Independent Franchise Partners LLP
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| SALESFORCE INC(CRM) | 537,999 | 4,035,050 | +3,497,051 | 142,521,315 | 753,222,783 | 5.27% | +610,701,468 |
| BRISTOL-MYERS SQUIBB CO(BMY) | 20,828,148 | 21,275,474 | +447,326 | 1,123,470,303 | 1,290,357,498 | 9.03% | +166,887,195 |
| AON PLC(AON) | 2,115,523 | 2,588,002 | +472,479 | 746,525,756 | 835,355,285 | 5.85% | +88,829,529 |
| LIVE NATION ENTERTAINMENT IN(LYV) | 5,733,718 | 5,864,757 | +131,039 | 817,054,815 | 894,434,090 | 6.26% | +77,379,275 |
| TRANSUNION(TRU) | 9,136,903 | 12,131,944 | +2,995,041 | 783,489,432 | 839,409,205 | 5.87% | +55,919,773 |
| KENVUE INC(KVUE) | 48,146,476 | 49,208,848 | +1,062,372 | 830,526,711 | 848,360,539 | 5.94% | +17,833,828 |
| INTERCONTINENTAL EXCHANGE IN(ICE) | 4,831,853 | 4,955,192 | +123,339 | 782,566,911 | 779,352,597 | 5.45% | -3,214,314 |
| TKO GROUP HOLDINGS INC(TKO) | 485,832 | 457,600 | -28,232 | 101,538,888 | 92,275,040 | 0.65% | -9,263,848 |
| NEWS CORP NEW(NWS) | 29,934,048 | 30,924,574 | +990,526 | 781,877,333 | 770,949,629 | 5.40% | -10,927,704 |
| NEWS CORP NEW(NWS) | 9,161,455 | 9,111,760 | -49,695 | 271,453,911 | 259,776,277 | 1.82% | -11,677,634 |
| RYAN SPECIALTY HOLDINGS INC(RYAN) | 2,115,313 | 2,820,854 | +705,541 | 109,213,610 | 95,175,613 | 0.67% | -14,037,997 |
| OTIS WORLDWIDE CORP(OTIS) | 1,064,149 | 1,002,284 | -61,865 | 92,953,415 | 77,256,050 | 0.54% | -15,697,365 |
| ZILLOW GROUP INC(Z) | 2,024,556 | 2,738,482 | +713,926 | 138,135,455 | 113,345,769 | 0.79% | -24,789,686 |
| JOHNSON & JOHNSON(JNJ) | 3,656,329 | 2,971,436 | -684,893 | 756,677,286 | 726,337,815 | 5.08% | -30,339,471 |
| AIRBNB INC | 5,146,272 | 5,275,661 | +129,389 | 698,452,035 | 666,210,471 | 4.66% | -32,241,564 |
| FOX CORP(FOX) | 5,174,660 | 5,307,881 | +133,221 | 335,990,673 | 281,848,481 | 1.97% | -54,142,192 |
| EBAY INC.(EBAY) | 7,748,177 | 6,772,232 | -975,945 | 674,866,216 | 616,408,556 | 4.31% | -58,457,660 |
| WARNER MUSIC GROUP CORP(WMG) | 13,096,205 | 13,034,254 | -61,951 | 401,660,607 | 332,894,847 | 2.33% | -68,765,760 |
| GARTNER INC(IT) | 3,308,566 | 4,600,771 | +1,292,205 | 834,685,030 | 728,486,080 | 5.10% | -106,198,950 |
| RB GLOBAL INC(RBA) | 1,151,798 | 0 | -1,151,798 | 118,485,460 | 0 | — | -118,485,460 |
| WARNER BROS DISCOVERY INC(WBD) | 12,697,174 | 8,697,730 | -3,999,444 | 365,932,554 | 238,839,665 | 1.67% | -127,092,889 |
| SOLVENTUM CORP(SOLV) | 15,355,691 | 15,733,495 | +377,804 | 1,216,784,954 | 1,027,397,223 | 7.19% | -189,387,731 |
| PHILIP MORRIS INTL INC(PM) | 3,823,728 | 2,560,566 | -1,263,162 | 613,325,971 | 423,363,982 | 2.96% | -189,961,989 |
| ZILLOW GROUP INC(Z) | 10,953,405 | 13,197,429 | +2,244,024 | 747,241,289 | 546,109,612 | 3.82% | -201,131,677 |
| FOX CORP(FOX) | 9,777,519 | 8,174,694 | -1,602,825 | 714,443,313 | 477,402,129 | 3.34% | -237,041,184 |
| LAUDER ESTEE COS INC(EL) | 7,837,249 | 6,628,540 | -1,208,709 | 820,716,715 | 475,730,315 | 3.33% | -344,986,400 |
| CORTEVA INC(CTVA) | 10,495,388 | 1,188,896 | -9,306,492 | 703,505,857 | 99,522,484 | 0.70% | -603,983,373 |