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

DateSymbolTypeQuantity
Q2 2020Jun 30, 2020
ADBE
Adobe Inc.
Buy - Position Entry
+2,500
Q2 2020Jun 30, 2020
GOOGL
Alphabet Inc.
Buy - Position Entry
+800
Q2 2020Jun 30, 2020
PYPL
PayPal Holdings, Inc.
Sell
-1,178,006-17.7%
Q1 2020Mar 31, 2020
DIS
Walt Disney Company (The)
Buy
+218,000+3.9%
Q1 2020Mar 31, 2020
BF-A
Brown Forman Inc
Buy
+18,702+0.8%
Q1 2020Mar 31, 2020
INTU
Intuit Inc.
Sell
-384,500-14.0%
Q1 2020Mar 31, 2020
PEP
Pepsico, Inc.
Sell
-511,000-10.3%
Q1 2020Mar 31, 2020
PYPL
PayPal Holdings, Inc.
Sell
-1,068,000-13.8%
Q1 2020Mar 31, 2020
EBAY
eBay Inc.
Sell
-1,350,350-11.9%
Q1 2020Mar 31, 2020
MDLZ
Mondelez International, Inc.
Sell
-3,186,800-9.7%
Q4 2019Dec 31, 2019
EBAY
eBay Inc.
Buy
+1,098,171+10.7%
Q4 2019Dec 31, 2019
MDLZ
Mondelez International, Inc.
Buy
+765,113+2.4%
Q4 2019Dec 31, 2019
PYPL
PayPal Holdings, Inc.
Buy
+364,366+4.9%
Q4 2019Dec 31, 2019
INTU
Intuit Inc.
Buy
+214,021+8.5%
Q4 2019Dec 31, 2019
PEP
Pepsico, Inc.
Buy
+203,678+4.3%
Q4 2019Dec 31, 2019
BF-A
Brown Forman Inc
Buy
+162,126+7.0%
Q4 2019Dec 31, 2019
DIS
Walt Disney Company (The)
Buy
+130,812+2.4%
Q4 2019Dec 31, 2019
BF-B
Brown Forman Inc
Sell
-1,195-0.4%
Q3 2019Sep 30, 2019
PYPL
PayPal Holdings, Inc.
Buy
+623,921+9.2%
Q3 2019Sep 30, 2019
PEP
Pepsico, Inc.
Buy
+196,363+4.3%
Q3 2019Sep 30, 2019
DIS
Walt Disney Company (The)
Buy
+171,317+3.3%
Q3 2019Sep 30, 2019
EBAY
eBay Inc.
Buy
+43,700+0.4%
Q3 2019Sep 30, 2019
BF-A
Brown Forman Inc
Buy
+27,003+1.2%
Q3 2019Sep 30, 2019
INTU
Intuit Inc.
Sell
-13,900-0.5%
Q3 2019Sep 30, 2019
MDLZ
Mondelez International, Inc.
Sell
-1,406,696-4.2%
Q2 2019Jun 30, 2019
MDLZ
Mondelez International, Inc.
Buy
+1,799,497+5.7%
Q2 2019Jun 30, 2019
EBAY
eBay Inc.
Buy
+1,301,000+14.7%
Q2 2019Jun 30, 2019
INTU
Intuit Inc.
Buy
+348,000+15.9%
Q2 2019Jun 30, 2019
PEP
Pepsico, Inc.
Buy
+290,000+6.8%
Q2 2019Jun 30, 2019
PYPL
PayPal Holdings, Inc.
Buy
+282,424+4.4%
Page 9 of 15430 total trades