×

Subscribe Today

Get our free articles delivered directly to your email!

Continue reading

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%
Filter by:
Stock Company % Portfolio Shares Held Market Value Change in Shares % Change Quarter End Price Source
MDLZ MONDELEZ INTL INC 21.03% 14,280,093 $1,001,034,519 -2,570,205 -15.25% $70.1 13F
FICO FAIR ISAAC CORP 13.49% 509,809 $642,124,828 -94,112 -15.58% $1259.54 13F
INTU INTUIT 13.38% 980,995 $636,626,515 -114,169 -10.42% $648.96 13F
DIS DISNEY WALT CO 12.85% 5,056,482 $611,783,757 -498,208 -8.97% $120.99 13F
PEP PEPSICO INC 11% 3,016,781 $523,743,349 -229,929 -7.08% $173.61 13F
TKO TKO GROUP HOLDINGS INC 10% 5,509,517 $476,077,364 -375,616 -6.38% $86.41 13F
PYPL PAYPAL HLDGS INC 6.7% 4,787,359 $318,694,489 -467,943 -8.9% $66.57 13F
EBAY EBAY INC. 5.11% 4,683,022 $243,189,332 -894,849 -16.04% $51.93 13F
BFA BROWN FORMAN CORP 3.17% 2,843,575 $150,965,397 -94,895 -3.23% $53.09 13F
MANU MANCHESTER UTD PLC NEW 2.29% 7,716,799 $109,038,370 -3,382,377 -30.47% $14.13 13F
BFB BROWN FORMAN CORP 0.32% 290,307 $15,110,479 No Change $52.05 13F
AXP AMERICAN EXPRESS CO 0.06% 11,600 $2,642,828 No Change $227.83 13F
EFX EQUIFAX INC 0.06% 10,300 $2,703,750 No Change $262.5 13F
GOOG ALPHABET INC 0.05% 16,850 $2,542,834 No Change $150.91 13F
ORCL ORACLE CORP 0.05% 19,200 $2,404,992 No Change $125.26 13F
SPGI S&P GLOBAL INC 0.05% 5,900 $2,494,402 No Change $422.78 13F
V VISA INC 0.05% 7,700 $2,148,839 No Change $279.07 13F
ADBE ADOBE INC 0.04% 3,560 $1,796,625 No Change $504.67 13F
CME CME GROUP INC 0.04% 8,600 $1,853,988 No Change $215.58 13F
CL COLGATE PALMOLIVE CO 0.04% 20,100 $1,808,397 No Change $89.97 13F
VRSK VERISK ANALYTICS INC 0.04% 7,300 $1,707,762 No Change $233.94 13F
KO COCA COLA CO 0.03% 21,100 $1,288,155 No Change $61.05 13F
EL LAUDER ESTEE COS INC 0.03% 11,425 $1,657,082 No Change $145.04 13F
NKE NIKE INC 0.03% 15,900 $1,496,985 No Change $94.15 13F
TROW PRICE T ROWE GROUP INC 0.03% 12,000 $1,450,440 No Change $120.87 13F
HSY HERSHEY CO 0.02% 5,100 $987,921 No Change $193.71 13F
JNJ JOHNSON & JOHNSON 0.02% 6,065 $958,513 No Change $158.04 13F
MSGS MADISON SQUARE GRDN SPRT COR 0.01% 3,300 $609,147 No Change $184.59 13F
KVUE KENVUE INC 0.00664% 14,739 $316,152 No Change $21.45 13F
CZOO CAZOO GROUP LTD 29,187 -8,122 -21.77% 13F