Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Lindsell Train Ltd (CIK 1484150) reported $3.14B across 27 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: TKO ($493.9M, 15.75%), GOOGL ($490.2M, 15.63%), INTU ($317.2M, 10.11%), DIS ($309.0M, 9.85%), TMO ($303.4M, 9.67%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | TKO | TKO GROUP HOLDINGS INC | $493.9M | 15.75% | 2.4M | Trimmed |
| 2 | GOOGL | ALPHABET INC | $490.2M | 15.63% | 1.7M | Trimmed |
| 3 | INTU | INTUIT | $317.2M | 10.11% | 733,699 | Added |
| 4 | DIS | DISNEY WALT CO | $309.0M | 9.85% | 3.2M | Trimmed |
| 5 | TMO | THERMO FISHER SCIENTIFIC INC | $303.4M | 9.67% | 617,211 | Trimmed |
| 6 | FICO | FAIR ISAAC CORP | $266.3M | 8.49% | 249,422 | Added |
| 7 | MDLZ | MONDELEZ INTL INC | $205.3M | 6.55% | 3.6M | Trimmed |
| 8 | PEP | PEPSICO INC | $198.3M | 6.32% | 1.3M | Trimmed |
| 9 | PYPL | PAYPAL HLDGS INC | $189.0M | 6.03% | 4.2M | Trimmed |
| 10 | EBAY | EBAY INC. | $175.4M | 5.59% | 1.9M | Trimmed |
| 11 | BF/A | BROWN FORMAN CORP | $69.3M | 2.21% | 2.6M | Trimmed |
| 12 | MANU | MANCHESTER UTD PLC NEW | $52.8M | 1.68% | 3.1M | Trimmed |
| 13 | BF/B | BROWN FORMAN CORP | $41.7M | 1.33% | 1.6M | Trimmed |
| 14 | SPGI | S&P GLOBAL INC | $3.1M | 0.10% | 7,300 | Added |
| 15 | V | VISA INC | $3.1M | 0.10% | 10,300 | Added |
| 16 | AXP | AMERICAN EXPRESS CO | $2.7M | 0.09% | 9,000 | Trimmed |
| 17 | CP | CANADIAN PACIFIC KANSAS CITY | $2.4M | 0.08% | 30,000 | Hold |
| 18 | EFX | EQUIFAX INC | $2.1M | 0.07% | 11,500 | Added |
| 19 | CME | CME GROUP INC | $2.0M | 0.06% | 6,900 | Trimmed |
| 20 | ADBE | ADOBE INC | $1.7M | 0.05% | 7,000 | Added |
| 21 | VRSK | VERISK ANALYTICS INC | $1.6M | 0.05% | 8,400 | Added |
| 22 | ORCL | ORACLE CORP | $1.3M | 0.04% | 9,000 | Hold |
| 23 | NKE | NIKE INC | $1.1M | 0.04% | 20,800 | Added |
| 24 | MSGS | MADISON SQUARE GRDN SPRT COR | $899,920 | 0.03% | 2,800 | Trimmed |
| 25 | EL | LAUDER ESTEE COS INC | $1.1M | 0.03% | 15,000 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31