Michael Lindsell, Nick Train - Lindsell Train Portfolio Holdings

As of Jun 30, 2025, the Lindsell Train portfolio holdings is valued at approximately $4,243,201,720.00 featuring 29 publicly traded holdings. This in-depth profile highlights the top investments led by TKO GROUP HOLDINGS INC (TKO), INTUIT (INTU), DISNEY WALT CO (DIS), FAIR ISAAC CORP (FICO), and others based on the company's latest SEC filings reported on Aug 08, 2025. Explore insights into portfolio composition, sector allocation, and recent trade activity.

Lindsell Train's stock portfolio spans 29 holdings across 8 sectors, with a total market value of $4,243,201,720.00. The Communication Services sector represents the largest allocation, while the top holdings account for nearly 94% of the total portfolio value. TKO GROUP HOLDINGS INC remains the single largest position at 13.6% of all equity investments.

Complete Holdings

Showing 29 of 29 holdings.

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# Company Symbol Sector Portfolio % Shares Change (Shares) Change % Value
1 TKO GROUP HOLDINGS INC TKO Communication Services 13.61% 3,173,662 -220,715 -6.50% $577,447,801.00
2 INTUIT INTU Technology 12.36% 665,786 -75,231 -10.15% $524,393,027.00
3 DISNEY WALT CO DIS Communication Services 11.95% 4,087,276 -193,565 -4.52% $506,863,097.00
4 FAIR ISAAC CORP FICO Technology 9.61% 223,114 -17,186 -7.15% $407,843,467.00
5 MONDELEZ INTL INC MDLZ Consumer Defensive 9.07% 5,709,287 -309,435 -5.14% $385,034,315.00
6 ALPHABET INC GOOGL Communication Services 8.42% 2,028,223 +2,009,998 +11028.80% $357,433,739.00
7 THERMO FISHER SCIENTIFIC INC TMO Healthcare 8.17% 854,612 +345,822 +67.97% $346,510,982.00
8 PAYPAL HLDGS INC PYPL Financial Services 7.93% 4,527,838 +356,746 +8.55% $336,508,920.00
9 PEPSICO INC PEP Consumer Defensive 7.55% 2,427,210 -27,027 -1.10% $320,488,808.00
10 EBAY INC. EBAY Consumer Cyclical 5.76% 3,284,654 -85,367 -2.53% $244,575,337.00
11 MANCHESTER UTD PLC NEW MANU Other 2.02% 4,810,000 -243,000 -4.81% $85,666,100.00
12 BROWN FORMAN CORP BF-A Consumer Defensive 1.77% 2,733,341 -18,986 -0.69% $75,084,877.00
13 BROWN FORMAN CORP BF-B Consumer Defensive 1.05% 1,649,764 +74,338 +4.72% $44,395,149.00
14 ORACLE CORP ORCL Technology 0.09% 17,500 -1,700 -8.85% $3,826,025.00
15 VISA INC V Financial Services 0.08% 10,000 -1,200 -10.71% $3,550,500.00
16 AMERICAN EXPRESS CO AXP Financial Services 0.08% 10,200 -1,400 -12.07% $3,253,596.00
17 S&P GLOBAL INC SPGI Financial Services 0.07% 5,900 - - $3,111,011.00
18 EQUIFAX INC EFX Industrials 0.06% 10,300 - - $2,671,511.00
19 VERISK ANALYTICS INC VRSK Industrials 0.05% 6,600 -700 -9.59% $2,055,900.00
20 CME GROUP INC CME Financial Services 0.05% 7,400 -1,200 -13.95% $2,039,588.00
21 NIKE INC NKE Consumer Cyclical 0.03% 20,400 - - $1,449,216.00
22 ADOBE INC ADBE Technology 0.03% 3,560 - - $1,377,293.00
23 COLGATE PALMOLIVE CO CL Consumer Defensive 0.03% 15,000 -5,100 -25.37% $1,363,500.00
24 COCA COLA CO KO Consumer Defensive 0.03% 19,000 -2,100 -9.95% $1,344,250.00
25 LAUDER ESTEE COS INC EL Consumer Defensive 0.03% 14,425 - - $1,165,540.00
26 PRICE T ROWE GROUP INC TROW Financial Services 0.03% 12,000 - - $1,158,000.00
27 CANADIAN PACIFIC KANSAS CITY CP Industrials 0.02% 13,300 +1,150 +9.47% $1,054,291.00
28 HERSHEY CO HSY Consumer Defensive 0.02% 5,100 - - $846,345.00
29 MADISON SQUARE GRDN SPRT COR MSGS Communication Services 0.02% 3,300 - - $689,535.00

Holdings by Sector

Sector Allocation Value
Communication Services 33.99% $1,442,434,172.00
Technology 22.09% $937,439,812.00
Consumer Defensive 19.55% $829,722,784.00
Financial Services 8.24% $349,621,615.00
Healthcare 8.17% $346,510,982.00
Consumer Cyclical 5.80% $246,024,553.00
Other 2.02% $85,666,100.00
Industrials 0.14% $5,781,702.00

Portfolio insights

As of Jun 30, 2025, the Lindsell Train portfolio holds 29 securities valued at $4,243,201,720.00. The Communication Services sector represents the largest allocation, while the top positions account for a significant portion of the total portfolio weight.