Lindsell Train·CIK 1484150
28
Positions
$3.9B
Portfolio Value
58
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q4 2025
Portfolio Value Over Time
| Ticker | % Portfolio | Value |
|---|---|---|
| GOOGL | 16.58% | $653,731,174 |
| TKO |
14.95% |
| $589,422,636 |
| INTU | 10.25% | $404,242,467 |
| TMO | 10.13% | $399,532,513 |
| DIS | 10.05% | $396,127,799 |
| FICO | 9.29% | $366,176,458 |
| PEP | 6.56% | $258,618,878 |
| PYPL | 6.36% | $250,953,319 |
| MDLZ | 6.12% | $241,150,541 |
| EBAY | 4.59% | $181,087,781 |
| BFA | 1.83% | $72,161,489 |
| MANU | 1.45% | $57,256,280 |
| BFB | 1.09% | $42,992,850 |
| AXP | 0.09% | $3,625,510 |
| SPGI | 0.09% | $3,553,612 |
| V | 0.09% | $3,507,100 |
| EFX | 0.06% | $2,386,780 |
| CP | 0.06% | $2,208,900 |
| CME | 0.05% | $2,020,792 |
| ADBE | 0.05% | $1,854,947 |
| ORCL | 0.04% | $1,754,190 |
| VRSK | 0.04% | $1,677,675 |
| EL | 0.04% | $1,623,160 |
| NKE | 0.03% | $1,299,684 |
| TROW | 0.03% | $1,228,560 |
| KO | 0.03% | $1,188,470 |
| CL | 0.03% | $1,153,692 |
| MSGS | 0.02% | $853,545 |