Independent Franchise Partners LLP

CIK 0001483866 · LONDON, X0 · Quarter end: 2026-06-30 · Filed on: 2026-08-13 · Open the SEC source

Independent Franchise Partners LLP reported 26 positions worth $15.24B as of June 30, 2026 (13F filed August 13, 2026). Largest holding: BMY (8.2%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$15.24B
2026 Q2
Positions
26
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
63.7%
Est. Net Flow (Q)
2026 Q2
10 / 26 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1BMYBRISTOL-MYERS SQUIBB COSH$1.26B8.24%21,792,841
2SOLVSOLVENTUM CORPSH$1.25B8.18%16,170,038
3LYVLIVE NATION ENTERTAINMENT INSH$1.10B7.22%6,013,439
4TRUTRANSUNIONSH$1.01B6.61%13,976,652
5KVUEKENVUE INCSH$963.7M6.32%50,427,994
6CRMSALESFORCE INCSH$911.6M5.98%5,818,837
7AONAON PLCSH$878.0M5.76%2,646,943
8NWSANEWS CORP NEWSH$796.4M5.22%32,074,535
9ABNBAIRBNB INCSH$776.1M5.09%5,423,764
10JNJJOHNSON & JOHNSONSH$772.9M5.07%3,043,186

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Independent Franchise Partners LLP hold as of Q2 2026?

Independent Franchise Partners LLP reported 26 positions worth $15.24B in its Q2 2026 13F filing. Largest positions: BMY (8.2%), SOLV (8.2%), LYV (7.2%), TRU (6.6%) and KVUE (6.3%).

What did Independent Franchise Partners LLP buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Independent Franchise Partners LLP sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.