Independent Franchise Partners LLP
Institutional investor · Portfolio as of Q2 2022
Top Holdings26 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
BRISTOL-MYERS SQUIBB CO | 12.4M | $953.8M | 9.0% | $46.43 | +43.78% | 12 qtrssince 2019-Q3 | Decreased 0 |
PHILIP MORRIS INTERNATIONAL | 6.5M | $642.7M | 6.0% | $60.03 | +40.72% | 14 qtrssince 2019-Q1 | Decreased 0 |
FOX CORP - CLASS A | 19.9M | $641.4M | 6.0% | $32.05 | -2.86% | 14 qtrssince 2019-Q1 | Decreased 0 |
SALESFORCE.COM INC | 3.6M | $600.1M | 5.6% | $190.31 | -11.43% | 2 qtrssince 2022-Q1 | Increased 100 |
AON PLC | 2.1M | $579.3M | 5.4% | $199.19 | +31.59% | 8 qtrssince 2020-Q3 | Decreased 0 |
ELECTRONIC ARTS INC | 4.7M | $568.4M | 5.3% | $108.90 | +10.67% | 14 qtrssince 2019-Q1 | Decreased 0 |
CORTEVA INC | 9.8M | $528.7M | 5.0% | $26.38 | +98.94% | 11 qtrssince 2019-Q4 | Decreased 0 |
JOHNSON & JOHNSON | 2.9M | $514.3M | 4.8% | $116.71 | +36.62% | 14 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL A | 232,333 | $506.3M | 4.8% | $78.39 | +41.43% | 10 qtrssince 2020-Q1 | Decreased 0 |
INTERCONTINENTALEXCHANGE GRO COM | 5.2M | $491.3M | 4.6% | $111.80 | -17.67% | 5 qtrssince 2021-Q2 | Decreased 0 |
TRANSUNION | 5.7M | $459.6M | 4.3% | $94.57 | -17.24% | 2 qtrssince 2022-Q1 | Increased 78 |
BOOKING HOLDINGS INC | 261,290 | $457M | 4.3% | $69.16 | -0.70% | 14 qtrssince 2019-Q1 | Decreased 0 |
EBAY INC | 10.9M | $452.6M | 4.3% | $43.40 | -8.12% | 14 qtrssince 2019-Q1 | Decreased 0 |
ZILLOW GROUP INC - C | 13.8M | $438.3M | 4.1% | $55.18 | -40.63% | 3 qtrssince 2021-Q4 | Increased 73 |
ORACLE CORP | 6.3M | $438.1M | 4.1% | $51.39 | +28.20% | 14 qtrssince 2019-Q1 | Decreased 0 |
NEWS CORP - CLASS A | 28.1M | $437.8M | 4.1% | $11.94 | +24.27% | 14 qtrssince 2019-Q1 | Decreased 0 |
MICROSOFT CORP | 1.6M | $414.2M | 3.9% | $115.46 | +119.07% | 14 qtrssince 2019-Q1 | Decreased 0 |
S&P GLOBAL INC | 1.2M | $393.3M | 3.7% | $276.88 | +17.40% | 14 qtrssince 2019-Q1 | Decreased 0 |
WESTERN UN CO | 17.1M | $282.4M | 2.7% | $12.78 | -3.54% | 14 qtrssince 2019-Q1 | Decreased 0 |
NEWS CORP - CLASS B | 13.3M | $210.7M | 2.0% | $13.01 | +16.63% | 14 qtrssince 2019-Q1 | Decreased 0 |
Independent Franchise Partners LLP manages $10.6B across 26 positions as of Q2 2022. Top holdings: BMY (9.0%), PM (6.0%), FOXA (6.0%). Fund DNA: Concentrated Value. HoldingsIntel Rating: 2.5/5.0.
Increased 4, trimmed 22. Top move: CRM (INCREASED, conviction 100). Portfolio: $10.6B 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
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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