Lindsell Train LTD Portfolio Holdings by Sector
Lindsell Train LTD
- $3.55 Billion
- Q2 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
Software—Application | Technology
INTU FICO 2 stocks |
$932,236
26.3% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
Entertainment | Communication Services
DIS MANU MSGS 3 stocks |
$593,218
16.73% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
Confectioners | Consumer Defensive
MDLZ HSY 2 stocks |
$385,880
10.88% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
GOOGL 1 stocks |
$357,433
10.08% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Diagnostics & Research | Healthcare
TMO 1 stocks |
$346,510
9.77% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Credit Services | Financial Services
PYPL V AXP 3 stocks |
$343,311
9.68% of portfolio
|
  1  
|
  2  
|
- | - |
0
Calls
0
Puts
|
Beverages—Non-Alcoholic | Consumer Defensive
PEP KO 2 stocks |
$321,832
9.08% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
EBAY 1 stocks |
$244,575
6.9% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
ORCL ADBE 2 stocks |
$5,203
0.15% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Financial Data & Stock Exchanges | Financial Services
SPGI CME 2 stocks |
$5,150
0.15% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Consulting Services | Industrials
EFX VRSK 2 stocks |
$4,726
0.13% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Household & Personal Products | Consumer Defensive
CL EL 2 stocks |
$2,528
0.07% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Footwear & Accessories | Consumer Cyclical
NKE 1 stocks |
$1,449
0.04% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Asset Management | Financial Services
TROW 1 stocks |
$1,158
0.03% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|