Lindsell Train Ltd

CIK 0001484150 · Q2 2026

13F Equity AUM

$2.6B

-16.2% QoQ

Positions

-27 QoQ

AUM Rank

#2,052

Top 16%

Skill Alpha (FF)

+2.9%/yr^ns

No Clear Edge

Rank #933 · Top 11%

vs S&P +0.4%/yr (unadj.)

Quarters Tracked

~13 years

Portfolio Concentration

Top 5: 63.2%Top 10: 90.7%Top 20: 99.6%

GOOGL17.5%

TKO16.1%

FICO10.3%

TMO9.8%

DIS9.6%

INTU6.6%

MDLZ5.6%

PEP5.3%

PYPL5.2%

EBA4.7%

Others (18)9.3%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

No sector data available.

Position Sizing

Positions: 28Median: 0.77%Avg: 3.57%

0–0.5%

14(1.0%)

0.5–1%

0(0.0%)

1–3%

4(8.4%)

3–5%

1(4.7%)

5%+

9(85.9%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 28vs 20 funds

0%Low

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New0Increased0Decreased0Exited0

No position changes this quarter.

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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