# Lindsell Train — Lindsell Train

Source: SEC EDGAR 13F filings (CIK 0001484150).
Page URL: https://superinvestorclub.com/manager/68
Last updated: 2026-07-08T11:36:08.092Z

## Summary

As of the 2026-03-31 reporting period (filed 2026-04-24), Lindsell Train reported 27 long equity positions in their Lindsell Train 13F filing, with a total reported value of $3.14B.

### About

UK quality investor

## Top 25 holdings

| Rank | Ticker | Company | Shares | Value | % of Portfolio | Change |
|------|--------|---------|--------|-------|----------------|--------|
| 1 | TKO | TKO GROUP HOLDINGS INC | 2449468 | $493.9M | 15.75% | -13.1% |
| 2 | GOOGL | ALPHABET INC | 1704639 | $490.2M | 15.63% | -18.4% |
| 3 | INTU | INTUIT | 733699 | $317.2M | 10.11% | +20.2% |
| 4 | DIS | DISNEY WALT CO | 3206407 | $309.0M | 9.85% | -7.9% |
| 5 | TMO | THERMO FISHER SCIENTIFIC INC | 617211 | $303.4M | 9.67% | -10.5% |
| 6 | FICO | FAIR ISAAC CORP | 249422 | $266.3M | 8.49% | +15.2% |
| 7 | MCD | MONDELEZ INTL INC | 3561964 | $205.3M | 6.55% | -20.5% |
| 8 | PEP | PEPSICO INC | 1277185 | $198.3M | 6.32% | -29.1% |
| 9 | PYPL | PAYPAL HLDGS INC | 4179623 | $189.0M | 6.03% | -2.8% |
| 10 | EBAY | EBAY INC. | 1927485 | $175.4M | 5.59% | -7.3% |
| 11 | BF-B | BROWN FORMAN CORP | 2585222 | $69.3M | 2.21% | -5.7% |
| 12 | MANU | MANCHESTER UTD PLC NEW | 3142000 | $52.8M | 1.68% | -12.6% |
| 13 | BF-B | BROWN FORMAN CORP | 1576049 | $41.7M | 1.33% | -4.5% |
| 14 | V | VISA INC | 10300 | $3.1M | 0.10% | +3.0% |
| 15 | SPGI | S&P GLOBAL INC | 7300 | $3.1M | 0.10% | +7.4% |
| 16 | AXP | AMERICAN EXPRESS CO | 9000 | $2.7M | 0.09% | -8.2% |
| 17 | CP | CANADIAN PACIFIC KANSAS CITY | 30000 | $2.4M | 0.08% | — |
| 18 | EFX | EQUIFAX INC | 11500 | $2.1M | 0.07% | +4.5% |
| 19 | CME | CME GROUP INC | 6900 | $2.0M | 0.06% | -6.8% |
| 20 | ADBE | ADOBE INC | 7000 | $1.7M | 0.05% | +32.1% |
| 21 | VRSK | VERISK ANALYTICS INC | 8400 | $1.6M | 0.05% | +12.0% |
| 22 | ORCL | ORACLE CORP | 9000 | $1.3M | 0.04% | — |
| 23 | NKE | NIKE INC | 20800 | $1.1M | 0.04% | +2.0% |
| 24 | EL | LAUDER ESTEE COS INC | 15000 | $1.1M | 0.03% | -3.2% |
| 25 | KO | COCA COLA CO | 12000 | $912,600 | 0.03% | -29.4% |

## New positions this quarter (0)


## Increased positions (8)

- INTU: 733699 shares (+20.2%), $317.2M
- FICO: 249422 shares (+15.2%), $266.3M
- V: 10300 shares (+3.0%), $3.1M
- SPGI: 7300 shares (+7.4%), $3.1M
- EFX: 11500 shares (+4.5%), $2.1M
- ADBE: 7000 shares (+32.1%), $1.7M
- VRSK: 8400 shares (+12.0%), $1.6M
- NKE: 20800 shares (+2.0%), $1.1M

## Reduced positions (17)

- TKO: 2449468 shares (-13.1%), $493.9M
- GOOGL: 1704639 shares (-18.4%), $490.2M
- DIS: 3206407 shares (-7.9%), $309.0M
- TMO: 617211 shares (-10.5%), $303.4M
- MCD: 3561964 shares (-20.5%), $205.3M
- PEP: 1277185 shares (-29.1%), $198.3M
- PYPL: 4179623 shares (-2.8%), $189.0M
- EBAY: 1927485 shares (-7.3%), $175.4M
- BF-B: 2585222 shares (-5.7%), $69.3M
- MANU: 3142000 shares (-12.6%), $52.8M
- BF-B: 1576049 shares (-4.5%), $41.7M
- AXP: 9000 shares (-8.2%), $2.7M
- CME: 6900 shares (-6.8%), $2.0M
- EL: 15000 shares (-3.2%), $1.1M
- KO: 12000 shares (-29.4%), $912,600
- MSGS: 2800 shares (-15.2%), $899,920
- CL: 10000 shares (-31.5%), $852,300

## Sold positions (1)

- TROW: previously held 12000 shares worth $1.2M

## Filing history (9)

- 2026-03-31 (filed 2026-04-24)
- 2025-12-31 (filed 2026-02-11)
- 2025-09-30 (filed 2025-11-12)
- 2025-06-30 (filed 2025-08-08)
- 2025-03-31 (filed 2025-05-15)
- 2024-12-31 (filed 2025-01-21)
- 2024-09-30 (filed 2024-10-17)
- 2024-06-30 (filed 2024-07-23)
- 2024-03-31 (filed 2024-05-10)

## Citation

When citing, use: "Lindsell Train, Lindsell Train, SEC 13F filing for period 2026-03-31, via Superinvestor (https://superinvestorclub.com/manager/68)".