Historical portfolio replay
Lindsell Train disclosure snapshot: 6 months 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
What $10,000 would have become
- Estimated value
- $10,147
- Historical change
- +1.5%
- Data through
- Oct 9, 2026
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