account_balance
Investment manager · 13F filer · SEC CIK 1483866
Independent Franchise Partners LLP
Reported value$15.2Bas of Jun 30, 2026
Positions26 0 new, 0 sold out
Top 10 weight63.7%BMY alone is 8%
FiledAug 1344 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
BMYBristol-myers Squibb Co
8.2%Added +2%
SOLVSolventum Corp
8.2%Added +3%
LYVLive Nation Entertainment In
7.2%Added +3%
TRUTransunion
6.6%Added +15%
KVUEKenvue Inc
6.3%Added +2%
CRMSalesforce Inc
6.0%Added +44%
AONAon PLC
5.8%Added +2%
NWSANews Corp New
5.2%Added +4%
ABNBAirbnb Inc
5.1%Added +3%
JNJJohnson & Johnson
5.1%Added +2%
ITGartner Inc
4.7%Added +21%
ICE4.2%BMY8.2%SOLV8.2%LYV7.2%
TRUTransunion
6.6%Added +15%
KVUEKenvue Inc
6.3%Added +2%
CRMSalesforce Inc
6.0%Added +44%
AON5.8%NWSA5.2%ABNB5.1%JNJ5.1%IT4.7%ICE4.2%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
BMY Bristol-myers Squibb Co 8.2% Added +2%SOLV Solventum Corp 8.2% Added +3%LYV Live Nation Entertainment In 7.2% Added +3%TRU Transunion 6.6% Added +15%KVUE Kenvue Inc 6.3% Added +2%CRM Salesforce Inc 6.0% Added +44%AON Aon PLC 5.8% Added +2%NWSA News Corp New 5.2% Added +4%ABNB Airbnb Inc 5.1% Added +3%JNJ Johnson & Johnson 5.1% Added +2%IT Gartner Inc 4.7% Added +21%ICE Intercontinental Exchange In 4.2% Added +6%
What changed