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Independent Franchise Partners LLP
Period ended Jun 30, 2026 · Latest filing Aug 13, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Jun 30, 2026: $15,242,398,239
More quarters will appear as history becomes available.
Top holdings
Top 10 at Jun 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- BRISTOL-MYERS SQUIBB CO · COM · 110122108 · shares: $1,255,703,498
- SOLVENTUM CORP · COM SHS · 83444M101 · shares: $1,247,518,431
- LIVE NATION ENTERTAINMENT IN · COM · 538034109 · shares: $1,101,120,815
- TRANSUNION · COM · 89400J107 · shares: $1,008,275,675
- KENVUE INC · COM · 49177J102 · shares: $963,678,965
- SALESFORCE INC · COM · 79466L302 · shares: $911,579,004
- AON PLC · SHS CL A · G0403H108 · shares: $877,964,523
- NEWS CORP NEW · CL A · 65249B109 · shares: $796,410,704
- AIRBNB INC · COM CL A · 009066101 · shares: $776,140,628
- JOHNSON & JOHNSON · COM · 478160104 · shares: $772,877,948
Reported holdings
26 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| BRISTOL-MYERS SQUIBB CO | COM | 110122108 | — | 21,792,841 shares | $1,255,703,498 |
| SOLVENTUM CORP | COM SHS | 83444M101 | — | 16,170,038 shares | $1,247,518,431 |
| LIVE NATION ENTERTAINMENT IN | COM | 538034109 | — | 6,013,439 shares | $1,101,120,815 |
| TRANSUNION | COM | 89400J107 | — | 13,976,652 shares | $1,008,275,675 |
| KENVUE INC | COM | 49177J102 | — | 50,427,994 shares | $963,678,965 |
| SALESFORCE INC | COM | 79466L302 | — | 5,818,837 shares | $911,579,004 |
| AON PLC | SHS CL A | G0403H108 | — | 2,646,943 shares | $877,964,523 |
| NEWS CORP NEW | CL A | 65249B109 | — | 32,074,535 shares | $796,410,704 |
| AIRBNB INC | COM CL A | 009066101 | — | 5,423,764 shares | $776,140,628 |
| JOHNSON & JOHNSON | COM | 478160104 | — | 3,043,186 shares | $772,877,948 |
| GARTNER INC | COM | 366651107 | — | 5,582,962 shares | $723,663,534 |
| INTERCONTINENTAL EXCHANGE IN | COM | 45866F104 | — | 5,253,130 shares | $646,712,834 |
| ZILLOW GROUP INC | CL C CAP STK | 98954M200 | — | 16,300,754 shares | $513,799,766 |
| EBAY INC. | COM | 278642103 | — | 4,546,653 shares | $508,088,472 |
| PHILIP MORRIS INTL INC | COM | 718172109 | — | 2,578,328 shares | $466,445,318 |
| FOX CORP | CL A COM | 35137L105 | — | 8,398,658 shares | $438,074,001 |
| LAUDER ESTEE COS INC | CL A | 518439104 | — | 4,941,737 shares | $390,150,136 |
| OTIS WORLDWIDE CORP | COM | 68902V107 | — | 5,152,104 shares | $368,890,646 |
| WARNER MUSIC GROUP CORP | COM CL A | 934550203 | — | 12,997,804 shares | $351,850,554 |
| FOX CORP | CL B COM | 35137L204 | — | 5,482,675 shares | $256,808,497 |
| NEWS CORP NEW | CL B | 65249B208 | — | 9,023,857 shares | $253,209,427 |
| WARNER BROS DISCOVERY INC | COM SER A | 934423104 | — | 8,157,933 shares | $217,490,493 |
| ZILLOW GROUP INC | CL A | 98954M101 | — | 3,672,937 shares | $115,220,033 |
| RYAN SPECIALTY HOLDINGS INC | CL A | 78351F107 | — | 2,645,789 shares | $99,904,992 |
| CORTEVA INC | COM | 22052L104 | — | 1,115,112 shares | $94,438,835 |
| TKO GROUP HOLDINGS INC | CL A | 87256C101 | — | 429,092 shares | $86,380,510 |