13F HOLDINGS REPORT
Independent Franchise Partners LLP
Quarter ended Q2 2023 · Filed May 12, 2023 · Accession 0001172661-23-002037
Total Value
$11.11B
Positions
23
Other Managers
0
Confidential Omitted
No
Holdings (23)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | RITCHIE BROS AUCTIONEERS | 767744105 | 14,851,085 | $836.0M | 7.52% |
| 2 | BRISTOL-MYERS SQUIBB CO | CELG-RI | 11,784,232 | $816.8M | 7.35% |
| 3 | SALESFORCE INC | CRM | 3,933,257 | $785.8M | 7.07% |
| 4 | ORACLE CORP | ORCL-PD | 7,991,876 | $742.6M | 6.68% |
| 5 | BOOKING HOLDINGS INC | BKNG | 264,143 | $700.6M | 6.31% |
| 6 | FOX CORP | FOX | 18,957,623 | $645.5M | 5.81% |
| 7 | AON PLC | AON | 2,036,733 | $642.2M | 5.78% |
| 8 | ZILLOW GROUP INC | Z | 13,675,475 | $608.1M | 5.47% |
| 9 | PHILIP MORRIS INTL INC | 718172109 | 6,219,158 | $604.8M | 5.44% |
| 10 | ELECTRONIC ARTS INC | EA | 4,527,292 | $545.3M | 4.91% |
| 11 | INTERCONTINENTAL EXCHANGE IN | 45866F104 | 5,054,837 | $527.2M | 4.74% |
| 12 | NEWS CORP NEW | NWSLL | 29,764,842 | $514.0M | 4.63% |
| 13 | CORTEVA INC | CTVA | 8,176,471 | $493.1M | 4.44% |
| 14 | EBAY INC. | EBAY | 10,523,016 | $466.9M | 4.20% |
| 15 | TRANSUNION | TRU | 6,856,635 | $426.1M | 3.83% |
| 16 | MICROSOFT CORP | MSFT | 1,449,827 | $418.0M | 3.76% |
| 17 | S&P GLOBAL INC | SPGI | 1,108,862 | $382.3M | 3.44% |
| 18 | JOHNSON & JOHNSON | JNJ | 2,429,199 | $376.5M | 3.39% |
| 19 | NEWS CORP NEW | NWSLL | 12,637,239 | $220.3M | 1.98% |
| 20 | WORLD WRESTLING ENTMT INC | 98156Q108 | 1,643,705 | $150.0M | 1.35% |
| 21 | ZILLOW GROUP INC | Z | 2,368,290 | $103.5M | 0.93% |
| 22 | ALPHABET INC | GOOG | 578,295 | $60.0M | 0.54% |
| 23 | NEW YORK TIMES CO | NYT | 1,166,071 | $45.3M | 0.41% |