Michael Lindsell, Nick Train - Lindsell Train Portfolio
| Period Date | Mar 31, 2025 | |
| Filing Date | May 15, 2025 | |
| Total Stocks | 29 | |
| Portfolio Value | $3.61B |
Lindsell Train Activity
| Date | Symbol | Type | Quantity |
|---|---|---|---|
Q2 2023Jun 30, 2023 | VRSK Verisk Analytics, Inc. | Buy | +500+7.4% |
Q2 2023Jun 30, 2023 | ADBE Adobe Inc. | Buy | +200+6.0% |
Q2 2023Jun 30, 2023 | INTU Intuit Inc. | Sell | -65,200-4.5% |
Q2 2023Jun 30, 2023 | FICO Fair Isaac Corporation | Sell | -72,200-8.3% |
Q2 2023Jun 30, 2023 | PEP Pepsico, Inc. | Sell | -210,300-5.8% |
Q2 2023Jun 30, 2023 | EBAY eBay Inc. | Sell | -521,000-7.0% |
Q2 2023Jun 30, 2023 | MDLZ Mondelez International, Inc. | Sell | -1,253,100-6.4% |
Q1 2023Mar 31, 2023 | DIS Walt Disney Company (The) | Buy | +200,600+3.7% |
Q1 2023Mar 31, 2023 | PYPL PayPal Holdings, Inc. | Buy | +94,600+1.8% |
Q1 2023Mar 31, 2023 | PEP Pepsico, Inc. | Buy | +45,400+1.3% |
Q1 2023Mar 31, 2023 | BF-A Brown Forman Inc | Buy | +3,500+0.1% |
Q1 2023Mar 31, 2023 | CL Colgate-Palmolive Company | Buy | +1,200+7.1% |
Q1 2023Mar 31, 2023 | GOOGL Alphabet Inc. | Buy | +850+5.3% |
Q1 2023Mar 31, 2023 | ORCL Oracle Corporation | Buy | +600+3.2% |
Q1 2023Mar 31, 2023 | ADBE Adobe Inc. | Buy | +350+11.6% |
Q1 2023Mar 31, 2023 | VRSK Verisk Analytics, Inc. | Buy | +300+4.6% |
Q1 2023Mar 31, 2023 | CME CME Group Inc. | Buy | +300+5.4% |
Q1 2023Mar 31, 2023 | TROW T. Rowe Price Group, Inc. | Buy | +200+2.1% |
Q1 2023Mar 31, 2023 | INTU Intuit Inc. | Sell | -14,250-1.0% |
Q1 2023Mar 31, 2023 | FICO Fair Isaac Corporation | Sell | -58,565-6.3% |
Q1 2023Mar 31, 2023 | EBAY eBay Inc. | Sell | -128,000-1.7% |
Q1 2023Mar 31, 2023 | MDLZ Mondelez International, Inc. | Sell | -425,470-2.1% |
Q4 2022Dec 31, 2022 | FICO Fair Isaac Corporation | Buy | +14,857+1.6% |
Q4 2022Dec 31, 2022 | EL Estee Lauder Companies, Inc. (T | Buy | +625+7.1% |
Q4 2022Dec 31, 2022 | ADBE Adobe Inc. | Buy | +510+20.4% |
Q4 2022Dec 31, 2022 | BF-A Brown Forman Inc | Sell | -15,702-0.5% |
Q4 2022Dec 31, 2022 | DIS Walt Disney Company (The) | Sell | -16,400-0.3% |
Q4 2022Dec 31, 2022 | EBAY eBay Inc. | Sell | -39,000-0.5% |
Q4 2022Dec 31, 2022 | INTU Intuit Inc. | Sell | -56,700-3.8% |
Q4 2022Dec 31, 2022 | PYPL PayPal Holdings, Inc. | Sell | -62,100-1.2% |