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 2026-06-06 from SEC 13F data.
Live quotes available for 28 of 29 rows. Rows without a quote are marked unavailable.
| 1 | TKO | TKO GROUP HOLDINGS INC | 14.64% | Reduce -6.9% | 2,954,704 | $596.73M | $201.96 | |
| 2 | GOOGL | ALPHABET INC | 13.32% | Add +10.2% | 2,234,098 | $543.11M | $243.10 | |
| 3 | DIS | DISNEY WALT CO | 10.47% | Reduce -8.8% | 3,725,830 | $426.61M | $114.50 | |
| 4 | INTU | INTUIT | 10.25% | Reduce -8.1% | 611,810 | $417.81M | $682.91 | |
| 5 | TMO | THERMO FISHER SCIENTIFIC INC | 9.73% | Reduce -4.3% | 817,529 | $396.52M | $485.02 | |
| 6 | FICO | FAIR ISAAC CORP | 8.19% | Reduce -0.1% | 222,955 | $333.66M | $1496.53 | |
| 7 | MDLZ | MONDELEZ INTL INC | 7.71% | Reduce -11.9% | 5,028,787 | $314.15M | $62.47 | |
| 8 | PEP | PEPSICO INC | 7.59% | Reduce -9.3% | 2,201,671 | $309.2M | $140.44 | |
| 9 | PYPL | PAYPAL HLDGS INC | 7.38% | Reduce -1.0% | 4,483,618 | $300.67M | $67.06 | |
| 10 | EBAY | EBAY INC. | 5.48% | Reduce -25.3% | 2,455,079 | $223.29M | $90.95 | |
| 11 | BF-A | BROWN FORMAN CORP | 1.81% | Add +0.3% | 2,742,740 | $73.81M | $26.91 | |
| 12 | MANU | MANCHESTER UTD PLC NEW | 1.63% | Reduce -9.0% | 4,376,500 | $66.26M | $15.14 | |
| 13 | BF-B | BROWN FORMAN CORP | 1.10% | - | 1,649,764 | $44.68M | $27.08 | |
| 14 | V | VISA INC | 0.08% | - | 10,000 | $3.41M | $341.38 | |
| 15 | AXP | AMERICAN EXPRESS CO | 0.08% | - | 10,200 | $3.39M | $332.16 | |
| 16 | SPGI | S&P GLOBAL INC | 0.08% | Add +10.2% | 6,500 | $3.16M | $486.71 | |
| 17 | EFX | EQUIFAX INC | 0.07% | Add +1.9% | 10,500 | $2.69M | $256.53 | |
| 18 | ORCL | ORACLE CORP | 0.06% | Reduce -48.6% | 9,000 | $2.53M | $281.24 | |
| 19 | CP | CANADIAN PACIFIC KANSAS CITY | 0.05% | Add +114.3% | 28,500 | $2.12M | $74.49 | |
| 20 | CME | CME GROUP INC | 0.05% | - | 7,400 | $2M | $270.19 | |
| 21 | VRSK | VERISK ANALYTICS INC | 0.05% | Add +13.6% | 7,500 | $1.89M | $251.51 | |
| 22 | ADBE | ADOBE INC | 0.04% | Add +26.4% | 4,500 | $1.59M | $352.75 | |
| 23 | NKE | NIKE INC | 0.03% | - | 20,400 | $1.42M | $69.73 | |
| 24 | EL | LAUDER ESTEE COS INC | 0.03% | Add +7.5% | 15,500 | $1.37M | $88.12 | |
| 25 | TROW | PRICE T ROWE GROUP INC | 0.03% | - | 12,000 | $1.23M | $102.64 | |
| 26 | KO | COCA COLA CO | 0.03% | Reduce -2.6% | 18,500 | $1.23M | $66.32 | |
| 27 | CL | COLGATE PALMOLIVE CO | 0.03% | - | 15,000 | $1.2M | $79.94 | |
| 28 | MSGS | MADISON SQUARE GRDN SPRT COR | 0.02% | - | 3,300 | $749.1K | $227.00 | |
| 29 | HSY | HERSHEY CO | - | Sold | 0 | $0 | No quote | No quote |