Lindsell Train Ltd Michael Lindsell
Top positions activity
Value History
Quarterly report: Q2 2025
Total portfolio value: $4.2B
| TICKER | CORP NAME | VALUE($) | SHARES | +/- SHARES | OWNERSHIP HISTORY |
|---|---|---|---|---|---|
|
INTU
|
Intuit Inc | 524.4M 12.35% | 665.8K | -75.2K ↓10.15% | |
|
DIS
|
Walt Disney Co (The) | 506.9M 11.94% | 4.1M | -193.6K ↓4.52% | |
|
FICO
|
Fair, Isaac Corp. | 407.8M 9.61% | 223.1K | -17.2K ↓7.15% | |
|
MDLZ
|
Mondelez International Inc. - Class A | 385.0M 9.07% | 5.7M | -309.4K ↓5.14% | |
|
GOOGL
|
Alphabet Inc - Class A | 357.4M 8.42% | 2.0M | +2.0M ↑11028.80% | |
|
TMO
|
Thermo Fisher Scientific Inc. | 346.5M 8.16% | 854.6K | +345.8K ↑67.97% | |
|
PYPL
|
PayPal Holdings Inc | 336.5M 7.93% | 4.5M | +356.7K ↑8.55% | |
|
PEP
|
PepsiCo Inc | 320.5M 7.55% | 2.4M | -27.0K ↓1.10% | |
|
EBAY
|
EBay Inc. | 244.6M 5.76% | 3.3M | -85.4K ↓2.53% | |
|
MANU
|
Manchester United Plc. - Class A | 85.7M 2.01% | 4.8M | -243.0K ↓4.81% | |
|
BF.A
|
Brown-Forman Corp. - Class A | 75.1M 1.76% | 2.7M | -19.0K ↓0.69% | |
|
BF.B
|
Brown-Forman Corp. - Class B | 44.4M 1.04% | 1.6M | +74.3K ↑4.72% |