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Michael Lindsell & Nick Train

Lindsell Train Ltd

·

CIK

1484150

Co-founders of Lindsell Train Limited, known for their focus on long-term, concentrated investments in high-quality companies with durable competitive advantages.

25 Apr 2026

Last Update

AUM
$3.14B
Holdings
28
ROI %
6.91%
QoQ%
-11.89%
Avg. Holding Period
6y
Michael Lindsell & Nick Train
Michael Lindsell & Nick Train

Sector Breakdown

Top Investments

Performance

Holdings

S&P 500

Stocks

28

Options

0
Ticker
Name
Shares
Shares value
% Portfolio
Change
Change %
History
Avg. Buy Price
Current price
Report Date
TK

TKO

TKO Group Holdings, Inc.
$84.1(139.77%)
31 Mar 2026
GO

GOOGL

Alphabet Inc Class A
$181.59(58.36%)
31 Mar 2026
IN

INTU

Intuit Inc
$189.22(128.51%)
31 Mar 2026
DI

DIS

Walt Disney Company
$104.27(-7.57%)
31 Mar 2026
TM

TMO

Thermo Fisher Scientific Inc
$471.1(4.34%)
31 Mar 2026
FI

FICO

Fair Isaac Corporation
$534.95(99.56%)
31 Mar 2026
MD

MDLZ

Mondelez International Inc
$42.7(34.99%)
31 Mar 2026
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