Historical portfolio replay
Lindsell Train disclosure snapshot: 1 month replay
Six selected long equity positions from Lindsell Train’s June 30, 2026 SEC filing, covering software, healthcare equipment, and consumer businesses. The normalized subset is not the firm’s complete global portfolio or any manager’s personal account.
Historical close-price movement · weights applied once at the start · no trades or rebalancing.
Historical result
Replay the allocation in the app
The interactive replay calculates the available close-price history for each holding and shows the result when the data is available for the selected window.
Allocation
Lindsell Train disclosure snapshot holdings
| Ticker | Company | Weight |
|---|---|---|
| GOOGL | Alphabet Class A | 29.5% |
| FICO | Fair Isaac | 17.3% |
| TMO | Thermo Fisher Scientific | 16.5% |
| DIS | Walt Disney | 16.1% |
| INTU | Intuit | 11.1% |
| MDLZ | Mondelez International | 9.5% |
Method
How this historical replay works
Each allocation weight is applied once at the beginning of the selected window. The result is a close-price illustration—not a brokerage record, trade history, rebalancing plan, recommendation, or projection.
Source: SEC Form 13F-HR · Lindsell Train Ltd.
Snapshot date: 2026-06-30
Source reviewed: 2026-10-03
Weights normalize Alphabet Class A, Fair Isaac, Thermo Fisher, Disney, Intuit, and Mondelez. TKO is omitted because its current listing has less than five years of history; other smaller positions are outside the selection. Form 13F covers reportable securities, not the full global portfolio, cash, or short exposures.
Historical windows