Lindsell Train
SuperinvestorLindsell Train Ltd
- SEC CIK
- 0001484150
- Manager
- Nick Train
- Style
- Quality
- Latest filing
- Nov 2, 2026
Holdings in Q2 2025
Institution overviewHoldings as of Jun 30, 2025, filed Aug 8, 2025. Long positions only; changes compare share counts with Q1 2025.
- Positions
- 29
- 0 vs. Q1 2025
- Portfolio value
- $4.24B
- +$629.2M (+17.4%) vs. Q1 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| TKOTKO Group Holdings, Inc. | CL A | 3,173,662 | $577.4M | 13.6% | −220,715−6.5% | Reduced | History |
| INTUIntuit Inc. | Stock | 665,786 | $524.4M | 12.4% | −75,231−10.2% | Reduced | History |
| DISWalt Disney Co | Stock | 4,087,276 | $506.9M | 11.9% | −193,565−4.5% | Reduced | History |
| FICOFair Isaac Corp | COM | 223,114 | $407.8M | 9.6% | −17,186−7.2% | Reduced | History |
| MDLZMondelez International, Inc. | Stock | 5,709,287 | $385.0M | 9.1% | −309,435−5.1% | Reduced | History |
| GOOGLAlphabet Inc. | Stock | 2,028,223 | $357.4M | 8.4% | +2,009,998+11,028.8% | Added | History |
| TMOThermo Fisher Scientific Inc. | Stock | 854,612 | $346.5M | 8.2% | +345,822+68.0% | Added | History |
| PYPLPayPal Holdings, Inc. | Stock | 4,527,838 | $336.5M | 7.9% | +356,746+8.6% | Added | History |
| PEPPepsiCo Inc | Stock | 2,427,210 | $320.5M | 7.6% | −27,027−1.1% | Reduced | History |
| EBAYeBay Inc | COM | 3,284,654 | $244.6M | 5.8% | −85,367−2.5% | Reduced | History |
| MANUManchester United plc | ORD CL A | 4,810,000 | $85.7M | 2.0% | −243,000−4.8% | Reduced | History |
| BF.ABrown Forman Corp | CL A | 2,733,341 | $75.1M | 1.8% | −18,986−0.7% | Reduced | History |
| BF.BBrown Forman Corp | Stock | 1,649,764 | $44.4M | 1.0% | +74,338+4.7% | Added | History |
| ORCLOracle Corp | Stock | 17,500 | $3.83M | 0.1% | −1,700−8.9% | Reduced | History |
| VVisa Inc. | Stock | 10,000 | $3.55M | 0.1% | −1,200−10.7% | Reduced | History |
| AXPAmerican Express Co | Stock | 10,200 | $3.25M | 0.1% | −1,400−12.1% | Reduced | History |
| SPGIS&P Global Inc. | Stock | 5,900 | $3.11M | 0.1% | 00.0% | Unchanged | History |
| EFXEquifax Inc | COM | 10,300 | $2.67M | 0.1% | 00.0% | Unchanged | History |
| VRSKVerisk Analytics, Inc. | COM | 6,600 | $2.06M | <0.1% | −700−9.6% | Reduced | History |
| CMECME Group Inc. | COM | 7,400 | $2.04M | <0.1% | −1,200−14.0% | Reduced | History |
| NKENIKE, Inc. | Stock | 20,400 | $1.45M | <0.1% | 00.0% | Unchanged | History |
| ADBEAdobe Inc. | Stock | 3,560 | $1.38M | <0.1% | 00.0% | Unchanged | History |
| CLColgate Palmolive Co | Stock | 15,000 | $1.36M | <0.1% | −5,100−25.4% | Reduced | History |
| KOCoca Cola Co | Stock | 19,000 | $1.34M | <0.1% | −2,100−10.0% | Reduced | History |
| ELEstee Lauder Companies Inc | CL A | 14,425 | $1.17M | <0.1% | 00.0% | Unchanged | History |
| TROWPrice T Rowe Group Inc | Stock | 12,000 | $1.16M | <0.1% | 00.0% | Unchanged | History |
| CPCanadian Pacific Kansas City Ltd | COM | 13,300 | $1.05M | <0.1% | +1,150+9.5% | Added | History |
| HSYHershey Co | COM | 5,100 | $846.3K | <0.1% | 00.0% | Unchanged | History |
| MSGSMSG Knickerbockers Corp. | CL A | 3,300 | $689.5K | <0.1% | 00.0% | Unchanged | History |