Lindsell Train Ltd - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on February 11, 2026, for the 2025 Q4 period, Lindsell Train Ltd held in its portfolio 28 assets valued at $3,943,390,802 (i.e. $3.94B).

The most valuable assets in the portfolio included: ALPHABET INC ($653.73M), TKO GROUP HOLDINGS INC ($589.42M), and INTUIT ($404.24M).

The chart below shows the top 10 valuable assets, and the table below shows the top 28 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.

Data Source: SEC.

Top Valuable Stocks in Lindsell Train Ltd Portfolio

ALPHABET INC

TKO GROUP HOLDINGS INC

INTUIT

THERMO FISHER SCIENTIFIC INC

DISNEY WALT CO

FAIR ISAAC CORP

PEPSICO INC

PAYPAL HLDGS INC

MONDELEZ INTL INC

EBAY INC.

Lindsell Train Ltd - Stock Holdings in 13F Filings (SEC)

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Name of Issuer	No. of Shares	Value ($)	Class
ALPHABET INC	2088598	653731174	CAP STK CL A
TKO GROUP HOLDINGS INC	2820204	589422636	CL A
INTUIT	610251	404242467	COM
THERMO FISHER SCIENTIFIC INC	689503	399532513	COM
DISNEY WALT CO	3481830	396127799	COM
FAIR ISAAC CORP	216593	366176458	COM
PEPSICO INC	1801971	258618878	COM
PAYPAL HLDGS INC	4298618	250953319	COM
MONDELEZ INTL INC	4479854	241150541	CL A
EBAY INC.	2079079	181087781	COM
BROWN FORMAN CORP	2742740	72161489	CL A
MANCHESTER UTD PLC NEW	3596500	57256280	ORD CL A
BROWN FORMAN CORP	1649764	42992850	CL B
AMERICAN EXPRESS CO	9800	3625510	COM
S&P GLOBAL INC	6800	3553612	COM
VISA INC	10000	3507100	COM CL A
EQUIFAX INC	11000	2386780	COM
CANADIAN PACIFIC KANSAS CITY	30000	2208900	COM
CME GROUP INC	7400	2020792	COM
ADOBE INC	5300	1854947	COM
ORACLE CORP	9000	1754190	COM
VERISK ANALYTICS INC	7500	1677675	COM
LAUDER ESTEE COS INC	15500	1623160	CL A
NIKE INC	20400	1299684	CL B
PRICE T ROWE GROUP INC	12000	1228560	COM
COCA COLA CO	17000	1188470	COM
COLGATE PALMOLIVE CO	14600	1153692	COM
MADISON SQUARE GRDN SPRT COR	3300	853545	CL A