Independent Franchise Partners LLP 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
IF Independent Franchise Partners LLP | Institutional Filer | ▼ 9.12% | $14.29B | 26 |
Current Portfolio Holdings
Showing all 26 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | BMY | Bristol-Myers Squibb Company | Healthcare | 21.3M | $1.29B | 9.03% |
| 2 | SOLV | Solventum Corporation | Healthcare | 15.7M | $1.03B | 7.19% |
| 3 | LYV | Live Nation Entertainment, Inc. | Communication Services | 5.9M | $894.4M | 6.26% |
| 4 | KVUE | Kenvue Inc. | Consumer Defensive | 49.2M | $848.4M | 5.94% |
| 5 | TRU | TransUnion | Industrials | 12.1M | $839.4M | 5.87% |
| 6 | AON | Aon plc | Financial Services | 2.6M | $835.4M | 5.85% |
| 7 | ICE | Intercontinental Exchange, Inc. | Financial Services | 5.0M | $779.4M | 5.45% |
| 8 | NWSA | News Corporation | Communication Services | 30.9M | $770.9M | 5.40% |
| 9 | CRM | Salesforce, Inc. | Technology | 4.0M | $753.2M | 5.27% |
| 10 | IT | Gartner, Inc. | Technology | 4.6M | $728.5M | 5.10% |
| 11 | JNJ | Johnson & Johnson | Healthcare | 3.0M | $726.3M | 5.08% |
| 12 | ABNB | Airbnb, Inc. | Consumer Cyclical | 5.3M | $666.2M | 4.66% |
| 13 | EBAY | eBay Inc. | Consumer Cyclical | 6.8M | $616.4M | 4.31% |
| 14 | Z | Zillow Group, Inc. Class C | Communication Services | 13.2M | $546.1M | 3.82% |
| 15 | FOXA | Fox Corporation | Communication Services | 8.2M | $477.4M | 3.34% |
Showing 1 to 15 of 26 holdings