Independent Franchise Partners LLP Portfolio Holdings

Independent Franchise Partners LLP

  • $12.4 Billion
  • Q2 2025

Independent Franchise Partners LLP has filed its 13F form on August 13, 2025 for Q2 2025 where it was disclosed a total value porftolio of $12.4 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 $1.12B, Corteva, Inc. with a value of $998M, Bristol Myers Squibb CO with a value of $971M, News Corp with a value of $867M, and Live Nation Entertainment, Inc. with a value of $853M.

Examining the 13F form we can see an increase of $140M in the current position value, from $12.3B to 12.4B.

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 $12.4 Billion
Communication Services: $4.88 Billion
Healthcare: $1.77 Billion
Financial Services: $1.65 Billion
Consumer Defensive: $1.33 Billion
Basic Materials: $998 Million
Technology: $780 Million
Consumer Cyclical: $604 Million
Industrials: $411 Million
Other: $0

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$102B
$1.12 Billion 9.01% of portfolio
6,105,335
Q2 2025 Reduced 1.41%
$51B
$998 Million 8.03% of portfolio
13,395,475
Q2 2025 Reduced 20.2%
$99B
$971 Million 7.81% of portfolio
20,976,954
Q2 2025 Added 20.6%
$11B
$867 Million 6.97% of portfolio
29,170,531
Q2 2025 Added 7.29%
$36.4B
$853 Million 6.86% of portfolio
5,640,306
Q2 2025 Reduced 1.02%
$452B
$801 Million 6.44% of portfolio
5,244,138
Q2 2025 Reduced 1.1%
$684B
$780 Million 6.28% of portfolio
3,568,470
Q2 2025 Reduced 15.01%
$14.2B
$773 Million 6.22% of portfolio
11,039,921
Q2 2025 Reduced 1.02%
$261B
$695 Million 5.59% of portfolio
3,814,895
Q2 2025 Reduced 12.37%
$21.2B
$638 Million 5.13% of portfolio
7,892,037
Q2 2025 Reduced 1.06%
$53.3B
$604 Million 4.86% of portfolio
8,113,689
Q2 2025 Reduced 30.59%
$17.1B
$602 Million 4.84% of portfolio
10,736,192
Q2 2025 Reduced 16.7%
$49.5B
$545 Million 4.39% of portfolio
3,415,129
Q2 2025 Reduced 13.45%
$75.3B
$528 Million 4.25% of portfolio
1,480,916
Q2 2025 Reduced 6.46%
$16.9B
$409 Million 3.29% of portfolio
4,646,903
Q2 2025 Added 119.55%
$4.33B
$362 Million 2.91% of portfolio
13,280,185
Q2 2025 Reduced 0.74%
$11.9B
$269 Million 2.16% of portfolio
5,208,045
Q2 2025 Reduced 1.0%
$29.2B
$149 Million 1.2% of portfolio
13,037,924
Q2 2025 Reduced 0.23%
$4.54B
$140 Million 1.12% of portfolio
2,038,517
Q2 2025 Reduced 1.06%
$12.7B
$2.45 Million 0.02% of portfolio
102,155
Q2 2025 Reduced 39.19%

Summary

  • Portfolio
  • No. of Stocks 25
  • Current Value $12.4 Billion
  • Prior Value $12.3 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 13, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 0 stocks
  • Additional Purchases 5 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 20 stocks
Track This Portfolio

Track Independent Franchise Partners LLP Portfolio

Follow Independent Franchise Partners LLP and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Independent Franchise Partners LLP, based on Form 13F filings with the SEC.

News

Stay updated on Independent Franchise Partners LLP with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email