United Kingdom · Q1 2026 Filing · 📋 FCA NMPI Filings
Lindsell Train
Nick Train · Co-Founder & Portfolio Manager
Nick Train's Lindsell Train runs concentrated UK and global equity strategies focused on durable consumer brands and franchises. Famously low turnover; some holdings are held for decades.
Investing philosophy: Buy and hold the world's best franchises forever.
Top 10 holdings
Source filing →📌 Notable moves this quarter
- Trimmed Burberry — slowing luxury demand particularly in China
- Added to LSEG — long-running thesis on financial-data infrastructure
Other tracked funds
🇺🇸 United States
Berkshire Hathaway
Warren Buffett
🇺🇸 United States
Bridgewater Associates
Ray Dalio (founder)
🇺🇸 United States
Renaissance Technologies
Robert Mercer / Peter Brown
🇺🇸 United States
Pershing Square Capital Management
Bill Ackman
🇺🇸 United States
Tiger Global Management
Chase Coleman
🇺🇸 United States
ARK Invest
Cathie Wood
🇮🇳 India
HDFC Asset Management
Navneet Munot
🇮🇳 India
ICICI Prudential AMC
Nimesh Shah
🇮🇳 India
SBI Funds Management
D.P. Singh
🇬🇧 United Kingdom
Fundsmith Equity Fund
Terry Smith
Holdings sourced from FCA NMPI Filings. Lindsell Train files quarterly portfolio disclosures with the relevant regulator; figures shown are approximate as of Q1 2026. View original filing →