Livermore

Lindsell Train Ltd

Superinvestor

Lindsell Train

SEC CIK
0001484150
Manager
Nick Train
Style
Quality

Holdings, Q2 2026

Positions as of Jun 30, 2026, filed Jul 15, 2026.SEC

Positions
28
+1 vs. Q1 2026
Total value
$2.63B
−$508.03M (−16.2%) vs. Q1 2026

Compare with Q1 2026: new, added, reduced and sold out

Positions

Long positions only. Changes compare share counts with Q1 2026.

Lindsell Train Ltd holdings in Q2 2026
SecurityClassSharesValue% of portfolioChange in sharesActionHistory
GOOGLALPHABET INC CAP STK CL AStock1,286,845$459.88M17.49%−417,794−24.5%ReducedView
TKOTKO GROUP HOLDINGS INCCL A2,098,862$422.52M16.07%−350,606−14.3%ReducedView
FICOFAIR ISAAC CORPCOM226,186$270.24M10.28%−23,236−9.3%ReducedView
TMOTHERMO FISHER SCIENTIFIC INC COMStock514,512$257.96M9.81%−102,699−16.6%ReducedView
DISDISNEY WALT CO COMStock2,607,846$251.01M9.55%−598,561−18.7%ReducedView
INTUINTUIT COMStock666,883$174.06M6.62%−66,816−9.1%ReducedView
MDLZMONDELEZ INTL INC CL AStock2,565,453$148.39M5.64%−996,511−28.0%ReducedView
PEPPEPSICO INC COMStock1,023,706$138.61M5.27%−253,479−19.8%ReducedView
PYPLPAYPAL HLDGS INC COMStock3,162,672$136.56M5.19%−1,016,951−24.3%ReducedView
EBAYEBAY INC.COM1,116,001$124.71M4.74%−811,484−42.1%ReducedView
MANUMANCHESTER UTD PLC NEWORD CL A2,758,446$63.25M2.41%−383,554−12.2%ReducedView
KKRKKR & CO INCCOM667,780$61.29M2.33%+667,780NewView
BF.ABROWN FORMAN CORPCL A2,134,789$58.41M2.22%−450,433−17.4%ReducedView
BF.BBROWN FORMAN CORP CL BStock1,379,324$36.76M1.40%−196,725−12.5%ReducedView
VVISA INC COM CL AStock10,500$3.6M0.14%+200+1.9%AddedView
SPGIS&P GLOBAL INC COMStock7,400$3.01M0.11%+100+1.4%AddedView
CPCANADIAN PACIFIC KANSAS CITYCOM30,000$2.6M0.10%00.0%UnchangedView
AXPAMERICAN EXPRESS CO COMStock7,600$2.57M0.10%−1,400−15.6%ReducedView
EFXEQUIFAX INCCOM11,800$1.87M0.07%+300+2.6%AddedView
VRSKVERISK ANALYTICS INCCOM9,500$1.71M0.06%+1,100+13.1%AddedView
CMECME GROUP INCCOM6,900$1.52M0.06%00.0%UnchangedView
ADBEADOBE INC COMStock7,000$1.44M0.05%00.0%UnchangedView
WMGWARNER MUSIC GROUP CORPCOM CL A50,000$1.35M0.05%+50,000NewView
ORCLORACLE CORP COMStock9,000$1.32M0.05%00.0%UnchangedView
ELLAUDER ESTEE COS INCCL A15,000$1.18M0.05%00.0%UnchangedView
MSGSMADISON SQUARE GRDN SPRT CORCL A2,800$1.13M0.04%00.0%UnchangedView
KOCOCA COLA CO COMStock12,000$975.24K0.04%00.0%UnchangedView
NKENIKE INC CL BStock21,000$862.05K0.03%+200+1.0%AddedView

Sold out since Q1 2026 (1)

Positions held at the end of Q1 2026 that are no longer in this filing.

Lindsell Train Ltd positions sold out since Q1 2026
SecurityClassShares, Q1 2026Value, Q1 2026% of portfolio, Q1 2026
CLCOLGATE PALMOLIVE CO COMStock10,000$852.3K0.03%

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