Michael Lindsell, Nick Train - Lindsell Train Portfolio
| Period Date | Mar 31, 2025 | |
| Filing Date | May 15, 2025 | |
| Total Stocks | 29 | |
| Portfolio Value | $3.61B |
Portfolio Overview
Comprehensive analysis of Michael Lindsell, Nick Train's investment portfolio
28
Total Holdings
$3.6B
Portfolio Value
Mar 31, 2025
Latest Filing
14.4%
Largest Position
Top Holdings
1
TKO
TKO GROUP HOLDINGS INC
$518.7M
14.4%
↓-0.1%
2
INTU
INTUIT
$455.0M
12.6%
↓-0.0%
3
FICO
FAIR ISAAC CORP
$443.2M
12.3%
↓-0.1%
4
DIS
DISNEY WALT CO
$422.5M
11.7%
↓-0.0%
5
MDLZ
MONDELEZ INTL INC
$408.4M
11.3%
↓-0.3%
Recent Activity
MSGS
Madison Square Garden Sports Co
-3,300
Jun 30, 2025
ADBE
Adobe Inc.
-3,560
Jun 30, 2025
HSY
The Hershey Company
-5,100
Jun 30, 2025