Lindsell Train Ltd Michael Lindsell
Top positions activity
Value History
Quarterly report: Q3 2025
Total portfolio value: $4.1B
| TICKER | CORP NAME | VALUE($) | SHARES | +/- SHARES | OWNERSHIP HISTORY |
|---|---|---|---|---|---|
|
GOOGL
|
Alphabet Inc - Class A | 543.1M 13.32% | 2.2M | +205.9K ↑10.15% | |
|
DIS
|
Walt Disney Co (The) | 426.6M 10.46% | 3.7M | -361.4K ↓8.84% | |
|
INTU
|
Intuit Inc | 417.8M 10.24% | 611.8K | -54.0K ↓8.11% | |
|
TMO
|
Thermo Fisher Scientific Inc. | 396.5M 9.72% | 817.5K | -37.1K ↓4.34% | |
|
FICO
|
Fair, Isaac Corp. | 333.7M 8.18% | 223.0K | -159 ↓0.07% | |
|
MDLZ
|
Mondelez International Inc. - Class A | 314.1M 7.7% | 5.0M | -680.5K ↓11.92% | |
|
PEP
|
PepsiCo Inc | 309.2M 7.58% | 2.2M | -225.5K ↓9.29% | |
|
PYPL
|
PayPal Holdings Inc | 300.7M 7.37% | 4.5M | -44.2K ↓0.98% | |
|
EBAY
|
EBay Inc. | 223.3M 5.47% | 2.5M | -829.6K ↓25.26% | |
|
BF.A
|
Brown-Forman Corp. - Class A | 73.8M 1.81% | 2.7M | +9.4K ↑0.34% | |
|
MANU
|
Manchester United Plc. - Class A | 66.3M 1.62% | 4.4M | -433.5K ↓9.01% | |
|
BF.B
|
Brown-Forman Corp. - Class B | 44.7M 1.09% | 1.6M | = |