Lindsell Train 2026Q1 13F 持仓
Lindsell Train 林德塞尔 & 特雷恩 组合详情。
组合市值：$3,136,812,519；当前持仓：27；上一报告期：2025-12-31
| # | Ticker | Name | Market Value | Shares | Weight | Status |
|---|---|---|---|---|---|---|
| 1 | TKO | TKO Group Holdings, Inc. | $493,935,222 | 2449468 | 15.75% | 持有 |
| 2 | GOOGL | 谷歌A | $490,185,991 | 1704639 | 15.63% | 持有 |
| 3 | INTU | 财捷集团 | $317,236,774 | 733699 | 10.11% | 持有 |
| 4 | DIS | 迪士尼 | $309,033,507 | 3206407 | 9.85% | 持有 |
| 5 | TMO | 赛默飞 | $303,377,723 | 617211 | 9.67% | 持有 |
| 6 | FICO | Fair Isaac Corp. | $266,267,962 | 249422 | 8.49% | 持有 |
| 7 | MDLZ | 亿滋国际 | $205,311,605 | 3561964 | 6.55% | 持有 |
| 8 | PEP | 百事可乐 | $198,334,059 | 1277185 | 6.32% | 持有 |
| 9 | PYPL | PayPal | $189,044,348 | 4179623 | 6.03% | 持有 |
| 10 | EBAY | eBay | $175,439,685 | 1927485 | 5.59% | 持有 |
| 11 | BRO | 布朗保险经纪 | $69,258,097 | 2585222 | 2.21% | 持有 |
| 12 | MANU | 曼联 | $52,848,440 | 3142000 | 1.68% | 持有 |
| 13 | BRO | 布朗保险经纪 | $41,670,736 | 1576049 | 1.33% | 持有 |
| 14 | V | 维萨 | $3,113,072 | 10300 | 0.1% | 持有 |
| 15 | SPGI | 标普全球 | $3,104,982 | 7300 | 0.1% | 持有 |
| 16 | AXP | 美国运通 | $2,722,320 | 9000 | 0.09% | 持有 |
| 17 | CP | 加拿大太平洋铁路 | $2,359,800 | 30000 | 0.08% | 持有 |
| 18 | EFX | 艾可菲 | $2,070,805 | 11500 | 0.07% | 持有 |
| 19 | CME | 美国芝加哥商品交易所集团 | $2,037,915 | 6900 | 0.06% | 持有 |
| 20 | ADBE | Adobe | $1,701,560 | 7000 | 0.05% | 持有 |
| 21 | VRSK | Verisk Analytics, Inc. | $1,593,900 | 8400 | 0.05% | 持有 |
| 22 | ORCL | 甲骨文 | $1,323,990 | 9000 | 0.04% | 持有 |
| 23 | NKE | 耐克 | $1,098,656 | 20800 | 0.04% | 持有 |
| 24 | EL | 雅诗兰黛 | $1,076,550 | 15000 | 0.03% | 持有 |
| 25 | KO | 可口可乐 | $912,600 | 12000 | 0.03% | 持有 |
| 26 | MSGS | Madison Square Garden Sports Corp. | $899,920 | 2800 | 0.03% | 持有 |
| 27 | CL | 高露洁棕榄 | $852,300 | 10000 | 0.03% | 持有 |
清仓股票
- TROW - 普信