13F 机构持仓

Lindsell Train Ltd

London X0 · SEC CIK 0001484150

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$26.29亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

TKO 15.7%
GOOGL 15.6%
INTU 10.1%
DIS 9.9%
TMO 9.7%
FICO 8.5%
MDLZ 6.5%
PEP 6.3%
PYPL 6.0%
EBAY 5.6%

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%733,699 123,44820.2% $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 32,82915.2% $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 3003.0% $9.07万 加仓
SPGI S&P GLOBAL INC $310.50万0.10%7,300 5007.4% $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 00.0% — 不变
EFX EQUIFAX INC $207.08万0.07%11,500 5004.5% $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 1,70032.1% $41.32万 加仓
VRSK VERISK ANALYTICS INC $159.39万0.05%8,400 90012.0% $17.08万 加仓
ORCL ORACLE CORP $132.40万0.04%9,000 00.0% — 不变
NKE NIKE INC $109.87万0.04%20,800 4002.0% $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 $00.00%0 -12,000-100.0% -$122.86万 清仓