Lindsell Train Ltd
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 24, 2026), Lindsell Train Ltd reported 27 stock positions worth $3.1 billion. Its top holding was Tko (TKO) at 15.7% of the portfolio, followed by Alphabet Class A (GOOGL, 15.6%) and Intuit (INTU, 10.1%). Compared with Q4 2025, it sold out of 1, added to 8 and reduced 17. The biggest buy was Visa Class A (V, shares +3%) and the biggest sale Alphabet Class A (GOOGL, shares −18%).
- Most Recent 13F
- Q2 2026
- Location
- London, X0
- CIK
- 0001484150
- Portfolio Value
- $3.1B (Q1 2026)
- SEC Filing
- 0001172661-26-001535 ↗ filed Apr 24, 2026
Holdings Value
Holdings 27 stocks · $3.1B
| TKO Tko Group Holdings Inc. | 15.75% | 2,449,468 | $493.9M | Reduce -13.2% |
| GOOGL Alphabet Inc. Class A | 15.63% | 1,704,639 | $490.2M | Reduce -18.4% |
| INTU Intuit Inc. | 10.11% | 733,699 | $317.2M | Add +20.2% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 9.85% | 3,206,407 | $309.0M | Reduce -7.9% |
| TMO Thermo Fisher Scientific Inc. | 9.67% | 617,211 | $303.4M | Reduce -10.5% |
| FICO Fair Isaac Corp. | 8.49% | 249,422 | $266.3M | Add +15.2% |
| MDLZ Mondelez International Inc. Class A | 6.55% | 3,561,964 | $205.3M | Reduce -20.5% |
| PEP Pepsico Inc. | 6.32% | 1,277,185 | $198.3M | Reduce -29.1% |
| PYPL PayPal Holdings Inc. | 6.03% | 4,179,623 | $189.0M | Reduce -2.8% |
| EBAY eBay Inc. | 5.59% | 1,927,485 | $175.4M | Reduce -7.3% |
| BF.A Brown-Forman Corp. Class A | 2.21% | 2,585,222 | $69.3M | Reduce -5.7% |
| MANU Manchester United PLC Class A | 1.68% | 3,142,000 | $52.8M | Reduce -12.6% |
| BF.B Brown-Forman Corp. Class B | 1.33% | 1,576,049 | $41.7M | Reduce -4.5% |
| V Visa Inc. Class A | 0.10% | 10,300 | $3.1M | Add +3.0% |
| SPGI S&P Global Inc. | 0.10% | 7,300 | $3.1M | Add +7.3% |
| AXP American Express Co. | 0.09% | 9,000 | $2.7M | Reduce -8.2% |
| CP Canadian Pacific Kansas City | 0.08% | 30,000 | $2.4M | No change |
| EFX Equifax Inc. | 0.07% | 11,500 | $2.1M | Add +4.5% |
| CME Cme Group Inc. | 0.07% | 6,900 | $2.0M | Reduce -6.8% |
| ADBE Adobe Inc. | 0.05% | 7,000 | $1.7M | Add +32.1% |
| VRSK Verisk Analytics Inc. | 0.05% | 8,400 | $1.6M | Add +12.0% |
| ORCL Oracle Corp. | 0.04% | 9,000 | $1.3M | No change |
| NKE Nike Inc. Class B | 0.04% | 20,800 | $1.1M | Add +2.0% |
| EL Estee Lauder Companies Class A filed as LAUDER ESTEE COS INC | 0.03% | 15,000 | $1.1M | Reduce -3.2% |
| KO The Coca-Cola Co. | 0.03% | 12,000 | $913K | Reduce -29.4% |
| MSGS Madison Square Garden Sports | 0.03% | 2,800 | $900K | Reduce -15.2% |
| CL Colgate-Palmolive Co. | 0.03% | 10,000 | $852K | Reduce -31.5% |
Portfolio Sells Q4 2025 → Q1 2026
| GOOGL Alphabet Inc. Class A | Reduce -18.4% | 15.63% | −0.95 |
| TMO Thermo Fisher Scientific Inc. | Reduce -10.5% | 9.67% | −0.46 |
| PYPL PayPal Holdings Inc. | Reduce -2.8% | 6.03% | −0.34 |
| PEP Pepsico Inc. | Reduce -29.1% | 6.32% | −0.24 |
| DIS The Walt Disney Co. | Reduce -7.9% | 9.85% | −0.19 |
| TROW T Rowe Price Group Inc. | Sold out | 0.00% | −0.03 |
| EL Estee Lauder Companies Class A | Reduce -3.2% | 0.03% | −0.01 |
| AXP American Express Co. | Reduce -8.2% | 0.09% | −0.01 |
| CL Colgate-Palmolive Co. | Reduce -31.5% | 0.03% | −0.00 |
| KO The Coca-Cola Co. | Reduce -29.4% | 0.03% | −0.00 |
| MSGS Madison Square Garden Sports | Reduce -15.2% | 0.03% | +0.01 |
| CME Cme Group Inc. | Reduce -6.8% | 0.07% | +0.01 |
| MANU Manchester United PLC Class A | Reduce -12.6% | 1.68% | +0.23 |
| BF.B Brown-Forman Corp. Class B | Reduce -4.5% | 1.33% | +0.24 |
| BF.A Brown-Forman Corp. Class A | Reduce -5.7% | 2.21% | +0.38 |
| MDLZ Mondelez International Inc. Class A | Reduce -20.5% | 6.55% | +0.43 |
| TKO Tko Group Holdings Inc. | Reduce -13.2% | 15.75% | +0.80 |
| EBAY eBay Inc. | Reduce -7.3% | 5.59% | +1.00 |
Portfolio Buys Q4 2025 → Q1 2026
| V Visa Inc. Class A | Add +3.0% | 0.10% | +0.01 |
| SPGI S&P Global Inc. | Add +7.3% | 0.10% | +0.01 |
| VRSK Verisk Analytics Inc. | Add +12.0% | 0.05% | +0.01 |
| ADBE Adobe Inc. | Add +32.1% | 0.05% | +0.01 |
| EFX Equifax Inc. | Add +4.5% | 0.07% | +0.01 |
| NKE Nike Inc. Class B | Add +2.0% | 0.04% | +0.00 |
| INTU Intuit Inc. | Add +20.2% | 10.11% | −0.14 |
| FICO Fair Isaac Corp. | Add +15.2% | 8.49% | −0.80 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 28 | $2.6B | GOOGL, TKO, FICO, TMO, DIS |
| Q1 2026 | 27 | $3.1B | TKO, GOOGL, INTU, DIS, TMO |
| Q4 2025 | 28 | $3.9B | GOOGL, TKO, INTU, TMO, DIS |
| Q3 2025 | 28 | $4.1B | TKO, GOOGL, DIS, INTU, TMO |
| Q2 2025 | 29 | $4.2B | TKO, INTU, DIS, FICO, MDLZ |
| Q1 2025 | 29 | $3.6B | TKO, INTU, FICO, DIS, MDLZ |
| Q4 2024 | 28 | $4.0B | TKO, FICO, MDLZ, DIS, INTU |
| Q3 2024 | 29 | $4.4B | MDLZ, FICO, INTU, TKO, DIS |
| Q2 2024 | 29 | $4.3B | MDLZ, FICO, INTU, TKO, DIS |
| Q1 2024 | 30 | $4.8B | MDLZ, FICO, INTU, DIS, PEP |