Latest Independent Franchise Partners LLP Stock Portfolio
Independent Franchise Partners LLP Performance:
2025 Q4: 1.78%YTD: 17.21%2024: 20.82%
Performance for 2025 Q4 is 1.78%, and YTD is 17.21%, and 2024 is 20.82%.
About Independent Franchise Partners LLP and 13F Hedge Fund Stock Holdings
On 2026-02-17, the fund reported it's updated stock portfolio. In the 13F Holdings report, Independent Franchise Partners LLP reported an equity portfolio of $15.7 Billions as of 31 Dec, 2025.
The top stock holdings of Independent Franchise Partners LLP are , BMY, IT. The fund has invested 7.7% of it's portfolio in SOLVENTUM CORP and 7.1% of portfolio in BRISTOL-MYERS SQUIBB CO.
The fund managers got completely rid off ELECTRONIC ARTS INC (EA), ORACLE CORP (ORCL) and RENTOKIL INITIAL PLC (RTO) stocks. They significantly reduced their stock positions in RB GLOBAL INC (RBA), JOHNSON & JOHNSON (JNJ) and TKO GROUP HOLDINGS INC. Independent Franchise Partners LLP opened new stock positions in SALESFORCE INC (CRM). The fund showed a lot of confidence in some stocks as they added substantially to TRANSUNION (TRU), KENVUE INC and RYAN SPECIALTY HOLDINGS INC (RYAN).
The top stock holdings of Independent Franchise Partners LLP are , BMY, IT. The fund has invested 7.7% of it's portfolio in SOLVENTUM CORP and 7.1% of portfolio in BRISTOL-MYERS SQUIBB CO.
The fund managers got completely rid off ELECTRONIC ARTS INC (EA), ORACLE CORP (ORCL) and RENTOKIL INITIAL PLC (RTO) stocks. They significantly reduced their stock positions in RB GLOBAL INC (RBA), JOHNSON & JOHNSON (JNJ) and TKO GROUP HOLDINGS INC. Independent Franchise Partners LLP opened new stock positions in SALESFORCE INC (CRM). The fund showed a lot of confidence in some stocks as they added substantially to TRANSUNION (TRU), KENVUE INC and RYAN SPECIALTY HOLDINGS INC (RYAN).
Independent Franchise Partners LLP Annual Return Estimates Vs S&P 500
Our best estimate is that Independent Franchise Partners LLP made a return of 1.78% in the last quarter. In trailing 12 months, it's portfolio return was 17.21%.
- Performance
- S&P 500
New Buys
| Ticker | $ Bought |
|---|---|
| salesforce inc | 142,521,000 |
New stocks bought by Independent Franchise Partners LLP
Additions
| Ticker | % Inc. |
|---|---|
| transunion | 99.7 |
| kenvue inc | 56.31 |
| ryan specialty holdings inc | 24.45 |
| airbnb inc | 23.57 |
| solventum corp | 19.04 |
| ebay inc. | 5.22 |
| news corp new | 3.95 |
| gartner inc | 3.52 |
Additions to existing portfolio by Independent Franchise Partners LLP
Reductions
| Ticker | % Reduced |
|---|---|
| rb global inc | -60.71 |
| johnson & johnson | -20.32 |
| tko group holdings inc | -13.72 |
| fox corp | -7.55 |
| otis worldwide corp | -3.13 |
| warner bros discovery inc | -3.13 |
| warner music group corp | -0.43 |
| news corp new | -0.08 |
Independent Franchise Partners LLP reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| electronic arts inc | -551,398,000 |
| rentokil initial plc | -19,660,400 |
| oracle corp | -42,476,500 |
Independent Franchise Partners LLP got rid off the above stocks
Sector Distribution
Independent Franchise Partners LLP has about 23.5% of it's holdings in Communication Services sector.
- Communication Services
- Others
- Healthcare
- Financial Services
- Consumer Defensive
- Consumer Cyclical
- Industrials
- Technology
- Real Estate
- Basic Materials
| Sector | % |
|---|---|
| Communication Services | 23.5 |
| Others | 13.7 |
| Healthcare | 12 |
| Financial Services | 10.4 |
| Consumer Defensive | 9.1 |
| Consumer Cyclical | 8.7 |
| Industrials | 6.3 |
| Technology | 6.2 |
| Real Estate | 5.6 |
| Basic Materials | 4.5 |
Market Cap. Distribution
Independent Franchise Partners LLP has about 86.3% of it's portfolio invested in the large-cap and mega-cap stocks.
- LARGE-CAP
- UNALLOCATED
- MEGA-CAP
| Category | % |
|---|---|
| LARGE-CAP | 77.6 |
| UNALLOCATED | 13.7 |
| MEGA-CAP | 8.7 |
Stocks belong to which Index?
About 71.7% 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 | 71.7 |
| Others | 28.3 |
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 27 stocks in it's portfolio. About 55.6% of the portfolio is in top 10 stocks. NWS 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: 17 Feb, 2026| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| ABNB | airbnb inc | 4.44 | 5,146,270 | 698,452,000 | added | 23.57 | ||
| AON | aon plc | 4.75 | 2,115,520 | 746,526,000 | added | 0.91 | ||
| BMY | bristol-myers squibb co | 7.14 | 20,828,100 | 1,123,470,000 | added | 0.99 | ||
| CRM | salesforce inc | 0.91 | 537,999 | 142,521,000 | new | |||
| CTVA | corteva inc | 4.47 | 10,495,400 | 703,506,000 | added | 1.03 | ||
| EA | electronic arts inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| EBAY | ebay inc. | 4.29 | 7,748,180 | 674,866,000 | added | 5.22 | ||
| EL | lauder estee cos inc | 5.22 | 7,837,250 | 820,717,000 | added | 1.08 | ||
| FOX | fox corp | 4.54 | 9,777,520 | 714,443,000 | reduced | -7.55 | ||
| FOX | fox corp | 2.14 | 5,174,660 | 335,991,000 | added | 1.18 | ||
| ICE | intercontinental exchange in | 4.98 | 4,831,850 | 782,567,000 | added | 1.04 | ||
| IT | gartner inc | 5.31 | 3,308,570 | 834,685,000 | added | 3.52 | ||
| JNJ | johnson & johnson | 4.81 | 3,656,330 | 756,677,000 | reduced | -20.32 | ||
| LYV | live nation entertainment in | 5.20 | 5,733,720 | 817,055,000 | added | 3.49 | ||
| NWS | news corp new | 4.97 | 29,934,000 | 781,877,000 | added | 3.95 | ||
| NWS | news corp new | 1.73 | 9,161,460 | 271,454,000 | reduced | -0.08 | ||
| ORCL | oracle corp | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| OTIS | otis worldwide corp | 0.59 | 1,064,150 | 92,953,400 | reduced | -3.13 | ||
| PM | philip morris intl inc | 3.90 | 3,823,730 | 613,326,000 | added | 1.28 | ||
| RBA | rb global inc | 0.75 | 1,151,800 | 118,485,000 | reduced | -60.71 | ||