Lindsell Train (Nick Train)
Active equity managersFiles as Lindsell Train Ltd (SEC CIK 1484150). Portfolio from its latest quarterly 13F-HR filing.
- $2.36B
- Tracked value
- 28
- Positions
- Q3 2026
- Portfolio as of
- Nov 2, 2026
- Filed
Holdings
| # | Company | Portfolio % | vs Q2 2026 | Shares | Value |
|---|---|---|---|---|---|
| 1 | GOOGLAlphabet Inc. | 16.4% | ▼ 12.5% | 1,126,045 | $387.45M |
| 2 | TKOTKO Group Holdings, Inc. | 14.8% | ▼ 7.6% | 1,939,162 | $348.51M |
| 3 | TMOTHERMO FISHER SCIENTIFIC INC. | 12.4% | ▼ 23.8% | 391,841 | $293.07M |
| 4 | DISWalt Disney Co | 10.2% | ▼ 11.8% | 2,299,341 | $241.2M |
| 5 | INTUINTUIT INC. | 7.3% | ▼ 5.9% | 627,583 | $173.03M |
| 6 | PYPLPayPal Holdings, Inc. | 6.6% | ▼ 7.1% | 2,939,672 | $154.42M |
| 7 | MDLZMondelez International, Inc. | 6.2% | ▼ 11.1% | 2,281,067 | $145.89M |
| 8 | FICOFAIR ISAAC CORP | 5.3% | ▼ 5.9% | 212,785 | $126.07M |
| 9 | PEPPEPSICO INC | 5.1% | ▼ 7.1% | 950,988 | $120.51M |
| 10 | EBAYEBAY INC | 4.7% | ▼ 5.7% | 1,052,401 | $111.61M |
| 11 | KKRKKR & Co. Inc. | 3.8% | ▲ 48.3% | 990,230 | $90.41M |
| 12 | MANUManchester United plc | 2.2% | ▼ 9.1% | 2,507,500 | $52.53M |
| 13 | BF-ABROWN FORMAN CORP | 2.2% | ▼ 9.0% | 1,941,817 | $52.1M |
| 14 | BF-BBROWN FORMAN CORP | 1.5% | ▼ 3.7% | 1,327,624 | $34.78M |
| 15 | VVISA INC. | 0.2% | unch. | 10,500 | $3.77M |
| 16 | SPGIS&P Global Inc. | 0.1% | ▼ 5.4% | 7,400 | $2.92M |
| 17 | CPCANADIAN PACIFIC KANSAS CITY LTD/CN | 0.1% | unch. | 30,000 | $2.55M |
| 18 | AXPAMERICAN EXPRESS CO | 0.1% | ▼ 5.3% | 7,200 | $2.19M |
| 19 | CMECME GROUP INC. | 0.1% | unch. | 6,900 | $1.81M |
| 20 | ADBEADOBE INC. | 0.1% | unch. | 7,000 | $1.68M |
| 21 | EFXEQUIFAX INC | 0.1% | unch. | 11,800 | $1.62M |
| 22 | VRSKVerisk Analytics, Inc. | 0.1% | unch. | 9,500 | $1.59M |
| 23 | WMGWarner Music Group Corp. | 0.1% | ▲ 10.0% | 55,000 | $1.52M |
| 24 | ORCLORACLE CORP | 0.1% | unch. | 9,000 | $1.24M |
| 25 | ELESTEE LAUDER COMPANIES INC | 0.0% | ▼ 16.7% | 12,500 | $1.16M |
| 26 | MSGSMSG Knickerbockers Corp. | 0.0% | ▼ 3.6% | 2,700 | $1.09M |
| 27 | KOCOCA COLA CO | 0.0% | ▼ 4.2% | 11,500 | $989.9K |
| 28 | NKENIKE, Inc. | 0.0% | unch. | 21,000 | $743.4K |
Positions in companies on Scrutar, from the manager's latest quarterly 13F-HR filing. 13F filings disclose US-listed long positions only and can be filed up to 45 days after quarter end, so the portfolio may have changed since. Portfolio % is each position's share of the tracked value shown above. Changes compare share counts against the Q2 2026 filing, adjusted for stock splits.
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Source: SEC EDGAR Form 13F-HR filings.