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 28 rows. Rows without a quote are marked unavailable.
| 1 | GOOGL | ALPHABET INC | 16.58% | Reduce -6.5% | 2,088,598 | $653.73M | $313.00 | |
| 2 | TKO | TKO GROUP HOLDINGS INC | 14.95% | Reduce -4.5% | 2,820,204 | $589.42M | $209.00 | |
| 3 | INTU | INTUIT | 10.25% | Reduce -0.3% | 610,251 | $404.24M | $662.42 | |
| 4 | TMO | THERMO FISHER SCIENTIFIC INC | 10.13% | Reduce -15.7% | 689,503 | $399.53M | $579.45 | |
| 5 | DIS | DISNEY WALT CO | 10.05% | Reduce -6.5% | 3,481,830 | $396.13M | $113.77 | |
| 6 | FICO | FAIR ISAAC CORP | 9.29% | Reduce -2.9% | 216,593 | $366.18M | $1690.62 | |
| 7 | PEP | PEPSICO INC | 6.56% | Reduce -18.1% | 1,801,971 | $258.62M | $143.52 | |
| 8 | PYPL | PAYPAL HLDGS INC | 6.36% | Reduce -4.1% | 4,298,618 | $250.95M | $58.38 | |
| 9 | MDLZ | MONDELEZ INTL INC | 6.12% | Reduce -10.9% | 4,479,854 | $241.15M | $53.83 | |
| 10 | EBAY | EBAY INC. | 4.59% | Reduce -15.3% | 2,079,079 | $181.09M | $87.10 | |
| 11 | BF-A | BROWN FORMAN CORP | 1.83% | - | 2,742,740 | $72.16M | $26.31 | |
| 12 | MANU | MANCHESTER UTD PLC NEW | 1.45% | Reduce -17.8% | 3,596,500 | $57.26M | $15.92 | |
| 13 | BF-B | BROWN FORMAN CORP | 1.09% | - | 1,649,764 | $42.99M | $26.06 | |
| 14 | AXP | AMERICAN EXPRESS CO | 0.09% | Reduce -3.9% | 9,800 | $3.63M | $369.95 | |
| 15 | SPGI | S&P GLOBAL INC | 0.09% | Add +4.6% | 6,800 | $3.55M | $522.59 | |
| 16 | V | VISA INC | 0.09% | - | 10,000 | $3.51M | $350.71 | |
| 17 | EFX | EQUIFAX INC | 0.06% | Add +4.8% | 11,000 | $2.39M | $216.98 | |
| 18 | CP | CANADIAN PACIFIC KANSAS CITY | 0.06% | Add +5.3% | 30,000 | $2.21M | $73.63 | |
| 19 | CME | CME GROUP INC | 0.05% | - | 7,400 | $2.02M | $273.08 | |
| 20 | ADBE | ADOBE INC | 0.05% | Add +17.8% | 5,300 | $1.85M | $349.99 | |
| 21 | ORCL | ORACLE CORP | 0.04% | - | 9,000 | $1.75M | $194.91 | |
| 22 | VRSK | VERISK ANALYTICS INC | 0.04% | - | 7,500 | $1.68M | $223.69 | |
| 23 | EL | LAUDER ESTEE COS INC | 0.04% | - | 15,500 | $1.62M | $104.72 | |
| 24 | NKE | NIKE INC | 0.03% | - | 20,400 | $1.3M | $63.71 | |
| 25 | TROW | PRICE T ROWE GROUP INC | 0.03% | - | 12,000 | $1.23M | $102.38 | |
| 26 | KO | COCA COLA CO | 0.03% | Reduce -8.1% | 17,000 | $1.19M | $69.91 | |
| 27 | CL | COLGATE PALMOLIVE CO | 0.03% | Reduce -2.7% | 14,600 | $1.15M | $79.02 | |
| 28 | MSGS | MADISON SQUARE GRDN SPRT COR | 0.02% | - | 3,300 | $853.55K | $258.65 |