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LINDSELL TRAIN LTD

AUM: $22.40 B
13-F Portfolio Value: $4.76 B
Last 13-F Filed: Q1 2024
Concentration in top 10: 99.02%
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Stock Company % Portfolio Shares Held Market Value Change in Shares % Change Quarter End Price Source
MDLZMONDELEZ INTL INC21.03%14,280,093$1,001,034,519-2,570,205-15.25%$70.113F
FICOFAIR ISAAC CORP13.49%509,809$642,124,828-94,112-15.58%$1259.5413F
INTUINTUIT13.38%980,995$636,626,515-114,169-10.42%$648.9613F
DISDISNEY WALT CO12.85%5,056,482$611,783,757-498,208-8.97%$120.9913F
PEPPEPSICO INC11%3,016,781$523,743,349-229,929-7.08%$173.6113F
TKOTKO GROUP HOLDINGS INC10%5,509,517$476,077,364-375,616-6.38%$86.4113F
PYPLPAYPAL HLDGS INC6.7%4,787,359$318,694,489-467,943-8.9%$66.5713F
EBAYEBAY INC.5.11%4,683,022$243,189,332-894,849-16.04%$51.9313F
BFABROWN FORMAN CORP3.17%2,843,575$150,965,397-94,895-3.23%$53.0913F
MANUMANCHESTER UTD PLC NEW2.29%7,716,799$109,038,370-3,382,377-30.47%$14.1313F
BFBBROWN FORMAN CORP0.32%290,307$15,110,479No Change$52.0513F
AXPAMERICAN EXPRESS CO0.06%11,600$2,642,828No Change$227.8313F
EFXEQUIFAX INC0.06%10,300$2,703,750No Change$262.513F
GOOGALPHABET INC0.05%16,850$2,542,834No Change$150.9113F
ORCLORACLE CORP0.05%19,200$2,404,992No Change$125.2613F
SPGIS&P GLOBAL INC0.05%5,900$2,494,402No Change$422.7813F
VVISA INC0.05%7,700$2,148,839No Change$279.0713F
ADBEADOBE INC0.04%3,560$1,796,625No Change$504.6713F
CMECME GROUP INC0.04%8,600$1,853,988No Change$215.5813F
CLCOLGATE PALMOLIVE CO0.04%20,100$1,808,397No Change$89.9713F
VRSKVERISK ANALYTICS INC0.04%7,300$1,707,762No Change$233.9413F
KOCOCA COLA CO0.03%21,100$1,288,155No Change$61.0513F
ELLAUDER ESTEE COS INC0.03%11,425$1,657,082No Change$145.0413F
NKENIKE INC0.03%15,900$1,496,985No Change$94.1513F
TROWPRICE T ROWE GROUP INC0.03%12,000$1,450,440No Change$120.8713F
HSYHERSHEY CO0.02%5,100$987,921No Change$193.7113F
JNJJOHNSON & JOHNSON0.02%6,065$958,513No Change$158.0413F
MSGSMADISON SQUARE GRDN SPRT COR0.01%3,300$609,147No Change$184.5913F
KVUEKENVUE INC0.00664%14,739$316,152No Change$21.4513F
CZOOCAZOO GROUP LTD29,187-8,122-21.77%13F