Lindsell Train Ltd Top Holdings and 13F Report (2023) About Lindsell Train LtdInvestment ActivityLindsell Train Ltd has $4.00 billion in total holdings as of March 31, 2023.Lindsell Train Ltd owns shares of 28 different stocks, but just 7 companies or ETFs make up 80% of its holdings.Approximately 6.62% of the portfolio was purchased this quarter.About 26.74% of the portfolio was sold this quarter.This quarter, Lindsell Train Ltd has purchased 29 new stocks and bought additional shares in 5 stocks.Lindsell Train Ltd sold shares of 10 stocks and completely divested from 2 stocks this quarter.Largest Holdings TKO GROUP HOLDINGS INC $516,337,784Fair Isaac $508,722,434Mondelez International $502,402,290Walt Disney $496,447,405Intuit $483,704,285 Largest New Holdings this Quarter Thermo Fisher Scientific $211,858,465 Holding Largest Purchases this Quarter Thermo Fisher Scientific 407,240 shares (about $211.86M)Brown-Forman 1,344,219 shares (about $51.05M)Visa 3,500 shares (about $1.11M)NIKE 4,500 shares (about $340.52K)Estée Lauder Companies 3,000 shares (about $224.94K) Largest Sales this Quarter Fair Isaac 192,901 shares (about $384.05M)TKO GROUP HOLDINGS INC 1,439,435 shares (about $204.56M)Mondelez International 3,176,521 shares (about $189.73M)Intuit 168,183 shares (about $105.70M)Walt Disney 431,841 shares (about $48.09M) Sector Allocation Over TimeMap of 500 Largest Holdings ofLindsell Train Ltd Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorTKO GROUP HOLDINGS INC$516,337,784$204,558,108 ▼-28.4%3,633,36712.9%CL AFICOFair Isaac$508,722,434$384,052,388 ▼-43.0%255,52012.7%Computer and TechnologyMDLZMondelez International$502,402,290$189,733,599 ▼-27.4%8,411,22212.6%Consumer StaplesDISWalt Disney$496,447,405$48,085,495 ▼-8.8%4,458,44112.4%Consumer DiscretionaryINTUIntuit$483,704,285$105,703,016 ▼-17.9%769,61712.1%Computer and TechnologyPEPPepsiCo$388,716,604$37,554,866 ▼-8.8%2,556,3379.7%Consumer StaplesPYPLPayPal$365,527,762$28,265,103 ▼-7.2%4,282,6929.1%Computer and TechnologyEBAYeBay$225,877,196$45,217,367 ▼-16.7%3,646,1215.6%Retail/WholesaleTMOThermo Fisher Scientific$211,858,465$211,858,465 ▲New Holding407,2405.3%MedicalBF.ABrown-Forman$105,386,027$1,788,315 ▼-1.7%2,796,1272.6%Consumer StaplesMANUManchester United$100,213,860$23,513,900 ▼-19.0%5,776,0152.5%Consumer DiscretionaryBF.BBrown-Forman$62,079,297$51,053,437 ▲463.0%1,634,5261.6%Consumer StaplesVVisa$3,539,648$1,106,140 ▲45.5%11,2000.1%Business ServicesAXPAmerican Express$3,442,7640.0%11,6000.1%FinanceGOOGAlphabet$3,360,075$170,370 ▲5.3%17,7500.1%Computer and TechnologyORCLOracle$3,199,4880.0%19,2000.1%Computer and TechnologySPGIS&P Global$2,938,3770.0%5,9000.1%Business ServicesEFXEquifax$2,624,9550.0%10,3000.1%Business ServicesVRSKVerisk Analytics$2,010,6390.0%7,3000.1%Business ServicesCMECME Group$1,997,1780.0%8,6000.0%FinanceCLColgate-Palmolive$1,827,2910.0%20,1000.0%Consumer StaplesADBEAdobe$1,583,0610.0%3,5600.0%Computer and TechnologyNKENIKE$1,543,668$340,515 ▲28.3%20,4000.0%Consumer DiscretionaryTROWT. Rowe Price Group$1,357,0800.0%12,0000.0%FinanceKOCoca-Cola$1,313,6860.0%21,1000.0%Consumer StaplesELEstée Lauder Companies$1,081,587$224,940 ▲26.3%14,4250.0%Consumer StaplesHSYHershey$863,6850.0%5,1000.0%Consumer StaplesMSGSMadison Square Garden Sports$744,7440.0%3,3000.0%Consumer DiscretionaryJNJJohnson & Johnson$0$892,707 ▼-100.0%00.0%MedicalKVUEKenvue$0$275,030 ▼-100.0%00.0%Consumer StaplesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. 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