LINDSELL TRAIN LTD
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | PYPL | 4.18M | $189.04M |
 | MDLZ | 3.56M | $205.31M |
 | DIS | 3.21M | $309.03M |
 | MANU | 3.14M | $52.85M |
 | BF-A | 2.59M | $69.26M |
 | TKO | 2.45M | $493.94M |
 | EBAY | 1.93M | $175.44M |
 | GOOGL | 1.70M | $490.19M |
 | BF-B | 1.58M | $41.67M |
 | PEP | 1.28M | $198.33M |
 | INTU | 734K | $317.24M |
 | TMO | 617K | $303.38M |
 | FICO | 249K | $266.27M |
 | CP | 30K | $2.36M |
 | NKE | 21K | $1.10M |
 | EL | 15K | $1.08M |
 | KO | 12K | $912.60K |
 | EFX | 12K | $2.07M |
 | V | 10K | $3.11M |
 | CL | 10K | $852.30K |
PayPal Holdings, Inc.
PYPL
Shares Held
4.18M
Value
$189.04M
Mondelez International, Inc.
MDLZ
Shares Held
3.56M
Value
$205.31M
The Walt Disney Company
DIS
Shares Held
3.21M
Value
$309.03M
Manchester United plc
MANU
Shares Held
3.14M
Value
$52.85M
Brown-Forman Corporation
BF-A
Shares Held
2.59M
Value
$69.26M
TKO Group Holdings, Inc.
TKO
Shares Held
2.45M
Value
$493.94M
eBay Inc.
EBAY
Shares Held
1.93M
Value
$175.44M
Alphabet Inc.
GOOGL
Shares Held
1.70M
Value
$490.19M
Brown-Forman Corporation
BF-B
Shares Held
1.58M
Value
$41.67M
PepsiCo, Inc.
PEP
Shares Held
1.28M
Value
$198.33M
Intuit Inc.
INTU
Shares Held
734K
Value
$317.24M
Thermo Fisher Scientific Inc.
TMO
Shares Held
617K
Value
$303.38M
Fair Isaac Corporation
FICO
Shares Held
249K
Value
$266.27M
Canadian Pacific Kansas City Ltd.
CP
Shares Held
30K
Value
$2.36M
NIKE, Inc.
NKE
Shares Held
21K
Value
$1.10M
The Estée Lauder Companies Inc.
EL
Shares Held
15K
Value
$1.08M
The Coca-Cola Company
KO
Shares Held
12K
Value
$912.60K
Equifax Inc.
EFX
Shares Held
12K
Value
$2.07M
Visa Inc.
V
Shares Held
10K
Value
$3.11M
Colgate-Palmolive Company
CL
Shares Held
10K
Value
$852.30K