Institutional Manager · CIK 0001483866
Independent Franchise Partners LLP
London, X0 · File #028-13829
Latest AUM
$15.72B
Positions
27
Top-10 Concentration
55.6%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 202527 pos · $15.72B
- 13F HOLDINGS REPORTQ/E Sep 202529 pos · $15.17B
- 13F HOLDINGS REPORTQ/E Jun 202525 pos · $15.03B
- 13F HOLDINGS REPORTQ/E Mar 202525 pos · $14.02B
- 13F HOLDINGS REPORTQ/E Dec 202425 pos · $13.32B
- 13F HOLDINGS REPORTQ/E Sep 202425 pos · $11.34B
- 13F HOLDINGS REPORTQ/E Jun 202424 pos · $10.86B
- 13F HOLDINGS REPORTQ/E Mar 202423 pos · $12.09B
- 13F HOLDINGS REPORTQ/E Dec 202324 pos · $11.54B
- 13F HOLDINGS REPORTQ/E Sep 202324 pos · $11.95B
- 13F HOLDINGS REPORTQ/E Jun 202323 pos · $11.11B
- 13F HOLDINGS REPORTQ/E Mar 202324 pos · $10.20B
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | SOLVENTUM CORP | SOLV | 15,355,691 | $1.22B | 7.74% |
| 2 | BRISTOL-MYERS SQUIBB CO | CELG-RI | 20,828,148 | $1.12B | 7.14% |
| 3 | GARTNER INC | IT | 3,308,566 | $834.7M | 5.31% |
| 4 | KENVUE INC | KVUE | 48,146,476 | $830.5M | 5.28% |
| 5 | LAUDER ESTEE COS INC | 518439104 | 7,837,249 | $820.7M | 5.22% |
| 6 | LIVE NATION ENTERTAINMENT IN | LYV | 5,733,718 | $817.1M | 5.20% |
| 7 | TRANSUNION | TRU | 9,136,903 | $783.5M | 4.98% |
| 8 | INTERCONTINENTAL EXCHANGE IN | 45866F104 | 4,831,853 | $782.6M | 4.98% |
| 9 | NEWS CORP NEW | NWSLL | 29,934,048 | $781.9M | 4.97% |
| 10 | JOHNSON & JOHNSON | JNJ | 3,656,329 | $756.7M | 4.81% |
| 11 | ZILLOW GROUP INC | Z | 10,953,405 | $747.2M | 4.75% |
| 12 | AON PLC | AON | 2,115,523 | $746.5M | 4.75% |
| 13 | FOX CORP | FOX | 9,777,519 | $714.4M | 4.54% |
| 14 | CORTEVA INC | CTVA | 10,495,388 | $703.5M | 4.47% |
| 15 | AIRBNB INC | ABNB | 5,146,272 | $698.5M | 4.44% |
| 16 | EBAY INC. | EBAY | 7,748,177 | $674.9M | 4.29% |
| 17 | PHILIP MORRIS INTL INC | 718172109 | 3,823,728 | $613.3M | 3.90% |
| 18 | WARNER MUSIC GROUP CORP | WMG | 13,096,205 | $401.7M | 2.55% |
| 19 | WARNER BROS DISCOVERY INC | WBD | 12,697,174 | $365.9M | 2.33% |
| 20 | FOX CORP | FOX | 5,174,660 | $336.0M | 2.14% |