Sandeep Ghela
Independent Franchise Partners Llp
Assets Managed
$14.29B
Holdings
26
Last Quarter
2026 - Q1
Filed Date
1mo 7d ago
Growth Rate
-9.12%(2Q avg: -2.73%)
Sustained Growth
0 quarters
Portfolio positions
This chart displays the top 10 holdings in Independent Franchise Partners Llp's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 26 positions.
Assets under management
The assets under management (AUM) of Independent Franchise Partners Llp over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 14.29B in assets, with a quarterly growth rate of -9.12% and a 2-quarter average growth rate of -2.73%. The portfolio is managed by Sandeep Ghela, and others.
Portfolio holdings
| Investment | Portfolio % | Reported Value | Recent Activity |
|---|---|---|---|
BMY Bristol-myers Squibb Co
| 9.03% | $1.29B 21.275M shares@ $60.65 avg price | Increased 2.15% |
SOLV Solventum Corp
| 7.19% | $1.027B 15.733M shares@ $65.3 avg price | Increased 2.47% |
LYV Live Nation Entertainment In
| 6.26% | $894.434M 5.865M shares@ $152.51 avg price | Increased 2.29% |
KVUE Kenvue Inc
| 5.94% | $848.361M 49.209M shares@ $17.24 avg price | Increased 2.21% |
TRU Transunion
| 5.88% | $839.409M 12.132M shares@ $69.19 avg price | Increased 32.78% |
AON Aon Plc-class A
| 5.85% | $835.355M 2.588M shares@ $322.78 avg price | Increased 22.34% |
ICE Intercontinental Exchange In
| 5.46% | $779.353M 4.955M shares@ $157.28 avg price | Increased 2.56% |
NWSA News Corp - Class A
| 5.4% | $770.95M 30.925M shares@ $24.93 avg price | Increased 3.31% |
CRM Salesforce Inc
| 5.28% | $753.223M 4.035M shares@ $186.67 avg price | Increased 650.02% |
IT Gartner Inc
| 5.1% | $728.486M 4.601M shares@ $158.34 avg price | Increased 39.06% |
1-10 of 26