What did Lindsell Train buy in Q2 2025?

Lindsell Train opened 0 new positions and added to 2 existing holdings in the Q2 2025 13F.

What did Lindsell Train sell in Q2 2025?

Lindsell Train exited 0 positions and trimmed 1.

What Lindsell Train bought and sold in Q2 2025

In Q2 2025, Lindsell Train (Lindsell Train) added to 2, trimmed 1. The book stood at $4.24B across 29 positions, filed Aug 8, 2025.

0New2Added1Trimmed0Exited

Share𝕏 in

Added to (2)

GOOGLAlphabet Inc-cl A+11029% shares · 8.4% · $357M
TMOThermo Fisher Scientific Inc+68% shares · 8.2% · $347M

Trimmed (1)

CLColgate-palmolive CO-25% shares · <0.1% · $1M

Lindsell Train's other filings

Q1 2026 changes Q3 2025 changes Q1 2025 changes Q4 2024 changes

Lindsell Train's full portfolio →The whole cohort in Q2 2025 →

Changes vs the prior quarter's 13F, long US equity positions only (no shorts, options, or non-US listings). ADD/TRIM are share- count changes of ±20% or more. Sourced from SEC EDGAR. Not investment advice.