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CIK: 0001484150
Total reported value
$2.6B
$2.6B
30 檔
129.9%
As reported in its official Q1 2024 Form 13F filing, Lindsell Train Ltd's tracked investment portfolio stood at $2.6B with 30 total positions.
During Q1 2024, Lindsell Train Ltd's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including MDLZ, FICO, INTU) accounted for 129.9% of total reported equity market value during Q1 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 21.03% | -0.91% | -15.25% | |
| 2 | FICO | Fair Isaac CORP | Stock-Tech | 13.49% | +1.79% | -15.58% | |
| 3 | INTU | Intuit Inc | Stock-Tech | 13.38% | -3.49% | -10.42% | |
| 4 | DIS | Walt Disney Co/the | Stock-Comm Services | 12.85% | -0.30% | -8.97% | |
| 5 | PEP | Pepsico Inc | Stock-Consumer Staples | 11.00% | -1.05% | -7.08% | |
| 6 | TKO | Tko Group Holdings Inc | Stock-Comm Services | 10.00% | +0.32% | -6.38% | |
| 7 | PYPL | Paypal Holdings Inc | Stock-Financials | 6.70% | -0.83% | -8.90% | |
| 8 | EBAY | Ebay Inc | Stock-Consumer Disc | 5.11% | -0.85% | -16.04% | |
| 9 | BF-A | Brown-forman Corp-class A | Stock-Other | 3.17% | +0.01% | -3.23% | |
| 10 | MANU | Manchester United plc | Stock-Other | 2.29% | +0.73% | -30.47% | |
| 11 | BF-B | Brown-forman Corp-class B | Stock-Other | 0.32% | +0.07% | — | |
| 12 | EFX | Equifax Inc | Stock-Industrials | 0.06% | — | — | |
| 13 | AXP | American Express Co | Stock-Financials | 0.06% | +0.01% | — | |
| 14 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.05% | — | — | |
| 15 | SPGI | S&p Global Inc | Stock-Financials | 0.05% | +0.01% | — | |
| 16 | ORCL | Oracle CORP | Stock-Tech | 0.05% | +0.01% | — | |
| 17 | V | Visa Inc-class A Shares | Stock-Financials | 0.05% | +0.04% | — | |
| 18 | CME | Cme Group Inc | Stock-Financials | 0.04% | — | — | |
| 19 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 0.04% | -0.03% | EXIT | |
| 20 | ADBE | Adobe Inc | Stock-Tech | 0.04% | — | — | |
| 21 | VRSK | Verisk Analytics Inc | Stock-Industrials | 0.04% | +0.01% | — | |
| 22 | EL | Estee Lauder Companies-cl A | Stock-Consumer Staples | 0.03% | +0.01% | — | |
| 23 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.03% | -0.01% | — | |
| 24 | TROW | T Rowe Price Group Inc | Stock-Financials | 0.03% | — | — | |
| 25 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.03% | +0.01% | — | |
| 26 | HSY | Hershey Co/the | Stock-Consumer Staples | 0.02% | — | — | |
| 27 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.02% | — | — | |
| 28 | MSGS | Madison Square Garden Sports | Stock-Comm Services | 0.01% | +0.01% | — | |
| 29 | KVUE | Kenvue Inc | Stock-Consumer Staples | 0.01% | — | — | |
| 30 | ✓ | Cazoo Group LTD | Stock-Other | — | — | -21.77% |
According to official SEC Form 13F filings, Lindsell Train Ltd reported a total U.S. public equity portfolio value of $2.6B across 30 disclosed positions in Q1 2024.
During Q1 2024, Lindsell Train Ltd's top holdings by market value included MDLZ (21.0%)、FICO (13.5%)、INTU (13.4%). The largest single position, MDLZ, represented 21.0% of total portfolio value.
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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 Q1 2024, Lindsell Train Ltd 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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