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Data sourced from SEC EDGAR 13F filings

PricingTermsPrivacy© 2026 Super Investor · Not financial advice

Lindsell Train Ltd

Period:
Q2 2026
Portfolio date:
Jun 30, 2026
No. of stocks:
28
Portfolio value:
$2,628,786,000
Filed:
Jul 15, 2026
CIK:
1484150
HistStockActivityShare change% change to portfolio
Q2 2026filed Jul 15, 262 new1 added14 reduced1 exited
≡INTU – INTUITReduce 9.11%−66,816−3.49
≡GOOGL – ALPHABET INCReduce 24.51%−417,7941.87
≡FICO – FAIR ISAAC CORPReduce 9.32%−23,2361.79
≡PEP – PEPSICO INCReduce 19.85%−253,479−1.05
≡MDLZ – MONDELEZ INTL INCReduce 27.98%−996,511−0.90
≡EBAY – EBAY INC.Reduce 42.10%−811,484−0.85
≡PYPL – PAYPAL HLDGS INCReduce 24.33%−1,016,951−0.83
≡MANU – MANCHESTER UTD PLC NEWReduce 12.21%−383,5540.72
≡TKO – TKO GROUP HOLDINGS INCReduce 14.31%−350,6060.33
≡DIS – DISNEY WALT COReduce 18.67%−598,561−0.30
≡TMO – THERMO FISHER SCIENTIFIC INCReduce 16.64%−102,6990.14
≡BF.B – BROWN FORMAN CORPReduce 12.48%−196,7250.07
≡CL – COLGATE PALMOLIVE COSell−10,000−0.03
≡BF.A – BROWN FORMAN CORPReduce 17.42%−450,4330.01
≡AXP – AMERICAN EXPRESS COReduce 15.56%−1,4000.01
Q1 2026filed Apr 24, 265 added14 reduced1 exited
≡EBAY – EBAY INC.Reduce 7.29%−151,5941.00
≡GOOGL – ALPHABET INCReduce 18.38%−383,959−0.95
≡TKO – TKO GROUP HOLDINGS INCReduce 13.15%−370,7360.80
≡TMO – THERMO FISHER SCIENTIFIC INCReduce 10.48%−72,292−0.46
Q4 2025filed Feb 11, 262 added8 reduced
≡GOOGL – ALPHABET INCReduce 6.51%−145,5003.25
≡MDLZ – MONDELEZ INTL INCReduce 10.92%−548,933−1.59
≡PEP – PEPSICO INCReduce 18.15%−399,700−1.03
≡EBAY – EBAY INC.Reduce 15.32%−376,000−0.89
Q3 2025filed Nov 12, 256 added8 reduced1 exited
≡INTU – INTUITReduce 8.11%−53,976−2.11
≡DIS – DISNEY WALT COReduce 8.84%−361,446−1.48
≡MDLZ – MONDELEZ INTL INCReduce 11.92%−680,500−1.37
≡TKO – TKO GROUP HOLDINGS INCReduce 6.90%−218,9581.03
Q2 2025filed Aug 8, 254 added11 reduced
≡FICO – FAIR ISAAC CORPReduce 7.15%−17,186−2.65
≡MDLZ – MONDELEZ INTL INCReduce 5.14%−309,435−2.23
≡TKO – TKO GROUP HOLDINGS INCReduce 6.50%−220,715−0.74
≡INTU – INTUITReduce 10.15%−75,231−0.23
Q1 2025filed May 15, 252 new1 added5 reduced1 exited
≡TKO – TKO GROUP HOLDINGS INCReduce 6.58%−238,9901.45
≡MDLZ – MONDELEZ INTL INCReduce 28.44%−2,392,500−1.26
≡MANU – MANCHESTER UTD PLC NEWReduce 12.52%−723,015−0.67
≡EBAY – EBAY INC.Reduce 7.57%−276,100
Q4 2024filed Jan 21, 251 new9 reduced2 exited
≡MDLZ – MONDELEZ INTL INCReduce 17.62%−1,799,206−4.42
≡PYPL – PAYPAL HLDGS INCReduce 6.73%−309,0871.05
≡PEP – PEPSICO INCReduce 7.70%−213,274−0.91
≡INTU – INTUITReduce 16.00%−146,574−0.75
Q3 2024filed Oct 17, 246 added5 reduced
≡FICO – FAIR ISAAC CORPReduce 34.34%−153,978−2.17
≡MDLZ – MONDELEZ INTL INCReduce 11.89%−1,377,315−1.16
≡EBAY – EBAY INC.Reduce 6.12%−268,0000.59
≡MANU – MANCHESTER UTD PLC NEWReduce 10.66%−760,283−0.32
Q2 2024filed Jul 23, 246 reduced1 exited
≡MDLZ – MONDELEZ INTL INCReduce 18.85%−2,692,350−2.90
≡TKO – TKO GROUP HOLDINGS INCReduce 7.93%−436,7152.53
≡FICO – FAIR ISAAC CORPReduce 12.04%−61,3881.59
≡MANU – MANCHESTER UTD PLC NEWReduce 7.59%−585,5160.36
Q1 2024filed May 10, 2410 reduced
≡DIS – DISNEY WALT COReduce 8.97%−498,2083.13
≡MDLZ – MONDELEZ INTL INCReduce 15.25%−2,570,205−2.64
≡MANU – MANCHESTER UTD PLC NEWReduce 30.47%−3,382,377−2.10
≡TKO – TKO GROUP HOLDINGS INCReduce 6.38%−375,6160.69
Q4 2023filed Feb 13, 241 new2 added4 reduced1 exited
≡FICO – FAIR ISAAC CORPReduce 15.15%−107,8691.25
≡INTU – INTUITReduce 9.80%−118,9970.83
≡EBAY – EBAY INC.Reduce 9.68%−598,000−0.74
≡GOOGL – ALPHABET INCSell−16,850
Q3 2023filed Nov 9, 232 new4 reduced1 exited
≡WORLD WRESTLING ENTMT INCSell−6,330,232−12.23
≡INTU – INTUITReduce 11.64%−159,8911.24
≡FICO – FAIR ISAAC CORPReduce 11.14%−89,2070.86
≡JNJ – JOHNSON & JOHNSONReduce 23.23%−1,835−0.00
≡MDLZ – MONDELEZ INTL INCReduce 20.49%−917,8900.43
≡BF.A – BROWN FORMAN CORPReduce 5.74%−157,5180.38
≡PEP – PEPSICO INCReduce 29.12%−524,786−0.24
≡MANU – MANCHESTER UTD PLC NEWReduce 12.64%−454,5000.23
≡DIS – DISNEY WALT COReduce 7.91%−275,423−0.19
≡TROW – PRICE T ROWE GROUP INCSell−12,000−0.03
≡CME – CME GROUP INCReduce 6.76%−5000.01
≡MSGS – MADISON SQUARE GRDN SPRT CORReduce 15.15%−5000.01
≡AXP – AMERICAN EXPRESS COReduce 8.16%−800−0.01
≡CL – COLGATE PALMOLIVE COReduce 31.51%−4,600−0.00
≡KO – COCA COLA COReduce 29.41%−5,000−0.00
≡
DIS – DISNEY WALT CO
Reduce 6.55%
−244,000
−0.42
≡TMO – THERMO FISHER SCIENTIFIC INCReduce 15.66%−128,0260.40
≡MANU – MANCHESTER UTD PLC NEWReduce 17.82%−780,000−0.17
≡KO – COCA COLA COReduce 8.11%−1,5000.00
≡MANU – MANCHESTER UTD PLC NEWReduce 9.01%−433,500−0.39
≡EBAY – EBAY INC.Reduce 25.26%−829,575−0.29
≡PEP – PEPSICO INCReduce 9.29%−225,5390.03
≡ORCL – ORACLE CORPReduce 48.57%−8,500−0.03
≡HSY – HERSHEY COSell−5,100−0.02
≡
V – VISA INC
Reduce 10.71%
−1,200
−0.02
≡CL – COLGATE PALMOLIVE COReduce 25.37%−5,100−0.02
≡ORCL – ORACLE CORPReduce 8.85%−1,7000.02
≡CME – CME GROUP INCReduce 13.95%−1,200−0.02
≡VRSK – VERISK ANALYTICS INCReduce 9.59%−700−0.01
≡KO – COCA COLA COReduce 9.95%−2,100−0.01
≡AXP – AMERICAN EXPRESS COReduce 12.07%−1,400−0.01
0.67
≡FICO – FAIR ISAAC CORPReduce 5.96%−15,220−0.45
≡GOOG – ALPHABET INCSell−17,750−0.08
≡DIS – DISNEY WALT COReduce 18.21%−992,9710.58
≡EBAY – EBAY INC.Reduce 11.24%−461,901−0.39
≡TKO – TKO GROUP HOLDINGS INCReduce 19.64%−888,1880.28
≡FICO – FAIR ISAAC CORPReduce 13.22%−38,923−0.20
≡MANU – MANCHESTER UTD PLC NEWReduce 9.34%−594,9850.18
≡JNJ – JOHNSON & JOHNSONSell−6,065−0.02
≡KVUE – KENVUE INCSell−14,739−0.01
≡
TKO – TKO GROUP HOLDINGS INC
Reduce 10.87%
−551,247
0.09
≡
EBAY – EBAY INC.
Reduce 6.56%
−307,000
0.34
≡PEP – PEPSICO INCReduce 7.08%−213,470−0.18
≡CZOOF – CAZOO GROUP LTDSell−29,1870.00
≡
PYPL – PAYPAL HLDGS INC
Reduce 8.90%
−467,943
0.44
≡EBAY – EBAY INC.Reduce 16.04%−894,8490.39
≡PEP – PEPSICO INCReduce 7.08%−229,9290.31
≡FICO – FAIR ISAAC CORPReduce 15.58%−94,112−0.16
≡INTU – INTUITReduce 10.42%−114,1690.10
≡CZOOF – CAZOO GROUP LTDReduce 21.77%−8,122−0.00
−0.04
≡CZOOF – CAZOO GROUP LTDReduce 95.50%−791,723−0.01
≡
EBAY – EBAY INC.
Reduce 10.12%
−695,000
0.00