Holdings of Independent Franchise Partners LLP
25 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 64.4 % of the equity sleeve
Sector breakdown
- Health care 18.5 %
- Communication 14.1 %
- Consumer discretionary 9.5 %
- Consumer staples 9.5 %
- Industrials 6.8 %
- Financials 5.8 %
- Technology 5.6 %
- Materials 0.7 %
- Unattributed 29.5 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
- USD 100.0 %
The quoted currency of each line, as declared.
Country breakdown
- US 100.0 %
Shares computed on the equity sleeve.
| Country | Lines | Value | Share |
|---|---|---|---|
| US | 25 | 13.5B $ | 100.00 % |
Positions
| Company | Shares | Value | Weight |
|---|---|---|---|
| Bristol-Myers Squibb Co | 21,275,474 | 1.3B $ | |
| Solventum Corp | 15,733,495 | 1B $ | |
| Live Nation Entertainment Inc | 5,864,757 | 894.4M $ | |
| Kenvue Inc | 49,208,848 | 848.4M $ | |
| TransUnion | 12,131,944 | 839.4M $ | |
| Intercontinental Exchange Inc | 4,955,192 | 779.4M $ | |
| News Corp | 30,924,574 | 770.9M $ | |
| Salesforce Inc | 4,035,050 | 753.2M $ | |
| Gartner Inc | 4,600,771 | 728.5M $ | |
| Johnson & Johnson | 2,971,436 | 726.3M $ | |
| Airbnb Inc | 5,275,661 | 666.2M $ | |
| eBay Inc | 6,772,232 | 616.4M $ | |
| Zillow Group Inc | 13,197,429 | 546.1M $ | |
| Fox Corp | 8,174,694 | 477.4M $ | |
| Estee Lauder Cos Inc/The | 6,628,540 | 475.7M $ | |
| Philip Morris International Inc. | 2,560,566 | 423.4M $ | |
| Warner Music Group Corp | 13,034,254 | 332.9M $ | |
| Fox Corp | 5,307,881 | 281.8M $ | |
| News Corp | 9,111,760 | 259.8M $ | |
| Warner Bros Discovery Inc | 8,697,730 | 238.8M $ | |
| Zillow Group Inc | 2,738,482 | 113.3M $ | |
| Corteva Inc | 1,188,896 | 99.5M $ | |
| Ryan Specialty Holdings Inc | 2,820,854 | 95.2M $ | |
| TKO Group Holdings Inc | 457,600 | 92.3M $ | |
| Otis Worldwide Corp | 1,002,284 | 77.3M $ |