Lindsell Train·CIK 1484150
30
Positions
$5.0B
Portfolio Value
58
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q3 2023
Portfolio Value Over Time
| Ticker | % Portfolio | Value |
|---|---|---|
| MDLZ | 24.39% | $1,215,241,325 |
| INTU |
12.45% |
| $620,509,121 |
| FICO | 12.40% | $618,065,052 |
| PEP | 11.30% | $562,931,873 |
| TKO | 9.95% | $495,948,885 |
| DIS | 9.09% | $452,803,960 |
| PYPL | 6.24% | $310,700,666 |
| EBAY | 5.47% | $272,325,032 |
| MANU | 4.41% | $219,597,197 |
| BFA | 3.43% | $170,784,506 |
| BFB | 0.34% | $16,757,972 |
| GOOGL | 0.04% | $2,204,317 |
| SPGI | 0.04% | $2,156,627 |
| ORCL | 0.04% | $2,034,528 |
| EFX | 0.04% | $1,887,321 |
| ADBE | 0.04% | $1,815,458 |
| AXP | 0.03% | $1,731,126 |
| VRSK | 0.03% | $1,724,552 |
| CME | 0.03% | $1,722,064 |
| V | 0.03% | $1,679,475 |
| EL | 0.03% | $1,522,020 |
| NKE | 0.03% | $1,520,835 |
| CL | 0.03% | $1,429,412 |
| TROW | 0.03% | $1,258,560 |
| KO | 0.02% | $1,181,706 |
| HSY | 0.02% | $1,020,459 |
| JNJ | 0.02% | $944,897 |
| MSGS | 0.01% | $582,038 |
| CZOO | 0.01% | $451,822 |
| KVUE | 0.01% | $296,033 |
| Ticker | Last Value | Last Weight |
|---|---|---|
SOLDWWE | $686,671,916 | 12.23% |