Lindsell Train LTD Portfolio Holdings

Lindsell Train LTD

  • $3.55 Billion
  • Q2 2025

Lindsell Train LTD has filed its 13F form on August 08, 2025 for Q2 2025 where it was disclosed a total value porftolio of $3.55 Billion distributed in 29 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Intuit Inc with a value of $524M, Walt Disney CO with a value of $507M, Fair Isaac Corp with a value of $408M, Mondelez International, Inc. with a value of $385M, and Alphabet Inc. with a value of $357M.

Examining the 13F form we can see an increase of $596M in the current position value, from $2.95B to 3.55B.

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 $3.55 Billion
Communication Services: $951 Million
Technology: $937 Million
Consumer Defensive: $710 Million
Financial Services: $350 Million
Healthcare: $347 Million
Consumer Cyclical: $246 Million
Industrials: $4.73 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$201B
$524 Million 14.79% of portfolio
665,786
Q2 2025 Reduced 10.15%
$207B
$507 Million 14.3% of portfolio
4,087,276
Q2 2025 Reduced 4.52%
$33.3B
$408 Million 11.5% of portfolio
223,114
Q2 2025 Reduced 7.15%
$84.1B
$385 Million 10.86% of portfolio
5,709,287
Q2 2025 Reduced 5.14%
$1.21T
$357 Million 10.08% of portfolio
2,028,223
Q2 2025 Added 11,028.8%
$187B
$347 Million 9.77% of portfolio
854,612
Q2 2025 Added 67.97%
$78.6B
$337 Million 9.49% of portfolio
4,527,838
Q2 2025 Added 8.55%
$202B
$320 Million 9.04% of portfolio
2,427,210
Q2 2025 Reduced 1.1%
$53.3B
$245 Million 6.9% of portfolio
3,284,654
Q2 2025 Reduced 2.53%
$929M
$85.7 Million 2.42% of portfolio
4,810,000
Q2 2025 Reduced 4.81%
$684B
$3.83 Million 0.11% of portfolio
17,500
Q2 2025 Reduced 8.85%
$551B
$3.55 Million 0.1% of portfolio
10,000
Q2 2025 Reduced 10.71%
$182B
$3.11 Million 0.09% of portfolio
5,900
Q2 2023 Added 34.09%
$227B
$3.25 Million 0.09% of portfolio
10,200
Q2 2025 Reduced 12.07%
$29.5B
$2.67 Million 0.08% of portfolio
10,300
Q2 2023 Added 9.57%
$40.8B
$2.06 Million 0.06% of portfolio
6,600
Q2 2025 Reduced 9.59%
$306B
$1.34 Million 0.04% of portfolio
19,000
Q2 2025 Reduced 9.95%
$157B
$1.38 Million 0.04% of portfolio
3,560
Q2 2023 Added 5.95%
$94.4B
$1.45 Million 0.04% of portfolio
20,400
Q3 2024 Added 28.3%
$70.9B
$1.36 Million 0.04% of portfolio
15,000
Q2 2025 Reduced 25.37%
$21.2B
$1.17 Million 0.03% of portfolio
14,425
Q3 2024 Added 26.26%
$24.3B
$1.16 Million 0.03% of portfolio
12,000
Q2 2023 Added 22.45%
$3.87B
$689,000 0.02% of portfolio
3,300
Q2 2020 New
$25.9B
$846,000 0.02% of portfolio
5,100
Q2 2020 New
-
$0 0.0% of portfolio
-
Q2 2025 Reduced 0.69%
-
$0 0.0% of portfolio
-
Q2 2025 Added 4.72%

Summary

  • Portfolio
  • No. of Stocks 29
  • Current Value $3.55 Billion
  • Prior Value $2.95 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 08, 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 16 stocks
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