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Michael Lindsell / Nick TrainMathew McNeill

Lindsell Train Ltd

Assets Managed
$2.629B
Holdings
28
Last Quarter
2026 - Q2
Filed Date
1d ago
Growth Rate
-16.19%(2Q avg: -18.32%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Lindsell Train Ltd's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 28 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 - Q2, they manage 2.629B in assets, with a quarterly growth rate of -16.19% and a 2-quarter average growth rate of -18.32%. The portfolio is managed by Michael Lindsell / Nick Train, Mathew McNeill, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -24.5%
17.5%
$459.88M
1.287M shares@ $357.38 avg price
TKO
Tko Group Holdings Inc
Recent Activity
Decreased -14.31%
16.08%
$422.522M
2.099M shares@ $201.31 avg price
FICO
Fair Isaac Corp
Recent Activity
Decreased -9.31%
10.29%
$270.243M
226,186 shares@ $1194.78 avg price
TMO
Thermo Fisher Scientific Inc
Recent Activity
Decreased -16.63%
9.82%
$257.956M
514,512 shares@ $501.36 avg price
DIS
Walt Disney Co The
Recent Activity
Decreased -18.66%
9.55%
$251.005M
2.608M shares@ $96.26 avg price
INTU
Intuit Inc
Recent Activity
Decreased -9.1%
6.63%
$174.056M
666,883 shares@ $261.0 avg price
MDLZ
Mondelez International Inc-a
Recent Activity
Decreased -27.97%
5.65%
$148.386M
2.565M shares@ $57.85 avg price
PEP
Pepsico Inc
Recent Activity
Decreased -19.84%
5.28%
$138.61M
1.024M shares@ $135.4 avg price
PYPL
Paypal Holdings Inc
Recent Activity
Decreased -24.33%
5.2%
$136.564M
3.163M shares@ $43.19 avg price
EBAY
Ebay Inc
Recent Activity
Decreased -42.1%
4.75%
$124.713M
1.116M shares@ $111.76 avg price

1-10 of 28