Independent Franchise Partners LLP
Institutional investor · Portfolio as of Q1 2023
Top Holdings23 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
| 14.9M | $836M | 7.5% | $54.18 | — | 7 qtrssince 2021-Q3 | Increased 100 | |
BRISTOL-MYERS SQUIBB CO | 11.8M | $816.8M | 7.4% | $45.81 | +29.16% | 15 qtrssince 2019-Q3 | Decreased 0 |
SALESFORCE.COM INC | 3.9M | $785.8M | 7.1% | $190.77 | +1.82% | 5 qtrssince 2022-Q1 | Increased 71 |
ORACLE CORP | 8M | $742.6M | 6.7% | $53.09 | +64.45% | 17 qtrssince 2019-Q1 | Decreased 0 |
BOOKING HOLDINGS INC | 264,143 | $700.6M | 6.3% | $71.05 | +46.58% | 17 qtrssince 2019-Q1 | Increased 66 |
FOX CORP - CLASS A | 19M | $645.5M | 5.8% | $32.05 | +1.67% | 17 qtrssince 2019-Q1 | Decreased 0 |
AON PLC | 2M | $642.2M | 5.8% | $199.19 | +54.72% | 11 qtrssince 2020-Q3 | Decreased 0 |
ZILLOW GROUP INC - C | 13.7M | $608.1M | 5.5% | $54.84 | -21.81% | 6 qtrssince 2021-Q4 | Decreased 0 |
PHILIP MORRIS INTERNATIONAL | 6.2M | $604.8M | 5.4% | $60.03 | +42.09% | 17 qtrssince 2019-Q1 | Decreased 0 |
ELECTRONIC ARTS INC | 4.5M | $545.3M | 4.9% | $109.02 | +7.68% | 17 qtrssince 2019-Q1 | Increased 59 |
INTERCONTINENTALEXCHANGE GRO COM | 5.1M | $527.2M | 4.7% | $111.63 | -11.10% | 8 qtrssince 2021-Q2 | Increased 59 |
NEWS CORP - CLASS A | 29.8M | $514M | 4.6% | $12.38 | +34.38% | 17 qtrssince 2019-Q1 | Increased 65 |
CORTEVA INC | 8.2M | $493.1M | 4.4% | $26.74 | +117.61% | 14 qtrssince 2019-Q4 | Decreased 0 |
EBAY INC | 10.5M | $466.9M | 4.2% | $43.38 | -3.89% | 17 qtrssince 2019-Q1 | Increased 59 |
TRANSUNION | 6.9M | $426.1M | 3.8% | $88.12 | -31.22% | 5 qtrssince 2022-Q1 | Decreased 0 |
MICROSOFT CORP | 1.4M | $418M | 3.8% | $115.46 | +140.88% | 17 qtrssince 2019-Q1 | Decreased 0 |
S&P GLOBAL INC | 1.1M | $382.3M | 3.4% | $276.88 | +20.55% | 17 qtrssince 2019-Q1 | Decreased 0 |
JOHNSON & JOHNSON | 2.4M | $376.5M | 3.4% | $116.71 | +20.86% | 17 qtrssince 2019-Q1 | Decreased 0 |
NEWS CORP - CLASS B | 12.6M | $220.3M | 2.0% | $13.05 | +28.61% | 17 qtrssince 2019-Q1 | Increased 50 |
WORLD WRESTLING FED ENTMNT | 1.6M | $150M | 1.4% | — | — | 13 qtrssince 2020-Q1 | Decreased 0 |
Independent Franchise Partners LLP manages $11.1B across 23 positions as of Q1 2023. Top holdings: RITCHIE BROS AUCTIONEERS (7.5%), BMY (7.4%), CRM (7.1%). Fund DNA: Concentrated Value. HoldingsIntel Rating: 2.5/5.0.
Added 1 new position, exited 2, increased 8, trimmed 14. Top move: CRM (INCREASED, conviction 71). Portfolio: $11.1B across 23 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer