M | $67.44 | |
| 6 | GOOGL | ALPHABET INC | 8.42% | Add +11028.8% | 2,028,223 | $357.43M | $176.23 | |
| 7 | TMO | THERMO FISHER SCIENTIFIC INC | 8.17% | Add +68.0% | 854,612 | $346.51M | $405.46 | |
| 8 | PYPL | PAYPAL HLDGS INC | 7.93% | Add +8.6% | 4,527,838 | $336.51M | $74.32 | |
| 9 | PEP | PEPSICO INC | 7.55% | Reduce -1.1% | 2,427,210 | $320.49M | $132.04 | |
| 10 | EBAY | EBAY INC. | 5.76% | Reduce -2.5% | 3,284,654 | $244.58M | $74.46 | |
| 11 | MANU | MANCHESTER UTD PLC NEW | 2.02% | Reduce -4.8% | 4,810,000 | $85.67M | $17.81 | |
| 12 | BF-A | BROWN FORMAN CORP | 1.77% | Reduce -0.7% | 2,733,341 | $75.08M | $27.47 | |
| 13 | BF-B | BROWN FORMAN CORP | 1.05% | Add +4.7% | 1,649,764 | $44.4M | $26.91 | |
| 14 | ORCL | ORACLE CORP | 0.09% | Reduce -8.8% | 17,500 | $3.83M | $218.63 | |
| 15 | V | VISA INC | 0.08% | Reduce -10.7% | 10,000 | $3.55M | $355.05 | |
| 16 | AXP | AMERICAN EXPRESS CO | 0.08% | Reduce -12.1% | 10,200 | $3.25M | $318.98 | |
| 17 | SPGI | S&P GLOBAL INC | 0.07% | - | 5,900 | $3.11M | $527.29 | |
| 18 | EFX | EQUIFAX INC | 0.06% | - | 10,300 | $2.67M | $259.37 | |
| 19 | VRSK | VERISK ANALYTICS INC | 0.05% | Reduce -9.6% | 6,600 | $2.06M | $311.50 | |
| 20 | CME | CME GROUP INC | 0.05% | Reduce -13.9% | 7,400 | $2.04M | $275.62 | |
| 21 | NKE | NIKE INC | 0.03% | - | 20,400 | $1.45M | $71.04 | |
| 22 | ADBE | ADOBE INC | 0.03% | - | 3,560 | $1.38M | $386.88 | |
| 23 | CL | COLGATE PALMOLIVE CO | 0.03% | Reduce -25.4% | 15,000 | $1.36M | $90.90 | |
| 24 | KO | COCA COLA CO | 0.03% | Reduce -9.9% | 19,000 | $1.34M | $70.75 | |
| 25 | EL | LAUDER ESTEE COS INC | 0.03% | - | 14,425 | $1.17M | $80.80 | |
| 26 | TROW | PRICE T ROWE GROUP INC | 0.03% | - | 12,000 | $1.16M | $96.50 | |
| 27 | CP | CANADIAN PACIFIC KANSAS CITY | 0.02% | Add +9.5% | 13,300 | $1.05M | $79.27 | |
| 28 | HSY | HERSHEY CO | 0.02% | - | 5,100 | $846.35K | $165.95 | |
| 29 | MSGS | MADISON SQUARE GRDN SPRT COR | 0.02% | - | 3,300 | $689.54K | $208.95 |