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.
23 Jul 2024
Останнє Оновлення
Активи Під Управлінням
$4.33BВолодіння
30Повернення %
20.78%QoQ%
11.05%Середній Період Утримання
5y
Розподіл по Секторах
Найкращі Інвестиції
Продуктивність
Володіння
S&P 500
Акції
30
Опції
0
Тікер
Ім'я
Акції
Вартість акцій
% Портфеля
Зміна
Зміна %
Історія
Середня Ціна Покупки
Поточна Ціна
Дата звіту
MDLZ
Mondelez International Inc
11.59M
$786.11M
18.14%
-2.69M
-18.85%
$42.7(58.88%)
$67.84
30 Jun 2024
FICO
Fair Isaac Corporation
448.42K
$653.7M
15.08%
-61.39K
-12.04%
$454.23(220.94%)
$1.46K
30 Jun 2024
INTU
Intuit Inc
937.8K
$591.01M
13.63%
-43.2K
-4.40%
$140.03(350.05%)
$630.21
30 Jun 2024
TKO
TKO Group Holdings, Inc.
5.07M
$543.25M
12.53%
-436.71K
-7.93%
$84.1(27.34%)
$107.09
30 Jun 2024
DIS
Walt Disney Company
4.89M
$499.74M
11.53%
-166.2K
-3.29%
$105.2(-2.86%)
$102.19
30 Jun 2024
PEP
PepsiCo Inc
2.8M
$469.25M
10.83%
-213.47K
-7.08%
$119.76(39.77%)
$167.39
30 Jun 2024
PYPL
PayPal Holdings Inc
4.61M
$273.79M
6.32%
-173.5K
-3.62%
$69.5(-14.62%)
$59.34
30 Jun 2024
EBAY
eBay Inc
4.38M
$236.13M
5.45%
-307K
-6.56%
$31.22(72.84%)
$53.96
30 Jun 2024
BF-A
Brown-Forman Corporation
2.84M
$122.73M
2.83%
-
-
$39.81(8.41%)
$43.16
30 Jun 2024
MANU
Manchester United Ltd
7.13M
$114.81M
2.65%
-585.52K
-7.59%
$18.91(-14.86%)
$16.1
30 Jun 2024
BF-B
Brown-Forman Corporation
290.31K
$12.54M
0.29%
-
-
$53.65(-19.46%)
$43.21
30 Jun 2024
GOOG
Alphabet Inc Class C
16.85K
$3.1M
0.07%
-
-
$139.71(31.72%)
$184.03
30 Jun 2024
AXP
American Express Company
11.6K
$2.68M
0.06%
-
-
$95.17(142.35%)
$230.64
30 Jun 2024
ORCL
Oracle Corporation
19.2K
$2.67M
0.06%
-
-
$56.45(146.48%)
$139.14
30 Jun 2024
SPGI
S&P Global Inc
5.9K
$2.65M
0.06%
-
-
$347.69(29.05%)
$448.7
30 Jun 2024
EFX
Equifax Inc
10.3K
$2.45M
0.06%
-
-
$177.44(33.81%)
$237.43
30 Jun 2024
V
Visa Inc. Class A
7.7K
$2.11M
0.05%
-
-
$197.78(38.41%)
$273.74
30 Jun 2024
VRSK
Verisk Analytics Inc
7.3K
$1.99M
0.05%
-
-
$174.87(55.69%)
$272.25
30 Jun 2024
CL
Colgate-Palmolive Company
20.1K
$1.98M
0.05%
-
-
$73.74(33.84%)
$98.69
30 Jun 2024
ADBE
Adobe Systems Incorporated
3.56K
$1.88M
0.04%
-
-
$419.18(25.69%)
$526.88
30 Jun 2024
12572Q
Cme group inc
8.6K
$1.67M
0.04%
-
-
$170.8(13.62%)
$194.06
30 Jun 2024
NKE
Nike Inc
15.9K
$1.51M
0.03%
-
-
$99.6(-4.83%)
$94.79
30 Jun 2024
