Fund Holdings

Independent Franchise Partners LLP

Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Change
SALESFORCE INC04,035,050+4,035,0500753,222,783+753,222,783
BRISTOL-MYERS SQUIBB CO021,275,474+21,275,47401,290,357,498+1,290,357,498
AON PLC02,588,002+2,588,0020835,355,285+835,355,285
LIVE NATION ENTERTAINMENT IN05,864,757+5,864,7570894,434,090+894,434,090
TRANSUNION012,131,944+12,131,9440839,409,205+839,409,205
KENVUE INC049,208,848+49,208,8480848,360,539+848,360,539
INTERCONTINENTAL EXCHANGE IN04,955,192+4,955,1920779,352,597+779,352,597
TKO GROUP HOLDINGS INC0457,600+457,600092,275,040+92,275,040
NEWS CORP NEW030,924,574+30,924,5740770,949,629+770,949,629
NEWS CORP NEW09,111,760+9,111,7600259,776,277+259,776,277
RYAN SPECIALTY HOLDINGS INC02,820,854+2,820,854095,175,613+95,175,613
OTIS WORLDWIDE CORP01,002,284+1,002,284077,256,050+77,256,050
ZILLOW GROUP INC02,738,482+2,738,4820113,345,769+113,345,769
JOHNSON & JOHNSON02,971,436+2,971,4360726,337,815+726,337,815
AIRBNB INC05,275,661+5,275,6610666,210,471+666,210,471
FOX CORP05,307,881+5,307,8810281,848,481+281,848,481
EBAY INC.06,772,232+6,772,2320616,408,556+616,408,556
WARNER MUSIC GROUP CORP013,034,254+13,034,2540332,894,847+332,894,847
GARTNER INC04,600,771+4,600,7710728,486,080+728,486,080
RB GLOBAL INC000000
WARNER BROS DISCOVERY INC08,697,730+8,697,7300238,839,665+238,839,665
SOLVENTUM CORP015,733,495+15,733,49501,027,397,223+1,027,397,223
PHILIP MORRIS INTL INC02,560,566+2,560,5660423,363,982+423,363,982
ZILLOW GROUP INC013,197,429+13,197,4290546,109,612+546,109,612
FOX CORP08,174,694+8,174,6940477,402,129+477,402,129
LAUDER ESTEE COS INC06,628,540+6,628,5400475,730,315+475,730,315
CORTEVA INC01,188,896+1,188,896099,522,484+99,522,484
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