Lindsell Train Ltd
London, X0 · CIK 1484150 · 13F filing filed 2025-01-21
SEC-registered investment adviser since 2011 · corporation
- Assets managed$9.3bn
- Staff30 · 6 in investment roles
- Main clients (by assets)Private funds 94%, Pension plans 6%
- Private funds2 · $305.1m gross assets
- Websitelindselltrain.com
- Form ADV · 2026-04-27SEC adviser record
- Legal entityLINDSELL TRAIN LIMITED (GB)
- KindFCA fund manager
- Others nearbyLondon
As an employer
- Offices in1 country
- Private fundsother private 2
In the UK
- FCA-authorised companies1
- Manages investmentsyes
- Runs fundsyes
- Retail clientsno, professional only
| Company | Staff |
|---|---|
| LINDSELL TRAIN LIMITED Private Limited CompanyFCA: Authorised · manages investments, manages AIFs, advises, deals |
Sources: Companies House (accounts filed electronically; the largest groups often file on paper, so their staff numbers can be missing), the UK gender pay gap service (employers with 250+ staff) and the FCA's Financial Services Register. Contains public sector information licensed under the Open Government Licence v3.0.
$4.0bn
reported value
-9.7% vs Q3 2024
28positions
95.1%in top 10
1 new
0 added
11 reduced
2 sold out
vs Q3 2024
Holdings, Q4 2024
The small lines show how much was held over the last 4 quarters (adjusted for stock splits).
| Security | Value | Change |
|---|---|---|
| TKO GROUP HOLDINGS INC TKO | $516.3m12.91% | Reduced -888.2k |
| FAIR ISAAC CORP FICO | $508.7m12.72% | Reduced -38.9k |
| MONDELEZ INTL INC MDLZ | $502.4m12.56% | Reduced -1.8m |
| DISNEY WALT CO DIS | $496.4m12.41% | Reduced -993.0k |
| INTUIT INTU | $483.7m12.09% | Reduced -146.6k |
| PEPSICO INC PEP | $388.7m9.72% | Reduced -213.3k |
| PAYPAL HLDGS INC PYPL | $365.5m9.14% | Reduced -309.1k |
| EBAY INC. EBAY | $225.9m5.65% | Reduced -461.9k |
| THERMO FISHER SCIENTIFIC INC TMO | $211.9m5.30% | New |
| BROWN FORMAN CORP BF.A | $105.4m2.63% | Reduced -77.8k |
| MANCHESTER UTD PLC NEW MANU | $100.2m2.50% | Reduced -595.0k |
| BROWN FORMAN CORP BF.B | $62.1m1.55% | Reduced -5.5k |
| VISA INC V | $3.5m0.09% | Unchanged |
| AMERICAN EXPRESS CO AXP | $3.4m0.09% | Unchanged |
| ALPHABET INC GOOG | $3.4m0.08% | Unchanged |
| ORACLE CORP ORCL | $3.2m0.08% | Unchanged |
| S&P GLOBAL INC SPGI | $2.9m0.07% | Unchanged |
| EQUIFAX INC EFX | $2.6m0.07% | Unchanged |
| VERISK ANALYTICS INC VRSK | $2.0m0.05% | Unchanged |
| CME GROUP INC CME | $2.0m0.05% | Unchanged |
| COLGATE PALMOLIVE CO CL | $1.8m0.05% | Unchanged |
| ADOBE INC ADBE | $1.6m0.04% | Unchanged |
| NIKE INC NKE | $1.5m0.04% | Unchanged |
| PRICE T ROWE GROUP INC TROW | $1.4m0.03% | Unchanged |
| COCA COLA CO KO | $1.3m0.03% | Unchanged |
| LAUDER ESTEE COS INC EL | $1.1m0.03% | Unchanged |
| HERSHEY CO HSY | $863.7k0.02% | Unchanged |
| MADISON SQUARE GRDN SPRT COR MSGS | $744.7k0.02% | Unchanged |
Sold out since Q3 2024
| Security | Value then |
|---|---|
| JOHNSON & JOHNSON JNJ | $982.9k6.1k shares |
| KENVUE INC KVUE | $340.9k14.7k shares |
Stakes above 5%
Companies where this manager has reported owning more than 5% of a class of shares, on Schedule 13D (may seek influence) or 13G (passive): its latest filing for each, from 19 Dec 2024 on.
| Company | Stake |
|---|---|
| MANCHESTER UTD PLC NEW MANU · 13G · filed 2026-01-06 | 6.4%≈ $82.5m |