Michael Lindsell, Nick Train - Lindsell Train Portfolio Allocation (Mar 31, 2026)
As of Mar 31, 2026, the Lindsell Train portfolio managed by Michael Lindsell, Nick Train was diversified across 8 sectors, according to the most recent SEC 13F filing dated Apr 24, 2026. This allocation breakdown highlights where the portfolio is most concentrated and how capital is distributed across industries.
The Communication Services sector represents the largest share at 41.3% of total portfolio value, followed by Communication Services and Technology and Consumer Defensive. Together, the top three sectors account for 76.4% of the portfolio, reflecting Michael Lindsell, Nick Train's emphasis on strategic positioning. This sector allocation provides insights into the fund's investment strategy and risk exposure.
| Sector | Percentage of portfolio (%) |
|---|---|
| Communication Services | 41.26% |
| Technology | 18.69% |
| Consumer Defensive | 16.50% |
| Healthcare | 9.67% |
| Financial Services | 6.38% |
| Consumer Cyclical | 5.63% |
| ETF | 1.68% |
| Industrials | 0.20% |