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Michael Lindsell / Nick TrainMathew McNeill

Lindsell Train Ltd

Assets Managed
$3.137B
Holdings
27
Last Quarter
2026 - Q1
Filed Date
1mo 8d ago
Growth Rate
-20.45%(2Q avg: -11.85%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Lindsell Train Ltd's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 27 positions.

Assets under management

The assets under management (AUM) of Lindsell Train Ltd 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 3.137B in assets, with a quarterly growth rate of -20.45% and a 2-quarter average growth rate of -11.85%. The portfolio is managed by Michael Lindsell / Nick Train, Mathew McNeill, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
TKO
Tko Group Holdings Inc
Recent Activity
Decreased -13.14%
15.75%
$493.935M
2.449M shares@ $201.65 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -18.38%
15.63%
$490.186M
1.705M shares@ $287.57 avg price
INTU
Intuit Inc
Recent Activity
Increased 20.23%
10.12%
$317.237M
733,699 shares@ $432.39 avg price
DIS
Walt Disney Co The
Recent Activity
Decreased -7.91%
9.86%
$309.034M
3.206M shares@ $96.39 avg price
TMO
Thermo Fisher Scientific Inc
Recent Activity
Decreased -10.48%
9.68%
$303.378M
617,211 shares@ $491.54 avg price
FICO
Fair Isaac Corp
Recent Activity
Increased 15.16%
8.49%
$266.268M
249,422 shares@ $1067.55 avg price
MDLZ
Mondelez International Inc-a
Recent Activity
Decreased -20.48%
6.55%
$205.312M
3.562M shares@ $57.65 avg price
PEP
Pepsico Inc
Recent Activity
Decreased -29.12%
6.33%
$198.334M
1.277M shares@ $155.3 avg price
PYPL
Paypal Holdings Inc
Recent Activity
Decreased -2.76%
6.03%
$189.044M
4.18M shares@ $45.23 avg price
EBAY
Ebay Inc
Recent Activity
Decreased -7.29%
5.6%
$175.44M
1.927M shares@ $91.03 avg price

1-10 of 27