Independent Franchise Partners LLP Portfolio Holdings

Independent Franchise Partners LLP

  • $12.3 Billion
  • Q1 2025

Independent Franchise Partners LLP has filed its 13F form on May 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $12.3 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 $1.07B, Bristol Myers Squibb CO with a value of $1.06B, Corteva, Inc. with a value of $1.06B, Johnson & Johnson with a value of $879M, and Ebay Inc with a value of $792M.

Examining the 13F form we can see an increase of $509M in the current position value, from $11.8B to 12.3B.

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 $12.3 Billion
Communication Services: $4.82 Billion
Healthcare: $1.94 Billion
Financial Services: $1.7 Billion
Consumer Defensive: $1.22 Billion
Basic Materials: $1.06 Billion
Consumer Cyclical: $792 Million
Technology: $587 Million
Industrials: $180 Million
Other: $0

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$98.4B
$1.07 Billion 8.69% of portfolio
6,192,424
Q1 2025 Added 0.51%
$99.4B
$1.06 Billion 8.63% of portfolio
17,393,791
Q1 2025 Added 1.54%
$49.3B
$1.06 Billion 8.59% of portfolio
16,785,300
Q1 2025 Added 1.75%
$396B
$879 Million 7.15% of portfolio
5,302,536
Q1 2025 Added 2.08%
$39.5B
$792 Million 6.44% of portfolio
11,689,267
Q1 2025 Added 4.57%
$11.6B
$765 Million 6.22% of portfolio
11,153,697
Q1 2025 Added 2.49%
$34B
$744 Million 6.05% of portfolio
5,698,560
Q1 2025 Added 21.4%
$10.8B
$740 Million 6.02% of portfolio
27,189,590
Q1 2025 Added 2.15%
$17.1B
$729 Million 5.94% of portfolio
12,888,660
Q1 2025 Reduced 20.33%
$264B
$691 Million 5.62% of portfolio
4,353,531
Q1 2025 Reduced 34.47%
$74.9B
$632 Million 5.14% of portfolio
1,583,221
Q1 2025 Reduced 21.51%
$433B
$587 Million 4.78% of portfolio
4,198,933
Q1 2025 Added 1.46%
$42.1B
$570 Million 4.64% of portfolio
3,945,702
Q1 2025 Added 2.3%
$15.1B
$526 Million 4.28% of portfolio
7,976,434
Q1 2025 Added 1.51%
$3.8B
$419 Million 3.41% of portfolio
13,378,864
Q1 2025 Added 126.95%
$6.07B
$295 Million 2.4% of portfolio
9,728,572
Q1 2025 Added 0.82%
$17.7B
$176 Million 1.43% of portfolio
2,116,568
Q1 2025 Added 1.46%
$22.2B
$140 Million 1.14% of portfolio
13,068,375
Q1 2025 New
$4.05B
$138 Million 1.12% of portfolio
2,060,399
Q1 2025 Added 1.78%
$11.8B
$3.85 Million 0.03% of portfolio
168,001
Q1 2025 Reduced 43.84%
Tko Group Holdings Inc
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 6.77%
Solventum Corp
-
$0 0.0% of portfolio
-
Q1 2025 Added 263.08%
Kenvue Inc
-
$0 0.0% of portfolio
-
Q1 2025 Added 159.25%
Rb Global Inc
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 40.54%

Summary

  • Portfolio
  • No. of Stocks 25
  • Current Value $12.3 Billion
  • Prior Value $11.8 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 14, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 1 stocks
  • Additional Purchases 17 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 7 stocks
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