Lindsell Train Ltd Top Holdings and 13F Report (2023) About Lindsell Train LtdInvestment ActivityLindsell Train Ltd has $3.14 billion in total holdings as of March 31, 2023.Lindsell Train Ltd owns shares of 27 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Approximately 2.85% of the portfolio was purchased this quarter.About 13.30% of the portfolio was sold this quarter.This quarter, Lindsell Train Ltd has purchased 28 new stocks and bought additional shares in 8 stocks.Lindsell Train Ltd sold shares of 17 stocks and completely divested from 1 stock this quarter.Largest Holdings TKO GROUP HOLDINGS INC $493,935,222Alphabet $490,185,991Intuit $317,236,774Walt Disney $309,033,507Thermo Fisher Scientific $303,377,723 Largest Purchases this Quarter Intuit 123,448 shares (about $53.38M)Fair Isaac 32,829 shares (about $35.05M)Adobe 1,700 shares (about $413.24K)S&P Global 500 shares (about $212.67K)Verisk Analytics 900 shares (about $170.78K) Largest Sales this Quarter Alphabet 383,959 shares (about $110.41M)PepsiCo 524,786 shares (about $81.49M)TKO GROUP HOLDINGS INC 370,736 shares (about $74.76M)Mondelez International 917,890 shares (about $52.91M)Thermo Fisher Scientific 72,292 shares (about $35.53M) 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$493,935,222$74,758,914 â–¼-13.1%2,449,46815.7%CL AGOOGLAlphabet$490,185,991$110,411,250 â–¼-18.4%1,704,63915.6%Computer and TechnologyINTUIntuit$317,236,774$53,376,446 â–²20.2%733,69910.1%Computer and TechnologyDISWalt Disney$309,033,507$26,545,269 â–¼-7.9%3,206,4079.9%Consumer DiscretionaryTMOThermo Fisher Scientific$303,377,723$35,533,687 â–¼-10.5%617,2119.7%MedicalFICOFair Isaac$266,267,962$35,046,271 â–²15.2%249,4228.5%Computer and TechnologyMDLZMondelez International$205,311,605$52,907,180 â–¼-20.5%3,561,9646.5%Consumer StaplesPEPPepsiCo$198,334,059$81,494,018 â–¼-29.1%1,277,1856.3%Consumer StaplesPYPLPayPal$189,044,348$5,382,144 â–¼-2.8%4,179,6236.0%Business ServicesEBAYeBay$175,439,685$13,798,086 â–¼-7.3%1,927,4855.6%Retail/WholesaleBF.ABrown Forman$69,258,097$4,219,907 â–¼-5.7%2,585,2222.2%Consumer StaplesMANUManchester United$52,848,440$7,644,690 â–¼-12.6%3,142,0001.7%Consumer DiscretionaryBF.BBrown-Forman$41,670,736$1,949,025 â–¼-4.5%1,576,0491.3%Consumer StaplesVVisa$3,113,072$90,672 â–²3.0%10,3000.1%Business ServicesSPGIS&P Global$3,104,982$212,670 â–²7.4%7,3000.1%FinanceAXPAmerican Express$2,722,320$241,984 â–¼-8.2%9,0000.1%FinanceCPCanadian Pacific Kansas City$2,359,8000.0%30,0000.1%TransportationEFXEquifax$2,070,805$90,035 â–²4.5%11,5000.1%Business ServicesCMECME Group$2,037,915$147,675 â–¼-6.8%6,9000.1%FinanceADBEAdobe$1,701,560$413,236 â–²32.1%7,0000.1%Computer and TechnologyVRSKVerisk Analytics$1,593,900$170,775 â–²12.0%8,4000.1%Business ServicesORCLOracle$1,323,9900.0%9,0000.0%Computer and TechnologyNKENIKE$1,098,656$21,128 â–²2.0%20,8000.0%Consumer DiscretionaryELEstee Lauder Companies$1,076,550$35,885 â–¼-3.2%15,0000.0%Consumer StaplesKOCocaCola$912,600$380,250 â–¼-29.4%12,0000.0%Consumer StaplesMSGSMadison Square Garden$899,920$160,700 â–¼-15.2%2,8000.0%Consumer DiscretionaryCLColgate-Palmolive$852,300$392,058 â–¼-31.5%10,0000.0%Consumer StaplesTROWT. Rowe Price Group$0$1,228,560 â–¼-100.0%00.0%FinanceShowing 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. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. 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