---
title: Lindsell Train (Lindsell Train Ltd) — 13F holdings
canonical: https://sweetvaluelab.com/investors/lindsell-train
cik: 0001484150
quarter: 2026-06-30
filed: 2026-07-15
---
# Lindsell Train — Lindsell Train Ltd

Latest 13F for the quarter ended Jun 30, 2026, filed Jul 15, 2026: 28 positions worth $2.6B. Against the quarter ended Mar 31, 2026: 2 bought, 5 added to, 7 unchanged, 14 reduced, 1 sold. The top five are 63% of the portfolio, the top ten 91%; 23 of the positions have a research page on this site.

## Holdings

| Ticker | Issuer | Shares | Value | % of portfolio | Change this quarter |
| --- | --- | ---: | ---: | ---: | --- |
| GOOGL | ALPHABET INC | 1,286,845 | $459.9M | 17.5% | reduced (-25%) |
| TKO | TKO GROUP HOLDINGS INC | 2,098,862 | $422.5M | 16.1% | reduced (-14%) |
| FICO | FAIR ISAAC CORP | 226,186 | $270.2M | 10.3% | reduced (-9%) |
| TMO | THERMO FISHER SCIENTIFIC INC | 514,512 | $258.0M | 9.8% | reduced (-17%) |
| DIS | DISNEY WALT CO | 2,607,846 | $251.0M | 9.5% | reduced (-19%) |
| INTU | INTUIT | 666,883 | $174.1M | 6.6% | reduced (-9%) |
| MDLZ | MONDELEZ INTL INC | 2,565,453 | $148.4M | 5.6% | reduced (-28%) |
| PEP | PEPSICO INC | 1,023,706 | $138.6M | 5.3% | reduced (-20%) |
| PYPL | PAYPAL HLDGS INC | 3,162,672 | $136.6M | 5.2% | reduced (-24%) |
| EBAY | EBAY INC. | 1,116,001 | $124.7M | 4.7% | reduced (-42%) |
| MANU | MANCHESTER UTD PLC NEW | 2,758,446 | $63.3M | 2.4% | reduced (-12%) |
| KKR | KKR & CO INC | 667,780 | $61.3M | 2.3% | bought |
| BF/A | BROWN FORMAN CORP | 2,134,789 | $58.4M | 2.2% | reduced (-17%) |
| BF/B | BROWN FORMAN CORP | 1,379,324 | $36.8M | 1.4% | reduced (-12%) |
| V | VISA INC | 10,500 | $3.6M | 0.1% | added (+2%) |
| SPGI | S&P GLOBAL INC | 7,400 | $3.0M | 0.1% | added (+1%) |
| CP | CANADIAN PACIFIC KANSAS CITY | 30,000 | $2.6M | 0.1% | held (0%) |
| AXP | AMERICAN EXPRESS CO | 7,600 | $2.6M | 0.1% | reduced (-16%) |
| EFX | EQUIFAX INC | 11,800 | $1.9M | 0.1% | added (+3%) |
| VRSK | VERISK ANALYTICS INC | 9,500 | $1.7M | 0.1% | added (+13%) |
| CME | CME GROUP INC | 6,900 | $1.5M | 0.1% | held (0%) |
| ADBE | ADOBE INC | 7,000 | $1.4M | 0.1% | held (0%) |
| WMG | WARNER MUSIC GROUP CORP | 50,000 | $1.4M | 0.1% | bought |
| ORCL | ORACLE CORP | 9,000 | $1.3M | 0.1% | held (0%) |
| EL | LAUDER ESTEE COS INC | 15,000 | $1.2M | 0.0% | held (0%) |
| MSGS | MADISON SQUARE GRDN SPRT COR | 2,800 | $1.1M | 0.0% | held (0%) |
| KO | COCA COLA CO | 12,000 | $975,240 | 0.0% | held (0%) |
| NKE | NIKE INC | 21,000 | $862,050 | 0.0% | added (+1%) |

## Largest moves this quarter

| Ticker | Issuer | Shares now | Shares before | Change | Bought / sold at reported prices | Value |
| --- | --- | ---: | ---: | --- | ---: | ---: |
| GOOGL | ALPHABET INC | 1,286,845 | 1,704,639 | reduced (-25%) | −$149.3M | $459.9M |
| EBAY | EBAY INC. | 1,116,001 | 1,927,485 | reduced (-42%) | −$90.7M | $124.7M |
| TKO | TKO GROUP HOLDINGS INC | 2,098,862 | 2,449,468 | reduced (-14%) | −$70.6M | $422.5M |
| KKR | KKR & CO INC | 667,780 | 0 | bought | +$61.3M | $61.3M |
| MDLZ | MONDELEZ INTL INC | 2,565,453 | 3,561,964 | reduced (-28%) | −$57.6M | $148.4M |
| DIS | DISNEY WALT CO | 2,607,846 | 3,206,407 | reduced (-19%) | −$57.6M | $251.0M |
| TMO | THERMO FISHER SCIENTIFIC INC | 514,512 | 617,211 | reduced (-17%) | −$51.5M | $258.0M |

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Source: https://sweetvaluelab.com/investors/lindsell-train (SweetValueLab, free, no account). Holdings from SEC Form 13F-HR filings; tickers resolved from CUSIPs. Values as reported by the filer. Research and educational data, not investment advice; nothing here is a recommendation to buy, sell or hold any security.