Lindsell Train
$3.1B Assets Reported
28 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| TKO | TKO GROUP HOLDINGS INC | 2,449,468 | $494M | 15.7% |
| GOOGL | ALPHABET INC | 1,704,639 | $490M | 15.6% |
| INTU | INTUIT | 733,699 | $317M | 10.1% |
| DIS | DISNEY WALT CO | 3,206,407 | $309M | 9.9% |
| TMO | THERMO FISHER SCIENTIFIC INC | 617,211 | $303M | 9.7% |
| FICO | FAIR ISAAC CORP | 249,422 | $266M | 8.5% |
| MDLZ | MONDELEZ INTL INC | 3,561,964 | $205M | 6.5% |
| PEP | PEPSICO INC | 1,277,185 | $198M | 6.3% |
| PYPL | PAYPAL HLDGS INC | 4,179,623 | $189M | 6.0% |
| EBAY | EBAY INC. | 1,927,485 | $175M | 5.6% |
Track Lindsell Train's 13F portfolio: $3.1B in reported holdings, 28 positions. Top holdings, AUM, and quarterly changes on SentiSense.