Independent Franchise Partners LLP
Institutional investor · Portfolio as of Q2 2026
Top Holdings26 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
BRISTOL-MYERS SQUIBB CO | 21.8M | $1.3B | 8.2% | $47.53 | +42.16% | 28 qtrssince 2019-Q3 | Increased 64 |
SOLVENTUM CORP-W/I | 16.2M | $1.2B | 8.2% | $74.51 | +22.84% | 8 qtrssince 2024-Q3 | Increased 65 |
LIVE NATION ENTERTAINMENT IN | 6M | $1.1B | 7.2% | $126.93 | +43.89% | 8 qtrssince 2024-Q3 | Increased 65 |
TRANSUNION | 14M | $1B | 6.6% | $83.30 | +1.44% | 18 qtrssince 2022-Q1 | Increased 72 |
KENVUE INC | 50.4M | $963.7M | 6.3% | $19.03 | +0.98% | 8 qtrssince 2024-Q3 | Increased 64 |
SALESFORCE.COM INC | 5.8M | $911.6M | 6.0% | $184.01 | +11.74% | 3 qtrssince 2025-Q4 | Increased 85 |
AON PLC | 2.6M | $878M | 5.8% | $277.17 | +27.71% | 24 qtrssince 2020-Q3 | Increased 64 |
NEWS CORP - CLASS A | 32.1M | $796.4M | 5.2% | $16.52 | +87.38% | 30 qtrssince 2019-Q1 | Increased 65 |
AIRBNB INC-CLASS A | 5.4M | $776.1M | 5.1% | $124.72 | +50.80% | 4 qtrssince 2025-Q3 | Increased 64 |
JOHNSON & JOHNSON | 3M | $772.9M | 5.1% | $135.79 | +98.84% | 30 qtrssince 2019-Q1 | Increased 64 |
GARTNER INC | 5.6M | $723.7M | 4.7% | $215.60 | -10.50% | 4 qtrssince 2025-Q3 | Increased 71 |
INTERCONTINENTALEXCHANGE GRO COM | 5.3M | $646.7M | 4.2% | $119.24 | +35.79% | 21 qtrssince 2021-Q2 | Increased 62 |
ZILLOW GROUP INC - C | 16.3M | $513.8M | 3.4% | $49.38 | -29.22% | 19 qtrssince 2021-Q4 | Increased 71 |
EBAY INC | 4.5M | $508.1M | 3.3% | $49.79 | +109.27% | 30 qtrssince 2019-Q1 | Decreased 0 |
PHILIP MORRIS INTERNATIONAL | 2.6M | $466.4M | 3.1% | $70.87 | +173.87% | 30 qtrssince 2019-Q1 | Increased 59 |
FOX CORP - CLASS A | 8.4M | $438.1M | 2.9% | $32.62 | +113.39% | 30 qtrssince 2019-Q1 | Increased 56 |
ESTEE LAUDER COMPANIES-CL A | 4.9M | $390.2M | 2.6% | $102.54 | +2.46% | 12 qtrssince 2023-Q3 | Decreased 0 |
OTIS WORLDWIDE CORP | 5.2M | $368.9M | 2.4% | $74.74 | -3.18% | 4 qtrssince 2025-Q3 | Increased 87 |
WARNER MUSIC GROUP CORP | 13M | $351.9M | 2.3% | $29.70 | — | 9 qtrssince 2024-Q2 | Decreased 0 |
FOX CORP - CLASS B | 5.5M | $256.8M | 1.7% | $33.84 | +83.91% | 13 qtrssince 2023-Q2 | Increased 51 |
Independent Franchise Partners LLP manages $15.2B across 26 positions as of Q2 2026. Top holdings: BMY (8.2%), SOLV (8.2%), LYV (7.2%). Fund DNA: Steady Compounder. HoldingsIntel Score: 5/5.0.
Increased 18, trimmed 8. Top move: OTIS (INCREASED, conviction 87). Portfolio: $15.2B across 26 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
Similar Funds
Funds with similar investing DNA
Explore More
Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Continue exploring
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR