Lindsell Train Ltd Top Holdings and 13F Report (2023) About Lindsell Train LtdInvestment ActivityLindsell Train Ltd has $2.63 billion in total holdings as of March 31, 2023.Lindsell Train Ltd owns shares of 28 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Approximately 2.40% of the portfolio was purchased this quarter.About 23.91% of the portfolio was sold this quarter.This quarter, Lindsell Train Ltd has purchased 27 new stocks and bought additional shares in 5 stocks.Lindsell Train Ltd sold shares of 14 stocks and completely divested from 1 stock this quarter.Largest Holdings Alphabet $459,879,798TKO GROUP HOLDINGS INC $422,521,909Fair Isaac $270,242,509Thermo Fisher Scientific $257,955,736Walt Disney $251,005,178 Largest New Holdings this Quarter 48251W104 - KKR & Co. Inc. $61,288,848 Holding934550203 - Warner Music Group $1,353,500 Holding Largest Purchases this Quarter KKR & Co. Inc. 667,780 shares (about $61.29M)Warner Music Group 50,000 shares (about $1.35M)Verisk Analytics 1,100 shares (about $197.48K)Visa 200 shares (about $68.62K)Equifax 300 shares (about $47.62K) Largest Sales this Quarter Alphabet 417,794 shares (about $149.31M)eBay 811,484 shares (about $90.68M)TKO GROUP HOLDINGS INC 350,606 shares (about $70.58M)Mondelez International 996,511 shares (about $57.64M)Walt Disney 598,561 shares (about $57.61M) 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 PortfolioSectorGOOGLAlphabet$459,879,798$149,307,042 â–¼-24.5%1,286,84517.5%Computer and TechnologyTKO GROUP HOLDINGS INC$422,521,909$70,580,494 â–¼-14.3%2,098,86216.1%CL AFICOFair Isaac$270,242,509$27,761,908 â–¼-9.3%226,18610.3%Computer and TechnologyTMOThermo Fisher Scientific$257,955,736$51,489,171 â–¼-16.6%514,5129.8%MedicalDISWalt Disney$251,005,178$57,611,496 â–¼-18.7%2,607,8469.5%Consumer DiscretionaryINTUIntuit$174,056,463$17,438,976 â–¼-9.1%666,8836.6%Computer and TechnologyMDLZMondelez International$148,385,802$57,638,196 â–¼-28.0%2,565,4535.6%Consumer StaplesPEPPepsiCo$138,609,792$34,321,057 â–¼-19.8%1,023,7065.3%Consumer StaplesPYPLPayPal$136,564,177$43,911,944 â–¼-24.3%3,162,6725.2%Business ServicesEBAYeBay$124,713,112$90,683,337 â–¼-42.1%1,116,0014.7%Retail/WholesaleMANUManchester United$63,251,167$8,794,893 â–¼-12.2%2,758,4462.4%Consumer DiscretionaryKKRKKR & Co. Inc.$61,288,848$61,288,848 â–²New Holding667,7802.3%FinanceBF.ABrown Forman$58,407,827$12,323,847 â–¼-17.4%2,134,7892.2%Consumer StaplesBF.BBrown-Forman$36,758,985$5,242,721 â–¼-12.5%1,379,3241.4%Consumer StaplesVVisa$3,602,445$68,618 â–²1.9%10,5000.1%Business ServicesSPGIS&P Global$3,013,724$40,726 â–²1.4%7,4000.1%FinanceCPCanadian Pacific Kansas City$2,599,5000.0%30,0000.1%TransportationAXPAmerican Express$2,570,700$473,550 â–¼-15.6%7,6000.1%FinanceEFXEquifax$1,872,896$47,616 â–²2.6%11,8000.1%Business ServicesVRSKVerisk Analytics$1,705,535$197,483 â–²13.1%9,5000.1%Business ServicesCMECME Group$1,523,7270.0%6,9000.1%FinanceADBEAdobe$1,435,1400.0%7,0000.1%Computer and TechnologyWMGWarner Music Group$1,353,500$1,353,500 â–²New Holding50,0000.1%Consumer DiscretionaryORCLOracle$1,318,9500.0%9,0000.1%Computer and TechnologyELEstee Lauder Companies$1,184,2500.0%15,0000.0%Consumer StaplesMSGSMadison Square Garden$1,125,1520.0%2,8000.0%Consumer DiscretionaryKOCocaCola$975,2400.0%12,0000.0%Consumer StaplesNKENIKE$862,050$8,210 â–²1.0%21,0000.0%Consumer DiscretionaryCLColgate-Palmolive$0$852,300 â–¼-100.0%00.0%Consumer StaplesShowing largest 100 holdings. 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