Independent Franchise Partners LLP
London X0 · SEC CIK 0001483866
$152.42亿2026Q2 申报市值
26持仓数
63.7%前十大占比 · 第一大 8.2%
0 / 0新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
OTIS 加仓+$2.97亿
CRM 加仓+$2.79亿
TRU 加仓+$1.33亿
IT 加仓+$1.27亿
Z 加仓+$9,781.68万
2026Q2 卖出最多 按季末市值估算
EBAY 减仓-$2.49亿
EL 减仓-$1.33亿
WARNER BROS DISC 减仓-$1,439.10万
RYAN 减仓-$661.05万
CTVA 减仓-$624.88万
2026Q2 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| TKO | TKO GROUP HOLDINGS INC | $8,638.05万 | 0.57% | 429,092 | -28,508 | -6.2% | -$573.89万 | 减仓 |
| CTVA | CORTEVA INC | $9,443.88万 | 0.62% | 1,115,112 | -73,784 | -6.2% | -$624.88万 | 减仓 |
| RYAN | RYAN SPECIALTY HOLDINGS INC | $9,990.50万 | 0.66% | 2,645,789 | -175,065 | -6.2% | -$661.05万 | 减仓 |
| ZG | ZILLOW GROUP INC | $1.15亿 | 0.76% | 3,672,937 | 934,455 | 34.1% | $2,931.39万 | 加仓 |
| — | WARNER BROS DISCOVERY INC | $2.17亿 | 1.43% | 8,157,933 | -539,797 | -6.2% | -$1,439.10万 | 减仓 |
| NWS | NEWS CORP NEW | $2.53亿 | 1.66% | 9,023,857 | -87,903 | -1.0% | -$246.66万 | 减仓 |
| FOX | FOX CORP | $2.57亿 | 1.68% | 5,482,675 | 174,794 | 3.3% | $818.74万 | 加仓 |
| WMG | WARNER MUSIC GROUP CORP | $3.52亿 | 2.31% | 12,997,804 | -36,450 | -0.3% | -$98.67万 | 减仓 |
| OTIS | OTIS WORLDWIDE CORP | $3.69亿 | 2.42% | 5,152,104 | 4,149,820 | 414.0% | $2.97亿 | 加仓 |
| EL | LAUDER ESTEE COS INC | $3.90亿 | 2.56% | 4,941,737 | -1,686,803 | -25.4% | -$1.33亿 | 减仓 |
| FOXA | FOX CORP | $4.38亿 | 2.87% | 8,398,658 | 223,964 | 2.7% | $1,168.20万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $4.66亿 | 3.06% | 2,578,328 | 17,762 | 0.7% | $321.33万 | 加仓 |
| EBAY | EBAY INC. | $5.08亿 | 3.33% | 4,546,653 | -2,225,579 | -32.9% | -$2.49亿 | 减仓 |
| Z | ZILLOW GROUP INC | $5.14亿 | 3.37% | 16,300,754 | 3,103,325 | 23.5% | $9,781.68万 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $6.47亿 | 4.24% | 5,253,130 | 297,938 | 6.0% | $3,667.91万 | 加仓 |
| IT | GARTNER INC | $7.24亿 | 4.75% | 5,582,962 | 982,191 | 21.3% | $1.27亿 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $7.73亿 | 5.07% | 3,043,186 | 71,750 | 2.4% | $1,822.23万 | 加仓 |
| ABNB | AIRBNB INC | $7.76亿 | 5.09% | 5,423,764 | 148,103 | 2.8% | $2,119.35万 | 加仓 |
| NWSA | NEWS CORP NEW | $7.96亿 | 5.22% | 32,074,535 | 1,149,961 | 3.7% | $2,855.35万 | 加仓 |
| AON | AON PLC | $8.78亿 | 5.76% | 2,646,943 | 58,941 | 2.3% | $1,955.01万 | 加仓 |
| CRM | SALESFORCE INC | $9.12亿 | 5.98% | 5,818,837 | 1,783,787 | 44.2% | $2.79亿 | 加仓 |
| KVUE | KENVUE INC | $9.64亿 | 6.32% | 50,427,994 | 1,219,146 | 2.5% | $2,329.79万 | 加仓 |
| TRU | TRANSUNION | $10.08亿 | 6.61% | 13,976,652 | 1,844,708 | 15.2% | $1.33亿 | 加仓 |
| LYV | LIVE NATION ENTERTAINMENT IN | $11.01亿 | 7.22% | 6,013,439 | 148,682 | 2.5% | $2,722.52万 | 加仓 |
| SOLV | SOLVENTUM CORP | $12.48亿 | 8.18% | 16,170,038 | 436,543 | 2.8% | $3,367.93万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $12.56亿 | 8.24% | 21,792,841 | 517,367 | 2.4% | $2,981.07万 | 加仓 |