Lindsell Train's Portfolio

Lindsell Train 13F holdings

What is Lindsell Train's portfolio?

Lindsell Train has disclosed a total of 28 security holdings in their (2025 Q4) SEC 13F filing(s) with portfolio value of $3,943,390,802.

What stocks does Lindsell Train own?

In Lindsell Train's portfolio as of 31 Dec 2025, the top 5 holdings are (GOOGL) ALPHABET INC-CL A (16.58%), (TKO) TKO GROUP HOLDINGS INC (14.95%), (INTU) INTUIT INC (10.25%), (TMO) THERMO FISHER SCIENTIFIC INC (10.13%) and (DIS) WALT DISNEY CO/THE (10.05%).

To see the historical data of Lindsell Train's portfolio holdings please click on the "2025 Q4" dropdown menu and select the date.

To see Lindsell Train's original 13F reports (2025 Q4), please click on the "important" button.

Portfolio value: $3,943M+
Period: 2025 Q4
Number of stock: 28
Update: 11 Feb 2026
Important
History
Ticker
Stock
% of
Portfolio
Shares*
Reported
Price*
% difference
Current Price
Value
% (shares)
Activity
% change to
Portfolio
ADBE
ADOBE INC
0.05%
5,300
$349.99
28.16% $251.44
$1,854,947
+17.78% (+800)
+0.01%
GOOGL
ALPHABET INC-CL A
16.58%
2,088,598
$313.00
17.74% $368.53
$653,731,174
-6.51% (-145,500)
-1.15%
AXP
AMERICAN EXPRESS CO
0.09%
9,800
$369.95
16.03% $310.66
$3,625,510
-3.92% (-400)
-0.00%
BF.A
BROWN-FORMAN CORP-CLASS A
1.83%
2,742,740
$26.31
-
$72,161,489
BF.B
BROWN-FORMAN CORP-CLASS B
1.09%
1,649,764
$26.06
-
$42,992,850
CP
CANADIAN PACIFIC KANSAS CITY
0.06%
30,000
$73.63
-
$2,208,900
+5.26% (+1,500)
+0.00%
CME
CME GROUP INC
0.05%
7,400
$273.08
5.74% $257.40
$2,020,792
KO
COCA-COLA CO/THE
0.03%
17,000
$69.91
13.69% $79.48
$1,188,470
-8.11% (-1,500)
-0.00%
CL
COLGATE-PALMOLIVE CO
0.03%
14,600
$79.02
12.10% $88.58
$1,153,692
-2.67% (-400)
-0.00%
EBAY
EBAY INC
4.59%
2,079,079
$87.10
25.55% $109.35
$181,087,781
-15.32% (-376,000)
-0.83%
EFX
EQUIFAX INC
0.06%
11,000
$216.98
20.67% $172.13
$2,386,780
+4.76% (+500)
+0.00%
EL
ESTEE LAUDER COMPANIES-CL A
0.04%
15,500
$104.72
20.27% $83.49
$1,623,160
FICO
FAIR ISAAC CORP
9.29%
216,593
$1,690.62
32.73% $1,137.33
$366,176,458
-2.85% (-6,362)
-0.27%
INTU
INTUIT INC
10.25%
610,251
$662.42
55.20% $296.76
$404,242,467
-0.25% (-1,559)
-0.03%
MSGS
MADISON SQUARE GARDEN SPORTS
0.02%
3,300
$258.65
49.33% $386.23
$853,545
MANU
MANCHESTER UNITED PLC-CL A
1.45%
3,596,500
$15.92
37.88% $21.95
$57,256,280
-17.82% (-780,000)
-0.31%
MDLZ
MONDELEZ INTERNATIONAL INC-A
6.12%
4,479,854
$53.83
15.25% $62.04
$241,150,541
-10.92% (-548,933)
-0.75%
NKE
NIKE INC -CL B
0.03%
20,400
$63.71
32.54% $42.98
$1,299,684
ORCL
ORACLE CORP
0.04%
9,000
$194.91
9.63% $213.68
$1,754,190
PYPL
PAYPAL HOLDINGS INC
6.36%
4,298,618
$58.38
29.27% $41.29
$250,953,319
-4.13% (-185,000)
-0.27%
20 of 28

Shares, change to shares, sold shares - split-adjusted.

Reported price - this doesn't represent the actual buy or sell price.
It is the split-adjusted price of the security as of the last day of the reported period.