Lindsell Train Ltd Michael Lindsell
Top positions activity
Value History
Quarterly report: Q2 2026
Total portfolio value: $2.6B
| TICKER | CORP NAME | VALUE($) | SHARES | +/- SHARES | OWNERSHIP HISTORY |
|---|---|---|---|---|---|
|
GOOGL
|
Alphabet Inc - Class A | 459.9M 17.49% | 1.3M | -417.8K ↓24.51% | |
|
FICO
|
Fair, Isaac Corp. | 270.2M 10.28% | 226.2K | -23.2K ↓9.32% | |
|
TMO
|
Thermo Fisher Scientific Inc. | 258.0M 9.81% | 514.5K | -102.7K ↓16.64% | |
|
DIS
|
Walt Disney Co (The) | 251.0M 9.54% | 2.6M | -598.6K ↓18.67% | |
|
INTU
|
Intuit Inc | 174.1M 6.62% | 666.9K | -66.8K ↓9.11% | |
|
MDLZ
|
Mondelez International Inc. - Class A | 148.4M 5.64% | 2.6M | -996.5K ↓27.98% | |
|
PEP
|
PepsiCo Inc | 138.6M 5.27% | 1.0M | -253.5K ↓19.85% | |
|
PYPL
|
PayPal Holdings Inc | 136.6M 5.19% | 3.2M | -1.0M ↓24.33% | |
|
EBAY
|
EBay Inc. | 124.7M 4.74% | 1.1M | -811.5K ↓42.10% | |
|
MANU
|
Manchester United Plc. - Class A | 63.3M 2.4% | 2.8M | -383.6K ↓12.21% | |
|
KKR
|
KKR & Co. Inc. | 61.3M 2.33% | 667.8K | +667.8K Newly Added | |
|
BF.A
|
Brown-Forman Corp. - Class A | 58.4M 2.22% | 2.1M | -450.4K ↓17.42% | |
|
BF.B
|
Brown-Forman Corp. - Class B | 36.8M 1.39% | 1.4M | -196.7K ↓12.48% |