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Lindsell Train Holdings Activity
Lindsell Train Portfolio 13F
Lindsell Train has disclosed a total of 21 changes to the portfolio in the latest (2025 Q2) SEC report(s): increased the number of shares of 5 and decreased the number of shares of 16 position(s).
What stocks is Lindsell Train buying now?
In the recent quarter Lindsell Train has purchased 5 securities: (GOOGL) ALPHABET INC-CL A (added shares +11028.8%), (TMO) THERMO FISHER SCIENTIFIC INC (added shares +67.97%), (PYPL) PAYPAL HOLDINGS INC (added shares +8.55%), (BF.B) BROWN-FORMAN CORP-CLASS B (added shares +4.72%) and (CP) CANADIAN PACIFIC KANSAS CITY (added shares +9.47%).
What does Lindsell Train invest in?
Lindsell Train's top 5 holdings (by % of portfolio) are (TKO) TKO GROUP HOLDINGS INC (13.61%), (INTU) INTUIT INC (12.36%), (DIS) WALT DISNEY CO/THE (11.95%), (FICO) FAIR ISAAC CORP (9.61%) and (MDLZ) MONDELEZ INTERNATIONAL INC-A (9.07%).
In the latest report(s) the following changes have been made to the top investments: (TKO) TKO GROUP HOLDINGS INC (reduced shares -6.5%), (INTU) INTUIT INC (reduced shares -10.15%), (DIS) WALT DISNEY CO/THE (reduced shares -4.52%), (FICO) FAIR ISAAC CORP (reduced shares -7.15%) and (MDLZ) MONDELEZ INTERNATIONAL INC-A (reduced shares -5.14%).
Shares, change to shares, sold shares - split-adjusted.
Reported price - this doesn't represent the actual buy or sell price.
It is the split-adjusted price of the security as of the last day of the reported period.
Value or Price - If the security is completely sold out, we show the reported value (or price) prior to the actual period.