Independent Franchise Partners LLP Portfolio Holdings

Independent Franchise Partners LLP

  • $9.94 Billion
  • Q3 2024

Independent Franchise Partners LLP has filed its 13F form on November 13, 2024 for Q3 2024 where it was disclosed a total value porftolio of $9.94 Billion distributed in 25 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Intercontinental Exchange, Inc. with a value of $819M, Zillow Group Inc Cl C Cap Stk with a value of $749M, Philip Morris International Inc. with a value of $741M, Bristol Myers Squibb CO with a value of $734M, and Fox Corp with a value of $689M.

Examining the 13F form we can see an increase of $340M in the current position value, from $9.6B to 9.94B.

Independent Franchise Partners LLP is based out at London, X0

Below you can find more details about Independent Franchise Partners LLP portfolio as well as his latest detailed transactions.

Portfolio value $9.94 Billion
Communication Services: $3.54 Billion
Financial Services: $1.5 Billion
Healthcare: $1.42 Billion
Consumer Defensive: $1.28 Billion
Technology: $797 Million
Basic Materials: $640 Million
Consumer Cyclical: $580 Million
Industrials: $188 Million
Other: $0

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$83.9B
$819 Million 8.24% of portfolio
5,097,932
Q3 2024 Reduced 9.56%
$13.3B
$749 Million 7.54% of portfolio
11,734,424
Q3 2024 Reduced 2.39%
$186B
$741 Million 7.46% of portfolio
6,103,397
Q3 2024 Reduced 8.93%
$120B
$734 Million 7.39% of portfolio
14,184,350
Q3 2024 Reduced 2.85%
$14.8B
$689 Million 6.93% of portfolio
16,266,915
Q3 2024 Reduced 12.05%
$386B
$683 Million 6.88% of portfolio
4,216,255
Q3 2024 Added 9.17%
$76.1B
$682 Million 6.87% of portfolio
1,971,897
Q3 2024 Reduced 18.16%
$430B
$664 Million 6.68% of portfolio
3,897,499
Q3 2024 Reduced 27.48%
$44.3B
$640 Million 6.44% of portfolio
10,891,670
Q3 2024 Reduced 2.04%
$10.5B
$634 Million 6.38% of portfolio
23,805,179
Q3 2024 Reduced 2.06%
$35.7B
$580 Million 5.83% of portfolio
8,900,799
Q3 2024 Reduced 4.11%
$39.3B
$569 Million 5.72% of portfolio
3,963,755
Q3 2024 Reduced 2.19%
$18.1B
$538 Million 5.42% of portfolio
5,399,779
Q3 2024 Added 55.79%
$5.93B
$252 Million 2.54% of portfolio
9,021,943
Q3 2024 Reduced 2.98%
$11.2B
$192 Million 1.93% of portfolio
4,946,512
Q3 2024 Reduced 1.54%
$18.3B
$179 Million 1.8% of portfolio
1,710,314
Q3 2024 Reduced 49.85%
$4.12B
$158 Million 1.59% of portfolio
5,055,271
Q3 2024 Reduced 3.25%
$16.2B
$133 Million 1.34% of portfolio
555,558
Q3 2024 Added 11.3%
$4.34B
$126 Million 1.27% of portfolio
2,041,799
Q3 2024 Reduced 2.38%
$12.1B
$8.62 Million 0.09% of portfolio
345,595
Q3 2024 New
Solventum Corp
-
$0 0.0% of portfolio
-
Q3 2024 New
Tko Group Holdings Inc
-
$0 0.0% of portfolio
-
Q3 2024 Reduced 9.91%
Rb Global Inc
-
$0 0.0% of portfolio
-
Q3 2024 Reduced 8.91%
Kenvue Inc
-
$0 0.0% of portfolio
-
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 25
  • Current Value $9.94 Billion
  • Prior Value $9.6 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 13, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 4 stocks
  • Additional Purchases 3 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 18 stocks
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