Independent Franchise Partners LLP
Institutional investor · Portfolio as of Q1 2026
Top Holdings26 positions
BRISTOL-MYERS SQUIBB CO | 21.3M | $1.3B | 9.0% | $47.30 | +25.50% | 27 qtrssince 2019-Q3 | Increased 64 |
SOLVENTUM CORP | 15.7M | $1B | 7.2% | $74.44 | -4.87% | 7 qtrssince 2024-Q3 | Increased 64 |
LIVE NATION ENTERTAINMENT IN | 5.9M | $894.4M | 6.3% | $125.56 | +21.46% | 7 qtrssince 2024-Q3 | Increased 64 |
KENVUE INC | 49.2M | $848.4M | 5.9% | $18.81 | -11.50% | 7 qtrssince 2024-Q3 | Increased 64 |
TRANSUNION | 12.1M | $839.4M | 5.9% | $85.00 | -6.79% | 17 qtrssince 2022-Q1 | Increased 80 |
AON PLC | 2.6M | $835.4M | 5.8% | $275.93 | +16.67% | 23 qtrssince 2020-Q3 | Increased 75 |
INTERCONTINENTAL EXCHANGE IN | 5M | $779.4M | 5.5% | $117.33 | +33.11% | 20 qtrssince 2021-Q2 | Increased 64 |
NEWS CORP NEW | 30.9M | $770.9M | 5.4% | $16.18 | +53.61% | 29 qtrssince 2019-Q1 | Increased 65 |
SALESFORCE INC | 4M | $753.2M | 5.3% | $196.10 | -5.29% | 2 qtrssince 2025-Q4 | Increased 100 |
GARTNER INC | 4.6M | $728.5M | 5.1% | $233.25 | -32.12% | 3 qtrssince 2025-Q3 | Increased 82 |
JOHNSON & JOHNSON | 3M | $726.3M | 5.1% | $132.96 | +81.89% | 29 qtrssince 2019-Q1 | Decreased 0 |
AIRBNB INC | 5.3M | $666.2M | 4.7% | $124.20 | +1.67% | 3 qtrssince 2025-Q3 | Increased 60 |
EBAY INC. | 6.8M | $616.4M | 4.3% | $48.81 | +85.38% | 29 qtrssince 2019-Q1 | Decreased 0 |
ZILLOW GROUP INC | 13.2M | $546.1M | 3.8% | $53.58 | -15.58% | 18 qtrssince 2021-Q4 | Increased 70 |
FOX CORP | 8.2M | $477.4M | 3.3% | $31.78 | +82.98% | 29 qtrssince 2019-Q1 | Decreased 0 |
LAUDER ESTEE COS INC | 6.6M | $475.7M | 3.3% | $101.67 | -29.92% | 11 qtrssince 2023-Q3 | Decreased 0 |
PHILIP MORRIS INTL INC | 2.6M | $423.4M | 3.0% | $68.33 | +137.94% | 29 qtrssince 2019-Q1 | Decreased 0 |
WARNER MUSIC GROUP CORP | 13M | $332.9M | 2.3% | $29.70 | -15.10% | 8 qtrssince 2024-Q2 | Decreased 0 |
FOX CORP | 5.3M | $281.8M | 2.0% | $32.92 | +60.49% | 12 qtrssince 2023-Q2 | Increased 51 |
NEWS CORP NEW | 9.1M | $259.8M | 1.8% | $14.21 | +100.02% | 29 qtrssince 2019-Q1 | Decreased 0 |
Independent Franchise Partners LLP manages $14.3B across 26 positions as of Q1 2026. Top holdings: BMY (9.0%), SOLV (7.2%), LYV (6.3%). Fund DNA: Steady Compounder. HoldingsIntel Score: 5/5.0.
Exited 1, increased 15, trimmed 11. Top move: CRM (INCREASED, conviction 100). Portfolio: $14.3B across 26 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
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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
Verify source filings on SEC EDGAR