Investor
Lindsell Train Ltd
CIK 0001484150 · filed 2026-04-24 · SEC filing
13F book
$3.14B
Positions
27
0 new · 1 sold
Largest name
15.7%
TKO Group Holdings, Inc. · TKO
Est. mark
−$464.4M
Price effect on 27 names still held. Flow −$342.2M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| TKO Group Holdings, Inc. | TKO | 2.45M | $493.9M | 15.7% | −$18M | Cut−$95.5M |
| Alphabet Inc | — | 1.7M | $490.2M | 15.6% | −$43.4M | Cut−$163.5M |
| Intuit Inc. | INTU | 733.7K | $317.2M | 10.1% | −$140.4M | Added−$87M |
| Disney Walt Co | — | 3.21M | $309M | 9.9% | −$55.8M | Cut−$87.1M |
| Thermo Fisher Scientific Inc. | TMO | 617.2K | $303.4M | 9.7% | −$54.3M | Cut−$96.2M |
| Fair Isaac Corp | FICO | 249.4K | $266.3M | 8.5% | −$135M | Added−$99.9M |
| Mondelez Intl Inc | — | 3.56M | $205.3M | 6.5% | $13.6M | Cut−$35.8M |
| Pepsico Inc | PEP | 1.28M | $198.3M | 6.3% | $15M | Cut−$60.3M |
| Paypal Hldgs Inc | — | 4.18M | $189M | 6.0% | −$55M | Cut−$61.9M |
| Ebay Inc | EBAY | 1.93M | $175.4M | 5.6% | $7.56M | Cut−$5.65M |
| Brown Forman Corp | — | 2.59M | $69.3M | 2.2% | $1.24M | Cut−$2.9M |
| Manchester Utd Plc New | — | 3.14M | $52.8M | 1.7% | $2.83M | Cut−$4.41M |
| Brown Forman Corp | — | 1.58M | $41.7M | 1.3% | $598.9K | Cut−$1.32M |
| Visa Inc. | V | 10.3K | $3.11M | 0.1% | −$484.7K | Added−$394K |
| S&P Global Inc. | SPGI | 7.3K | $3.1M | 0.1% | −$661.3K | Added−$448.6K |
| American Express Co | AXP | 9K | $2.72M | 0.1% | −$607.2K | Cut−$903.2K |
| Canadian Pacific Kansas City | — | 30K | $2.36M | 0.1% | $150.9K | Held |
| Equifax Inc | EFX | 11.5K | $2.07M | 0.1% | −$406K | Added−$316K |
| Cme Group Inc. | CME | 6.9K | $2.04M | 0.1% | $153.7K | Cut$17.1K |
| Adobe Inc. | ADBE | 7K | $1.7M | 0.1% | −$566.6K | Added−$153.4K |
| Verisk Analytics, Inc. | VRSK | 8.4K | $1.59M | 0.1% | −$254.5K | Added−$83.8K |
| Oracle Corp | — | 9K | $1.32M | 0.0% | −$430.2K | Held |
| NIKE, Inc. | NKE | 20.8K | $1.1M | 0.0% | −$222.2K | Added−$201K |
| Lauder Estee Cos Inc | — | 15K | $1.08M | 0.0% | −$494.3K | Cut−$546.6K |
| Coca Cola Co | KO | 12K | $912.6K | 0.0% | $73.7K | Cut−$275.9K |
| Madison Square Grdn Sprt Cor | — | 2.8K | $899.9K | 0.0% | $175.7K | Cut$46.4K |
| Colgate Palmolive Co | CL | 10K | $852.3K | 0.0% | $62.1K | Cut−$301.4K |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.