Lindsell Train Portfolio Q2'2025: Top Holdings & Recent Changes
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Lindsell Train, a renowned investment firm, continues to refine its portfolio strategy in Q2 2025. Their portfolio reflects a disciplined approach to concentrated investing, with significant adjustments across key holdings. Notably, they have reduced positions in TKO Group Holdings Inc by 6.50%, Intuit by 10.15%, and Walt Disney Co by 4.52%. Conversely, they have significantly increased their stake in Alphabet Inc by 11,028.80% and Thermo Fisher Scientific Inc by 67.97%.
Portfolio Overview: Strategic Concentration
Portfolio Highlights (Q2 2025): - Market Value: $4,243.2B - Top 10 Holdings: 94.4% of the portfolio - Portfolio Size: 29 positions (no change) - Average Holding Period: 27 quarters - Turnover: 0.0%
Lindsell Train's portfolio is characterized by its concentrated strategy, with the top 10 holdings accounting for nearly 94.4% of the total portfolio value. This approach reflects a high-conviction investment philosophy, focusing on a few key positions rather than diversifying across many smaller ones. The lack of turnover indicates a long-term view, with positions held for an average of 27 quarters, demonstrating patience and commitment to their investment thesis.
Holdings Overview: Key Positions and Changes
The portfolio is anchored by significant holdings in TKO Group Holdings Inc 13.6%, Intuit 12.4%, and Walt Disney Co 11.9%. Despite reductions in these positions, they remain core to the portfolio. Conversely, the dramatic increase in Alphabet Inc 8.4% and Thermo Fisher Scientific Inc 8.2% highlights a strategic shift towards technology and healthcare sectors. Other notable positions include Fair Isaac Corp 9.6%, Mondelez Intl Inc 9.1%, PayPal Holdings Inc 7.9%, and PepsiCo Inc 7.6%.
What the Portfolio Reveals
Lindsell Train's recent moves suggest a strategic focus on sectors with strong growth potential, such as technology and healthcare. The significant increase in Alphabet Inc and Thermo Fisher Scientific Inc underscores this shift. The reductions in consumer-focused companies like Walt Disney Co and Mondelez Intl Inc may indicate a cautious stance on consumer discretionary spending.
Portfolio Concentration Analysis
| Position | Value | % of Portfolio | Recent Change |
|---|---|---|---|
| TKO GROUP HOLDINGS INC | $577.4B | 13.6% | Reduce 6.50% |
| INTUIT | $524.4B | 12.4% | Reduce 10.15% |
| DISNEY WALT CO | $506.9B | 11.9% | Reduce 4.52% |
| FAIR ISAAC CORP | $407.8B | 9.6% | Reduce 7.15% |
| MONDELEZ INTL INC | $385.0B | 9.1% | Reduce 5.14% |
| ALPHABET INC | $357.4B | 8.4% | Add 11,028.80% |
| THERMO FISHER SCIENTIFIC INC | $346.5B | 8.2% | Add 67.97% |
| PAYPAL HLDGS INC | $336.5B | 7.9% | Add 8.55% |
| PEPSICO INC | $320.5B | 7.6% | Reduce 1.10% |
| EBAY INC. | $244.6B | 5.8% | Reduce 2.53% |
The concentration of Lindsell Train's portfolio highlights their commitment to high-conviction investing. The top holdings are substantial, reflecting a belief in the long-term potential of these companies. The recent adjustments suggest a dynamic approach to portfolio management, balancing between established positions and new opportunities.
Investment Lessons from Lindsell Train
Lindsell Train's portfolio offers several key investment lessons: - Concentration Over Diversification: Their strategy emphasizes holding a few high-quality positions rather than spreading investments thinly across many stocks. - Long-Term View: The average holding period of 27 quarters demonstrates patience and a focus on long-term growth. - Sector Focus: The recent increases in technology and healthcare stocks highlight the importance of sector rotation in response to market trends.
Looking Ahead: What Comes Next?
As Lindsell Train continues to refine its portfolio, investors should watch for further strategic adjustments. The lack of turnover suggests a stable core, but the significant additions in tech and healthcare indicate a willingness to adapt to emerging opportunities. With no cash reported for new deployments, existing positions will likely remain the focus for the foreseeable future.
FAQ about Lindsell Train's Portfolio
Q: What is the significance of Lindsell Train's recent portfolio adjustments?
A: The adjustments reflect a strategic shift towards sectors with strong growth potential, such as technology and healthcare, while maintaining a core of established consumer and financial positions.
Q: How does Lindsell Train's portfolio concentration impact their investment strategy?
A: The concentration allows for a high-conviction approach, focusing on a few key positions that are believed to have significant long-term potential.
Q: How can investors track Lindsell Train's portfolio changes?
A: Investors can track changes through quarterly 13F filings and platforms like ValueSense, which provide detailed insights into superinvestor portfolios.
Q: What are the key sectors Lindsell Train is focusing on?
A: Currently, they are emphasizing technology and healthcare sectors, as evidenced by their recent additions in Alphabet Inc and Thermo Fisher Scientific Inc.
Q: How does the 45-day reporting lag of 13F filings affect tracking superinvestor portfolios?
A: The lag means that investors see portfolio changes after they have occurred, so it's essential to analyze historical trends and use tools like ValueSense to stay informed.
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