Michael Lindsell, Nick Train - Lindsell Train Portfolio Performance Analysis (Q2 2026)
Investment performance metrics based on historical 13F filings data.
Data Coverage: June 2013 to June 2026 • Initial Portfolio Value: $0.00B
Performance calculated from first filing in our database. This may not represent the investor's entire career.
Portfolio Growth (Since First Filing)
+2.63B
+9,999%+
Winning Positions
+86.11%
31 wins / 36 positions
Average Gain (Winners)
$62.41M
+9,999%+ avg per position
Active Positions
28
2 losing positions
Portfolio Value Over Time
Total Positions Tracked
36
All holdings over time
Win/Loss Ratio
15.50
31 gains / 2 losses
Active vs. Exited
28 / 8
Current positions / Exited
Position Performance
Performance calculated from first appearance in 13F filings. Initial values represent position value when first tracked, not actual purchase prices.
| Symbol | Company | Sector | Entry | Status | Initial Value | Current Value | Gain/Loss | Return % |
|---|---|---|---|---|---|---|---|---|
| GOOGL | Alphabet Inc. | Communication Services | Jun 2020 | ACTIVE | $1.13K | $459.88M | $459.88M | +9,999%+ |
| FICO | Fair Isaac Corporation | Technology | Mar 2022 | ACTIVE | $325.15K | $270.24M | $269.92M | +9,999%+ |
| DIS | Walt Disney Company (The) | Communication Services | Jun 2013 | ACTIVE | $49.60K | $251.01M | $250.96M | +9,999%+ |
| INTU | Intuit Inc. | Technology | Jun 2013 | ACTIVE | $49.51K | $174.06M | $174.01M | +9,999%+ |
| MDLZ | Mondelez International, Inc. | Consumer Defensive | Jun 2013 | ACTIVE | $89.07K | $148.39M | $148.30M | +9,999%+ |
| PEP | Pepsico, Inc. | Consumer Defensive | Jun 2015 | ACTIVE | $84.01K | $138.61M | $138.53M | +9,999%+ |
| PYPL | PayPal Holdings, Inc. | Financial Services | Sep 2015 | ACTIVE | $130.54K | $136.56M | $136.43M | +9,999%+ |
| EBAY | eBay Inc. | Consumer Cyclical | Jun 2013 | ACTIVE | $83.09K | $124.71M | $124.63M | +9,999%+ |
| MANU | Manchester United | N/A | Sep 2017 | ACTIVE | $134.42K | $63.25M | $63.12M | +9,999%+ |
| BF-A | Brown Forman Inc | Consumer Defensive | Jun 2013 | ACTIVE | $28.02K | $58.41M | $58.38M | +9,999%+ |
Important Note: Data Limitations
These metrics are based on 13F filing data which has significant limitations:
- Quarterly Snapshots Only: 13F filings show positions at quarter-end, not actual transaction prices
- No Transaction Prices: We cannot determine actual buy/sell prices, only end-of-quarter values
- Performance Estimates: Gains/losses are calculated from first appearance to last update using quarterly values
- Missing Data: Intra-quarter trades, dividends, corporate actions, and exact timing are not captured
- Educational Only: These metrics are estimates for understanding general investment patterns, not actual realized returns
Use these metrics for informational and educational purposes only. They represent broad trends, not precise investment performance.