Lindsell Train LTD Portfolio Holdings

Lindsell Train LTD

  • $3.36 Billion
  • Q3 2025

Lindsell Train LTD has filed its 13F form on November 12, 2025 for Q3 2025 where it was disclosed a total value porftolio of $3.36 Billion distributed in 28 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Alphabet Inc. with a value of $543M, Walt Disney CO with a value of $427M, Intuit Inc with a value of $418M, Thermo Fisher Scientific Inc. with a value of $397M, and Fair Isaac Corp with a value of $334M.

Examining the 13F form we can see an decrease of $186M in the current position value, from $3.55B to 3.36B.

Lindsell Train LTD is based out at London, X0

Below you can find more details about Lindsell Train LTD portfolio as well as his latest detailed transactions.

Portfolio value $3.36 Billion
Communication Services: $1.04 Billion
Technology: $756 Million
Consumer Defensive: $627 Million
Healthcare: $397 Million
Financial Services: $314 Million
Consumer Cyclical: $225 Million
Industrials: $4.58 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.65T
$543 Million 16.17% of portfolio
2,234,098
Q3 2025 Added 10.15%
$193B
$427 Million 12.7% of portfolio
3,725,830
Q3 2025 Reduced 8.84%
$182B
$418 Million 12.44% of portfolio
611,810
Q3 2025 Reduced 8.11%
$222B
$397 Million 11.8% of portfolio
817,529
Q3 2025 Reduced 4.34%
$44B
$334 Million 9.93% of portfolio
222,955
Q3 2025 Reduced 0.07%
$76.2B
$314 Million 9.35% of portfolio
5,028,787
Q3 2025 Reduced 11.92%
$204B
$309 Million 9.2% of portfolio
2,201,671
Q3 2025 Reduced 9.29%
$71.6B
$301 Million 8.95% of portfolio
4,483,618
Q3 2025 Reduced 0.98%
$46.1B
$223 Million 6.65% of portfolio
2,455,079
Q3 2025 Reduced 25.26%
$828M
$66.3 Million 1.97% of portfolio
4,376,500
Q3 2025 Reduced 9.01%
$255B
$3.39 Million 0.1% of portfolio
10,200
Q2 2025 Reduced 12.07%
$533B
$3.41 Million 0.1% of portfolio
10,000
Q2 2025 Reduced 10.71%
$159B
$3.16 Million 0.09% of portfolio
6,500
Q3 2025 Added 10.17%
$25.4B
$2.69 Million 0.08% of portfolio
10,500
Q3 2025 Added 1.94%
$593B
$2.53 Million 0.08% of portfolio
9,000
Q3 2025 Reduced 48.57%
$100B
$2 Million 0.06% of portfolio
7,400
Q2 2025 Reduced 13.95%
$151B
$1.59 Million 0.05% of portfolio
4,500
Q3 2025 Added 26.4%
$19.9B
$1.37 Million 0.04% of portfolio
15,500
Q3 2025 Added 7.45%
$23B
$1.23 Million 0.04% of portfolio
12,000
Q2 2023 Added 22.45%
$306B
$1.23 Million 0.04% of portfolio
18,500
Q3 2025 Reduced 2.63%
$65.7B
$1.2 Million 0.04% of portfolio
15,000
Q2 2025 Reduced 25.37%
$79.2B
$1.42 Million 0.04% of portfolio
20,400
Q3 2024 Added 28.3%
$4.28B
$749,000 0.02% of portfolio
3,300
Q2 2020 New
Canadian Pacific Kansas City
-
$0 0.0% of portfolio
-
Q3 2025 Added 114.29%
-
$0 0.0% of portfolio
-
Q3 2025 Added 0.34%
Tko Group Holdings Inc
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 6.9%
-
$0 0.0% of portfolio
-
Q2 2025 Added 4.72%

Summary

  • Portfolio
  • No. of Stocks 28
  • Current Value $3.36 Billion
  • Prior Value $3.55 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 12, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 0 stocks
  • Additional Purchases 8 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 12 stocks
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