Lindsell Train·CIK 1484150
29
Positions
$4.2B
Portfolio Value
58
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q2 2025
Portfolio Value Over Time
| Ticker | % Portfolio | Value |
|---|---|---|
| TKO | 13.61% | $577,447,801 |
| INTU |
12.36% |
| $524,393,027 |
| DIS | 11.95% | $506,863,097 |
| FICO | 9.61% | $407,843,467 |
| MDLZ | 9.07% | $385,034,315 |
| GOOGL | 8.42% | $357,433,739 |
| TMO | 8.17% | $346,510,982 |
| PYPL | 7.93% | $336,508,920 |
| PEP | 7.55% | $320,488,808 |
| EBAY | 5.76% | $244,575,337 |
| MANU | 2.02% | $85,666,100 |
| BFA | 1.77% | $75,084,877 |
| BFB | 1.05% | $44,395,149 |
| ORCL | 0.09% | $3,826,025 |
| V | 0.08% | $3,550,500 |
| AXP | 0.08% | $3,253,596 |
| SPGI | 0.07% | $3,111,011 |
| EFX | 0.06% | $2,671,511 |
| VRSK | 0.05% | $2,055,900 |
| CME | 0.05% | $2,039,588 |
| NKE | 0.03% | $1,449,216 |
| ADBE | 0.03% | $1,377,293 |
| CL | 0.03% | $1,363,500 |
| KO | 0.03% | $1,344,250 |
| EL | 0.03% | $1,165,540 |
| TROW | 0.03% | $1,158,000 |
| CP | 0.02% | $1,054,291 |
| HSY | 0.02% | $846,345 |
| MSGS | 0.02% | $689,535 |