Lindsell Train - Performance Analysis
Investment performance metrics based on historical 13F filings data.
📊 Data Coverage: June 2013 to September 2025 • Initial Portfolio Value: $0.00B
Performance calculated from first filing in our database. This may not represent the investor's entire career.
Portfolio Growth (Since First Filing)
+4.08B
+9,999%+
Winning Positions
+94.12%
32 wins / 34 positions
Average Gain (Winners)
$105.30M
+9,999%+ avg per position
Active Positions
28
1 losing positions
Portfolio Value Over Time
Total Positions Tracked
34
All holdings over time
Win/Loss Ratio
32.00
32 gains / 1 losses
Active vs. Exited
28 / 6
Current positions / Exited
Position Performance
Performance calculated from first appearance in 13F filings. Initial values represent position value when first tracked, not actual purchase prices.
| Symbol | Company | Sector | Entry | Status | Initial Value | Current Value | Gain/Loss | Return % |
|---|---|---|---|---|---|---|---|---|
| GOOGL | Alphabet Inc. | Communication Services | Jun 2020 | ACTIVE | $1.13K | $543.11M | $543.11M | +9,999%+ |
| DIS | Walt Disney Company (The) | Communication Services | Jun 2013 | ACTIVE | $49.60K | $426.61M | $426.56M | +9,999%+ |
| INTU | Intuit Inc. | Technology | Jun 2013 | ACTIVE | $49.51K | $417.81M | $417.76M | +9,999%+ |
| FICO | Fair Isaac Corporation | Technology | Mar 2022 | ACTIVE | $325.15K | $333.66M | $333.33M | +9,999%+ |
| MDLZ | Mondelez International, Inc. | Consumer Defensive | Jun 2013 | ACTIVE | $89.07K | $314.15M | $314.06M | +9,999%+ |
| PEP | Pepsico, Inc. | Consumer Defensive | Jun 2015 | ACTIVE | $84.01K | $309.20M | $309.12M | +9,999%+ |
| PYPL | PayPal Holdings, Inc. | Financial Services | Sep 2015 | ACTIVE | $130.54K | $300.67M | $300.54M | +9,999%+ |
| EBAY | eBay Inc. | Consumer Cyclical | Jun 2013 | ACTIVE | $83.09K | $223.29M | $223.21M | +9,999%+ |
| TMO | Thermo Fisher Scientific Inc | Healthcare | Dec 2024 | ACTIVE | $211.86M | $396.52M | $184.66M | +87.16% |
| TKO | TKO Group Holdings, Inc. | Communication Services | Sep 2023 | ACTIVE | $495.95M | $596.73M | $100.78M | +20.32% |
Important Note: Data Limitations
These metrics are based on 13F filing data which has significant limitations:
- Quarterly Snapshots Only: 13F filings show positions at quarter-end, not actual transaction prices
- No Transaction Prices: We cannot determine actual buy/sell prices, only end-of-quarter values
- Performance Estimates: Gains/losses are calculated from first appearance to last update using quarterly values
- Missing Data: Intra-quarter trades, dividends, corporate actions, and exact timing are not captured
- Educational Only: These metrics are estimates for understanding general investment patterns, not actual realized returns
Use these metrics for informational and educational purposes only. They represent broad trends, not precise investment performance.