Independent Franchise Partners LLP
Institutional investor · Portfolio as of Q4 2022
Top Holdings24 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
BRISTOL-MYERS SQUIBB CO | 11.8M | $851.2M | 8.3% | $45.81 | +33.03% | 14 qtrssince 2019-Q3 | Decreased 0 |
ORACLE CORP | 8M | $656.4M | 6.4% | $53.09 | +47.95% | 16 qtrssince 2019-Q1 | Decreased 0 |
PHILIP MORRIS INTERNATIONAL | 6.3M | $632.7M | 6.2% | $60.03 | +46.87% | 16 qtrssince 2019-Q1 | Decreased 0 |
AON PLC | 2M | $613.7M | 6.0% | $199.19 | +47.02% | 10 qtrssince 2020-Q3 | Decreased 0 |
FOX CORP - CLASS A | 19M | $577.8M | 5.7% | $32.05 | -8.94% | 16 qtrssince 2019-Q1 | Decreased 0 |
ELECTRONIC ARTS INC | 4.5M | $545.1M | 5.3% | $108.90 | +10.40% | 16 qtrssince 2019-Q1 | Decreased 0 |
INTERCONTINENTALEXCHANGE GRO COM | 5M | $511.5M | 5.0% | $111.80 | -11.74% | 7 qtrssince 2021-Q2 | Decreased 0 |
BOOKING HOLDINGS INC | 249,855 | $503.5M | 4.9% | $69.16 | +14.42% | 16 qtrssince 2019-Q1 | Decreased 0 |
NEWS CORP - CLASS A | 27M | $490.9M | 4.8% | $11.94 | +48.46% | 16 qtrssince 2019-Q1 | Decreased 0 |
CORTEVA INC | 8.2M | $482.3M | 4.7% | $26.38 | +115.47% | 13 qtrssince 2019-Q4 | Decreased 0 |
SALESFORCE.COM INC | 3.5M | $460.5M | 4.5% | $190.31 | -31.17% | 4 qtrssince 2022-Q1 | Decreased 0 |
ZILLOW GROUP INC - C | 13.7M | $442.6M | 4.3% | $54.84 | -41.27% | 5 qtrssince 2021-Q4 | Decreased 0 |
JOHNSON & JOHNSON | 2.4M | $430.6M | 4.2% | $116.71 | +38.16% | 16 qtrssince 2019-Q1 | Decreased 0 |
EBAY INC | 10.4M | $429.8M | 4.2% | $43.40 | -9.80% | 16 qtrssince 2019-Q1 | Decreased 0 |
TRANSUNION | 6.9M | $391.3M | 3.8% | $88.12 | -36.66% | 4 qtrssince 2022-Q1 | Decreased 0 |
ALPHABET INC-CL A | 4.4M | $391.3M | 3.8% | $95.75 | -8.54% | 12 qtrssince 2020-Q1 | Decreased 0 |
S&P GLOBAL INC | 1.1M | $373M | 3.7% | $276.88 | +18.01% | 16 qtrssince 2019-Q1 | Decreased 0 |
MICROSOFT CORP | 1.5M | $369.2M | 3.6% | $115.46 | +102.86% | 16 qtrssince 2019-Q1 | Decreased 0 |
| 4.9M | $282.7M | 2.8% | $55.51 | -1.76% | 6 qtrssince 2021-Q3 | Increased 86 | |
IAA INC | 5.8M | $233.6M | 2.3% | — | — | 14 qtrssince 2019-Q3 | Increased 84 |
Independent Franchise Partners LLP manages $10.2B across 24 positions as of Q4 2022. Top holdings: BMY (8.3%), ORCL (6.4%), PM (6.2%). Fund DNA: Concentrated Value. HoldingsIntel Rating: 2.5/5.0.
Exited 1, increased 2, trimmed 22. Top move: IAA (INCREASED, conviction 84). Portfolio: $10.2B across 24 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
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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