Lindsell Train Ltd Top Holdings and 13F Report (2023) About Lindsell Train LtdInvestment ActivityLindsell Train Ltd has $3.61 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 1.50% of the portfolio was purchased this quarter.About 8.84% of the portfolio was sold this quarter.This quarter, Lindsell Train Ltd has purchased 28 new stocks and bought additional shares in 1 stock.Lindsell Train Ltd sold shares of 11 stocks and completely divested from 1 stock this quarter.Largest Holdings TKO GROUP HOLDINGS INC $518,694,749Intuit $454,977,028Fair Isaac $443,151,648Walt Disney $422,519,007Mondelez International $408,370,288 Largest New Holdings this Quarter 02079K305 - Alphabet $2,818,314 Holding13646K108 - Canadian Pacific Kansas City $853,052 Holding Largest Purchases this Quarter Thermo Fisher Scientific 101,550 shares (about $50.53M)Alphabet 18,225 shares (about $2.82M)Canadian Pacific Kansas City 12,150 shares (about $853.05K) Largest Sales this Quarter Mondelez International 2,392,500 shares (about $162.33M)TKO GROUP HOLDINGS INC 238,990 shares (about $36.52M)Fair Isaac 15,220 shares (about $28.07M)eBay 276,100 shares (about $18.70M)Intuit 28,600 shares (about $17.56M) 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$518,694,749$36,520,062 ▼-6.6%3,394,37714.4%CL AINTUIntuit$454,977,028$17,560,114 ▼-3.7%741,01712.6%Computer and TechnologyFICOFair Isaac$443,151,648$28,068,115 ▼-6.0%240,30012.3%Computer and TechnologyDISWalt Disney$422,519,007$17,529,120 ▼-4.0%4,280,84111.7%Consumer DiscretionaryMDLZMondelez International$408,370,288$162,331,125 ▼-28.4%6,018,72211.3%Consumer StaplesPEPPepsiCo$367,988,296$15,308,874 ▼-4.0%2,454,23710.2%Consumer StaplesPYPLPayPal$272,163,753$7,281,900 ▼-2.6%4,171,0927.5%Computer and TechnologyTMOThermo Fisher Scientific$253,173,904$50,531,280 ▲24.9%508,7907.0%MedicalEBAYeBay$228,251,522$18,700,253 ▼-7.6%3,370,0216.3%Retail/WholesaleBF.ABrown-Forman$92,120,385$1,465,986 ▼-1.6%2,752,3272.5%Consumer StaplesMANUManchester United$66,143,770$9,464,266 ▼-12.5%5,053,0001.8%Consumer DiscretionaryBF.BBrown-Forman$53,469,958$2,005,854 ▼-3.6%1,575,4261.5%Consumer StaplesVVisa$3,925,1520.0%11,2000.1%Business ServicesAXPAmerican Express$3,120,9800.0%11,6000.1%FinanceSPGIS&P Global$2,997,7900.0%5,9000.1%Business ServicesGOOGLAlphabet$2,818,314$2,818,314 ▲New Holding18,2250.1%Computer and TechnologyORCLOracle$2,684,3520.0%19,2000.1%Computer and TechnologyEFXEquifax$2,508,6680.0%10,3000.1%Business ServicesCMECME Group$2,281,4940.0%8,6000.1%FinanceVRSKVerisk Analytics$2,172,6260.0%7,3000.1%Business ServicesCLColgate-Palmolive$1,883,3700.0%20,1000.1%Consumer StaplesKOCoca-Cola$1,511,1820.0%21,1000.0%Consumer StaplesADBEAdobe$1,365,3670.0%3,5600.0%Computer and TechnologyNKENIKE$1,294,9920.0%20,4000.0%Consumer DiscretionaryTROWT. Rowe Price Group$1,102,4400.0%12,0000.0%FinanceELEstée Lauder Companies$952,0500.0%14,4250.0%Consumer StaplesHSYHershey$872,2530.0%5,1000.0%Consumer StaplesCPCanadian Pacific Kansas City$853,052$853,052 ▲New Holding12,1500.0%TransportationMSGSMadison Square Garden Sports$642,5760.0%3,3000.0%Consumer DiscretionaryGOOGAlphabet$0$3,360,075 ▼-100.0%00.0%Computer and TechnologyShowing 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. 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