Superinvestoren
Lindsell Train
Lindsell Train
Portfoliowert
$3.9B
Positionen
28
Zeitraum
Q4 2025
Portfolio-Datum
29. Dez. 2025
Portfolio-Konzentration
Top 5: 62.0%GOOGL 16.5800%
TKO 14.9500%
INTU 10.2500%
TMO 10.1300%
DIS 10.0500%
Portfolio-Positionen
Aktie | % | Wert |
|---|---|---|
Alphabet Inc.GOOGL | 16.58% | $0 |
TKO Group Holdings Inc.TKO | 14.95% | $0 |
Intuit Inc.INTU | 10.25% | $0 |
Thermo Fisher ScientificTMO | 10.13% | $0 |
Walt Disney Co.DIS | 10.05% | $0 |
Fair Isaac Corp.FICO | 9.29% | $0 |
PepsiCo Inc.PEP | 6.56% | $0 |
PayPal Holdings Inc.PYPL | 6.36% | $0 |
Mondelez InternationalMDLZ | 6.12% | $0 |
eBay Inc.EBAY | 4.59% | $0 |
BF Brown-Forman Corp. CL ABF.A | 1.83% | $0 |
Manchester United plcMANU | 1.45% | $0 |
Brown-Forman Corp.BF.B | 1.09% | $0 |
American ExpressAXP | 0.09% | $0 |
S&P Global Inc.SPGI | 0.09% | $0 |
Visa Inc.V | 0.09% | $0 |
CP Canadian Pacific Kansas CityCP | 0.06% | $0 |
Equifax Inc.EFX | 0.06% | $0 |
Adobe Inc.ADBE | 0.05% | $0 |
CME GroupCME | 0.05% | $0 |
Estee Lauder Cos.EL | 0.04% | $0 |
Oracle Corp.ORCL | 0.04% | $0 |
Verisk Analytics Inc.VRSK | 0.04% | $0 |
Colgate-PalmoliveCL | 0.03% | $0 |
Coca Cola Co.KO | 0.03% | $0 |
NIKE Inc.NKE | 0.03% | $0 |
T. Rowe Price GroupTROW | 0.03% | $0 |
Madison Square Garden Sports Corp.MSGS | 0.02% | $0 |
Letzte Aktivität
GOOGL
Alphabet Inc.
TKO
TKO Group Holdings Inc.
INTU
Intuit Inc.
TMO
Thermo Fisher Scientific
DIS
Walt Disney Co.
FICO
Fair Isaac Corp.
PEP
PepsiCo Inc.
PYPL
PayPal Holdings Inc.
MDLZ
Mondelez International
EBAY
eBay Inc.
MANU
Manchester United plc
AXP
American Express
SPGI
S&P Global Inc.
CP
Canadian Pacific Kansas City
EFX
Equifax Inc.
ADBE
Adobe Inc.
CL
Colgate-Palmolive
KO
Coca Cola Co.