Independent Franchise Partners LLP
Institutional investor · Portfolio as of Q2 2021
Top Holdings24 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
PHILIP MORRIS INTERNATIONAL | 10.3M | $1B | 7.6% | $60.03 | +31.38% | 10 qtrssince 2019-Q1 | Decreased 0 |
BRISTOL-MYERS SQUIBB CO | 13.7M | $912.2M | 6.8% | $44.90 | +21.97% | 8 qtrssince 2019-Q3 | Increased 80 |
FOX CORP - CLASS A | 23.7M | $881.7M | 6.6% | $32.05 | +8.28% | 10 qtrssince 2019-Q1 | Decreased 0 |
CORTEVA INC | 18.4M | $816.2M | 6.1% | $26.38 | +59.75% | 7 qtrssince 2019-Q4 | Increased 62 |
AON PLC | 3.4M | $811.5M | 6.0% | $199.19 | +15.67% | 4 qtrssince 2020-Q3 | Increased 63 |
NEWS CORP - CLASS A | 30.3M | $782.1M | 5.8% | $11.56 | +112.27% | 10 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL A | 307,557 | $751M | 5.6% | $73.26 | +65.66% | 6 qtrssince 2020-Q1 | Increased 77 |
MICROSOFT CORP | 2.7M | $720.8M | 5.4% | $115.46 | +126.60% | 10 qtrssince 2019-Q1 | Increased 62 |
BOOKING HOLDINGS INC | 311,155 | $680.8M | 5.1% | $69.16 | +24.23% | 10 qtrssince 2019-Q1 | Decreased 0 |
ORACLE CORP | 7.8M | $607.3M | 4.5% | $51.39 | +42.54% | 10 qtrssince 2019-Q1 | Decreased 0 |
JOHNSON & JOHNSON | 3.6M | $599.1M | 4.5% | $116.71 | +23.46% | 10 qtrssince 2019-Q1 | Decreased 0 |
EBAY INC | 8.3M | $584.7M | 4.4% | $36.43 | +78.44% | 10 qtrssince 2019-Q1 | Increased 59 |
INTERCONTINENTALEXCHANGE GRO COM | 4.9M | $575.7M | 4.3% | $112.03 | 0.00% | 1 qtr | New 88 |
S&P GLOBAL INC | 1.4M | $569.9M | 4.2% | $276.88 | +42.87% | 10 qtrssince 2019-Q1 | Increased 59 |
ACCENTURE PLC-CL A | 1.8M | $541M | 4.0% | $164.47 | +68.85% | 10 qtrssince 2019-Q1 | Decreased 0 |
ELECTRONIC ARTS INC | 3.6M | $517.8M | 3.9% | $101.24 | +38.91% | 10 qtrssince 2019-Q1 | Decreased 0 |
WESTERN UN CO | 20.2M | $464.1M | 3.5% | $12.78 | +27.52% | 10 qtrssince 2019-Q1 | Increased 58 |
CME GROUP INC | 2M | $415.8M | 3.1% | $147.62 | +20.54% | 3 qtrssince 2020-Q4 | Increased 58 |
APPLE INC | 2.8M | $385.3M | 2.9% | $83.60 | +59.11% | 10 qtrssince 2019-Q1 | Increased 54 |
NEWS CORP - CLASS B | 13.3M | $324.9M | 2.4% | $12.55 | +84.60% | 10 qtrssince 2019-Q1 | Increased 55 |
Independent Franchise Partners LLP manages $13.4B across 24 positions as of Q2 2021. Top holdings: PM (7.6%), BMY (6.8%), FOXA (6.6%). Fund DNA: Concentrated Value. HoldingsIntel Rating: 2.5/5.0.
Added 1 new position, exited 1, increased 12, trimmed 11. Top move: ICE (NEW, conviction 88). Portfolio: $13.4B across 24 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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