Latest Independent Franchise Partners LLP Stock Portfolio
$15.24Billion | No. of Holdings #26
Independent Franchise Partners LLP Performance
2026 Q2+0.30%
YTD-9.08%
2025+17.21%
About Independent Franchise Partners LLP and 13F Hedge Fund Stock Holdings
On 2026-08-13, the fund reported it's updated stock portfolio. In the 13F Holdings report, Independent Franchise Partners LLP reported an equity portfolio of $15.2 Billions as of 30 Jun, 2026. <br><br> The top stock holdings of Independent Franchise Partners LLP are BMY, , LYV. The fund has invested 8.2% of it's portfolio in BRISTOL-MYERS SQUIBB CO and 8.2% of portfolio in SOLVENTUM CORP. <br><br> They significantly reduced their stock positions in EBAY INC. (EBAY), LAUDER ESTEE COS INC (EL) and TKO GROUP HOLDINGS INC. The fund showed a lot of confidence in some stocks as they added substantially to OTIS WORLDWIDE CORP (OTIS), SALESFORCE INC (CRM) and ZILLOW GROUP INC (Z).
Independent Franchise Partners LLP Equity Portfolio Value
Last Reported on: 13 Aug, 2026
$15.24Billion
as of Aug 13, 2026Independent Franchise Partners LLP Annual Return Estimates Vs S&P 500
Our best estimate is that Independent Franchise Partners LLP made a return of 0.3% in the last quarter. In trailing 12 months, it's portfolio return was -3.86%.
- Performance
- S&P 500
New Buys
No new stocks were added by Independent Franchise Partners LLP
Additions
| Ticker | % Inc. |
|---|---|
| otis worldwide corp | 414 |
| salesforce inc | 44.21 |
| zillow group inc | 34.12 |
| zillow group inc | 23.51 |
| gartner inc | 21.35 |
| transunion | 15.21 |
| intercontinental exchange in | 6.01 |
| news corp new | 3.72 |
Additions to existing portfolio by Independent Franchise Partners LLP
Reductions
| Ticker | % Reduced |
|---|---|
| ebay inc. | -32.86 |
| lauder estee cos inc | -25.45 |
| tko group holdings inc | -6.23 |
| corteva inc | -6.21 |
| ryan specialty holdings inc | -6.21 |
| warner bros discovery inc | -6.21 |
| news corp new | -0.96 |
| warner music group corp | -0.28 |
Independent Franchise Partners LLP reduced stake in above stock
Sold off
None of the stocks were completely sold off by Independent Franchise Partners LLP
Sector Distribution
Independent Franchise Partners LLP has about 22.4% of it's holdings in Communication Services sector.
- Communication Services
- Others
- Healthcare
- Technology
- Financial Services
- Industrials
- Consumer Cyclical
- Consumer Defensive
- Real Estate
| Sector | % |
|---|---|
| Communication Services | 22.4 |
| Others | 15.1 |
| Healthcare | 13.3 |
| Technology | 10.7 |
| Financial Services | 10.7 |
| Industrials | 9 |
| Consumer Cyclical | 8.4 |
| Consumer Defensive | 5.6 |
| Real Estate | 4.1 |
Market Cap. Distribution
Independent Franchise Partners LLP has about 80.1% of it's portfolio invested in the large-cap and mega-cap stocks.
- LARGE-CAP
- UNALLOCATED
- MEGA-CAP
- MID-CAP
| Category | % |
|---|---|
| LARGE-CAP | 72 |
| UNALLOCATED | 15.1 |
| MEGA-CAP | 8.1 |
| MID-CAP | 4.8 |
Stocks belong to which Index?
About 71.2% 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 | 71.2 |
| Others | 28.8 |
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 63.7% of the portfolio is in top 10 stocks. ICE proved to be the most loss making stock for the portfolio. was the most profitable stock for Independent Franchise Partners LLP last quarter.
$15.24BTotal Value
26.00Positions
13 Aug, 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 | 5.09% | 5,423,760 | $776.14M 5.09% | 2.81%increased 2.81 percentadded | |
| 5.76% | 2,646,940 | $877.97M 5.76% | 2.28%increased 2.28 percentadded | ||
 Bristol-Myers Squibb Co Independent Franchise Partners LLP's holding in Bristol-Myers Squibb Co over time | 8.24% | 21,792,800 | $1.26B 8.24% | 2.43%increased 2.43 percentadded | |
 Salesforce Inc Independent Franchise Partners LLP's holding in Salesforce Inc over time | 5.98% | 5,818,840 | $911.58M 5.98% | 44.21%increased 44.21 percentadded | |
 Corteva Inc Corteva IncCTVA Independent Franchise Partners LLP's holding in Corteva Inc over time | 0.62% | 1,115,110 | $94.44M 0.62% | 6.21%decreased 6.21 percentreduced | |
| 3.33% | 4,546,650 | $508.09M 3.33% | 32.86%decreased 32.86 percentreduced | ||
 Lauder Estee Cos Inc Independent Franchise Partners LLP's holding in Lauder Estee Cos Inc over time | 2.56% | 4,941,740 | $390.15M 2.56% | 25.45%decreased 25.45 percentreduced | |
| 2.87% | 8,398,660 | $438.07M 2.87% | 2.74%increased 2.74 percentadded | ||
| 1.69% | 5,482,680 | $256.81M 1.69% | 3.29%increased 3.29 percentadded | ||
 Intercontinental Exchange In Independent Franchise Partners LLP's holding in Intercontinental Exchange In over time | 4.24% | 5,253,130 | $646.71M 4.24% | 6.01%increased 6.01 percentadded | |
 Gartner Inc Independent Franchise Partners LLP's holding in Gartner Inc over time | 4.75% | 5,582,960 | $723.66M 4.75% | 21.35%increased 21.35 percentadded | |
 Johnson & Johnson Independent Franchise Partners LLP's holding in Johnson & Johnson over time | 5.07% | 3,043,190 | $772.88M 5.07% | 2.41%increased 2.41 percentadded | |
 Live Nation Entertainment In Independent Franchise Partners LLP's holding in Live Nation Entertainment In over time | 7.22% | 6,013,440 | $1.10B 7.22% | 2.54%increased 2.54 percentadded | |
 News Corp New Independent Franchise Partners LLP's holding in News Corp New over time | 5.22% | 32,074,500 | $796.41M 5.22% | 3.72%increased 3.72 percentadded | |
News Corp New Independent Franchise Partners LLP's holding in News Corp New over time | 1.66% | 9,023,860 | $253.21M 1.66% | 0.96%decreased 0.96 percentreduced | |
 Otis Worldwide Corp Independent Franchise Partners LLP's holding in Otis Worldwide Corp over time | 2.42% | 5,152,100 | $368.89M 2.42% | 414.04%increased 414.04 percentadded | |
 Philip Morris Intl Inc Independent Franchise Partners LLP's holding in Philip Morris Intl Inc over time | 3.06% | 2,578,330 | $466.44M 3.06% | 0.69%increased 0.69 percentadded | |
 Ryan Specialty Holdings Inc Independent Franchise Partners LLP's holding in Ryan Specialty Holdings Inc over time | 0.66% | 2,645,790 | $99.91M 0.66% | 6.21%decreased 6.21 percentreduced | |
 Transunion TransunionTRU Independent Franchise Partners LLP's holding in Transunion over time | 6.62% | 13,976,700 | $1.01B 6.62% | 15.21%increased 15.21 percentadded | |
 Warner Bros Discovery Inc Independent Franchise Partners LLP's holding in Warner Bros Discovery Inc over time | 1.43% | 8,157,930 | $217.49M 1.43% | 6.21%decreased 6.21 percentreduced | |
