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CIK: 0001483866
Total reported value
$15.2B
$15.2B
24 檔
25.0%
As reported in its official Q2 2024 Form 13F filing, Independent Franchise Partners LLP's tracked investment portfolio stood at $15.2B with 24 total positions.
During Q2 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 | 8.28% | — | -14.40% | |
| 2 | ICE | Intercontinental Exchange In | Stock-Financials | 7.11% | -1.21% | -4.82% | |
| 3 | ORCL | Oracle CORP | Stock-Tech | 6.99% | — | -2.16% | |
| 4 | AON | Aon plc | Stock-Financials | 6.51% | -0.09% | +2.08% | |
| 5 | PM | Philip Morris International | Stock-Consumer Staples | 6.25% | +0.10% | -5.37% | |
| 6 | NWSA | News CORP - Class A | Stock-Comm Services | 6.17% | -0.18% | -15.65% | |
| 7 | FOXA | Fox CORP - Class A | Stock-Comm Services | 5.85% | -0.47% | +3.34% | |
| 8 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 5.58% | -0.79% | +3.96% | |
| 9 | CTVA | Corteva Inc | Stock-Materials | 5.52% | -0.08% | -22.91% | |
| 10 | EA | Electronic Arts Inc | Stock-Comm Services | 5.20% | — | -3.11% | |
| 11 | JNJ | Johnson & Johnson | Stock-Healthcare | 5.20% | -0.01% | -4.65% | |
| 12 | Z | Zillow Group Inc - C | Stock-Comm Services | 5.14% | -0.45% | -5.44% | |
| 13 | EBAY | Ebay Inc | Stock-Consumer Disc | 4.59% | -0.98% | -4.70% | |
| 14 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 3.86% | — | -43.98% | |
| 15 | TKO | Tko Group Holdings Inc | Stock-Comm Services | 3.50% | -0.08% | -5.65% | |
| 16 | EL | Estee Lauder Companies-cl A | Stock-Consumer Staples | 3.40% | -0.77% | +44.44% | |
| 17 | NWS | News CORP - Class B | Stock-Comm Services | 2.43% | -0.16% | -17.51% | |
| 18 | TRU | Transunion | Stock-Financials | 2.33% | +0.74% | -55.61% | |
| 19 | FOX | Fox CORP - Class B | Stock-Comm Services | 1.48% | -0.29% | +14.50% | |
| 20 | WMG | Warner Music Group Corp-cl A | Stock-Other | 1.47% | -0.02% | — | |
| 21 | RVTY | Revvity Inc | Stock-Healthcare | 1.03% | — | -43.26% | |
| 22 | AZPN1USD | Aspen Technology Inc | Stock-Other | 0.91% | — | -2.41% | |
| 23 | ZG | Zillow Group Inc - A | Stock-Comm Services | 0.87% | -0.03% | -4.57% | |
| 24 | NYT | New York Times Co-a | Stock-Comm Services | 0.33% | — | -2.41% |
According to official SEC Form 13F filings, Independent Franchise Partners LLP reported a total U.S. public equity portfolio value of $15.2B across 24 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including RBA, ICE, ORCL) accounted for 25.0% of total reported equity market value during Q2 2024.
During Q2 2024, Independent Franchise Partners LLP's top holdings by market value included RBA (8.3%)、ICE (7.1%)、ORCL (7.0%). The largest single position, RBA, represented 8.3% of total portfolio value.
In Q2 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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