§ 13F · FUND PROFILE
Independent Franchise Partners LLP.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $15.0B (13F)Positions · 25Turnover · — · Q1Filed · May 14, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | BMY | BRISTOL-MYERS SQUIBB CO | 21.28M | $1.3B | 9.0% | +2% |
| 2 | SOLV | SOLVENTUM CORP | 15.73M | $1.0B | 7.2% | +2% |
| 3 | LYV | LIVE NATION ENTERTAINMENT IN | 5.86M | $894M | 6.3% | +2% |
| 4 | KVUE | KENVUE INC | 49.21M | $848M | 5.9% | +2% |
| 5 | TRU | TRANSUNION | 12.13M | $839M | 5.9% | +33% |
| 6 | AON | AON PLC | 2.59M | $835M | 5.8% | +22% |
| 7 | ICE | INTERCONTINENTAL EXCHANGE IN | 4.96M | $779M | 5.5% | +3% |
| 8 | NWSA | NEWS CORP NEW | 30.92M | $771M | 5.4% | +3% |
| 9 | CRM | SALESFORCE INC | 4.04M | $753M | 5.3% | +650% |
| 10 | IT | GARTNER INC | 4.60M | $728M | 5.1% | +39% |
§ 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 $15.0 billion 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
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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