Lindsell Train Ltd Michael Lindsell
Top positions activity
Value History
Quarterly report: Q4 2025
Total portfolio value: $3.9B
| TICKER | CORP NAME | VALUE($) | SHARES | +/- SHARES | OWNERSHIP HISTORY |
|---|---|---|---|---|---|
|
GOOGL
|
Alphabet Inc - Class A | 653.7M 16.57% | 2.1M | -145.5K ↓6.51% | |
|
INTU
|
Intuit Inc | 404.2M 10.25% | 610.3K | -1.6K ↓0.25% | |
|
TMO
|
Thermo Fisher Scientific Inc. | 399.5M 10.13% | 689.5K | -128.0K ↓15.66% | |
|
DIS
|
Walt Disney Co (The) | 396.1M 10.04% | 3.5M | -244.0K ↓6.55% | |
|
FICO
|
Fair, Isaac Corp. | 366.2M 9.28% | 216.6K | -6.4K ↓2.85% | |
|
PEP
|
PepsiCo Inc | 258.6M 6.55% | 1.8M | -399.7K ↓18.15% | |
|
PYPL
|
PayPal Holdings Inc | 251.0M 6.36% | 4.3M | -185.0K ↓4.13% | |
|
MDLZ
|
Mondelez International Inc. - Class A | 241.2M 6.11% | 4.5M | -548.9K ↓10.92% | |
|
EBAY
|
EBay Inc. | 181.1M 4.59% | 2.1M | -376.0K ↓15.32% | |
|
BF.A
|
Brown-Forman Corp. - Class A | 72.2M 1.82% | 2.7M | = | |
|
MANU
|
Manchester United Plc. - Class A | 57.3M 1.45% | 3.6M | -780.0K ↓17.82% | |
|
BF.B
|
Brown-Forman Corp. - Class B | 43.0M 1.09% | 1.6M | = |