Michael Lindsell, Nick Train - Lindsell Train Portfolio Performance Analysis (Q1 2026)
Investment performance metrics based on historical 13F filings data.
Data Coverage: June 2013 to March 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)
+3.14B
+9,999%+
Winning Positions
+91.18%
31 wins / 34 positions
Average Gain (Winners)
$78.49M
+9,999%+ avg per position
Active Positions
27
2 losing positions
Portfolio Value Over Time
Total Positions Tracked
34
All holdings over time
Win/Loss Ratio
15.50
31 gains / 2 losses
Active vs. Exited
27 / 7
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 | $490.19M | $490.18M | +9,999%+ |
| INTU | Intuit Inc. | Technology | Jun 2013 | ACTIVE | $49.51K | $317.24M | $317.19M | +9,999%+ |
| DIS | Walt Disney Company (The) | Communication Services | Jun 2013 | ACTIVE | $49.60K | $309.03M | $308.98M | +9,999%+ |
| FICO | Fair Isaac Corporation | Technology | Mar 2022 | ACTIVE | $325.15K | $266.27M | $265.94M | +9,999%+ |
| MDLZ | Mondelez International, Inc. | Consumer Defensive | Jun 2013 | ACTIVE | $89.07K | $205.31M | $205.22M | +9,999%+ |
| PEP | Pepsico, Inc. | Consumer Defensive | Jun 2015 | ACTIVE | $84.01K | $198.33M | $198.25M | +9,999%+ |
| PYPL | PayPal Holdings, Inc. | Financial Services | Sep 2015 | ACTIVE | $130.54K | $189.04M | $188.91M | +9,999%+ |
| EBAY | eBay Inc. | Consumer Cyclical | Jun 2013 | ACTIVE | $83.09K | $175.44M | $175.36M | +9,999%+ |
| TMO | Thermo Fisher Scientific Inc | Healthcare | Dec 2024 | ACTIVE | $211.86M | $303.38M | $91.52M | +43.20% |
| BF-A | Brown Forman Inc | Consumer Defensive | Jun 2013 | ACTIVE | $28.02K | $69.26M | $69.23M | +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.