Lindsell Train Ltd
CIK 1484150
13F filing for Q2 2026・No. 1,395
- Holdings
- US$2.63B
- Quarter change
- −US$508.03M
- Entries
- 28
- Net bought (estimate)
- −US$565.43M
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 2
- Sold out 1
- Cut 14
- Added 5
- Corporate actions 0
- Unchanged 7
Largest holdings
28 stocks worth US$2.63B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| GOOGLAlphabetCAP STK CL A | Cut | 1,286,845 | US$459.88M | 17.49% |
| TKOTKO GROUP HOLDINGS INCCL A | Cut | 2,098,862 | US$422.52M | 16.07% |
| FICOFAIR ISAAC CORPCOM | Cut | 226,186 | US$270.24M | 10.28% |
| TMOTHERMO FISHER SCIENTIFIC INCCOM | Cut | 514,512 | US$257.96M | 9.81% |
| DISDISNEY WALT COCOM | Cut | 2,607,846 | US$251.01M | 9.55% |
| INTUINTUITCOM | Cut | 666,883 | US$174.06M | 6.62% |
| MDLZMONDELEZ INTL INCCL A | Cut | 2,565,453 | US$148.39M | 5.64% |
| PEPPEPSICO INCCOM | Cut | 1,023,706 | US$138.61M | 5.27% |
| PYPLPAYPAL HLDGS INCCOM | Cut | 3,162,672 | US$136.56M | 5.19% |
| EBAYEBAY INC.COM | Cut | 1,116,001 | US$124.71M | 4.74% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 15, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.