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Lindsell Train
Lindsell Train
Periodo
Q1 2026
Valore portafoglio
$3.14B
Titoli
27
Attività
8 acquisti · 17 riduzioni
| # | Titolo | % Portafoglio | Attività | Azioni | Valore |
|---|---|---|---|---|---|
| 1 | TKO TKO GROUP HOLDINGS INC | 15.75% | Reduce 13.15% | 2,449,468 | $493.9M |
| 2 | GOOGL ALPHABET INC | 15.63% | Reduce 18.38% | 1,704,639 | $490.2M |
| 3 | INTU INTUIT | 10.11% | Add 20.23% | 733,699 | $317.2M |
| 4 | DIS DISNEY WALT CO | 9.85% | Reduce 7.91% | 3,206,407 | $309.0M |
| 5 | TMO THERMO FISHER SCIENTIFIC INC | 9.67% | Reduce 10.48% | 617,211 | $303.4M |
| 6 | FICO FAIR ISAAC CORP | 8.49% | Add 15.16% | 249,422 | $266.3M |
| 7 | MDLZ MONDELEZ INTL INC | 6.55% | Reduce 20.49% | 3,561,964 | $205.3M |
| 8 | PEP PEPSICO INC | 6.32% | Reduce 29.12% | 1,277,185 | $198.3M |
| 9 | PYPL PAYPAL HLDGS INC | 6.03% | Reduce 2.77% | 4,179,623 | $189.0M |
| 10 | EBAY EBAY INC. | 5.59% | Reduce 7.29% | 1,927,485 | $175.4M |
| 11 | BF/A BROWN FORMAN CORP | 2.21% | Reduce 5.74% | 2,585,222 | $69.3M |
| 12 | MANCHESTER UTD PLC NEW | 1.68% | Reduce 12.64% | 3,142,000 | $52.8M |
| 13 | BF/B BROWN FORMAN CORP | 1.33% | Reduce 4.47% | 1,576,049 | $41.7M |
| 14 | V VISA INC | 0.1% | Add 3% | 10,300 | $3.1M |
| 15 | SPGI S&P GLOBAL INC | 0.1% | Add 7.35% | 7,300 | $3.1M |
| 16 | AXP AMERICAN EXPRESS CO | 0.09% | Reduce 8.16% | 9,000 | $2.7M |
| 17 | CP CANADIAN PACIFIC KANSAS CITY | 0.08% | — | 30,000 | $2.4M |
| 18 | EFX EQUIFAX INC | 0.07% | Add 4.55% | 11,500 | $2.1M |
| 19 | CME CME GROUP INC | 0.06% | Reduce 6.76% | 6,900 | $2.0M |
| 20 | ADBE ADOBE INC | 0.05% | Add 32.08% | 7,000 | $1.7M |
| 21 | VRSK VERISK ANALYTICS INC | 0.05% | Add 12% | 8,400 | $1.6M |
| 22 | ORCL ORACLE CORP | 0.04% | — | 9,000 | $1.3M |
| 23 | NKE NIKE INC | 0.04% | Add 1.96% | 20,800 | $1.1M |
| 24 | EL LAUDER ESTEE COS INC | 0.03% | Reduce 3.23% | 15,000 | $1.1M |
| 25 | KO COCA COLA CO | 0.03% | Reduce 29.41% | 12,000 | $912,600 |
| 26 | MSGS MADISON SQUARE GRDN SPRT COR | 0.03% | Reduce 15.15% | 2,800 | $899,920 |
| 27 | CL COLGATE PALMOLIVE CO | 0.03% | Reduce 31.51% | 10,000 | $852,300 |
Fonte: 13F-HR Q1 2026 depositata alla SEC (EDGAR) · attività vs Q4 2025. I titoli senza link non sono (ancora) nel nostro catalogo.