Lindsell Train Portfolio Snapshot: Top Holdings & Position Changes
Michael Lindsell and Nick Train's portfolio, valued at over $3 billion, shows significant shifts in holdings like Alphabet and Intuit, with notable reductions in others.
As of March 31, 2026, the portfolio managed by Michael Lindsell and Nick Train at Lindsell Train, valued at approximately $3.14 billion, features a concentrated set of top holdings. The analysis reveals significant changes in positions across various sectors, reflecting strategic adjustments by the investors.
Key holdings include Alphabet Inc. (GOOGL) and TKO Group Holdings Inc. (TKO), both representing about 15.6% and 15.7% of the portfolio respectively. Notably, Alphabet saw a reduction of 18.38% in shares, while TKO experienced a 13.15% decrease. These reductions, along with declines in Disney (DIS) and others, suggest a strategic shift away from certain large-cap tech and entertainment stocks.
Conversely, the portfolio shows positive changes in positions like Intuit (INTU) and Fair Isaac Corp. (FICO), with increases of 20.23% and 15.16% respectively. This indicates confidence in the growth potential of these software companies, particularly in the financial and productivity sectors.
The portfolio's top holdings span multiple sectors, including Technology (Intuit, Fair Isaac Corp.), Communication Services (Alphabet, TKO, Disney), Consumer Defensive (Mondelez International, PepsiCo), and Financial Services (PayPal). Holdings like Mondelez International and PepsiCo saw substantial reductions, with share declines of 20.49% and 29.12% respectively.
For detailed insights into the investors' activities, visit Lindsell Train's profile. For specific stock analysis, explore the companies directly: Alphabet Inc., Intuit, and Fair Isaac Corp..