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 27 of 28 rows. Rows without a quote are marked unavailable.
| 1 | TKO | TKO GROUP HOLDINGS INC | 15.75% | Reduce -13.2% | 2,449,468 | $493.94M | $201.65 | |
| 2 | GOOGL | ALPHABET INC | 15.63% | Reduce -18.4% | 1,704,639 | $490.19M | $287.56 | |
| 3 | INTU | INTUIT | 10.11% | Add +20.2% | 733,699 | $317.24M | $432.38 | |
| 4 | DIS | DISNEY WALT CO | 9.85% | Reduce -7.9% | 3,206,407 | $309.03M | $96.38 | |
| 5 | TMO | THERMO FISHER SCIENTIFIC INC | 9.67% | Reduce -10.5% | 617,211 | $303.38M | $491.53 | |
| 6 | FICO | FAIR ISAAC CORP | 8.49% | Add +15.2% | 249,422 | $266.27M | $1067.54 | |
| 7 | MDLZ | MONDELEZ INTL INC | 6.55% | Reduce -20.5% | 3,561,964 | $205.31M | $57.64 | |
| 8 | PEP | PEPSICO INC | 6.32% | Reduce -29.1% | 1,277,185 | $198.33M | $155.29 | |
| 9 | PYPL | PAYPAL HLDGS INC | 6.03% | Reduce -2.8% | 4,179,623 | $189.04M | $45.23 | |
| 10 | EBAY | EBAY INC. | 5.59% | Reduce -7.3% | 1,927,485 | $175.44M | $91.02 | |
| 11 | BF-A | BROWN FORMAN CORP | 2.21% | Reduce -5.7% | 2,585,222 | $69.26M | $26.79 | |
| 12 | MANU | MANCHESTER UTD PLC NEW | 1.68% | Reduce -12.6% | 3,142,000 | $52.85M | $16.82 | |
| 13 | BF-B | BROWN FORMAN CORP | 1.33% | Reduce -4.5% | 1,576,049 | $41.67M | $26.44 | |
| 14 | V | VISA INC | 0.10% | Add +3.0% | 10,300 | $3.11M | $302.24 | |
| 15 | SPGI | S&P GLOBAL INC | 0.10% | Add +7.3% | 7,300 | $3.1M | $425.34 | |
| 16 | AXP | AMERICAN EXPRESS CO | 0.09% | Reduce -8.2% | 9,000 | $2.72M | $302.48 | |
| 17 | CP | CANADIAN PACIFIC KANSAS CITY | 0.08% | - | 30,000 | $2.36M | $78.66 | |
| 18 | EFX | EQUIFAX INC | 0.07% | Add +4.5% | 11,500 | $2.07M | $180.07 | |
| 19 | CME | CME GROUP INC | 0.07% | Reduce -6.8% | 6,900 | $2.04M | $295.35 | |
| 20 | ADBE | ADOBE INC | 0.05% | Add +32.1% | 7,000 | $1.7M | $243.08 | |
| 21 | VRSK | VERISK ANALYTICS INC | 0.05% | Add +12.0% | 8,400 | $1.59M | $189.75 | |
| 22 | ORCL | ORACLE CORP | 0.04% | - | 9,000 | $1.32M | $147.11 | |
| 23 | NKE | NIKE INC | 0.04% | Add +2.0% | 20,800 | $1.1M | $52.82 | |
| 24 | EL | LAUDER ESTEE COS INC | 0.03% | Reduce -3.2% | 15,000 | $1.08M | $71.77 | |
| 25 | KO | COCA COLA CO | 0.03% | Reduce -29.4% | 12,000 | $912.6K | $76.05 | |
| 26 | MSGS | MADISON SQUARE GRDN SPRT COR | 0.03% | Reduce -15.2% | 2,800 | $899.92K | $321.40 | |
| 27 | CL | COLGATE PALMOLIVE CO | 0.03% | Reduce -31.5% | 10,000 | $852.3K | $85.23 | |
| 28 | TROW | PRICE T ROWE GROUP INC | - | Sold | 0 | $0 | No quote | No quote |