Michael Lindsell Portfolio Analysis: Concentration in Tech & Media Stocks

Michael Lindsell and Nick Train's portfolio, valued at approximately $3.14 billion as of March 31, 2026, demonstrates a concentrated approach with significant allocations to specific sectors and individual stocks.

The largest position is in TKO GROUP HOLDINGS INC (TKO), a Communication Services company, representing 15.75% of the portfolio. The holding saw a decrease in shares (-13.15%) during the prior period. Similarly, ALPHABET INC (GOOGL), another major Communication Services stock at 15.63% allocation, also experienced a decline in shares (-18.38%).

THERMO FISHER SCIENTIFIC INC (TMO), in the Healthcare sector with a 9.67% allocation, and INTUIT (INTU), a Technology stock at 10.11%, both show positive share changes, increasing by 10.48% and 20.23% respectively over the prior period.

The portfolio also features substantial holdings in consumer-related stocks. MONDELEZ INTL INC (MDLZ) and PEP, both Consumer Defensive stocks, hold allocations of 6.55% and 6.32% respectively, but both saw significant declines in shares (-20.49% and -29.12%).

Other notable positions include FAIR ISAAC CORP (FICO) in Technology (8.49% allocation) with a positive share change (+15.16%), DISNEY WALT CO (DIS) in Communication Services (9.85% allocation) with a negative share change (-7.91%), and several other companies like PAYPAL HLDGS INC (PYPL) and EBAY INC. (PYPL and EBAY).

For detailed insights into Michael Lindsell's investment strategy and complete holdings, visit the investor profile: Michael Lindsell - Lindsell Train. For specific stock information, explore the individual company pages: TKO, GOOGL, INTU, TMO, FICO, MDLZ, PEP, PYPL, EBAY.