Lindsell Train Portfolio Update: December 2025 Insights

Michael Lindsell, through his investment platform Lindsell Train, manages a substantial portfolio valued at $3.94 billion as of December 31, 2025.

ALPHABET INC (GOOGL) saw a reduction in shares, while FAIR ISAAC CORP (FICO) and THERMO FISHER SCIENTIFIC INC (TMO) also decreased. For more details on these holdings, visit GOOGL, FICO, and TMO.

DISNEY WALT CO (DIS) experienced a decline, and MONDELEZ INTL INC (MDLZ) also saw reduced holdings. More information can be found at DIS and MDLZ.

PEPSICO INC (PEP) and PAYPAL HLDGS INC (PYPL) both showed decreases in their allocations. Check PEP and PYPL for further analysis.

EBAY INC. (EBAY) also decreased, and further details are available at EBAY.

ALPHABET INC (GOOGL) allocation stands at 16.58%, TKO GROUP HOLDINGS INC (TKO) at 14.95%, INTUIT (INTU) at 10.25%, DISNEY WALT CO (DIS) at 10.05%, THERMO FISHER SCIENTIFIC INC (TMO) at 10.13%, FAIR ISAAC CORP (FICO) at 9.29%, MONDELEZ INTL INC (MDLZ) at 6.12%, PAYPAL HLDGS INC (PYPL) at 6.36%, PEP at 6.56%, and EBAY INC. (EBAY) at 4.59%. For comprehensive profiles, see Lindsell Train and the respective stock profiles.