Independent Franchise Partners LLP
CIK 1483866
13F filing for Q2 2026・No. 438
- Holdings
- US$15.24B
- Quarter change
- +US$952.58M
- Entries
- 26
- Net bought (estimate)
- +US$807.07M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 0
- Sold out 0
- Cut 8
- Added 18
- Corporate actions 0
- Unchanged 0
Largest holdings
26 stocks worth US$15.24B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| BMYBRISTOL-MYERS SQUIBB COCOM | Added | 21,792,841 | US$1.26B | 8.24% |
| SOLVSOLVENTUM CORPCOM SHS | Added | 16,170,038 | US$1.25B | 8.18% |
| LYVLIVE NATION ENTERTAINMENT INCOM | Added | 6,013,439 | US$1.1B | 7.22% |
| TRUTRANSUNIONCOM | Added | 13,976,652 | US$1.01B | 6.61% |
| KVUEKENVUE INCCOM | Added | 50,427,994 | US$963.68M | 6.32% |
| CRMSALESFORCE INCCOM | Added | 5,818,837 | US$911.58M | 5.98% |
| AONAON PLCSHS CL A | Added | 2,646,943 | US$877.96M | 5.76% |
| NEWS CORP NEWCL A | Added | 32,074,535 | US$796.41M | 5.22% |
| ABNBAIRBNB INCCOM CL A | Added | 5,423,764 | US$776.14M | 5.09% |
| JNJJOHNSON & JOHNSONCOM | Added | 3,043,186 | US$772.88M | 5.07% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 13, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.