Independent Franchise Partners LLP
Independent Franchise Partners LLP reported 26 holdings worth US$15.2B as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 13, 2026
Independent Franchise Partners LLP reported 26 holdings worth US$15.2B as of Jun 30, 2026. Largest: Bristol-myers Squibb Company, Solventum Corporation and Live Nation Entertainment, Inc. Filed Aug 13, 2026 (Form 13F).
- Holdings
- 26
- Value as reported
- US$15.2B
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Bristol-myers Squibb Company | 21.8M | US$1.26B | 8.2% |
| Solventum Corporation | 16.2M | US$1.25B | 8.2% |
| Live Nation Entertainment, Inc. | 6.01M | US$1.1B | 7.2% |
| News Corporation | 42.3M | US$1.05B | 6.9% |
| Transunion | 14M | US$1.01B | 6.6% |
| Kenvue Inc. | 50.4M | US$964M | 6.3% |
| Salesforce, Inc. | 5.82M | US$912M | 6.0% |
| Airbnb, Inc. | 5.42M | US$776M | 5.1% |
| Johnson & Johnson | 3.04M | US$773M | 5.1% |
| Gartner, Inc. | 5.58M | US$724M | 4.7% |
| Fox Corporation | 13.3M | US$695M | 4.6% |
| Intercontinental Exchange Inc. | 5.25M | US$647M | 4.2% |
| Zillow Group, Inc. | 20M | US$629M | 4.1% |
| Ebay Inc. | 4.55M | US$508M | 3.3% |
| Philip Morris International Inc | 2.58M | US$466M | 3.1% |
| Estee Lauder Companies, Inc. (the) | 4.94M | US$390M | 2.6% |
| Otis Worldwide Corporation | 5.15M | US$369M | 2.4% |
| Warner Music Group Corp. | 13M | US$352M | 2.3% |
| Warner Bros. Discovery, Inc. - Series A | 8.16M | US$217M | 1.4% |
| Ryan Specialty Holdings, Inc. | 2.65M | US$99.9M | 0.66% |
| Corteva, Inc. | 1.12M | US$94.4M | 0.62% |
| Tko Group Holdings, Inc. | 429K | US$86.4M | 0.57% |