§ 13F · FUND PROFILE
Independent Franchise Partners LLP.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $15031.7T (13F)Positions · 25Turnover · — · Q4Filed · Feb 17, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$15724.1T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 17, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | SOLV | SOLVENTUM CORP | 15.36M | $1216.8T | 7.7% | NEW |
| 2 | BMY | BRISTOL-MYERS SQUIBB CO | 20.83M | $1123.5T | 7.1% | NEW |
| 3 | IT | GARTNER INC | 3.31M | $834.7T | 5.3% | NEW |
| 4 | KVUE | KENVUE INC | 48.15M | $830.5T | 5.3% | NEW |
| 5 | EL | LAUDER ESTEE COS INC | 7.84M | $820.7T | 5.2% | NEW |
| 6 | LYV | LIVE NATION ENTERTAINMENT IN | 5.73M | $817.1T | 5.2% | NEW |
| 7 | TRU | TRANSUNION | 9.14M | $783.5T | 5.0% | NEW |
| 8 | ICE | INTERCONTINENTAL EXCHANGE IN | 4.83M | $782.6T | 5.0% | NEW |
| 9 | NWSA | NEWS CORP NEW | 29.93M | $781.9T | 5.0% | NEW |
| 10 | JNJ | JOHNSON & JOHNSON | 3.66M | $756.7T | 4.8% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE INDEPENDENT SIGNAL
AC read
Independent Franchise Partners LLP is a Other fund managing $15031700.3 trillion in assets. The fund runs a focused portfolio of just 25 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed