Lindsell Train Ltd Michael Lindsell
Top positions activity
Value History
Quarterly report: Q1 2026
Total portfolio value: $3.1B
| TICKER | CORP NAME | VALUE($) | SHARES | +/- SHARES | OWNERSHIP HISTORY |
|---|---|---|---|---|---|
|
GOOGL
|
Alphabet Inc - Class A | 490.2M 15.62% | 1.7M | -384.0K ↓18.38% | |
|
INTU
|
Intuit Inc | 317.2M 10.11% | 733.7K | +123.4K ↑20.23% | |
|
DIS
|
Walt Disney Co (The) | 309.0M 9.85% | 3.2M | -275.4K ↓7.91% | |
|
TMO
|
Thermo Fisher Scientific Inc. | 303.4M 9.67% | 617.2K | -72.3K ↓10.48% | |
|
FICO
|
Fair, Isaac Corp. | 266.3M 8.48% | 249.4K | +32.8K ↑15.16% | |
|
MDLZ
|
Mondelez International Inc. - Class A | 205.3M 6.54% | 3.6M | -917.9K ↓20.49% | |
|
PEP
|
PepsiCo Inc | 198.3M 6.32% | 1.3M | -524.8K ↓29.12% | |
|
PYPL
|
PayPal Holdings Inc | 189.0M 6.02% | 4.2M | -119.0K ↓2.77% | |
|
EBAY
|
EBay Inc. | 175.4M 5.59% | 1.9M | -151.6K ↓7.29% | |
|
BF.A
|
Brown-Forman Corp. - Class A | 69.3M 2.2% | 2.6M | -157.5K ↓5.74% | |
|
MANU
|
Manchester United Plc. - Class A | 52.8M 1.68% | 3.1M | -454.5K ↓12.64% | |
|
BF.B
|
Brown-Forman Corp. - Class B | 41.7M 1.32% | 1.6M | -73.7K ↓4.47% |