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Lindsell Train

Superinvestor

Lindsell Train Ltd

SEC CIK
0001484150
Manager
Nick Train
Style
Quality
Latest filing
Nov 2, 2026

Holdings in Q2 2024

Institution overview

Holdings as of Jun 30, 2024, filed Jul 23, 2024. Long positions only; changes compare share counts with Q1 2024.

Positions
29
−1 vs. Q1 2024
Portfolio value
$4.33B
−$424.7M (−8.9%) vs. Q1 2024
Filed
Jul 23, 2024
SEC
Holdings of Lindsell Train in Q2 2024
SecurityClassSharesValue% of portfolioShare changeActionHistory
MDLZMondelez International, Inc.Stock11,587,743$786.1M18.1%−2,692,350−18.9%ReducedHistory
FICOFair Isaac CorpCOM448,421$653.7M15.1%−61,388−12.0%ReducedHistory
INTUIntuit Inc.Stock937,800$591.0M13.6%−43,195−4.4%ReducedHistory
TKOTKO Group Holdings, Inc.CL A5,072,802$543.2M12.5%−436,715−7.9%ReducedHistory
DISWalt Disney CoStock4,890,282$499.7M11.5%−166,200−3.3%ReducedHistory
PEPPepsiCo IncStock2,803,311$469.2M10.8%−213,470−7.1%ReducedHistory
PYPLPayPal Holdings, Inc.Stock4,613,859$273.8M6.3%−173,500−3.6%ReducedHistory
EBAYeBay IncCOM4,376,022$236.1M5.4%−307,000−6.6%ReducedHistory
BF.ABrown Forman CorpCL A2,843,575$122.7M2.8%00.0%UnchangedHistory
MANUManchester United plcORD CL A7,131,283$114.8M2.6%−585,516−7.6%ReducedHistory
BF.BBrown Forman CorpStock290,307$12.5M0.3%00.0%UnchangedHistory
GOOGAlphabet Inc.Stock16,850$3.10M0.1%00.0%UnchangedHistory
AXPAmerican Express CoStock11,600$2.68M0.1%00.0%UnchangedHistory
ORCLOracle CorpStock19,200$2.67M0.1%00.0%UnchangedHistory
SPGIS&P Global Inc.Stock5,900$2.65M0.1%00.0%UnchangedHistory
EFXEquifax IncCOM10,300$2.45M0.1%00.0%UnchangedHistory
VVisa Inc.Stock7,700$2.11M<0.1%00.0%UnchangedHistory
VRSKVerisk Analytics, Inc.COM7,300$1.99M<0.1%00.0%UnchangedHistory
CLColgate Palmolive CoStock20,100$1.98M<0.1%00.0%UnchangedHistory
ADBEAdobe Inc.Stock3,560$1.88M<0.1%00.0%UnchangedHistory
CMECME Group Inc.COM8,600$1.67M<0.1%00.0%UnchangedHistory
NKENIKE, Inc.Stock15,900$1.51M<0.1%00.0%UnchangedHistory
TROWPrice T Rowe Group IncStock12,000$1.41M<0.1%00.0%UnchangedHistory
KOCoca Cola CoStock21,100$1.35M<0.1%00.0%UnchangedHistory
ELEstee Lauder Companies IncCL A11,425$1.30M<0.1%00.0%UnchangedHistory
HSYHershey CoCOM5,100$948.2K<0.1%00.0%UnchangedHistory
JNJJohnson & JohnsonStock6,065$892.7K<0.1%00.0%UnchangedHistory
MSGSMSG Knickerbockers Corp.CL A3,300$612.5K<0.1%00.0%UnchangedHistory
KVUEKenvue Inc.Stock14,739$275.0K<0.1%00.0%UnchangedHistory

Sold out since Q1 2024 (1)

Positions held at the end of Q1 2024 that are gone from this filing.

Positions of Lindsell Train sold out since Q1 2024
SecurityClassShares in Q1 2024Value in Q1 2024% of portfolio in Q1 2024History
Cazoo Group LtdG2007L121CL A29,187$00.0%–