Independent Franchise Partners LLP
London X0 · SEC CIK 0001483866
$142.90亿2026Q1 申报市值
26持仓数
61.4%前十大占比 · 第一大 9.0%
0 / 1新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
CRM 加仓+$6.53亿
TRU 加仓+$2.07亿
IT 加仓+$2.05亿
AON 加仓+$1.53亿
Z 加仓+$9,285.77万
2026Q1 卖出最多 按季末市值估算
CTVA 减仓-$7.79亿
PM 减仓-$2.09亿
JNJ 减仓-$1.67亿
RBA 清仓-$1.18亿
WARNER BROS DISC 减仓-$1.10亿
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| BMY | BRISTOL-MYERS SQUIBB CO | $12.90亿 | 9.03% | 21,275,474 | 447,326 | 2.1% | $2,713.03万 | 加仓 |
| SOLV | SOLVENTUM CORP | $10.27亿 | 7.19% | 15,733,495 | 377,804 | 2.5% | $2,467.06万 | 加仓 |
| LYV | LIVE NATION ENTERTAINMENT IN | $8.94亿 | 6.26% | 5,864,757 | 131,039 | 2.3% | $1,998.48万 | 加仓 |
| KVUE | KENVUE INC | $8.48亿 | 5.94% | 49,208,848 | 1,062,372 | 2.2% | $1,831.53万 | 加仓 |
| TRU | TRANSUNION | $8.39亿 | 5.87% | 12,131,944 | 2,995,041 | 32.8% | $2.07亿 | 加仓 |
| AON | AON PLC | $8.35亿 | 5.85% | 2,588,002 | 472,479 | 22.3% | $1.53亿 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $7.79亿 | 5.45% | 4,955,192 | 123,339 | 2.6% | $1,939.88万 | 加仓 |
| NWSA | NEWS CORP NEW | $7.71亿 | 5.40% | 30,924,574 | 990,526 | 3.3% | $2,469.38万 | 加仓 |
| CRM | SALESFORCE INC | $7.53亿 | 5.27% | 4,035,050 | 3,497,051 | 650.0% | $6.53亿 | 加仓 |
| IT | GARTNER INC | $7.28亿 | 5.10% | 4,600,771 | 1,292,205 | 39.1% | $2.05亿 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $7.26亿 | 5.08% | 2,971,436 | -684,893 | -18.7% | -$1.67亿 | 减仓 |
| ABNB | AIRBNB INC | $6.66亿 | 4.66% | 5,275,661 | 129,389 | 2.5% | $1,633.92万 | 加仓 |
| EBAY | EBAY INC. | $6.16亿 | 4.31% | 6,772,232 | -975,945 | -12.6% | -$8,883.05万 | 减仓 |
| Z | ZILLOW GROUP INC | $5.46亿 | 3.82% | 13,197,429 | 2,244,024 | 20.5% | $9,285.77万 | 加仓 |
| FOXA | FOX CORP | $4.77亿 | 3.34% | 8,174,694 | -1,602,825 | -16.4% | -$9,360.50万 | 减仓 |
| EL | LAUDER ESTEE COS INC | $4.76亿 | 3.33% | 6,628,540 | -1,208,709 | -15.4% | -$8,674.90万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $4.23亿 | 2.96% | 2,560,566 | -1,263,162 | -33.0% | -$2.09亿 | 减仓 |
| WMG | WARNER MUSIC GROUP CORP | $3.33亿 | 2.33% | 13,034,254 | -61,951 | -0.5% | -$158.22万 | 减仓 |
| FOX | FOX CORP | $2.82亿 | 1.97% | 5,307,881 | 133,221 | 2.6% | $707.40万 | 加仓 |
| NWS | NEWS CORP NEW | $2.60亿 | 1.82% | 9,111,760 | -49,695 | -0.5% | -$141.68万 | 减仓 |
| — | WARNER BROS DISCOVERY INC | $2.39亿 | 1.67% | 8,697,730 | -3,999,444 | -31.5% | -$1.10亿 | 减仓 |
| ZG | ZILLOW GROUP INC | $1.13亿 | 0.79% | 2,738,482 | 713,926 | 35.3% | $2,954.94万 | 加仓 |
| CTVA | CORTEVA INC | $9,952.25万 | 0.70% | 1,188,896 | -9,306,492 | -88.7% | -$7.79亿 | 减仓 |
| RYAN | RYAN SPECIALTY HOLDINGS INC | $9,517.56万 | 0.67% | 2,820,854 | 705,541 | 33.4% | $2,380.50万 | 加仓 |
| TKO | TKO GROUP HOLDINGS INC | $9,227.50万 | 0.65% | 457,600 | -28,232 | -5.8% | -$569.30万 | 减仓 |
| OTIS | OTIS WORLDWIDE CORP | $7,725.60万 | 0.54% | 1,002,284 | -61,865 | -5.8% | -$476.86万 | 减仓 |
| RBA | RB GLOBAL INC | $0 | 0.00% | 0 | -1,151,798 | -100.0% | -$1.18亿 | 清仓 |