LT
| |
Lindsell Train Ltd13F | |
| Lindsell Train Ltd | |
| Last update 2025-05-15 | 29 Stocks (2 new) |
| Value $3.61 Bil | Turnover 2 % |
Lindsell Train Ltd Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TKO | TKO Group Holdings Inc | 3,394,377 | 518,694.8 | -6.58% | 14.350 | -0.85% | 4.150 | +11.33% | +18.61% | 13,709.9 | Media - Diversified | |
INTU | Intuit Inc | 741,017 | 454,977.0 | -3.72% | 12.590 | -0.45% | 0.270 | +30.37% | +24.06% | 216,462.9 | Software | |
FICO | Fair Isaac Corp | 240,300 | 443,151.7 | -5.96% | 12.260 | -0.76% | 0.990 | -20.50% | -23.09% | 37,273.5 | Software | |
DIS | The Walt Disney Co | 4,280,841 | 422,519.0 | -3.98% | 11.690 | -0.49% | 0.240 | +41.44% | +10.88% | 221,014.9 | Media - Diversified | |
MDLZ | Mondelez International Inc | 6,018,722 | 408,370.3 | -28.44% | 11.300 | -3.57% | 0.460 | +4.87% | +19.13% | 90,857.2 | Consumer Packaged Goods | |
PEP | PepsiCo Inc | 2,454,237 | 367,988.3 | -3.99% | 10.180 | -0.39% | 0.180 | +3.52% | -2.30% | 199,432.1 | Beverages - Non-Alcoholic | |
PYPL | PayPal Holdings Inc | 4,171,092 | 272,163.8 | -2.61% | 7.530 | -0.24% | 0.430 | +22.73% | -10.18% | 74,554.4 | Credit Services | |
TMO | Thermo Fisher Scientific Inc | 508,790 | 253,173.9 | +24.94% | 7.010 | +1.40% | 0.130 | +8.24% | -10.12% | 176,180.2 | Medical Diagnostics & Research | |
EBAY | eBay Inc | 3,370,021 | 228,251.5 | -7.57% | 6.320 | -0.43% | 0.730 | +23.45% | +33.38% | 37,756.9 | Retail - Cyclical | |
BF.A | Brown-Forman Corp | 2,752,327 | 92,120.4 | -1.57% | 2.550 | -0.04% | 0.580 | -9.45% | -16.66% | 14,655.1 | Beverages - Alcoholic |
Lindsell Train Ltd's Historical Top Holdings Breakdowns
Lindsell Train Ltd's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
MDLZ | Mondelez International Inc | 2025-03-31 | Reduce Reduce | -3.57% | 56.12 ($61.63) 68.15 | $70.17 | 13.86% | Reduce -28.44% | 6,018,722 | -2,392,500 | |
TMO | Thermo Fisher Scientific Inc | 2025-03-31 | Add Add | +1.40% | 497.6 ($541.6) 606.74 | $466.71 | -13.83% | Add 24.94% | 508,790 | 101,550 | |
TKO | TKO Group Holdings Inc | 2025-03-31 | Reduce Reduce | -0.85% | 139.62 ($152.78) 176.64 | $167.71 | 9.77% | Reduce -6.58% | 3,394,377 | -238,990 | |
FICO | Fair Isaac Corp | 2025-03-31 | Reduce Reduce | -0.76% | 1695.35 ($1851.88) 2030.47 | $1,531.26 | -17.31% | Reduce -5.96% | 240,300 | -15,220 | |
DIS | The Walt Disney Co | 2025-03-31 | Reduce Reduce | -0.49% | 96.87 ($107.47) 114 | $122.94 | 14.39% | Reduce -3.98% | 4,280,841 | -177,600 | |
INTU | Intuit Inc | 2025-03-31 | Reduce Reduce | -0.45% | 555.63 ($600.51) 630.23 | $776.00 | 29.22% | Reduce -3.72% | 741,017 | -28,600 | |
EBAY | eBay Inc | 2025-03-31 | Reduce Reduce | -0.43% | 61.61 ($66.65) 70.93 | $81.93 | 22.93% | Reduce -7.57% | 3,370,021 | -276,100 | |
PEP | PepsiCo Inc | 2025-03-31 | Reduce Reduce | -0.39% | 142.64 ($148.84) 156.42 | $145.67 | -2.13% | Reduce -3.99% | 2,454,237 | -102,100 | |
MANU | Manchester United PLC | 2025-03-31 | Reduce Reduce | -0.31% | 13.09 ($15.12) 17 | $18.17 | 20.17% | Reduce -12.52% | 5,053,000 | -723,015 | |
PYPL | PayPal Holdings Inc | 2025-03-31 | Reduce Reduce | -0.24% | 65.15 ($77.89) 91.81 | $76.66 | -1.58% | Reduce -2.61% | 4,171,092 | -111,600 |
Lindsell Train Ltd Total Holding History ($B)
Lindsell Train Ltd's Asset Allocation
Lindsell Train Ltd Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Lindsell Train Ltd's Hypothetical Growth since 2025-03-31
Lindsell Train Ltd's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Lindsell Train Ltd's Holdings Heat Map
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Lindsell Train Ltd's Holdings Bubble Chart
Lindsell Train Ltd News
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