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CIK: 0001483866
Total reported value
$15.2B
$15.2B
23 檔
27.8%
In Q1 2024, Independent Franchise Partners LLP's U.S. equity holdings reached a combined market value of $15.2B, distributed across 23 disclosed stock positions.
During Q1 2024, Independent Franchise Partners LLP's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | RBA | Rb Global Inc | Stock-Industrials | 8.66% | — | -9.58% | |
| 2 | CTVA | Corteva Inc | Stock-Materials | 6.88% | -0.08% | +17.36% | |
| 3 | ICE | Intercontinental Exchange In | Stock-Financials | 6.73% | -1.21% | -2.36% | |
| 4 | AON | Aon plc | Stock-Financials | 6.52% | -0.09% | +22.09% | |
| 5 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 6.30% | -0.79% | -0.15% | |
| 6 | NWSA | News CORP - Class A | Stock-Comm Services | 6.24% | -0.18% | -4.14% | |
| 7 | ORCL | Oracle CORP | Stock-Tech | 5.71% | — | -2.33% | |
| 8 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 5.67% | — | -2.42% | |
| 9 | PM | Philip Morris International | Stock-Consumer Staples | 5.37% | +0.10% | +21.14% | |
| 10 | JNJ | Johnson & Johnson | Stock-Healthcare | 5.30% | -0.01% | +75.89% | |
| 11 | Z | Zillow Group Inc - C | Stock-Comm Services | 5.13% | -0.45% | -1.97% | |
| 12 | TRU | Transunion | Stock-Financials | 5.07% | +0.74% | -2.82% | |
| 13 | FOXA | Fox CORP - Class A | Stock-Comm Services | 4.63% | -0.47% | +1.88% | |
| 14 | EA | Electronic Arts Inc | Stock-Comm Services | 4.59% | — | -2.62% | |
| 15 | EBAY | Ebay Inc | Stock-Consumer Disc | 4.25% | -0.98% | -2.41% | |
| 16 | EL | Estee Lauder Companies-cl A | Stock-Consumer Staples | 3.06% | -0.77% | -2.38% | |
| 17 | TKO | Tko Group Holdings Inc | Stock-Comm Services | 2.67% | -0.08% | +109.68% | |
| 18 | NWS | News CORP - Class B | Stock-Comm Services | 2.52% | -0.16% | -3.50% | |
| 19 | RVTY | Revvity Inc | Stock-Healthcare | 1.63% | — | -2.33% | |
| 20 | FOX | Fox CORP - Class B | Stock-Comm Services | 1.04% | -0.29% | +23.57% | |
| 21 | AZPN1USD | Aspen Technology Inc | Stock-Other | 0.90% | — | +23.82% | |
| 22 | ZG | Zillow Group Inc - A | Stock-Comm Services | 0.87% | -0.03% | -2.32% | |
| 23 | NYT | New York Times Co-a | Stock-Comm Services | 0.26% | — | -60.35% |
According to official SEC Form 13F filings, Independent Franchise Partners LLP reported a total U.S. public equity portfolio value of $15.2B across 23 disclosed positions in Q1 2024.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including RBA, CTVA, ICE) accounted for 27.8% of total reported equity market value during Q1 2024.
During Q1 2024, Independent Franchise Partners LLP's top holdings by market value included RBA (8.7%)、CTVA (6.9%)、ICE (6.7%). The largest single position, RBA, represented 8.7% of total portfolio value.
In Q1 2024, Independent Franchise Partners LLP made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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