Lindsell Train
Lindsell TrainLindsell Train13F · 24 Apr 2026
持仓 27前十集中度 94%本季新建/加仓 8减持/清仓 17
115.8%减持215.6%减持310.1%加仓49.8%减持59.7%减持68.5%加仓76.5%减持86.3%减持96.0%减持105.6%减持112.2%减持121.7%减持131.3%减持140.1%加仓150.1%加仓160.1%减持170.1%持有180.1%加仓190.1%减持200.1%加仓210.1%加仓220.0%加仓230.0%持有240.0%减持250.0%减持260.0%减持270.0%减持
TKOTKO Group Holdings Inc.均 63
GOOGLAlphabet Inc.均 71
INTUIntuit Inc.均 65
DISWalt Disney Co.均 55
TMOThermo Fisher Scientific均 63
FICOFair Isaac Corp.均 55
MDLZMondelez International均 54
PEPPepsiCo Inc.均 61
PYPLPayPal Holdings Inc.均 52
EBAYeBay Inc.均 51
BF.ABrown-Forman Corp. CL A
MANUManchester United plc均 40
BF.BBrown-Forman Corp.
SPGIS&P Global Inc.均 66
VVisa Inc.均 63
AXPAmerican Express均 62
CPCanadian Pacific Kansas City均 61
EFXEquifax Inc.均 57
CMECME Group均 65
ADBEAdobe Inc.均 61
VRSKVerisk Analytics Inc.均 57
NKENIKE Inc.均 53
ORCLOracle Corp.均 59
CLColgate-Palmolive均 47
ELEstee Lauder Cos.均 49
KOCoca Cola Co.均 59
MSGSMadison Square Garden Sports Corp.均 52
数据 = Dataroma 13F(季度披露,有 ~45 天滞后);占比为组合权重,非实时。「均」= 五方均分。共识 ≠ 正确,大佬也会一起踏空 · 非投资建议。