StockDriftsStockDriftsTop 27 Lindsell Train Ltd Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| TKO | TKO GROUP HOLDINGS INC | 15.75% | 2.45M | $493.9M | -13.15%(-370.74K) | $96.26(+90.83%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 15.63% | 1.70M | $490.2M | -18.38%(-383.96K) | $168.62(+138.77%) | 2026-03-31 | |
| INTU | INTUIT | 10.11% | 733.7K | $317.2M | +20.23%(+123.45K) | $203.42(+82.73%) | 2026-03-31 | |
| DIS | DISNEY WALT CO | 9.85% | 3.21M | $309.0M | -7.91%(-275.42K) | $102.67(+2.17%) | 2026-03-31 | |
| TMO | THERMO FISHER SCIENTIFIC INC | 9.67% | 617.2K | $303.4M | -10.48%(-72.29K) | $515.03(-13.40%) | 2026-03-31 | |
| FICO | FAIR ISAAC CORP | 8.49% | 249.4K | $266.3M | +15.16%(+32.83K) | $568.54(+87.26%) | 2026-03-31 | |
| MDLZ | MONDELEZ INTL INC | 6.55% | 3.56M | $205.3M | -20.49%(-917.89K) | $42.19(+45.81%) | 2026-03-31 | |
| PEP | PEPSICO INC | 6.32% | 1.28M | $198.3M | -29.12%(-524.79K) | $109.59(+36.21%) | 2026-03-31 | |
| PYPL | PAYPAL HLDGS INC | 6.03% | 4.18M | $189.0M | -2.77%(-119.00K) | $69.20(-34.64%) | 2026-03-31 | |
| EBAY | EBAY INC. | 5.59% | 1.93M | $175.4M | -7.29%(-151.59K) | $30.28(+273.28%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +7.34% | +23.67% |
| Top 20 Holdings Unweighted | +5.07% | +15.99% |
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