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Lindsell Train's 2026Q1 portfolio

Lindsell Train (Lindsell Train) held 21 positions as of Mar 31, 2026, with the largest position at 15.7% of the portfolio. This is the latest 13F filing on record.

Showing positions still held at the most recent quarter so their historical weights can be reconstructed. Positions that were held in 2026Q1but have since been exited aren't included in this table — for a full point-in-time reconstruction, use the SEC EDGAR filing directly.

Holdings as of Mar 31, 2026 (21)

  1. 1TKOTko Group Holdings Inc
    % port
    15.7%
    +0.8pp vs prior Q
  2. 2GOOGLAlphabet Inc-cl A
    % port
    15.6%
    -1.0pp vs prior Q
  3. 3INTUIntuit Inc
    % port
    10.1%
    -0.1pp vs prior Q
  4. 4DISWalt Disney Co/the
    % port
    9.9%
    -0.2pp vs prior Q
  5. 5TMOThermo Fisher Scientific Inc
    % port
    9.7%
    -0.5pp vs prior Q
  6. 6FICOFair Isaac Corp
    % port
    8.5%
    -0.8pp vs prior Q
  7. 7MDLZMondelez International Inc-a
    % port
    6.5%
    +0.4pp vs prior Q
  8. 8PEPPepsico Inc
    % port
    6.3%
    -0.2pp vs prior Q
  9. 9PYPLPaypal Holdings Inc
    % port
    6.0%
    -0.3pp vs prior Q
  10. 10EBAYEbay Inc
    % port
    5.6%
    +1.0pp vs prior Q
  11. 11BF/ABrown-forman Corp-class A
    % port
    2.2%
    +0.4pp vs prior Q
  12. 12MANUManchester Utd Plc New
    % port
    1.7%
    +0.2pp vs prior Q
  13. 13BF/BBrown-forman Corp-class B
    % port
    1.3%
    +0.2pp vs prior Q
  14. 14VVisa Inc-class A Shares
    % port
    0.1%
  15. 15SPGIS&p Global Inc
    % port
    0.1%
  16. 16AXPAmerican Express CO
    % port
    0.1%
  17. 17CPCanadian Pacific Kansas City
    % port
    0.1%
  18. 18EFXEquifax Inc
    % port
    0.1%
  19. 19CMECme Group Inc
    % port
    0.1%
  20. 20ADBEAdobe Inc
    % port
    0.1%
  21. 21VRSKVerisk Analytics Inc
    % port
    0.1%

13F-HR filings disclose long US-equity positions only. 13Fs don't cover shorts, bonds, derivatives, or non-US listings, so the picture here is the public part of the portfolio — not the whole.

Not investment advice.