How many stocks does Independent Franchise Partners LLP own?

As of Q2 2026, Independent Franchise Partners LLP holds 26 positions in their 13F portfolio.

What is Independent Franchise Partners LLP's largest holding?

BMY at 8.2% of portfolio, worth $1.3B.

What is Independent Franchise Partners LLP's total portfolio value?

$15.2B as of Q2 2026, tracked across 26 holdings.

Is Independent Franchise Partners LLP a hedge fund?

Independent Franchise Partners LLP is an institutional investment manager required to file SEC 13F reports. This includes hedge funds, mutual funds, pension funds, and other institutions managing over $100M.

How often does Independent Franchise Partners LLP report?

13F filings are due quarterly, approximately 45 days after each quarter end.

How has Independent Franchise Partners LLP's portfolio changed in Q2 2026?

View Independent Franchise Partners LLP's latest portfolio changes, new positions, and exits for Q2 2026 on HoldingsIntel.

What is Independent Franchise Partners LLP's investment strategy?

Independent Franchise Partners LLP is classified as a Steady Compounder fund based on HoldingsIntel's Fund DNA analysis of 6 behavioral dimensions.

Independent Franchise Partners LLP

Institutional investor · Portfolio as of Q2 2026

Q2 2026

SEC 13F snapshot

Top Holdings26 positions

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Activity:

				Price Trend
BMY Bristol-Myers Squibb Company	21.8M	$1.3B	8.2%	—	$47.04	+33.49%	28 qtrssince 2019-Q3	Increased 64
SOLV Solventum Corporation	16.2M	$1.2B	8.2%	—	$74.92	+20.23%	8 qtrssince 2024-Q3	Increased 65
LYV Live Nation Entertainment, Inc.	6M	$1.1B	7.2%	—	$126.98	+40.37%	8 qtrssince 2024-Q3	Increased 65
TRU TransUnion	14M	$1B	6.6%	—	$80.51	+1.86%	18 qtrssince 2022-Q1	Increased 72
KVUEDelisted KENVUE INC	50.4M	$963.7M	6.3%	—	$18.81	+2.67%	8 qtrssince 2024-Q3	Increased 64
CRM Salesforce, Inc.	5.8M	$911.6M	6.0%	—	$183.69	+16.22%	3 qtrssince 2025-Q4	Increased 85
AON Aon plc	2.6M	$878M	5.8%	—	$275.84	+21.93%	24 qtrssince 2020-Q3	Increased 64
NWSA News Corporation	32.1M	$796.4M	5.2%	—	$16.48	+61.44%	30 qtrssince 2019-Q1	Increased 65
ABNB Airbnb, Inc.	5.4M	$776.1M	5.1%	—	$124.72	+49.86%	4 qtrssince 2025-Q3	Increased 64
JNJ Johnson & Johnson	3M	$772.9M	5.1%	—	$135.79	+106.78%	30 qtrssince 2019-Q1	Increased 64
IT Gartner, Inc.	5.6M	$723.7M	4.7%	—	$215.02	-12.14%	4 qtrssince 2025-Q3	Increased 71
ICE Intercontinental Exchange Inc.	5.3M	$646.7M	4.2%	—	$117.64	+49.92%	21 qtrssince 2021-Q2	Increased 62
Z Zillow Group, Inc.	16.3M	$513.8M	3.4%	—	—	—	19 qtrssince 2021-Q4	Increased 71
EBAY eBay Inc.	4.5M	$508.1M	3.3%	—	$48.81	+153.04%	30 qtrssince 2019-Q1	Decreased 0
PM Philip Morris International Inc	2.6M	$466.4M	3.1%	—	$69.09	+181.14%	30 qtrssince 2019-Q1	Increased 59
FOXA Fox Corporation	8.4M	$438.1M	2.9%	—	$32.31	+108.50%	30 qtrssince 2019-Q1	Increased 56
EL The Estee Lauder Companies, Inc.	4.9M	$390.2M	2.6%	—	$101.67	+11.57%	12 qtrssince 2023-Q3	Decreased 0
OTIS Otis Worldwide Corporation	5.2M	$368.9M	2.4%	—	$74.74	+4.54%	4 qtrssince 2025-Q3	Increased 87
WMG Warner Music Group Corp.	13M	$351.9M	2.3%	—	$29.70	+7.21%	9 qtrssince 2024-Q2	Decreased 0
FOX Fox Corporation	5.5M	$256.8M	1.7%	—	$33.36	+80.60%	13 qtrssince 2023-Q2	Increased 51

$15.2B

AUM

Positions

Q2 2026

Filing

HI rating · 5.0/5

Quarterly 13F Value Change

Reported 13F value ($B)

Reported 13F values and quarter-over-quarter reported value changes; not investment returns.
Quarter	Reported value in US dollars	Reported value change
2025-Q1	$14,020,622,461	5.25154321985%
2025-Q2	$15,031,700,325	7.21136216892%
2025-Q3	$15,170,078,082	0.920572882695%
2025-Q4	$15,724,095,815	3.65204272519%
2026-Q1	$14,289,822,035	-9.12150241817%
2026-Q2	$15,242,398,239	6.66611663649%

Activity profile

$ moved · Q2'26

New0%Increased87%Decreased13%Exited0%

Composition

Equity vs derivatives

Equity100%Puts0%Calls0%

Holding period

Avg 4.2 years

<1Q0%1-4Q15%1-2Y15%2Y+69%

Q2 2026 Summary

Increased 18, led by OTIS (+4.1M shares); trimmed 8, led by EBAY (−2.2M shares). Top move: OTIS (INCREASED, conviction 87). Portfolio: $15.2B across 26 positions.

Portfolio Allocation

Top holdings by portfolio weight

BMY8.24%

SOLV8.18%

LYV7.22%

TRU6.61%

KVUE6.32%

CRM5.98%

AON5.76%

NWSA5.22%

ABNB5.09%

JNJ5.07%