LINDSELL TRAIN LTD
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | MDLZ | 5.03M | $314.15M |
 | PYPL | 4.48M | $300.67M |
 | MANU | 4.38M | $66.26M |
 | DIS | 3.73M | $426.61M |
 | TKO | 2.95M | $596.73M |
 | BF-A | 2.74M | $73.81M |
 | EBAY | 2.46M | $223.29M |
 | GOOGL | 2.23M | $543.11M |
 | PEP | 2.20M | $309.20M |
 | BF-B | 1.65M | $44.68M |
 | TMO | 818K | $396.52M |
 | INTU | 612K | $417.81M |
 | FICO | 223K | $333.66M |
 | CP | 29K | $2.12M |
 | NKE | 20K | $1.42M |
 | KO | 19K | $1.23M |
 | EL | 16K | $1.37M |
 | CL | 15K | $1.20M |
 | TROW | 12K | $1.23M |
 | EFX | 11K | $2.69M |
Mondelez International, Inc.
MDLZ
Shares Held
5.03M
Value
$314.15M
PayPal Holdings, Inc.
PYPL
Shares Held
4.48M
Value
$300.67M
Manchester United plc
MANU
Shares Held
4.38M
Value
$66.26M
The Walt Disney Company
DIS
Shares Held
3.73M
Value
$426.61M
TKO Group Holdings, Inc.
TKO
Shares Held
2.95M
Value
$596.73M
Brown-Forman Corporation
BF-A
Shares Held
2.74M
Value
$73.81M
eBay Inc.
EBAY
Shares Held
2.46M
Value
$223.29M
Alphabet Inc.
GOOGL
Shares Held
2.23M
Value
$543.11M
PepsiCo, Inc.
PEP
Shares Held
2.20M
Value
$309.20M
Brown-Forman Corporation
BF-B
Shares Held
1.65M
Value
$44.68M
Thermo Fisher Scientific Inc.
TMO
Shares Held
818K
Value
$396.52M
Intuit Inc.
INTU
Shares Held
612K
Value
$417.81M
Fair Isaac Corporation
FICO
Shares Held
223K
Value
$333.66M
Canadian Pacific Kansas City Ltd.
CP
Shares Held
29K
Value
$2.12M
NIKE, Inc.
NKE
Shares Held
20K
Value
$1.42M
The Coca-Cola Company
KO
Shares Held
19K
Value
$1.23M
The Estée Lauder Companies Inc.
EL
Shares Held
16K
Value
$1.37M
Colgate-Palmolive Company
CL
Shares Held
15K
Value
$1.20M
T. Rowe Price Group, Inc.
TROW
Shares Held
12K
Value
$1.23M
Equifax Inc.
EFX
Shares Held
11K
Value
$2.69M