§ 13F · FUND PROFILE
Independent Franchise Partners LLP.
AUM · $15.2B (13F)Positions · 26Turnover · n/a · Q2Filed · Aug 13, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | BMY | BRISTOL-MYERS SQUIBB CO | 21.79M | $1.3B | 8.2% | +2% |
| 2 | SOLV | SOLVENTUM CORP | 16.17M | $1.2B | 8.2% | +3% |
| 3 | LYV | LIVE NATION ENTERTAINMENT IN | 6.01M | $1.1B | 7.2% | +3% |
| 4 | TRU | TRANSUNION | 13.98M | $1.0B | 6.6% | +15% |
| 5 | KVUE | KENVUE INC | 50.43M | $964M | 6.3% | +2% |
| 6 | CRM | SALESFORCE INC | 5.82M | $912M | 6.0% | +44% |
| 7 | AON | AON PLC | 2.65M | $878M | 5.8% | +2% |
| 8 | NWSA | NEWS CORP NEW | 32.07M | $796M | 5.2% | +4% |
| 9 | ABNB | AIRBNB INC | 5.42M | $776M | 5.1% | +3% |
| 10 | JNJ | JOHNSON & JOHNSON | 3.04M | $773M | 5.1% | +2% |
§ 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 $15.2 billion in assets. The fund runs a focused portfolio of just 26 positions.
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