Lindsell Train·CIK 1484150
29
Positions
$5.1B
Portfolio Value
58
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q2 2022
Portfolio Value Over Time
| Ticker | % Portfolio | Value |
|---|---|---|
| MDLZ | 26.99% | $1,376,303,000 |
| PEP |
12.57% |
| $640,919,000 |
| INTU | 11.80% | $601,796,000 |
| WWE | 11.02% | $561,859,000 |
| DIS | 10.17% | $518,448,000 |
| PYPL | 7.23% | $368,500,000 |
| FICO | 6.62% | $337,498,000 |
| EBAY | 6.24% | $318,329,000 |
| BFA | 3.94% | $201,066,000 |
| MANU | 2.36% | $120,122,000 |
| BFB | 0.40% | $20,372,000 |
| CZOO | 0.23% | $11,976,000 |
| EL | 0.04% | $2,243,000 |
| GOOGL | 0.03% | $1,744,000 |
| EFX | 0.03% | $1,718,000 |
| AXP | 0.03% | $1,609,000 |
| SPGI | 0.03% | $1,485,000 |
| NKE | 0.03% | $1,421,000 |
| JNJ | 0.03% | $1,405,000 |
| CL | 0.03% | $1,355,000 |
| KO | 0.03% | $1,328,000 |
| ORCL | 0.03% | $1,300,000 |
| V | 0.02% | $1,162,000 |
| CME | 0.02% | $1,147,000 |
| VRSK | 0.02% | $1,125,000 |
| HSY | 0.02% | $1,097,000 |
| TROW | 0.02% | $1,091,000 |
| ADBE | 0.02% | $915,000 |
| MSGS | 0.01% | $499,000 |