Lindsell Train Ltd
London X0 · SEC CIK 0001484150
$26.29亿2026Q2 申报市值
28持仓数
90.7%前十大占比 · 第一大 17.5%
2 / 1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
KKR 新建仓+$6,128.88万
WMG 新建仓+$135.35万
VRSK 加仓+$19.75万
V 加仓+$6.86万
EFX 加仓+$4.76万
2026Q2 卖出最多 按季末市值估算
GOOGL 减仓-$1.49亿
EBAY 减仓-$9,068.33万
TKO 减仓-$7,058.05万
MDLZ 减仓-$5,763.82万
DIS 减仓-$5,761.15万
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 |
|---|---|---|---|---|---|---|---|---|
| GOOGL | ALPHABET INC | $4.60亿 | 17.49% | 1,286,845 | -417,794 | -24.5% | -$1.49亿 | 减仓 |
| TKO | TKO GROUP HOLDINGS INC | $4.23亿 | 16.07% | 2,098,862 | -350,606 | -14.3% | -$7,058.05万 | 减仓 |
| FICO | FAIR ISAAC CORP | $2.70亿 | 10.28% | 226,186 | -23,236 | -9.3% | -$2,776.19万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $2.58亿 | 9.81% | 514,512 | -102,699 | -16.6% | -$5,148.92万 | 减仓 |
| DIS | DISNEY WALT CO | $2.51亿 | 9.55% | 2,607,846 | -598,561 | -18.7% | -$5,761.15万 | 减仓 |
| INTU | INTUIT | $1.74亿 | 6.62% | 666,883 | -66,816 | -9.1% | -$1,743.90万 | 减仓 |
| MDLZ | MONDELEZ INTL INC | $1.48亿 | 5.64% | 2,565,453 | -996,511 | -28.0% | -$5,763.82万 | 减仓 |
| PEP | PEPSICO INC | $1.39亿 | 5.27% | 1,023,706 | -253,479 | -19.8% | -$3,432.11万 | 减仓 |
| PYPL | PAYPAL HLDGS INC | $1.37亿 | 5.19% | 3,162,672 | -1,016,951 | -24.3% | -$4,391.19万 | 减仓 |
| EBAY | EBAY INC. | $1.25亿 | 4.74% | 1,116,001 | -811,484 | -42.1% | -$9,068.33万 | 减仓 |
| MANU | MANCHESTER UTD PLC NEW | $6,325.12万 | 2.41% | 2,758,446 | -383,554 | -12.2% | -$879.49万 | 减仓 |
| KKR | KKR & CO INC | $6,128.88万 | 2.33% | 667,780 | 667,780 | — | $6,128.88万 | 新建仓 |
| BF/A | BROWN FORMAN CORP | $5,840.78万 | 2.22% | 2,134,789 | -450,433 | -17.4% | -$1,232.38万 | 减仓 |
| BF/B | BROWN FORMAN CORP | $3,675.90万 | 1.40% | 1,379,324 | -196,725 | -12.5% | -$524.27万 | 减仓 |
| V | VISA INC | $360.24万 | 0.14% | 10,500 | 200 | 1.9% | $6.86万 | 加仓 |
| SPGI | S&P GLOBAL INC | $301.37万 | 0.11% | 7,400 | 100 | 1.4% | $4.07万 | 加仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $259.95万 | 0.10% | 30,000 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO | $257.07万 | 0.10% | 7,600 | -1,400 | -15.6% | -$47.35万 | 减仓 |
| EFX | EQUIFAX INC | $187.29万 | 0.07% | 11,800 | 300 | 2.6% | $4.76万 | 加仓 |
| VRSK | VERISK ANALYTICS INC | $170.55万 | 0.06% | 9,500 | 1,100 | 13.1% | $19.75万 | 加仓 |
| CME | CME GROUP INC | $152.37万 | 0.06% | 6,900 | 0 | 0.0% | — | 不变 |
| ADBE | ADOBE INC | $143.51万 | 0.05% | 7,000 | 0 | 0.0% | — | 不变 |
| WMG | WARNER MUSIC GROUP CORP | $135.35万 | 0.05% | 50,000 | 50,000 | — | $135.35万 | 新建仓 |
| ORCL | ORACLE CORP | $131.90万 | 0.05% | 9,000 | 0 | 0.0% | — | 不变 |
| EL | LAUDER ESTEE COS INC | $118.42万 | 0.05% | 15,000 | 0 | 0.0% | — | 不变 |
| MSGK | MADISON SQUARE GRDN SPRT COR | $112.52万 | 0.04% | 2,800 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $97.52万 | 0.04% | 12,000 | 0 | 0.0% | — | 不变 |
| NKE | NIKE INC | $86.20万 | 0.03% | 21,000 | 200 | 1.0% | $8,210 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $0 | 0.00% | 0 | -10,000 | -100.0% | -$85.23万 | 清仓 |