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Lindsell Train
propriétaire · portefeuille $2.63 Md · 28 positions · rapport au 30.06.2026
Positions en Actions rapport pour 30.06.2026, déposé le 15.07.2026; modification — par rapport à 31.03.2026 · 29
| Société | Actions | Valeur | % du portefeuille | Variation sur le Trimestre |
|---|---|---|---|---|
| Alphabet Inc. US:GOOGL | 1 286 845 | $460 M | 17.49% | −417 794 |
| TKO Group Holdings, Inc. US:TKO | 2 098 862 | $423 M | 16.07% | −350 606 |
| Fair Isaac Corporation US:FICO | 226 186 | $270 M | 10.28% | −23 236 |
| Thermo Fisher Scientific Inc US:TMO | 514 512 | $258 M | 9.81% | −102 699 |
| Walt Disney Co US:DIS | 2 607 846 | $251 M | 9.55% | −598 561 |
| Intuit Inc US:INTU | 666 883 | $174 M | 6.62% | −66 816 |
| Mondelez International Inc US:MDLZ | 2 565 453 | $148 M | 5.64% | −996 511 |
| PepsiCo Inc US:PEP | 1 023 706 | $139 M | 5.27% | −253 479 |
| PayPal Holdings Inc US:PYPL | 3 162 672 | $137 M | 5.19% | −1 016 951 |
| eBay Inc US:EBAY | 1 116 001 | $125 M | 4.74% | −811 484 |
| MANCHESTER UTD PLC NEW CUSIP G5784H106 | 2 758 446 | $63.3 M | 2.41% | −383 554 |
| KKR & Co. Inc. US:KKR | 667 780 | $61.3 M | 2.33% | nouvelle |
| Brown-Forman Corporation US:BF-A | 2 134 789 | $58.4 M | 2.22% | −450 433 |
| Brown-Forman Corporation US:BF-B | 1 379 324 | $36.8 M | 1.40% | −196 725 |
| Visa Inc. Class A US:V | 10 500 | $3.60 M | 0.14% | +200 |
| S&P Global Inc US:SPGI | 7 400 | $3.01 M | 0.11% | +100 |
| Canadian Pacific Kansas City… US:CP | 30 000 | $2.60 M | 0.10% | — |
| American Express Company US:AXP | 7 600 | $2.57 M | 0.10% | −1 400 |
| Equifax Inc US:EFX | 11 800 | $1.87 M | 0.07% | +300 |
| Verisk Analytics Inc US:VRSK | 9 500 | $1.71 M | 0.06% | +1 100 |
| CME GROUP INC. US:CME | 6 900 | $1.52 M | 0.06% | — |
| Adobe Systems Incorporated US:ADBE | 7 000 | $1.44 M | 0.05% | — |
| Warner Music Group Corp. US:WMG | 50 000 | $1.35 M | 0.05% | nouvelle |
| Oracle Corporation US:ORCL | 9 000 | $1.32 M | 0.05% | — |
| Estee Lauder Companies Inc US:EL | 15 000 | $1.18 M | 0.05% | — |
| Madison Square Garden Sports… US:MSGS | 2 800 | $1.13 M | 0.04% | — |
| The Coca-Cola Company US:KO | 12 000 | $975 k | 0.04% | — |
| Nike Inc US:NKE | 21 000 | $862 k | 0.03% | +200 |
| Colgate-Palmolive Company US:CL | 0 (était 10 000) | — | — | vendue |
Dans les entreprises de notre base de données 13
| Société | Participation | Actions | Date du Rapport |
|---|---|---|---|
| Manchester United Ltd | 4.91% | 2 758 446 | 2026-06-30 |
| Brown-Forman Corporation | 1.27% | 2 134 789 | 2026-06-30 |
| Mondelez International Inc | — | — | — |
| London Stock Exchange Group… | — | 20 726 624 | 2026-02-25 |
| Sage Group PLC | — | 50 214 000 | 2025-09-30 |
| Rathbone Brothers PLC | — | 4 318 892 | 2025-03-03 |
| Fevertree Drinks Plc | — | 11 601 600 | 2025-12-31 |
| Clarkson | — | 1 565 277 | 2025-04-17 |
| Celtic PLC | — | 16 020 971 | 2025-11-19 |
| Burberry Group PLC | — | 18 004 500 | 2025-10-01 |
| Games Workshop Group PLC | — | 738 055 | 2026-06-30 |
| Heineken Holding N.V | — | — | — |
| Rightmove PLC | — | 35 911 031 | 2025-11-12 |
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