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Lindsell Train
Lindsell Train
2026Q1 · filed Apr 24, 202627 positions · $3.14Btop-5 61%
2026Q1 brief
2026Q1 activity: 2 conviction adds (top: INTU, ADBE); 1 exit (top: TROW). Top 5 holdings: TKO, GOOGL, INTU, DIS, TMO (61% of portfolio).
AI-generated. Not investment advice.
Holdings (27) · click any column to sort
| #↑ | Ticker | Issuer | % Port. | This Q | History | Value |
|---|---|---|---|---|---|---|
| 1 | TKO | 15.7% | $494M | |||
| 2 | GOOGL | 15.6% | $490M | |||
| 3 | INTU | 10.1% | $317M | |||
| 4 | DIS | 9.9% | $309M | |||
| 5 | TMO | 9.7% | $303M | |||
| 6 | FICO | 8.5% | $266M | |||
| 7 | MDLZ | 6.5% | $205M | |||
| 8 | PEP | 6.3% | $198M | |||
| 9 | PYPL | 6.0% | $189M | |||
| 10 | EBAY | 5.6% | $175M | |||
| 11 | BF/A | 2.2% | $69M | |||
| 12 | MANU | 1.7% | $53M | |||
| 13 | BF/B | 1.3% | $42M | |||
| 14 | V | 0.1% | $3M | |||
| 15 | SPGI | 0.1% | $3M | |||
| 16 | AXP | 0.1% | $3M | |||
| 17 | CP | 0.1% | $2M | |||
| 18 | EFX | 0.1% | $2M | |||
| 19 | CME | 0.1% | $2M | |||
| 20 | ADBE | 0.1% | $2M | |||
| 21 | VRSK | 0.1% | $2M | |||
| 22 | ORCL | <0.1% | $1M | |||
| 23 | NKE | <0.1% | $1M | |||
| 24 | EL | <0.1% | $1M | |||
| 25 | KO | <0.1% | $913K | |||
| 26 | MSGS | <0.1% | $900K | |||
| 27 | CL | <0.1% | $852K |
Sort↑
- 1TKO15.7%$494MTko Group Holdings Incthis Q hold·11q
- 2GOOGL15.6%$490MAlphabet Inc-cl Athis Q hold·19q
- 3INTU10.1%$317MIntuit Incthis Q +20%·40q
- 4DIS9.9%$309MWalt Disney Co/thethis Q hold·40q
- 5TMO9.7%$303MThermo Fisher Scientific Incthis Q hold·6q
- 6FICO8.5%$266MFair Isaac Corpthis Q hold·17q
- 7MDLZ6.5%$205MMondelez International Inc-athis Q -20%·40q
- 8PEP6.3%$198MPepsico Incthis Q -29%·40q
- 9PYPL6.0%$189MPaypal Holdings Incthis Q hold·40q
- 10EBAY5.6%$175MEbay Incthis Q hold·40q
- 11BF/A2.2%$69MBrown-forman Corp-class Athis Q hold·40q
- 12MANU1.7%$53MManchester Utd Plc Newthis Q hold·35q
- 13BF/B1.3%$42MBrown-forman Corp-class Bthis Q hold·33q
- 14V0.1%$3MVisa Inc-class A Sharesthis Q hold·24q
- 15SPGI0.1%$3MS&p Global Incthis Q hold·24q
- 16AXP0.1%$3MAmerican Express COthis Q hold·24q
- 17CP0.1%$2MCanadian Pacific Kansas Citythis Q hold·5q
- 18EFX0.1%$2MEquifax Incthis Q hold·24q
- 19CME0.1%$2MCme Group Incthis Q hold·24q
- 20ADBE0.1%$2MAdobe Incthis Q +32%·24q
- 21VRSK0.1%$2MVerisk Analytics Incthis Q hold·24q
- 22ORCL<0.1%$1MOracle Corpthis Q hold·24q
- 23NKE<0.1%$1MNike Inc -cl Bthis Q hold·24q
- 24EL<0.1%$1MEstee Lauder Companies-cl Athis Q hold·24q
- 25KO<0.1%$913KCoca-cola Co/thethis Q -29%·24q
- 26MSGS<0.1%$900KMadison Square Garden Sportsthis Q hold·24q
- 27CL<0.1%$852KColgate-palmolive COthis Q -32%·24q
All activity (2026Q1)
| Ticker | Issuer | Move | % Port. | Δ Shares | Value |
|---|---|---|---|---|---|
| INTU | Intuit Inc | ADD | 10.1% | +20% | $317M |
| PEP | Pepsico Inc | TRIM | 6.3% | -29% | $198M |
| MDLZ | Mondelez International Inc-a | TRIM | 6.5% | -20% | $205M |
| ADBE | Adobe Inc | ADD | 0.1% | +32% | $2M |
| TROW | T Rowe Price Group Inc | EXIT | <0.1% | -100% | $0 |
| KO | Coca-cola Co/the | TRIM | <0.1% | -29% | $913K |
| CL | Colgate-palmolive CO | TRIM | <0.1% | -32% | $852K |
- ADDINTU10.1%Intuit IncΔ +20%·$317M
- TRIMPEP6.3%Pepsico IncΔ -29%·$198M
- TRIMMDLZ6.5%Mondelez International Inc-aΔ -20%·$205M
- ADDADBE0.1%Adobe IncΔ +32%·$2M
- EXITTROW<0.1%T Rowe Price Group IncΔ -100%·$0
- TRIMKO<0.1%Coca-cola Co/theΔ -29%·$913K
- TRIMCL<0.1%Colgate-palmolive COΔ -32%·$852K
Long US equity 13F-HR filings only — no shorts, no derivatives. SEC filings at EDGAR (CIK 0001484150). Not investment advice.