What Lindsell Train Bought in Q1 2024
Lindsell Train · Quarterly 13F recap as filed with the SEC.
Period: 2024-03-31 · Filed · Historical
$4.76B
Total Value
30
Holdings
0
New Buys
0
Reduced
In Q1 2024, Lindsell Train reported 30 long equity positions worth $4.76B in their Lindsell Train 13F filing.
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | MDLZ | Mondelez International | 14280093 | $1.00B | 21.03% | — |
| 2 | FICO | FAIR ISAAC CORP | 509809 | $642.1M | 13.49% | — |
| 3 | INTU | INTUIT | 980995 | $636.6M | 13.38% | — |
| 4 | DIS | DISNEY WALT CO | 5056482 | $611.8M | 12.85% | — |
| 5 | PEP | PEPSICO INC | 3016781 | $523.7M | 11.00% | — |
| 6 | TKO | TKO GROUP HOLDINGS INC | 5509517 | $476.1M | 10.00% | — |
| 7 | PYPL | PAYPAL HLDGS INC | 4787359 | $318.7M | 6.70% | — |
| 8 | EBAY | EBAY INC. | 4683022 | $243.2M | 5.11% | — |
| 9 | BF-B | BROWN FORMAN CORP | 2843575 | $151.0M | 3.17% | — |
| 10 | MANU | MANCHESTER UTD PLC NEW | 7716799 | $109.0M | 2.29% | — |
| 11 | BF-B | BROWN FORMAN CORP | 290307 | $15.1M | 0.32% | — |
| 12 | EFX | EQUIFAX INC | 10300 | $2.7M | 0.06% | — |
| 13 | AXP | AMERICAN EXPRESS CO | 11600 | $2.6M | 0.06% | — |
| 14 | GOOG | ALPHABET INC | 16850 | $2.5M | 0.05% | — |
| 15 | SPGI | S&P GLOBAL INC | 5900 | $2.5M | 0.05% | — |
| 16 | ORCL | ORACLE CORP | 19200 | $2.4M | 0.05% | — |
| 17 | V | VISA INC | 7700 | $2.1M | 0.05% | — |
| 18 | CME | CME GROUP INC | 8600 | $1.9M | 0.04% | — |
| 19 | CL | COLGATE PALMOLIVE CO | 20100 | $1.8M | 0.04% | — |
| 20 | ADBE | ADOBE INC | 3560 | $1.8M | 0.04% | — |
| 21 | VRSK | VERISK ANALYTICS INC | 7300 | $1.7M | 0.04% | — |
| 22 | EL | LAUDER ESTEE COS INC | 11425 | $1.7M | 0.03% | — |
| 23 | NKE | NIKE INC | 15900 | $1.5M | 0.03% | — |
| 24 | TROW | PRICE T ROWE GROUP INC | 12000 | $1.5M | 0.03% | — |
| 25 | KO | COCA COLA CO | 21100 | $1.3M | 0.03% | — |
| 26 | HSY | HERSHEY CO | 5100 | $988K | 0.02% | — |
| 27 | JNJ | JOHNSON & JOHNSON | 6065 | $959K | 0.02% | — |
| 28 | MSGS | MADISON SQUARE GRDN SPRT COR | 3300 | $609K | 0.01% | — |
| 29 | KVUE | KENVUE INC | 14739 | $316K | 0.01% | — |
| 30 | CZOO | CAZOO GROUP LTD | 29187 | $0 | 0.00% | — |