Lindsell Train — 13F History

Lindsell Train LtdCIK 0001484150Form 13F-HR on EDGAR

Portfolio value$2.6B

Positions28

QuarterQ2 2026ended 2026-06-30

Filed07/152026

Every 13F on file since Q2 2013: what Lindsell Train bought, added to, reduced and sold each quarter, largest moves first, with share counts adjusted for stock splits.

Every quarter

53 filings · newest first

Q2 2026$2.6B · 28 stocks · filed Jul 15, 2026

2 bought5 added14 reduced1 sold

reduced −25% GOOGL reduced −42% EBAY reduced −14% TKO bought KKR reduced −28% MDLZ reduced −19% DIS

Q1 2026$3.1B · 27 stocks · filed Apr 24, 2026

0 bought8 added17 reduced1 sold

reduced −18% GOOGL reduced −29% PEP reduced −13% TKO added +20% INTU reduced −20% MDLZ reduced −10% TMO

Q4 2025$3.9B · 28 stocks · filed Feb 11, 2026

0 bought4 added14 reduced0 sold

reduced −16% TMO reduced −18% PEP reduced −7% GOOGL reduced −15% EBAY reduced −11% MDLZ reduced −5% TKO

Q3 2025$4.1B · 28 stocks · filed Nov 12, 2025

0 bought8 added12 reduced1 sold

reduced −25% EBAY added +10% GOOGL reduced −7% TKO reduced −12% MDLZ reduced −9% DIS reduced −8% INTU

Q2 2025$4.2B · 29 stocks · filed Aug 8, 2025

0 bought5 added16 reduced0 sold

added +11029% GOOGL added +68% TMO reduced −10% INTU reduced −6% TKO reduced −7% FICO added +9% PYPL

Q1 2025$3.6B · 29 stocks · filed May 15, 2025

2 bought1 added11 reduced1 sold

reduced −28% MDLZ added +25% TMO reduced −7% TKO reduced −6% FICO reduced −8% EBAY reduced −4% INTU

Q4 2024$4.0B · 28 stocks · filed Jan 21, 2025

1 bought0 added11 reduced2 sold

bought TMO reduced −20% TKO reduced −18% DIS reduced −18% MDLZ reduced −16% INTU reduced −13% FICO

Q3 2024$4.4B · 29 stocks · filed Oct 17, 2024

0 bought7 added8 reduced0 sold

reduced −34% FICO reduced −12% MDLZ reduced −11% TKO added +465% BF-B added +11% DIS reduced −6% EBAY

Q2 2024$4.3B · 29 stocks · filed Jul 23, 2024

0 bought0 added9 reduced1 sold

reduced −19% MDLZ reduced −12% FICO reduced −8% TKO reduced −7% PEP reduced −4% INTU reduced −3% DIS

Q1 2024$4.8B · 30 stocks · filed May 10, 2024

0 bought0 added11 reduced0 sold

reduced −15% MDLZ reduced −16% FICO reduced −10% INTU reduced −9% DISreduced −30% MANUreduced −16% EBAY

Q4 2023$5.2B · 30 stocks · filed Feb 13, 2024

2 bought3 added8 reduced2 sold

reduced −15% FICO reduced −10% INTU reduced −4% MDLZ reduced −10% EBAY reduced −2% PEP reduced −1% PYPL

Q3 2023$5.0B · 30 stocks · filed Nov 9, 2023

2 bought0 added8 reduced1 sold

sold WWEUSDbought TKO reduced −12% INTU reduced −11% FICO reduced −4% MDLZ reduced −10% EBAY

Each quarter is compared with the one before it. A quarter whose predecessor has no filing on file shows the book's size and no moves. Moves are ranked by the dollars that changed, at that quarter's reported prices; the twelve largest are kept.

Source: the manager's Form 13F-HR on SEC EDGAR, kept as immutable quarterly snapshots; changes compare two consecutive filings. A 13F is filed up to 45 days after quarter end and covers US-listed long positions only. Tickers come from a self-maintained CUSIP map; a position without one shows its CUSIP. Method notes in where the numbers come from.