Lindsell Train

Lindsell Train

Lindsell Train Portfelj

Vrednost Portfelja
$2,6B
Pozicije
28
Obdobje
Q2 2026
Datum Portfelja
29. jun. 2026
Zadnja posodobitev:· 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%
28Pozicije
  • Alphabet Inc. DelnicaGOOGL17,49%
  • TKO Group Holdings Inc. DelnicaTKO16,07%
  • Fair Isaac Corp. DelnicaFICO10,28%
  • Thermo Fisher Scientific DelnicaTMO9,81%
  • Walt Disney Co. DelnicaDIS9,55%
  • Intuit Inc. DelnicaINTU6,62%
  • Mondelez International DelnicaMDLZ5,64%
  • PepsiCo Inc. DelnicaPEP5,27%
  • Others19,24%

Pozicije v Portfelju

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

Nedavna Aktivnost

Alphabet Inc. Delnica

GOOGL

Alphabet Inc.

Reduce 24.51%
TKO Group Holdings Inc. Delnica

TKO

TKO Group Holdings Inc.

Reduce 14.31%
Fair Isaac Corp. Delnica

FICO

Fair Isaac Corp.

Reduce 9.32%
Thermo Fisher Scientific Delnica

TMO

Thermo Fisher Scientific

Reduce 16.64%
Walt Disney Co. Delnica

DIS

Walt Disney Co.

Reduce 18.67%
Intuit Inc. Delnica

INTU

Intuit Inc.

Reduce 9.11%
Mondelez International Delnica

MDLZ

Mondelez International

Reduce 27.98%
PepsiCo Inc. Delnica

PEP

PepsiCo Inc.

Reduce 19.85%
PayPal Holdings Inc. Delnica

PYPL

PayPal Holdings Inc.

Reduce 24.33%
eBay Inc. Delnica

EBAY

eBay Inc.

Reduce 42.10%
Manchester United plc Delnica

MANU

Manchester United plc

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

KKR

KKR & Co. L.P.

Buy
BF

BF.A

Brown-Forman Corp. CL A

Reduce 17.42%
Brown-Forman Corp. Delnica

BF.B

Brown-Forman Corp.

Reduce 12.48%
Visa Inc. Delnica

V

Visa Inc.

Add 1.94%
S&P Global Inc. Delnica

SPGI

S&P Global Inc.

Add 1.37%
American Express Delnica

AXP

American Express

Reduce 15.56%
Equifax Inc. Delnica

EFX

Equifax Inc.

Add 2.61%
Verisk Analytics Inc. Delnica

VRSK

Verisk Analytics Inc.

Add 13.10%
Warner Music Group Corp. CL A Delnica

WMG

Warner Music Group Corp. CL A

Buy
NIKE Inc. Delnica

NKE

NIKE Inc.

Add 0.96%

O portfelju Lindsell Train

Portfelj Lindsell Train ima 28 delnic v skupni vrednosti $2,6B, na podlagi najnovejšega poročila SEC 13F (Q2 2026). Spodaj lahko raziščete vsako pozicijo, njeno utež in najnovejše nakupe in prodaje.

Največja pozicija v portfelju Lindsell Train je Alphabet Inc., ki predstavlja 17,5% celotne vrednosti portfelja.

Pogosto zastavljena vprašanja

Lindsell Train ima po najnovejšem poročilu SEC 13F 28 različnih delnic. Največje pozicije so Alphabet Inc., TKO Group Holdings Inc., Fair Isaac Corp.. Celoten seznam pozicij z utežmi in vrednostmi je prikazan v zgornji tabeli.

Več orodij in analiz

Brezplačna orodja in tržni podatki podjetja Eulerpool.