Michael Lindsell & Nick Train

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

Explore Michael Lindsell & Nick Train's largest investments on Profit.com, including companies like TKO Group Holdings, Inc., Intuit Inc, and Fair Isaac Corporation, and their significance in his portfolio.

Michael Lindsell & Nick Train’s portfolio updates are typically published quarterly through SEC 13F filings, which provide detailed information about their holdings, including recent buys and sells. Additionally, real-time updates on insider trades are available through Form 4 filings, offering a more timely view of their trading activity.

Michael Lindsell & Nick Train currently invests in companies such as TKO Group Holdings, Inc., Intuit Inc, and Fair Isaac Corporation, focusing on sectors like Communication Services and Consumer Defensive.

The largest holding in Michael Lindsell & Nick Train’s portfolio is TKO Group Holdings, Inc., accounting for 14.35% of their total investments.

One of Michael Lindsell & Nick Train’s most profitable investments is Oracle Corporation, which has generated a return of 58.10% over the past year.

As of 18 Jul 2025, Michael Lindsell & Nick Train’s portfolio is valued at approximately $3.61B, based on the latest filings available on Profit.com.

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You can follow Michael Lindsell & Nick Train’s portfolio updates on Profit.com, which provides notifications on the latest portfolio transactions as soon as they’re available.

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