Lindsell Train Ltd
London X0 · SEC CIK 0001484150
$31.37亿2026Q1 申报市值
27持仓数
94.0%前十大占比 · 第一大 15.7%
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
INTU 加仓+$5,337.64万
FICO 加仓+$3,504.63万
ADBE 加仓+$41.32万
SPGI 加仓+$21.27万
VRSK 加仓+$17.08万
2026Q1 卖出最多 按季末市值估算
GOOGL 减仓-$1.10亿
PEP 减仓-$8,149.40万
TKO 减仓-$7,475.89万
MDLZ 减仓-$5,290.72万
TMO 减仓-$3,553.37万
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 |
|---|---|---|---|---|---|---|---|---|
| TKO | TKO GROUP HOLDINGS INC | $4.94亿 | 15.75% | 2,449,468 | -370,736 | -13.1% | -$7,475.89万 | 减仓 |
| GOOGL | ALPHABET INC | $4.90亿 | 15.63% | 1,704,639 | -383,959 | -18.4% | -$1.10亿 | 减仓 |
| INTU | INTUIT | $3.17亿 | 10.11% | 733,699 | 123,448 | 20.2% | $5,337.64万 | 加仓 |
| DIS | DISNEY WALT CO | $3.09亿 | 9.85% | 3,206,407 | -275,423 | -7.9% | -$2,654.53万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $3.03亿 | 9.67% | 617,211 | -72,292 | -10.5% | -$3,553.37万 | 减仓 |
| FICO | FAIR ISAAC CORP | $2.66亿 | 8.49% | 249,422 | 32,829 | 15.2% | $3,504.63万 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $2.05亿 | 6.55% | 3,561,964 | -917,890 | -20.5% | -$5,290.72万 | 减仓 |
| PEP | PEPSICO INC | $1.98亿 | 6.32% | 1,277,185 | -524,786 | -29.1% | -$8,149.40万 | 减仓 |
| PYPL | PAYPAL HLDGS INC | $1.89亿 | 6.03% | 4,179,623 | -118,995 | -2.8% | -$538.21万 | 减仓 |
| EBAY | EBAY INC. | $1.75亿 | 5.59% | 1,927,485 | -151,594 | -7.3% | -$1,379.81万 | 减仓 |
| BF/A | BROWN FORMAN CORP | $6,925.81万 | 2.21% | 2,585,222 | -157,518 | -5.7% | -$421.99万 | 减仓 |
| MANU | MANCHESTER UTD PLC NEW | $5,284.84万 | 1.68% | 3,142,000 | -454,500 | -12.6% | -$764.47万 | 减仓 |
| BF/B | BROWN FORMAN CORP | $4,167.07万 | 1.33% | 1,576,049 | -73,715 | -4.5% | -$194.90万 | 减仓 |
| V | VISA INC | $311.31万 | 0.10% | 10,300 | 300 | 3.0% | $9.07万 | 加仓 |
| SPGI | S&P GLOBAL INC | $310.50万 | 0.10% | 7,300 | 500 | 7.4% | $21.27万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $272.23万 | 0.09% | 9,000 | -800 | -8.2% | -$24.20万 | 减仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $235.98万 | 0.08% | 30,000 | 0 | 0.0% | — | 不变 |
| EFX | EQUIFAX INC | $207.08万 | 0.07% | 11,500 | 500 | 4.5% | $9.00万 | 加仓 |
| CME | CME GROUP INC | $203.79万 | 0.06% | 6,900 | -500 | -6.8% | -$14.77万 | 减仓 |
| ADBE | ADOBE INC | $170.16万 | 0.05% | 7,000 | 1,700 | 32.1% | $41.32万 | 加仓 |
| VRSK | VERISK ANALYTICS INC | $159.39万 | 0.05% | 8,400 | 900 | 12.0% | $17.08万 | 加仓 |
| ORCL | ORACLE CORP | $132.40万 | 0.04% | 9,000 | 0 | 0.0% | — | 不变 |
| NKE | NIKE INC | $109.87万 | 0.04% | 20,800 | 400 | 2.0% | $2.11万 | 加仓 |
| EL | LAUDER ESTEE COS INC | $107.66万 | 0.03% | 15,000 | -500 | -3.2% | -$3.59万 | 减仓 |
| KO | COCA COLA CO | $91.26万 | 0.03% | 12,000 | -5,000 | -29.4% | -$38.02万 | 减仓 |
| MSGK | MADISON SQUARE GRDN SPRT COR | $89.99万 | 0.03% | 2,800 | -500 | -15.2% | -$16.07万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $85.23万 | 0.03% | 10,000 | -4,600 | -31.5% | -$39.21万 | 减仓 |
| TROW | PRICE T ROWE GROUP INC | $0 | 0.00% | 0 | -12,000 | -100.0% | -$122.86万 | 清仓 |