Independent Franchise Partners LLP
Institutional investor · Portfolio as of Q3 2021
Top Holdings25 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
AON PLC | 3.2M | $903.7M | 7.1% | $199.19 | +38.72% | 5 qtrssince 2020-Q3 | Decreased 0 |
PHILIP MORRIS INTERNATIONAL | 9.3M | $882.4M | 6.9% | $60.03 | +35.11% | 11 qtrssince 2019-Q1 | Decreased 0 |
FOX CORP - CLASS A | 22M | $881M | 6.9% | $32.05 | +19.11% | 11 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL A | 284,867 | $761.6M | 6.0% | $73.26 | +82.02% | 7 qtrssince 2020-Q1 | Decreased 0 |
BRISTOL-MYERS SQUIBB CO | 12.6M | $746.5M | 5.9% | $44.90 | +12.40% | 9 qtrssince 2019-Q3 | Decreased 0 |
CORTEVA INC | 17M | $716.7M | 5.6% | $26.38 | +55.08% | 8 qtrssince 2019-Q4 | Decreased 0 |
NEWS CORP - CLASS A | 29.6M | $697.4M | 5.5% | $11.56 | +98.61% | 11 qtrssince 2019-Q1 | Decreased 0 |
BOOKING HOLDINGS INC | 289,399 | $687M | 5.4% | $69.16 | +34.78% | 11 qtrssince 2019-Q1 | Decreased 0 |
INTERCONTINENTALEXCHANGE GRO COM | 5.8M | $660.8M | 5.2% | $111.80 | -1.09% | 2 qtrssince 2021-Q2 | Increased 73 |
MICROSOFT CORP | 2.3M | $658.8M | 5.2% | $115.46 | +137.57% | 11 qtrssince 2019-Q1 | Decreased 0 |
ORACLE CORP | 7.3M | $633.7M | 5.0% | $51.39 | +67.16% | 11 qtrssince 2019-Q1 | Decreased 0 |
JOHNSON & JOHNSON | 3.4M | $550M | 4.3% | $116.71 | +24.18% | 11 qtrssince 2019-Q1 | Decreased 0 |
S&P GLOBAL INC | 1.3M | $546.9M | 4.3% | $276.88 | +48.71% | 11 qtrssince 2019-Q1 | Decreased 0 |
EBAY INC | 7.2M | $499.6M | 3.9% | $36.43 | +77.54% | 11 qtrssince 2019-Q1 | Decreased 0 |
ELECTRONIC ARTS INC | 3.3M | $474.3M | 3.7% | $101.24 | +33.13% | 11 qtrssince 2019-Q1 | Decreased 0 |
ACCENTURE PLC-CL A | 1.4M | $433.7M | 3.4% | $164.47 | +84.81% | 11 qtrssince 2019-Q1 | Decreased 0 |
WESTERN UN CO | 18.8M | $379.5M | 3.0% | $12.78 | +16.10% | 11 qtrssince 2019-Q1 | Decreased 0 |
CME GROUP INC | 1.8M | $349.8M | 2.7% | $147.62 | +11.37% | 4 qtrssince 2020-Q4 | Decreased 0 |
APPLE INC | 2.4M | $342.2M | 2.7% | $83.60 | +265.55% | 11 qtrssince 2019-Q1 | Decreased 0 |
NEWS CORP - CLASS B | 13.6M | $316.6M | 2.5% | $12.76 | +78.36% | 11 qtrssince 2019-Q1 | Increased 55 |
Independent Franchise Partners LLP manages $12.7B across 25 positions as of Q3 2021. Top holdings: AON (7.1%), PM (6.9%), FOXA (6.9%). Fund DNA: Concentrated Value. HoldingsIntel Rating: 2.5/5.0.
Added 1 new position, increased 3, trimmed 21. Top move: ICE (INCREASED, conviction 73). Portfolio: $12.7B across 25 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