Not yet filed. No Q3 2026 Form 13F from Lindsell Train has been detected on SEC EDGAR yet. The deadline for the quarter ended Sep 30, 2026 is Monday, Nov 16, 2026.
From the fund's 2026 Q2 Form 13F (filed Jul 15, 2026) — the latest quarter fully processed on this site.
| Stock | Shares | Portfolio weight |
|---|---|---|
| GOOGL · Alphabet Inc. | 1,286,845 | 17.49% |
| TKO · TKO Group Holdings, Inc. | 2,098,862 | 16.07% |
| FICO · FAIR ISAAC CORP | 226,186 | 10.28% |
| TMO · THERMO FISHER SCIENTIFIC INC. | 514,512 | 9.81% |
| DIS · Walt Disney Co | 2,607,846 | 9.55% |
| INTU · INTUIT INC. | 666,883 | 6.62% |
| MDLZ · Mondelez International, Inc. | 2,565,453 | 5.64% |
| PEP · PEPSICO INC | 1,023,706 | 5.27% |
| PYPL · PayPal Holdings, Inc. | 3,162,672 | 5.19% |
| EBAY · EBAY INC | 1,116,001 | 4.74% |
Largest increase 2026 Q1 → 2026 Q2: VRSK (+13.1% of shares). New position in 2026 Q2: KKR (2.33% of the portfolio). Largest trim 2026 Q1 → 2026 Q2: EBAY (-42.1% of shares). Exited in 2026 Q2: CL.
Full record: Lindsell Train fund page · manager profile & 13F-clone record · Q3 2026 season tracker.
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