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Independent Franchise Partners, LLP
investisseur institutionnel · portefeuille $15.2 Md · 26 positions · rapport au 30.06.2026
Positions en Actions rapport pour 30.06.2026, déposé le 13.08.2026; modification — par rapport à 31.03.2026 · 26
| Société | Actions | Valeur | % du portefeuille | Variation sur le Trimestre |
|---|---|---|---|---|
| Bristol-Myers Squibb Company US:BMY | 21 792 841 | $1.26 Md | 8.24% | +517 367 |
| Solventum Corp. US:SOLV | 16 170 038 | $1.25 Md | 8.18% | +436 543 |
| Live Nation Entertainment, I… US:LYV | 6 013 439 | $1.10 Md | 7.22% | +148 682 |
| TransUnion US:TRU | 13 976 652 | $1.01 Md | 6.61% | +1 844 708 |
| Kenvue Inc. US:KVUE | 50 427 994 | $964 M | 6.32% | +1 219 146 |
| Salesforce.com Inc US:CRM | 5 818 837 | $912 M | 5.98% | +1 783 787 |
| AON PLC CUSIP G0403H108 | 2 646 943 | $878 M | 5.76% | +58 941 |
| NEWS CORP US:NWSA | 32 074 535 | $796 M | 5.22% | +1 149 961 |
| Airbnb Inc US:ABNB | 5 423 764 | $776 M | 5.09% | +148 103 |
| Johnson & Johnson US:JNJ | 3 043 186 | $773 M | 5.07% | +71 750 |
| Gartner Inc US:IT | 5 582 962 | $724 M | 4.75% | +982 191 |
| Intercontinental Exchange In… US:ICE | 5 253 130 | $647 M | 4.24% | +297 938 |
| Zillow Group Inc Class C US:Z | 16 300 754 | $514 M | 3.37% | +3 103 325 |
| eBay Inc US:EBAY | 4 546 653 | $508 M | 3.33% | −2 225 579 |
| Philip Morris International… US:PM | 2 578 328 | $466 M | 3.06% | +17 762 |
| Fox Corp US:FOXA | 8 398 658 | $438 M | 2.87% | +223 964 |
| Estee Lauder Companies Inc US:EL | 4 941 737 | $390 M | 2.56% | −1 686 803 |
| Otis Worldwide Corp US:OTIS | 5 152 104 | $369 M | 2.42% | +4 149 820 |
| Warner Music Group Corp. US:WMG | 12 997 804 | $352 M | 2.31% | −36 450 |
| Fox Corp US:FOX | 5 482 675 | $257 M | 1.68% | +174 794 |
| NEWS CORP US:NWSA | 9 023 857 | $253 M | 1.66% | −87 903 |
| Warner Bros. Discovery, Inc. US:WBD | 8 157 933 | $217 M | 1.43% | −539 797 |
| Zillow Group Inc Class C US:Z | 3 672 937 | $115 M | 0.76% | +934 455 |
| Ryan Specialty Group Holding… US:RYAN | 2 645 789 | $99.9 M | 0.66% | −175 065 |
| Corteva, Inc. US:CTVA | 1 115 112 | $94.4 M | 0.62% | −73 784 |
| TKO Group Holdings, Inc. US:TKO | 429 092 | $86.4 M | 0.57% | −28 508 |
Dans les entreprises de notre base de données 5
| Société | Participation | Actions | Date du Rapport |
|---|---|---|---|
| Zillow Group Inc Class C | 9.2% | 16 300 754 | 2026-06-30 |
| NEWS CORP | 8.89% | 32 074 535 | 2026-06-30 |
| Gartner Inc | 8.84% | 5 582 962 | 2026-06-30 |
| Live Nation Entertainment, I… | 2.55% | 6 013 439 | 2026-06-30 |
| Fox Corp | 2.49% | 5 482 675 | 2026-06-30 |
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