Michael Lindsell Portfolio Update: March 31, 2026 Holdings
Michael Lindsell's Lindsell Train portfolio valued at $3.14 billion as of March 31, 2026, featuring significant changes in top holdings.
Michael Lindsell's portfolio at Lindsell Train, valued at $3.14 billion as of March 31, 2026, includes major positions in companies like TKO GROUP HOLDINGS INC (TKO) and ALPHABET INC (GOOGL).
Key holdings show notable shifts: TKO saw a 13.15% decrease in shares, while INTUIT (INTU) experienced a 20.23% increase. DISNEY WALT CO (DIS) and THERMO FISHER SCIENTIFIC INC (TMO) also decreased significantly, whereas MONDELEZ INTL INC (MDLZ) and PEPSICO INC (PEP) saw substantial reductions. PYPL, EBAY, and FICO maintained relatively stable positions.
For detailed analysis of each holding, including portfolio allocation and performance, please visit the investor profile and individual stock pages.