Lindsell Train

Lindsell Train

Lindsell Train Portfelj

Vrijednost portfelja
$2,6B
Pozicije
28
Razdoblje
Q2 2026
Datum portfelja
29. lip 2026.
Zadnje ažuriranje:· Q2 2026
Next update expected:≈ 14. stu 2026.· Q3 2026

Portfolio Allocation

Top 5: 63,2%
GOOGL · 17,49%TKO · 16,07%FICO · 10,28%TMO · 9,81%DIS · 9,55%INTU · 6,62%MDLZ · 5,64%PEP · 5,27%Others · 19,24%
28Pozicije
  • Alphabet Inc. DionicaGOOGL17,49%
  • TKO Group Holdings Inc. DionicaTKO16,07%
  • Fair Isaac Corp. DionicaFICO10,28%
  • Thermo Fisher Scientific DionicaTMO9,81%
  • Walt Disney Co. DionicaDIS9,55%
  • Intuit Inc. DionicaINTU6,62%
  • Mondelez International DionicaMDLZ5,64%
  • PepsiCo Inc. DionicaPEP5,27%
  • Others19,24%

Pozicije u portfelju

Dionica
%
undefined Dionica
Alphabet Inc.GOOGL
17,49%
undefined Dionica
TKO Group Holdings Inc.TKO
16,07%
undefined Dionica
Fair Isaac Corp.FICO
10,28%
undefined Dionica
Thermo Fisher ScientificTMO
9,81%
undefined Dionica
Walt Disney Co.DIS
9,55%
undefined Dionica
Intuit Inc.INTU
6,62%
undefined Dionica
Mondelez InternationalMDLZ
5,64%
undefined Dionica
PepsiCo Inc.PEP
5,27%
undefined Dionica
PayPal Holdings Inc.PYPL
5,19%
undefined Dionica
eBay Inc.EBAY
4,74%
undefined Dionica
Manchester United plcMANU
2,41%
undefined Dionica
KKR & Co. L.P.KKR
2,33%
BF
Brown-Forman Corp. CL ABF.A
2,22%
undefined Dionica
Brown-Forman Corp.BF.B
1,40%
undefined Dionica
Visa Inc.V
0,14%
undefined Dionica
S&P Global Inc.SPGI
0,11%
CP
Canadian Pacific Kansas CityCP
0,10%
undefined Dionica
American ExpressAXP
0,10%
undefined Dionica
Equifax Inc.EFX
0,07%
undefined Dionica
CME GroupCME
0,06%
undefined Dionica
Verisk Analytics Inc.VRSK
0,06%
undefined Dionica
Adobe Inc.ADBE
0,05%
undefined Dionica
Estee Lauder Cos.EL
0,05%
undefined Dionica
Oracle Corp.ORCL
0,05%
undefined Dionica
Warner Music Group Corp. CL AWMG
0,05%
undefined Dionica
Madison Square Garden Sports Corp.MSGS
0,04%
undefined Dionica
Coca Cola Co.KO
0,04%
undefined Dionica
NIKE Inc.NKE
0,03%

Nedavna aktivnost

Alphabet Inc. Dionica

GOOGL

Alphabet Inc.

Reduce 24.51%
TKO Group Holdings Inc. Dionica

TKO

TKO Group Holdings Inc.

Reduce 14.31%
Fair Isaac Corp. Dionica

FICO

Fair Isaac Corp.

Reduce 9.32%
Thermo Fisher Scientific Dionica

TMO

Thermo Fisher Scientific

Reduce 16.64%
Walt Disney Co. Dionica

DIS

Walt Disney Co.

Reduce 18.67%
Intuit Inc. Dionica

INTU

Intuit Inc.

Reduce 9.11%
Mondelez International Dionica

MDLZ

Mondelez International

Reduce 27.98%
PepsiCo Inc. Dionica

PEP

PepsiCo Inc.

Reduce 19.85%
PayPal Holdings Inc. Dionica

PYPL

PayPal Holdings Inc.

Reduce 24.33%
eBay Inc. Dionica

EBAY

eBay Inc.

Reduce 42.10%
Manchester United plc Dionica

MANU

Manchester United plc

Reduce 12.21%
KKR & Co. L.P. Dionica

KKR

KKR & Co. L.P.

Buy
BF

BF.A

Brown-Forman Corp. CL A

Reduce 17.42%
Brown-Forman Corp. Dionica

BF.B

Brown-Forman Corp.

Reduce 12.48%
Visa Inc. Dionica

V

Visa Inc.

Add 1.94%
S&P Global Inc. Dionica

SPGI

S&P Global Inc.

Add 1.37%
American Express Dionica

AXP

American Express

Reduce 15.56%
Equifax Inc. Dionica

EFX

Equifax Inc.

Add 2.61%
Verisk Analytics Inc. Dionica

VRSK

Verisk Analytics Inc.

Add 13.10%
Warner Music Group Corp. CL A Dionica

WMG

Warner Music Group Corp. CL A

Buy
NIKE Inc. Dionica

NKE

NIKE Inc.

Add 0.96%

O portfelju Lindsell Train

Portfelj Lindsell Train drži 28 dionica ukupne vrijednosti $2,6B, prema najnovijem SEC 13F izvješću (Q2 2026). U nastavku možete istražiti svaku poziciju, njezin ponder i najnovije kupnje i prodaje.

Najveća pozicija u portfelju Lindsell Train je Alphabet Inc., koja čini 17,5% ukupne vrijednosti portfelja.

Često postavljana pitanja

Lindsell Train prema najnovijem SEC 13F izvješću drži 28 različitih dionica. Najveće pozicije su Alphabet Inc., TKO Group Holdings Inc., Fair Isaac Corp.. Potpuni popis pozicija s ponderima i vrijednostima prikazan je u tablici iznad.

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