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Latest Independent Franchise Partners LLP Stock Portfolio

$12.09Billion– No. of Holdings #23

Independent Franchise Partners LLP Performance:
2024 Q1: 5.94%YTD: 5.94%2023: 17.71%

Performance for 2024 Q1 is 5.94%, and YTD is 5.94%, and 2023 is 17.71%.

About Independent Franchise Partners LLP and 13F Hedge Fund Stock Holdings

In it's latest 13F Holdings report, Independent Franchise Partners LLP reported an equity portfolio of $12.1 Billions as of 31 Mar, 2024.

The top stock holdings of Independent Franchise Partners LLP are RBA, CTVA, ICE. The fund has invested 8.7% of it's portfolio in RB GLOBAL INC and 6.9% of portfolio in CORTEVA INC.

The fund managers got completely rid off SALESFORCE INC (CRM) and S&P GLOBAL INC (SPGI) stocks. They significantly reduced their stock positions in NEW YORK TIMES CO (NYT), RB GLOBAL INC (RBA) and NEWS CORP NEW (NWS). The fund showed a lot of confidence in some stocks as they added substantially to TKO GROUP HOLDINGS INC, JOHNSON & JOHNSON (JNJ) and ASPEN TECHNOLOGY INC (AZPN).
Independent Franchise Partners LLP Equity Portfolio Value
Last Reported on: 14 May, 2024

Independent Franchise Partners LLP Annual Return Estimates Vs S&P 500

Our best estimate is that Independent Franchise Partners LLP made a return of 5.94% in the last quarter. In trailing 12 months, it's portfolio return was 16.22%.

New Buys

No new stocks were added by Independent Franchise Partners LLP

Additions

Ticker% Inc.
tko group holdings inc109
johnson & johnson75.89
aspen technology inc23.82
fox corp23.57
aon plc22.09
philip morris intl inc21.14
corteva inc17.36
fox corp1.88

Additions to existing portfolio by Independent Franchise Partners LLP

Reductions

Ticker% Reduced
new york times co-60.35
rb global inc-9.58
news corp new-4.14
news corp new-3.5
transunion-2.82
electronic arts inc-2.62
booking holdings inc-2.42
ebay inc.-2.41

Independent Franchise Partners LLP reduced stake in above stock

Sold off

Ticker$ Sold
salesforce inc-556,893,000
s&p global inc-351,766,000

Independent Franchise Partners LLP got rid off the above stocks

Sector Distribution

Independent Franchise Partners LLP has about 19.3% of it's holdings in Communication Services sector.

Sector%
Communication Services19.3
Industrials13.7
Financial Services13.2
Healthcare11.6
Consumer Cyclical9.9
Consumer Defensive8.4
Basic Materials6.9
Technology6.6
Real Estate6
Others4.3

Market Cap. Distribution

Independent Franchise Partners LLP has about 89.4% of it's portfolio invested in the large-cap and mega-cap stocks.

Category%
LARGE-CAP78.4
MEGA-CAP11
MID-CAP6.3
UNALLOCATED4.3

Stocks belong to which Index?

About 74.8% of the stocks held by Independent Franchise Partners LLP either belong to S&P 500 or RUSSELL 2000 index.

Index%
S&P 50074.8
Others25.2
Top 5 Winners (%)%
EBAY
ebay inc.
20.5 %
ORCL
oracle corp
18.9 %
CTVA
corteva inc
18.3 %
TRU
transunion
15.9 %
AON
aon plc
13.2 %
Top 5 Winners ($)$
RBA
rb global inc
130.6 M
CTVA
corteva inc
128.5 M
ORCL
oracle corp
111.8 M
AON
aon plc
91.6 M
EBAY
ebay inc.
89.2 M
Top 5 Losers (%)%
Z
zillow group inc
-15.5 %
Z
zillow group inc
-15.4 %
NYT
new york times co
-10.9 %
EA
electronic arts inc
-2.9 %
PM
philip morris intl inc
-2.2 %
Top 5 Losers ($)$
Z
zillow group inc
-116.2 M
Z
zillow group inc
-19.6 M
EA
electronic arts inc
-17.2 M
PM
philip morris intl inc
-14.3 M
NYT
new york times co
-9.7 M

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 23 stocks in it's portfolio. About 63.4% of the portfolio is in top 10 stocks. Z proved to be the most loss making stock for the portfolio. RBA was the most profitable stock for Independent Franchise Partners LLP last quarter.

Last Reported on: 14 May, 2024
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions