Holders — by stockHoldings — by fund
Independent Franchise Partners LLP
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001483866
$15.24B
disclosed book value
26
positions
8.2%
largest position share
Positions, as of 2026-06-30
top 26 of 26 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | BMYBRISTOL-MYERS SQUIBB CO | 21.8M | $1.26B | 8.2% |
| 2 | SOLVSOLVENTUM CORP | 16.2M | $1.25B | 8.2% |
| 3 | LYVLIVE NATION ENTERTAINMENT IN | 6.0M | $1.10B | 7.2% |
| 4 | TRUTRANSUNION | 14.0M | $1.01B | 6.6% |
| 5 | KVUEKENVUE INC | 50.4M | $963.7M | 6.3% |
| 6 | CRMSALESFORCE INC | 5.8M | $911.6M | 6% |
| 7 | AONAON PLC | 2.6M | $878.0M | 5.8% |
| 8 | NWSANEWS CORP NEW | 32.1M | $796.4M | 5.2% |
| 9 | ABNBAIRBNB INC | 5.4M | $776.1M | 5.1% |
| 10 | JNJJOHNSON & JOHNSON | 3.0M | $772.9M | 5.1% |
| 11 | ITGARTNER INC | 5.6M | $723.7M | 4.7% |
| 12 | ICEINTERCONTINENTAL EXCHANGE IN | 5.3M | $646.7M | 4.2% |
| 13 | ZZILLOW GROUP INC | 16.3M | $513.8M | 3.4% |
| 14 | EBAYEBAY INC. | 4.5M | $508.1M | 3.3% |
| 15 | PMPHILIP MORRIS INTL INC | 2.6M | $466.4M | 3.1% |
| 16 | FOXAFOX CORP | 8.4M | $438.1M | 2.9% |
| 17 | ELLAUDER ESTEE COS INC | 4.9M | $390.2M | 2.6% |
| 18 | OTISOTIS WORLDWIDE CORP | 5.2M | $368.9M | 2.4% |
| 19 | WMGWARNER MUSIC GROUP CORP | 13.0M | $351.9M | 2.3% |
| 20 | FOXFOX CORP | 5.5M | $256.8M | 1.7% |
| 21 | NWSNEWS CORP NEW | 9.0M | $253.2M | 1.7% |
| 22 | WBDWARNER BROS DISCOVERY INC | 8.2M | $217.5M | 1.4% |
| 23 | ZGZILLOW GROUP INC | 3.7M | $115.2M | 0.8% |
| 24 | RYANRYAN SPECIALTY HOLDINGS INC | 2.6M | $99.9M | 0.7% |
| 25 | CTVACORTEVA INC | 1.1M | $94.4M | 0.6% |
| 26 | TKOTKO GROUP HOLDINGS INC | 429,092 | $86.4M | 0.6% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.