Data as of Q4 2025 (Dec 31, 2025)

Lindsell Train Ltd

Ray Dalio•CIK: 1484150•Filing: Q4 2025

Lindsell Train Ltd, managed by renowned investor Ray Dalio, holds a $3.9 billion portfolio with a concentrated strategy, currently featuring 28 positions with significant stakes in tech and consumer sectors. Recent notable moves include reducing positions in Oracle by 31% and Mondelez by 23%, reflecting a strategic shift away from these holdings.

Total AUM
$3.9B
QoQ Performance
-3.3%
Positions
27
Top 10 Concentration
94.9%
Latest Filing
Q4 2025

Top Holdings Allocation

GOOGL
TKO
INTU
TMO
DIS
FICO
PEP
PYPL
GOOGL16.6%
TKO14.9%
INTU10.3%
TMO10.1%
DIS10.0%
FICO9.3%
PEP6.6%
PYPL6.4%

📈 Biggest Buys

ADBE
ADOBE INC
+17.8%
0.0% of portfolio
SPGI
S&P GLOBAL INC
+4.6%
0.1% of portfolio
CP
CANADIAN PACIFIC KANSAS CITY
+5.3%
0.1% of portfolio
EFX
EQUIFAX INC
+4.8%
0.1% of portfolio

📉 Biggest Sells

TMO
THERMO FISHER SCIENTIFIC INC
-15.7%
10.1% of portfolio
PEP
PEPSICO INC
-18.2%
6.6% of portfolio
GOOGL
ALPHABET INC
-6.5%
16.6% of portfolio
EBA
EBAY INC.
-15.3%
4.6% of portfolio
MDLZ
MONDELEZ INTL INC
-10.9%
6.1% of portfolio

Sector Breakdown

Other40.0%
Technology26.9%
Consumer Staples12.7%
Healthcare10.1%
Communication10.0%
Financial0.2%
Consumer0.0%

Changes from Q3 2025

↑4 increased
↓14 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

📌 Top Holdings

GOOGL16.6%
ALPHABET INC
$653.7M
TKO14.9%
TKO GROUP HOLDINGS INC
$589.4M
INTU10.3%
INTUIT
$404.2M
TMO10.1%
THERMO FISHER SCIENTIFIC INC
$399.5M
DIS10.0%
DISNEY WALT CO
$396.1M

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