Independent Franchise Partners LLP
Institutional investor · Portfolio as of Q2 2022
Top Holdings26 positions
BRISTOL-MYERS SQUIBB CO | 12.4M | $953.8M | 9.0% | $45.81 | +41.29% | 12 qtrssince 2019-Q3 | Decreased 0 |
PHILIP MORRIS INTL INC | 6.5M | $642.7M | 6.0% | $58.50 | +39.51% | 14 qtrssince 2019-Q1 | Decreased 0 |
FOX CORP | 19.9M | $641.4M | 6.0% | $31.74 | -4.25% | 14 qtrssince 2019-Q1 | Decreased 0 |
SALESFORCE COM INC | 3.6M | $600.1M | 5.6% | $185.32 | -12.46% | 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% | $26.74 | +93.95% | 11 qtrssince 2019-Q4 | Decreased 0 |
JOHNSON & JOHNSON | 2.9M | $514.3M | 4.8% | $114.90 | +36.98% | 14 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC | 232,333 | $506.3M | 4.8% | $78.45 | +37.58% | 10 qtrssince 2020-Q1 | Decreased 0 |
INTERCONTINENTAL EXCHANGE IN | 5.2M | $491.3M | 4.6% | $110.31 | -19.43% | 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% | $42.26 | -8.68% | 14 qtrssince 2019-Q1 | Decreased 0 |
ZILLOW GROUP INC | 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 NEW | 28.1M | $437.8M | 4.1% | $11.85 | +26.40% | 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 NEW | 13.3M | $210.7M | 2.0% | $12.92 | +18.54% | 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 Score: 4/5.0.
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
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