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Lindsell Train

Lindsell Train · portfolio as of 2026-06-30

This quarter's moves · vs 2026-03-31

Full portfolio

GOOGLAlphabet Inc.

1,286,845 shares · $459,879,798

17.5%
TKOTKO Group Holdings, Inc.

2,098,862 shares · $422,521,909

16.1%
FICOFair Isaac Corporation

226,186 shares · $270,242,509

10.3%
TMOThermo Fisher Scientific Inc.

514,512 shares · $257,955,736

9.8%
DISThe Walt Disney Company

2,607,846 shares · $251,005,178

9.5%
INTUIntuit Inc.

666,883 shares · $174,056,463

6.6%
MDLZMondelez International, Inc.

2,565,453 shares · $148,385,802

5.6%
PEPPepsiCo, Inc.

1,023,706 shares · $138,609,792

5.3%
PYPLPayPal Holdings, Inc.

3,162,672 shares · $136,564,177

5.2%
EBAYeBay Inc.

1,116,001 shares · $124,713,112

4.7%
MANUManchester United plc

2,758,446 shares · $63,251,167

2.4%
KKRKKR & Co. Inc.

667,780 shares · $61,288,848

2.3%
BF-ABrown-Forman Corporation

2,134,789 shares · $58,407,827

2.2%
BF-BBrown-Forman Corporation

1,379,324 shares · $36,758,985

1.4%
VVisa Inc.

10,500 shares · $3,602,445

0.1%
SPGIS&P Global Inc.

7,400 shares · $3,013,724

0.1%
CPCanadian Pacific Kansas City Ltd.

30,000 shares · $2,599,500

0.1%
AXPAmerican Express Company

7,600 shares · $2,570,700

0.1%
EFXEquifax Inc.

11,800 shares · $1,872,896

0.1%
VRSKVerisk Analytics, Inc.

9,500 shares · $1,705,535

0.1%
CMECME Group Inc.

6,900 shares · $1,523,727

0.1%
ADBEAdobe Inc.

7,000 shares · $1,435,140

0.1%
WMGWarner Music Group Corp.

50,000 shares · $1,353,500

0.1%
ORCLOracle Corporation

9,000 shares · $1,318,950

0.1%
ELThe Estée Lauder Companies Inc.

15,000 shares · $1,184,250

0.0%
MSGSMadison Square Garden Sports Corp.

2,800 shares · $1,125,152

0.0%
KOThe Coca-Cola Company

12,000 shares · $975,240

0.0%
NKENIKE, Inc.

21,000 shares · $862,050

0.0%

From SEC Form 13F-HR — up to 45 days old at time of filing. Not a recommendation to buy or sell. Analyze any of these free →