Latest Independent Franchise Partners LLP Stock Portfolio
$14.29Billion– No. of Holdings #26
Independent Franchise Partners LLP Performance:
2026 Q1: -9.35%YTD: -9.35%2025: 17.21%
Performance for 2026 Q1 is -9.35%, and YTD is -9.35%, and 2025 is 17.21%.
About Independent Franchise Partners LLP and 13F Hedge Fund Stock Holdings
On 2026-05-14, the fund reported it's updated stock portfolio. In the 13F Holdings report, Independent Franchise Partners LLP reported an equity portfolio of $14.3 Billions as of 31 Mar, 2026.
The top stock holdings of Independent Franchise Partners LLP are BMY, , LYV. The fund has invested 9% of it's portfolio in BRISTOL-MYERS SQUIBB CO and 7.2% of portfolio in SOLVENTUM CORP.
The fund managers got completely rid off RB GLOBAL INC (RBA) stocks. They significantly reduced their stock positions in CORTEVA INC (CTVA), PHILIP MORRIS INTL INC (PM) and WARNER BROS DISCOVERY INC (WBD). The fund showed a lot of confidence in some stocks as they added substantially to SALESFORCE INC (CRM), GARTNER INC (IT) and ZILLOW GROUP INC (Z).
The top stock holdings of Independent Franchise Partners LLP are BMY, , LYV. The fund has invested 9% of it's portfolio in BRISTOL-MYERS SQUIBB CO and 7.2% of portfolio in SOLVENTUM CORP.
The fund managers got completely rid off RB GLOBAL INC (RBA) stocks. They significantly reduced their stock positions in CORTEVA INC (CTVA), PHILIP MORRIS INTL INC (PM) and WARNER BROS DISCOVERY INC (WBD). The fund showed a lot of confidence in some stocks as they added substantially to SALESFORCE INC (CRM), GARTNER INC (IT) and ZILLOW GROUP INC (Z).
Independent Franchise Partners LLP Equity Portfolio Value
Last Reported on: 14 May, 2026
Independent Franchise Partners LLP Annual Return Estimates Vs S&P 500
Our best estimate is that Independent Franchise Partners LLP made a return of -9.35% in the last quarter. In trailing 12 months, it's portfolio return was 0.46%.
- Performance
- S&P 500
New Buys
Additions
| Ticker | % Inc. |
|---|---|
| salesforce inc | 650 |
| gartner inc | 39.06 |
| zillow group inc | 35.26 |
| ryan specialty holdings inc | 33.35 |
| transunion | 32.78 |
| aon plc | 22.33 |
| zillow group inc | 20.49 |
| news corp new | 3.31 |
Additions to existing portfolio by Independent Franchise Partners LLP
Reductions
| Ticker | % Reduced |
|---|---|
| corteva inc | -88.67 |
| philip morris intl inc | -33.03 |
| warner bros discovery inc | -31.5 |
| johnson & johnson | -18.73 |
| fox corp | -16.39 |
| lauder estee cos inc | -15.42 |
| ebay inc. | -12.6 |
| otis worldwide corp | -5.81 |
Independent Franchise Partners LLP reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| rb global inc | -118,485,000 |
Independent Franchise Partners LLP got rid off the above stocks
Sector Distribution
Independent Franchise Partners LLP has about 22.8% of it's holdings in Communication Services sector.
- Communication Services
- Healthcare
- Others
- Financial Services
- Technology
- Consumer Cyclical
- Industrials
- Consumer Defensive
- Real Estate
| Sector | % |
|---|---|
| Communication Services | 22.8 |
| Healthcare | 14.1 |
| Others | 13.8 |
| Financial Services | 12 |
| Technology | 10.4 |
| Consumer Cyclical | 9 |
| Industrials | 6.4 |
| Consumer Defensive | 6.3 |
| Real Estate | 4.6 |
Market Cap. Distribution
Independent Franchise Partners LLP has about 86.2% of it's portfolio invested in the large-cap and mega-cap stocks.
- LARGE-CAP
- UNALLOCATED
- MEGA-CAP
| Category | % |
|---|---|
| LARGE-CAP | 78.2 |
| UNALLOCATED | 13.8 |
| MEGA-CAP | 8 |
Stocks belong to which Index?
About 72.7% of the stocks held by Independent Franchise Partners LLP either belong to S&P 500 or RUSSELL 2000 index.
- S&P 500
- Others
| Index | % |
|---|---|
| S&P 500 | 72.7 |
| Others | 27.3 |
Independent Franchise Partners LLP Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of Independent Franchise Partners LLP
Independent Franchise Partners LLP has 26 stocks in it's portfolio. About 61.4% of the portfolio is in top 10 stocks. IT proved to be the most loss making stock for the portfolio. BMY was the most profitable stock for Independent Franchise Partners LLP last quarter.
Last Reported on: 14 May, 2026| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| ABNB | airbnb inc | 4.66 | 5,275,660 | 666,210,000 | added | 2.51 | ||
| AON | aon plc | 5.85 | 2,588,000 | 835,355,000 | added | 22.33 | ||
| BMY | bristol-myers squibb co | 9.03 | 21,275,500 | 1,290,360,000 | added | 2.15 | ||
| CRM | salesforce inc | 5.27 | 4,035,050 | 753,223,000 | added | 650 | ||
| CTVA | corteva inc | 0.70 | 1,188,900 | 99,522,500 | reduced | -88.67 | ||
| EBAY | ebay inc. | 4.31 | 6,772,230 | 616,409,000 | reduced | -12.6 | ||
| EL | lauder estee cos inc | 3.33 | 6,628,540 | 475,730,000 | reduced | -15.42 | ||
| FOX | fox corp | 3.34 | 8,174,690 | 477,402,000 | reduced | -16.39 | ||
| FOX | fox corp | 1.97 | 5,307,880 | 281,848,000 | added | 2.57 | ||
| ICE | intercontinental exchange in | 5.45 | 4,955,190 | 779,353,000 | added | 2.55 | ||
| IT | gartner inc | 5.10 | 4,600,770 | 728,486,000 | added | 39.06 | ||
| JNJ | johnson & johnson | 5.08 | 2,971,440 | 726,338,000 | reduced | -18.73 | ||
| LYV | live nation entertainment in | 6.26 | 5,864,760 | 894,434,000 | added | 2.29 | ||
| NWS | news corp new | 5.39 | 30,924,600 | 770,950,000 | added | 3.31 | ||
| NWS | news corp new | 1.82 | 9,111,760 | 259,776,000 | reduced | -0.54 | ||
| OTIS | otis worldwide corp | 0.54 | 1,002,280 | 77,256,000 | reduced | -5.81 | ||
| PM | philip morris intl inc | 2.96 | 2,560,570 | 423,364,000 | reduced | -33.03 | ||
| RBA | rb global inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| RYAN | ryan specialty holdings inc | 0.67 | 2,820,850 | 95,175,600 | added | 33.35 | ||
| TRU | transunion | 5.87 | 12,131,900 | 839,409,000 | added | 32.78 | ||