Latest Independent Franchise Partners LLP Stock Portfolio
Independent Franchise Partners LLP Performance:
2025 Q3: 5.52%YTD: 17.82%2024: 20.6%
Performance for 2025 Q3 is 5.52%, and YTD is 17.82%, and 2024 is 20.6%.
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 $15.2 Billions as of 30 Sep, 2025.
The top stock holdings of Independent Franchise Partners LLP are , BMY, LYV. The fund has invested 6.2% of it's portfolio in SOLVENTUM CORP and 6.1% of portfolio in BRISTOL-MYERS SQUIBB CO.
They significantly reduced their stock positions in ORACLE CORP (ORCL), TKO GROUP HOLDINGS INC and RB GLOBAL INC (RBA). Independent Franchise Partners LLP opened new stock positions in GARTNER INC (IT), AIRBNB INC (ABNB) and OTIS WORLDWIDE CORP (OTIS). The fund showed a lot of confidence in some stocks as they added substantially to RENTOKIL INITIAL PLC, AON PLC (AON) and WARNER BROS DISCOVERY INC (WBD).
The top stock holdings of Independent Franchise Partners LLP are , BMY, LYV. The fund has invested 6.2% of it's portfolio in SOLVENTUM CORP and 6.1% of portfolio in BRISTOL-MYERS SQUIBB CO.
They significantly reduced their stock positions in ORACLE CORP (ORCL), TKO GROUP HOLDINGS INC and RB GLOBAL INC (RBA). Independent Franchise Partners LLP opened new stock positions in GARTNER INC (IT), AIRBNB INC (ABNB) and OTIS WORLDWIDE CORP (OTIS). The fund showed a lot of confidence in some stocks as they added substantially to RENTOKIL INITIAL PLC, AON PLC (AON) and WARNER BROS DISCOVERY INC (WBD).
Independent Franchise Partners LLP Annual Return Estimates Vs S&P 500
Our best estimate is that Independent Franchise Partners LLP made a return of 5.52% in the last quarter. In trailing 12 months, it's portfolio return was 19.67%.
New Buys
| Ticker | $ Bought |
|---|---|
| gartner inc | 840,166,000 |
| airbnb inc | 505,672,000 |
| otis worldwide corp | 100,435,000 |
| ryan specialty holdings inc | 95,798,100 |
New stocks bought by Independent Franchise Partners LLP
Additions
| Ticker | % Inc. |
|---|---|
| rentokil initial plc | 662 |
| aon plc | 41.57 |
| solventum corp | 27.2 |
| warner bros discovery inc | 0.53 |
Additions to existing portfolio by Independent Franchise Partners LLP
Reductions
| Ticker | % Reduced |
|---|---|
| oracle corp | -95.77 |
| tko group holdings inc | -82.1 |
| rb global inc | -48.56 |
| corteva inc | -22.45 |
| intercontinental exchange in | -21.68 |
| electronic arts inc | -19.95 |
| johnson & johnson | -12.49 |
| ebay inc. | -9.24 |
Independent Franchise Partners LLP reduced stake in above stock
Sold off
Sector Distribution
Independent Franchise Partners LLP has about 28.5% of it's holdings in Communication Services sector.
| Sector | % |
|---|---|
| Communication Services | 28.5 |
| Healthcare | 11.7 |
| Financial Services | 10.9 |
| Others | 10.4 |
| Consumer Defensive | 8.5 |
| Consumer Cyclical | 7.7 |
| Real Estate | 6.5 |
| Technology | 5.8 |
| Industrials | 5.3 |
| Basic Materials | 4.6 |
Market Cap. Distribution
Independent Franchise Partners LLP has about 89.6% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| LARGE-CAP | 83.7 |
| UNALLOCATED | 10.4 |
| MEGA-CAP | 5.9 |
Stocks belong to which Index?
About 74.9% of the stocks held by Independent Franchise Partners LLP either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| S&P 500 | 74.9 |
| Others | 25.1 |
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 29 stocks in it's portfolio. About 55.7% of the portfolio is in top 10 stocks. CTVA proved to be the most loss making stock for the portfolio. ORCL was the most profitable stock for Independent Franchise Partners LLP last quarter.
Last Reported on: 14 Nov, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| ABNB | airbnb inc | 3.33 | 4,164,650 | 505,672,000 | new | |||
| AON | aon plc | 4.93 | 2,096,490 | 747,565,000 | added | 41.57 | ||
| BMY | bristol-myers squibb co | 6.13 | 20,623,400 | 930,113,000 | reduced | -1.69 | ||
| CTVA | corteva inc | 4.63 | 10,388,000 | 702,537,000 | reduced | -22.45 | ||
| EA | electronic arts inc | 3.63 | 2,733,750 | 551,398,000 | reduced | -19.95 | ||
| EBAY | ebay inc. | 4.42 | 7,363,610 | 669,720,000 | reduced | -9.24 | ||
| EL | lauder estee cos inc | 4.50 | 7,753,390 | 683,229,000 | reduced | -1.76 | ||
| FOX | fox corp | 4.40 | 10,576,100 | 666,930,000 | reduced | -1.49 | ||
| FOX | fox corp | 1.93 | 5,114,510 | 293,010,000 | reduced | -1.8 | ||
| ICE | intercontinental exchange in | 5.31 | 4,781,920 | 805,659,000 | reduced | -21.68 | ||
| IT | gartner inc | 5.54 | 3,196,130 | 840,166,000 | new | |||
| JNJ | johnson & johnson | 5.61 | 4,588,890 | 850,872,000 | reduced | -12.49 | ||
| LYV | live nation entertainment in | 5.97 | 5,540,610 | 905,336,000 | reduced | -1.77 | ||
| NWS | news corp new | 5.83 | 28,796,400 | 884,336,000 | reduced | -1.28 | ||
| NWS | news corp new | 2.09 | 9,168,830 | 316,783,000 | reduced | -2.71 | ||
| ORCL | oracle corp | 0.28 | 151,033 | 42,476,500 | reduced | -95.77 | ||
| OTIS | otis worldwide corp | 0.66 | 1,098,500 | 100,435,000 | new | |||
| PM | philip morris intl inc | 4.04 | 3,775,510 | 612,388,000 | reduced | -1.03 | ||
| RBA | rb global inc | 2.09 | 2,931,320 | 317,637,000 | reduced | -48.56 | ||
| RYAN | ryan specialty holdings inc | 0.63 | 1,699,750 | 95,798,100 | new | |||