Lindsell Train

Lindsell Train

Lindsell Train Portofolio

Nilai Portfolio
$2,6B
Kepemilikan
28
Periode
Q2 2026
Tanggal Portfolio
29 Jun 2026
Terakhir Diperbarui:· Q2 2026
Next update expected:≈ 14 Nov 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%
28Kepemilikan
  • Alphabet Inc. SahamGOOGL17,49%
  • TKO Group Holdings Inc. SahamTKO16,07%
  • Fair Isaac Corp. SahamFICO10,28%
  • Thermo Fisher Scientific SahamTMO9,81%
  • Walt Disney Co. SahamDIS9,55%
  • Intuit Inc. SahamINTU6,62%
  • Mondelez International SahamMDLZ5,64%
  • PepsiCo Inc. SahamPEP5,27%
  • Others19,24%

Kepemilikan Portfolio

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

Aktivitas Terbaru

Alphabet Inc. Saham

GOOGL

Alphabet Inc.

Reduce 24.51%
TKO Group Holdings Inc. Saham

TKO

TKO Group Holdings Inc.

Reduce 14.31%
Fair Isaac Corp. Saham

FICO

Fair Isaac Corp.

Reduce 9.32%
Thermo Fisher Scientific Saham

TMO

Thermo Fisher Scientific

Reduce 16.64%
Walt Disney Co. Saham

DIS

Walt Disney Co.

Reduce 18.67%
Intuit Inc. Saham

INTU

Intuit Inc.

Reduce 9.11%
Mondelez International Saham

MDLZ

Mondelez International

Reduce 27.98%
PepsiCo Inc. Saham

PEP

PepsiCo Inc.

Reduce 19.85%
PayPal Holdings Inc. Saham

PYPL

PayPal Holdings Inc.

Reduce 24.33%
eBay Inc. Saham

EBAY

eBay Inc.

Reduce 42.10%
Manchester United plc Saham

MANU

Manchester United plc

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

KKR

KKR & Co. L.P.

Buy
BF

BF.A

Brown-Forman Corp. CL A

Reduce 17.42%
Brown-Forman Corp. Saham

BF.B

Brown-Forman Corp.

Reduce 12.48%
Visa Inc. Saham

V

Visa Inc.

Add 1.94%
S&P Global Inc. Saham

SPGI

S&P Global Inc.

Add 1.37%
American Express Saham

AXP

American Express

Reduce 15.56%
Equifax Inc. Saham

EFX

Equifax Inc.

Add 2.61%
Verisk Analytics Inc. Saham

VRSK

Verisk Analytics Inc.

Add 13.10%
Warner Music Group Corp. CL A Saham

WMG

Warner Music Group Corp. CL A

Buy
NIKE Inc. Saham

NKE

NIKE Inc.

Add 0.96%

Tentang portofolio Lindsell Train

Portofolio Lindsell Train memegang 28 saham dengan nilai total $2,6B, berdasarkan laporan SEC 13F terkini (Q2 2026). Di bawah ini Anda dapat menjelajahi setiap posisi, bobotnya, serta pembelian dan penjualan terbaru.

Posisi terbesar dalam portofolio Lindsell Train adalah Alphabet Inc., yang menyumbang 17,5% dari total nilai portofolio.

Pertanyaan yang sering diajukan

Lindsell Train memegang 28 saham berbeda menurut laporan SEC 13F terkini. Posisi terbesar adalah Alphabet Inc., TKO Group Holdings Inc., Fair Isaac Corp.. Daftar lengkap kepemilikan beserta bobot dan nilainya ditampilkan pada tabel di atas.

Alat dan analisis lainnya

Alat gratis dan data pasar dari Eulerpool.