Livermore

Lindsell Train Ltd

Superinvestor

Lindsell Train

SEC CIK
0001484150
Manager
Nick Train
Style
Quality

Holdings, Q2 2025

Positions as of Jun 30, 2025, filed Aug 8, 2025.SEC

Positions
29
0 vs. Q1 2025
Total value
$4.24B
+$629.19M (+17.4%) vs. Q1 2025

Compare with Q1 2025: new, added, reduced and sold out

Positions

Long positions only. Changes compare share counts with Q1 2025.

Lindsell Train Ltd holdings in Q2 2025
SecurityClassSharesValue% of portfolioChange in sharesActionHistory
TKOTKO GROUP HOLDINGS INCCL A3,173,662$577.45M13.61%−220,715−6.5%ReducedView
INTUINTUIT COMStock665,786$524.39M12.36%−75,231−10.2%ReducedView
DISDISNEY WALT CO COMStock4,087,276$506.86M11.95%−193,565−4.5%ReducedView
FICOFAIR ISAAC CORPCOM223,114$407.84M9.61%−17,186−7.2%ReducedView
MDLZMONDELEZ INTL INC CL AStock5,709,287$385.03M9.07%−309,435−5.1%ReducedView
GOOGLALPHABET INC CAP STK CL AStock2,028,223$357.43M8.42%+2,009,998+11,028.8%AddedView
TMOTHERMO FISHER SCIENTIFIC INC COMStock854,612$346.51M8.17%+345,822+68.0%AddedView
PYPLPAYPAL HLDGS INC COMStock4,527,838$336.51M7.93%+356,746+8.6%AddedView
PEPPEPSICO INC COMStock2,427,210$320.49M7.55%−27,027−1.1%ReducedView
EBAYEBAY INC.COM3,284,654$244.58M5.76%−85,367−2.5%ReducedView
MANUMANCHESTER UTD PLC NEWORD CL A4,810,000$85.67M2.02%−243,000−4.8%ReducedView
BF.ABROWN FORMAN CORPCL A2,733,341$75.08M1.77%−18,986−0.7%ReducedView
BF.BBROWN FORMAN CORP CL BStock1,649,764$44.4M1.05%+74,338+4.7%AddedView
ORCLORACLE CORP COMStock17,500$3.83M0.09%−1,700−8.9%ReducedView
VVISA INC COM CL AStock10,000$3.55M0.08%−1,200−10.7%ReducedView
AXPAMERICAN EXPRESS CO COMStock10,200$3.25M0.08%−1,400−12.1%ReducedView
SPGIS&P GLOBAL INC COMStock5,900$3.11M0.07%00.0%UnchangedView
EFXEQUIFAX INCCOM10,300$2.67M0.06%00.0%UnchangedView
VRSKVERISK ANALYTICS INCCOM6,600$2.06M0.05%−700−9.6%ReducedView
CMECME GROUP INCCOM7,400$2.04M0.05%−1,200−14.0%ReducedView
NKENIKE INC CL BStock20,400$1.45M0.03%00.0%UnchangedView
ADBEADOBE INC COMStock3,560$1.38M0.03%00.0%UnchangedView
CLCOLGATE PALMOLIVE CO COMStock15,000$1.36M0.03%−5,100−25.4%ReducedView
KOCOCA COLA CO COMStock19,000$1.34M0.03%−2,100−10.0%ReducedView
ELLAUDER ESTEE COS INCCL A14,425$1.17M0.03%00.0%UnchangedView
TROWPRICE T ROWE GROUP INC COMStock12,000$1.16M0.03%00.0%UnchangedView
CPCANADIAN PACIFIC KANSAS CITYCOM13,300$1.05M0.02%+1,150+9.5%AddedView
HSYHERSHEY COCOM5,100$846.35K0.02%00.0%UnchangedView
MSGSMADISON SQUARE GRDN SPRT CORCL A3,300$689.54K0.02%00.0%UnchangedView

13F filings by quarter

Lindsell Train Ltd 13F filings by quarter
QuarterFiledPositionsTotal valueChangesFiling
Q2 2026Jul 15, 202628$2.63Bvs. Q1 2026SEC
Q1 2026Apr 24, 202627$3.14Bvs. Q4 2025SEC
Q4 2025Feb 11, 202628$3.94Bvs. Q3 2025SEC
Q3 2025Nov 12, 202528$4.08Bvs. Q2 2025SEC
Q2 2025Aug 8, 202529$4.24Bvs. Q1 2025SEC
Q1 2025May 15, 202529$3.61Bvs. Q4 2024SEC
Q4 2024Jan 21, 202528$4Bvs. Q3 2024SEC
Q3 2024Oct 17, 202429$4.43Bvs. Q2 2024SEC
Q2 2024Jul 23, 202429$4.33Bvs. Q1 2024SEC
Q1 2024May 10, 202430$4.76Bvs. Q4 2023SEC
Q4 2023Feb 13, 202430$5.16Bvs. Q3 2023SEC
Q3 2023Nov 9, 202330$4.98Bvs. Q2 2023SEC
Q2 2023Aug 14, 202329$5.61Bvs. Q1 2023SEC
Q1 2023May 12, 202329$5.73Bvs. Q4 2022SEC
Q4 2022Jan 27, 202329$5.26Bvs. Q3 2022SEC
Q3 2022Nov 14, 202229$4.92Bvs. Q2 2022SEC
Q2 2022Aug 11, 202229$5.1Bvs. Q1 2022SEC
Q1 2022May 11, 202229$6.35Bvs. Q4 2021SEC
Q4 2021Feb 14, 202228$6.9Bvs. Q3 2021SEC
Q3 2021Nov 12, 202127$7.24Bvs. Q2 2021SEC
Q2 2021Aug 13, 202127$7.73Bvs. Q1 2021SEC
Q1 2021May 12, 202127$7.1B–SEC