13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001484150
Total reported value
$2.6B
$2.6B
28 檔
95.4%
In Q4 2024, Lindsell Train Ltd's U.S. equity holdings reached a combined market value of $2.6B, distributed across 28 disclosed stock positions.
In Q4 2024, Lindsell Train Ltd adopted a defensive or profit-taking posture, trimming 11 positions and completely liquidating 2 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including TKO, FICO, MDLZ) accounted for 95.4% of total reported equity market value during Q4 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | TKO | Tko Group Holdings Inc | Stock-Comm Services | 12.91% | +0.32% | -19.64% | |
| 2 | FICO | Fair Isaac CORP | Stock-Tech | 12.72% | +1.79% | -13.22% | |
| 3 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 12.56% | -0.91% | -17.62% | |
| 4 | DIS | Walt Disney Co/the | Stock-Comm Services | 12.41% | -0.30% | -18.21% | |
| 5 | INTU | Intuit Inc | Stock-Tech | 12.09% | -3.49% | -16.00% | |
| 6 | PEP | Pepsico Inc | Stock-Consumer Staples | 9.72% | -1.05% | -7.70% | |
| 7 | PYPL | Paypal Holdings Inc | Stock-Financials | 9.14% | -0.83% | -6.73% | |
| 8 | EBAY | Ebay Inc | Stock-Consumer Disc | 5.65% | -0.85% | -11.24% | |
| 9 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 5.30% | +0.14% | — | |
| 10 | BF-A | Brown-forman Corp-class A | Stock-Other | 2.63% | +0.01% | -2.71% | |
| 11 | MANU | Manchester United plc | Stock-Other | 2.50% | +0.73% | -9.34% | |
| 12 | BF-B | Brown-forman Corp-class B | Stock-Other | 1.55% | +0.07% | -0.33% | |
| 13 | V | Visa Inc-class A Shares | Stock-Financials | 0.09% | +0.04% | — | |
| 14 | AXP | American Express Co | Stock-Financials | 0.09% | +0.01% | — | |
| 15 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.08% | — | — | |
| 16 | ORCL | Oracle CORP | Stock-Tech | 0.08% | +0.01% | — | |
| 17 | SPGI | S&p Global Inc | Stock-Financials | 0.07% | +0.01% | — | |
| 18 | EFX | Equifax Inc | Stock-Industrials | 0.07% | — | — | |
| 19 | VRSK | Verisk Analytics Inc | Stock-Industrials | 0.05% | +0.01% | — | |
| 20 | CME | Cme Group Inc | Stock-Financials | 0.05% | — | — | |
| 21 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 0.05% | -0.03% | EXIT | |
| 22 | ADBE | Adobe Inc | Stock-Tech | 0.04% | — | — | |
| 23 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.04% | -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 | EL | Estee Lauder Companies-cl A | Stock-Consumer Staples | 0.03% | +0.01% | — | |
| 27 | HSY | Hershey Co/the | Stock-Consumer Staples | 0.02% | — | — | |
| 28 | MSGS | Madison Square Garden Sports | Stock-Comm Services | 0.02% | +0.01% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | TMO | Thermo Fisher Scientific Inc | +5.3% | NEW | New buy |
| 2 | PYPL | Paypal Holdings Inc | +1.1% | -6.73% | Trim |
| 3 | DIS | Walt Disney Co/the | +0.6% | -18.21% | Trim |
| 4 | TKO | Tko Group Holdings Inc | +0.3% | -19.64% | Trim |
| 5 | MANU | Manchester United plc | +0.2% | -9.34% | Trim |
| 6 | V | Visa Inc-class A Shares | 0% | — | Unchanged |
| 7 | AXP | American Express Co | 0% | — | Unchanged |
| 8 | GOOG | Alphabet Inc-cl C | 0% | — | Unchanged |
| 9 | CME | Cme Group Inc | 0% | — | Unchanged |
| 10 | ORCL | Oracle CORP | 0% | — | Unchanged |
| 11 | VRSK | Verisk Analytics Inc | 0% | — | Unchanged |
| 12 | EFX | Equifax Inc | — | — | Unchanged |
| 13 | EL | Estee Lauder Companies-cl A | — | — | Unchanged |
| 14 | ADBE | Adobe Inc | — | — | Unchanged |
| 15 | NKE | Nike Inc -cl B | — | — | Unchanged |
| 16 | CL | Colgate-palmolive Co | — | — | Unchanged |
| 17 | KO | Coca-cola Co/the | — | — | Unchanged |
| 18 | HSY | Hershey Co/the | — | — | Unchanged |
| 19 | SPGI | S&p Global Inc | — | — | Unchanged |
| 20 | MSGS | Madison Square Garden Sports | — | — | Unchanged |
| 21 | TROW | T Rowe Price Group Inc | — | — | Unchanged |
| 22 | KVUE | Kenvue Inc | 0% | EXIT | Sold out |
| 23 | JNJ | Johnson & Johnson | 0% | EXIT | Sold out |
| 24 | FICO | Fair Isaac CORP | -0.2% | -13.22% | Trim |
| 25 | BF-B | Brown-forman Corp-class B | -0.3% | -0.33% | Trim |
| 26 | EBAY | Ebay Inc | -0.4% | -11.24% | Trim |
| 27 | BF-A | Brown-forman Corp-class A | -0.5% | -2.71% | Trim |
| 28 | INTU | Intuit Inc | -0.8% | -16.00% | Trim |
| 29 | PEP | Pepsico Inc | -0.9% | -7.70% | Trim |
| 30 | MDLZ | Mondelez International Inc-a | -4.4% | -17.62% | Trim |
According to official SEC Form 13F filings, Lindsell Train Ltd reported a total U.S. public equity portfolio value of $2.6B across 28 disclosed positions in Q4 2024.
During Q4 2024, Lindsell Train Ltd's top holdings by market value included TKO (12.9%)、FICO (12.7%)、MDLZ (12.6%). The largest single position, TKO, represented 12.9% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
Top New Position Initiated
TMO
市值: $211.9M
Top Position Liquidated / Trimmed
JNJ
前期市值: $982.9K
In Q4 2024, Lindsell Train Ltd made 14 total portfolio adjustments, initiating 1 new buys, adding to 0 positions, trimming 11 holdings, and fully liquidating 2 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.