Lindsell Train Ltd Top Holdings and 13F Report (2023) About Lindsell Train LtdInvestment ActivityLindsell Train Ltd has $4.24 billion in total holdings as of March 31, 2023.Lindsell Train Ltd owns shares of 29 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Approximately 12.33% of the portfolio was purchased this quarter.About 4.55% of the portfolio was sold this quarter.This quarter, Lindsell Train Ltd has purchased 29 new stocks and bought additional shares in 5 stocks.Lindsell Train Ltd sold shares of 16 stocks and completely divested from 0 stocks this quarter.Largest Holdings TKO GROUP HOLDINGS INC $577,447,801Intuit $524,393,027Walt Disney $506,863,097Fair Isaac $407,843,467Mondelez International $385,034,315 Largest Purchases this Quarter Alphabet 2,009,998 shares (about $354.22M)Thermo Fisher Scientific 345,822 shares (about $140.22M)PayPal 356,746 shares (about $26.51M)Brown-Forman 74,338 shares (about $2.00M)Canadian Pacific Kansas City 1,150 shares (about $91.16K) Largest Sales this Quarter Intuit 75,231 shares (about $59.25M)TKO GROUP HOLDINGS INC 220,715 shares (about $40.16M)Fair Isaac 17,186 shares (about $31.42M)Walt Disney 193,565 shares (about $24.00M)Mondelez International 309,435 shares (about $20.87M) Sector Allocation Over TimeMap of 500 Largest Holdings ofLindsell Train Ltd Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorTKO GROUP HOLDINGS INC$577,447,801$40,159,094 ▼-6.5%3,173,66213.6%CL AINTUIntuit$524,393,027$59,254,193 ▼-10.2%665,78612.4%Computer and TechnologyDISWalt Disney$506,863,097$24,003,996 ▼-4.5%4,087,27611.9%Consumer DiscretionaryFICOFair Isaac$407,843,467$31,415,321 ▼-7.2%223,1149.6%Computer and TechnologyMDLZMondelez International$385,034,315$20,868,296 ▼-5.1%5,709,2879.1%Consumer StaplesGOOGLAlphabet$357,433,739$354,221,947 ▲11,028.8%2,028,2238.4%Computer and TechnologyTMOThermo Fisher Scientific$346,510,982$140,216,988 ▲68.0%854,6128.2%MedicalPYPLPayPal$336,508,920$26,513,363 ▲8.6%4,527,8387.9%Business ServicesPEPPepsiCo$320,488,808$3,568,645 ▼-1.1%2,427,2107.6%Consumer StaplesEBAYeBay$244,575,337$6,356,427 ▼-2.5%3,284,6545.8%Retail/WholesaleMANUManchester United$85,666,100$4,327,830 ▼-4.8%4,810,0002.0%Consumer DiscretionaryBF.ABrown Forman$75,084,877$521,545 ▼-0.7%2,733,3411.8%Consumer StaplesBF.BBrown-Forman$44,395,149$2,000,436 ▲4.7%1,649,7641.0%Consumer StaplesORCLOracle$3,826,025$371,671 ▼-8.9%17,5000.1%Computer and TechnologyVVisa$3,550,500$426,060 ▼-10.7%10,0000.1%Business ServicesAXPAmerican Express$3,253,596$446,572 ▼-12.1%10,2000.1%FinanceSPGIS&P Global$3,111,0110.0%5,9000.1%FinanceEFXEquifax$2,671,5110.0%10,3000.1%Business ServicesVRSKVerisk Analytics$2,055,900$218,050 ▼-9.6%6,6000.0%Business ServicesCMECME Group$2,039,588$330,744 ▼-14.0%7,4000.0%FinanceNKENIKE$1,449,2160.0%20,4000.0%Consumer DiscretionaryADBEAdobe$1,377,2930.0%3,5600.0%Computer and TechnologyCLColgate-Palmolive$1,363,500$463,590 ▼-25.4%15,0000.0%Consumer StaplesKOCocaCola$1,344,250$148,575 ▼-10.0%19,0000.0%Consumer StaplesELEstee Lauder Companies$1,165,5400.0%14,4250.0%Consumer StaplesTROWT. Rowe Price Group$1,158,0000.0%12,0000.0%FinanceCPCanadian Pacific Kansas City$1,054,291$91,161 ▲9.5%13,3000.0%TransportationHSYHershey$846,3450.0%5,1000.0%Consumer StaplesMSGSMadison Square Garden$689,5350.0%3,3000.0%Consumer DiscretionaryShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. 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