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Latest Independent Franchise Partners LLP Stock Portfolio

$11.76Billion

Equity Portfolio Value
Last Reported on: 13 Feb, 2024

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

In it's latest 13F Holdings report, Independent Franchise Partners LLP reported an equity portfolio of $11.8 Billions as of 31 Dec, 2023.

The top stock holdings of Independent Franchise Partners LLP are RBA, ICE, Z. The fund has invested 8.7% of it's portfolio in RB GLOBAL INC and 6.6% of portfolio in INTERCONTINENTAL EXCHANGE IN.

They significantly reduced their stock positions in S&P GLOBAL INC (SPGI), SALESFORCE INC (CRM) and NEW YORK TIMES CO (NYT). Independent Franchise Partners LLP opened new stock positions in REVVITY INC. The fund showed a lot of confidence in some stocks as they added substantially to TRANSUNION (TRU), TKO GROUP HOLDINGS INC and FOX CORP (FOX).

New Buys

Ticker$ Bought
REVVITY INC210,518,000
New stocks bought by Independent Franchise Partners LLP

Additions

Ticker% Inc.
TRANSUNION15.86
TKO GROUP HOLDINGS INC8.38
FOX CORP0.63
Additions to existing portfolio by Independent Franchise Partners LLP

Reductions

Ticker% Reduced
S&P GLOBAL INC-27.64
SALESFORCE INC-26.31
NEW YORK TIMES CO-6.6
ASPEN TECHNOLOGY INC-6.42
PHILIP MORRIS INTL INC-6.09
NEWS CORP NEW-5.97
FOX CORP-5.64
ZILLOW GROUP INC-4.8
Independent Franchise Partners LLP reduced stake in above stock

Sold off

None of the stocks were completely sold off by Independent Franchise Partners LLP

Current Stock Holdings of Independent Franchise Partners LLP

Last Reported on: 13 Feb, 2024
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions
AONAON PLC4.781,933,360562,647,000REDUCED-4.59
AZPNASPEN TECHNOLOGY INC0.77413,10590,945,100REDUCED-6.42
BKNGBOOKING HOLDINGS INC5.83193,496686,373,000REDUCED-4.37
BMYBRISTOL-MYERS SQUIBB CO6.1314,065,100721,681,000REDUCED-4.64
CRMSALESFORCE INC4.732,116,340556,893,000REDUCED-26.31
CTVACORTEVA INC5.0112,289,100588,893,000REDUCED-4.7
EAELECTRONIC ARTS INC5.004,294,920587,589,000REDUCED-4.68
EBAYEBAY INC.3.709,980,320435,341,000REDUCED-4.66
ELLAUDER ESTEE COS INC3.062,458,110359,499,000REDUCED-4.7
FOXFOX CORP4.4317,568,000521,243,000REDUCED-5.64
FOXFOX CORP0.843,550,70098,176,900ADDED0.63
ICEINTERCONTINENTAL EXCHANGE IN6.626,065,420778,982,000REDUCED-4.74
JNJJOHNSON & JOHNSON3.072,302,820360,944,000REDUCED-4.72
NWSNEWS CORP NEW6.2730,062,000738,022,000REDUCED-4.23
NWSNEWS CORP NEW2.5511,681,700300,454,000REDUCED-5.97
NYTNEW YORK TIMES CO0.751,802,24088,292,000REDUCED-6.6
ORCLORACLE CORP5.045,623,970592,935,000REDUCED-4.73
PMPHILIP MORRIS INTL INC4.685,846,610550,049,000REDUCED-6.09
RBARB GLOBAL INC8.6515,207,6001,017,230,000REDUCED-4.35
SPGIS&P GLOBAL INC2.99798,525351,766,000REDUCED-27.64
TRUTRANSUNION4.627,904,280543,103,000ADDED15.86
ZZILLOW GROUP INC6.3812,969,600750,418,000REDUCED-4.8
ZZILLOW GROUP INC1.082,243,800127,268,000REDUCED-4.74
REVVITY INC1.791,925,880210,518,000NEW
TKO GROUP HOLDINGS INC1.241,780,570145,259,000ADDED8.38