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%
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. <br><br> 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. <br><br> 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
$14.29Billion
as of May 14, 2026Independent 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
No new stocks were added by Independent Franchise Partners LLP
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.
$14.29BTotal Value
27.00Positions
14 May, 2026Last Reported
| Expand | Holdingsorted ascending | % Portfolio | Shares Held | $ Value | % Change |
|---|---|---|---|---|---|
 Airbnb Inc Airbnb IncABNB Independent Franchise Partners LLP's holding in Airbnb Inc over time | 4.66% | 5,275,660 | $666.21M 4.66% | 2.51%increased 2.51 percentadded | |
| 5.85% | 2,588,000 | $835.36M 5.85% | 22.33%increased 22.33 percentadded | ||
 Bristol-Myers Squibb Co Independent Franchise Partners LLP's holding in Bristol-Myers Squibb Co over time | 9.03% | 21,275,500 | $1.29B 9.03% | 2.15%increased 2.15 percentadded | |
 Salesforce Inc Independent Franchise Partners LLP's holding in Salesforce Inc over time | 5.27% | 4,035,050 | $753.22M 5.27% | 650.01%increased 650.01 percentadded | |
 Corteva Inc Corteva IncCTVA Independent Franchise Partners LLP's holding in Corteva Inc over time | 0.7% | 1,188,900 | $99.52M 0.7% | 88.67%decreased 88.67 percentreduced | |
| 4.31% | 6,772,230 | $616.41M 4.31% | 12.6%decreased 12.6 percentreduced | ||
 Lauder Estee Cos Inc Independent Franchise Partners LLP's holding in Lauder Estee Cos Inc over time | 3.33% | 6,628,540 | $475.73M 3.33% | 15.42%decreased 15.42 percentreduced | |
| 3.34% | 8,174,690 | $477.40M 3.34% | 16.39%decreased 16.39 percentreduced | ||
| 1.97% | 5,307,880 | $281.85M 1.97% | 2.57%increased 2.57 percentadded | ||
 Intercontinental Exchange In Independent Franchise Partners LLP's holding in Intercontinental Exchange In over time | 5.45% | 4,955,190 | $779.35M 5.45% | 2.55%increased 2.55 percentadded | |
 Gartner Inc Independent Franchise Partners LLP's holding in Gartner Inc over time | 5.1% | 4,600,770 | $728.49M 5.1% | 39.06%increased 39.06 percentadded | |
 Johnson & Johnson Independent Franchise Partners LLP's holding in Johnson & Johnson over time | 5.08% | 2,971,440 | $726.34M 5.08% | 18.73%decreased 18.73 percentreduced | |
 Live Nation Entertainment In Independent Franchise Partners LLP's holding in Live Nation Entertainment In over time | 6.26% | 5,864,760 | $894.43M 6.26% | 2.29%increased 2.29 percentadded | |
 News Corp New Independent Franchise Partners LLP's holding in News Corp New over time | 5.39% | 30,924,600 | $770.95M 5.39% | 3.31%increased 3.31 percentadded | |
News Corp New Independent Franchise Partners LLP's holding in News Corp New over time | 1.82% | 9,111,760 | $259.78M 1.82% | 0.54%decreased 0.54 percentreduced | |
 Otis Worldwide Corp Independent Franchise Partners LLP's holding in Otis Worldwide Corp over time | 0.54% | 1,002,280 | $77.26M 0.54% | 5.81%decreased 5.81 percentreduced | |
 Philip Morris Intl Inc Independent Franchise Partners LLP's holding in Philip Morris Intl Inc over time | 2.96% | 2,560,570 | $423.36M 2.96% | 33.03%decreased 33.03 percentreduced | |
 Rb Global Inc Independent Franchise Partners LLP's holding in Rb Global Inc over time | 0% | 0.00 | $0.00 0% | 100%decreased 100 percentsold off | |
 Ryan Specialty Holdings Inc Independent Franchise Partners LLP's holding in Ryan Specialty Holdings Inc over time | 0.67% | 2,820,850 | $95.18M 0.67% | 33.35%increased 33.35 percentadded | |
 Transunion TransunionTRU Independent Franchise Partners LLP's holding in Transunion over time | 5.87% | 12,131,900 | $839.41M 5.87% | 32.78%increased 32.78 percentadded | |
