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Lindsell Train
Lindsell Train
Portfolio Value: $4.24B
Holdings: 29
Period: Q2 2025
| Stock | MOI Signal Rank▼ | % of Portfolio▼ | Recent Activity▼ | Shares | Value▼ | Reported Price | Current Price | Change▼ |
|---|---|---|---|---|---|---|---|---|
| FICO | 8.6 | 9.61% | Buy | 223.1K | $407.8M | $1827.96 | $1126.00 | -38.4% |
| INTU | 7.8 | 12.36% | Buy | 665.8K | $524.4M | $787.63 | — | — |
| DIS | 7.7 | 11.95% | Buy | 4.09M | $506.9M | $124.01 | — | — |
| EBAY | 6.7 | 5.76% | Buy | 3.28M | $244.6M | $74.46 | — | — |
| GOOGL | 6.6 | 8.42% | Buy | 2.03M | $357.4M | $176.23 | $400.80 | +127.4% |
| BRO | 6.1 | 1.77% | Buy | 2.73M | $75.1M | $27.47 | — | — |
| BRO | 6.0 | 1.05% | Buy | 1.65M | $44.4M | $26.91 | — | — |
| AXP | 5.8 | 0.08% | Buy | 10.2K | $3.3M | $318.98 | — | — |
| EFX | 5.8 | 0.06% | Buy | 10.3K | $2.7M | $259.37 | — | — |
| CME | 5.8 | 0.05% | Buy | 7.4K | $2.0M | $275.62 | — | — |
| CL | 5.8 | 0.03% | Buy | 15.0K | $1.4M | $90.90 | — | — |
| COKE | 5.8 | 0.03% | Buy | 19.0K | $1.3M | $70.75 | — | — |
| EL | 5.8 | 0.03% | Buy | 14.4K | $1.2M | $80.80 | — | — |
| ADBE | 5.8 | 0.03% | Buy | 3.6K | $1.4M | $386.88 | — | — |
| MSGS | 5.8 | 0.02% | Buy | 3.3K | $690K | $208.95 | — | — |
| HSY | 5.8 | 0.02% | Buy | 5.1K | $846K | $165.95 | — | — |
| CP | 5.8 | 0.02% | Buy | 13.3K | $1.1M | $79.27 | $86.04 | +8.5% |