13F tracker › Lindsell Train › Q2 2026
Lindsell Train 13F holdings, Q2 2026
This is the archived Q2 2026 filing. See Lindsell Train's latest 13F.
Lindsell Train (investment firm co-founded by Nick Train) reported 28 US-listed positions worth $2.6B in its
Form 13F for the quarter ended June 30, 2026, filed with the SEC on July 15, 2026.
Compared with Q1 2026, the filing shows 2 new positions, 4 increased, 14 reduced, and 1 exited.
Reported value$2.6B
Positions28
New / exited2 / 1
Quarter endedQ2 2026
Largest holdings
| Company | Value | Weight | Shares |
|---|
| Alphabet Inc | $459.9M | 17.5% | 1,286,845 |
| Tko Group Holdings Inc | $422.5M | 16.1% | 2,098,862 |
| Fair Isaac Corp | $270.2M | 10.3% | 226,186 |
| Thermo Fisher Scientific Inc | $258.0M | 9.8% | 514,512 |
| Disney Walt Co | $251.0M | 9.5% | 2,607,846 |
| Intuit | $174.1M | 6.6% | 666,883 |
| Mondelez Intl Inc | $148.4M | 5.6% | 2,565,453 |
| Pepsico Inc | $138.6M | 5.3% | 1,023,706 |
| Paypal Hldgs Inc | $136.6M | 5.2% | 3,162,672 |
| Ebay Inc. | $124.7M | 4.7% | 1,116,001 |
| Manchester Utd Plc New | $63.3M | 2.4% | 2,758,446 |
| Kkr & Co Inc | $61.3M | 2.3% | 667,780 |
| Brown Forman Corp (Class A) | $58.4M | 2.2% | 2,134,789 |
| Brown Forman Corp (Class B) | $36.8M | 1.4% | 1,379,324 |
| Visa Inc | $3.6M | 0.1% | 10,500 |
| S&P Global Inc | $3.0M | 0.1% | 7,400 |
| Canadian Pacific Kansas City | $2.6M | 0.1% | 30,000 |
| American Express Co | $2.6M | 0.1% | 7,600 |
| Equifax Inc | $1.9M | 0.1% | 11,800 |
| Verisk Analytics Inc | $1.7M | 0.1% | 9,500 |
| Cme Group Inc | $1.5M | 0.1% | 6,900 |
| Adobe Inc | $1.4M | 0.1% | 7,000 |
| Warner Music Group Corp | $1.4M | 0.1% | 50,000 |
| Oracle Corp | $1.3M | 0.1% | 9,000 |
| Lauder Estee Cos Inc | $1.2M | 0.0% | 15,000 |
New positions in Q2 2026
| Company | Value | Shares |
| Kkr & Co Inc | $61.3M | 667,780 |
| Warner Music Group Corp | $1.4M | 50,000 |
Positions increased
| Company | Value | Share change | Shares |
| Visa Inc | $3.6M | +2% | 10,500 |
| S&P Global Inc | $3.0M | +1% | 7,400 |
| Equifax Inc | $1.9M | +3% | 11,800 |
| Verisk Analytics Inc | $1.7M | +13% | 9,500 |
Positions reduced
| Company | Value | Share change | Shares |
| Alphabet Inc | $459.9M | -25% | 1,286,845 |
| Tko Group Holdings Inc | $422.5M | -14% | 2,098,862 |
| Fair Isaac Corp | $270.2M | -9% | 226,186 |
| Thermo Fisher Scientific Inc | $258.0M | -17% | 514,512 |
| Disney Walt Co | $251.0M | -19% | 2,607,846 |
| Intuit | $174.1M | -9% | 666,883 |
| Mondelez Intl Inc | $148.4M | -28% | 2,565,453 |
| Pepsico Inc | $138.6M | -20% | 1,023,706 |
| Paypal Hldgs Inc | $136.6M | -24% | 3,162,672 |
| Ebay Inc. | $124.7M | -42% | 1,116,001 |
| Manchester Utd Plc New | $63.3M | -12% | 2,758,446 |
| Brown Forman Corp (Class A) | $58.4M | -17% | 2,134,789 |
| Brown Forman Corp (Class B) | $36.8M | -12% | 1,379,324 |
| American Express Co | $2.6M | -16% | 7,600 |
Positions exited (held in Q1 2026)
| Company | Value in Q1 2026 | Shares |
| Colgate Palmolive Co | $852,300 | 10,000 |
How to read this. A Form 13F lists long positions in US-listed securities at
quarter-end. It is filed up to 45 days later and does not show short positions, most derivatives, non-US holdings, cash, or
trades made after the quarter ended, so it is a historical snapshot—not a current portfolio. Values are as reported in the
filing. This page is not investment advice and does not suggest buying or selling any security.
Source: SEC EDGAR filing (Q2 2026), previous filing (Q1 2026).
