Lindsell Train Limited 13F holdings and portfolio analysis
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Baseline
Analysis messagesPre-generated Q&A about this fund. Use as reference context for your own analysis.
The strongest recent period was 2024-12-31 (0.77% strategy return, -3.63% benchmark, 4.40% excess, 23.36% turnover), while the weakest was 2025-12-31 (2.59% strategy return, 9.57% benchmark, -6.98% excess, 20.31% turnover). Those periods should be read alongside baseline metrics of return 10.88%, alpha 0.33%, beta 0.79, Sharpe 0.70, Sortino 0.93, and max drawdown -31.37% to judge whether returns came from persistent exposure or a narrow timing window.
Concentration is the first item to inspect: top 5 63.54%, top 10 97.90%, top 20 99.90%. The largest names are TKO 16.40%, GOOGL (Alphabet Inc.) 16.28%, INTU (Intuit Inc.) 10.53%, DIS (The Walt Disney Company) 10.26%, and TMO (Thermo Fisher Scientific Inc.) 10.07%, and the largest sector exposures are Communication Services 42.94%, Information Technology 19.47%, and Consumer Staples 14.89%. If those exposures reverse, baseline performance can diverge sharply from a broad index.
The baseline is a direct read-through of the disclosed fund portfolio. It is led by TKO 16.40%, GOOGL (Alphabet Inc.) 16.28%, and INTU (Intuit Inc.) 10.53%, with sector exposure of Communication Services 42.94%, Information Technology 19.47%, and Consumer Staples 14.89%. The baseline metrics show return 10.88%, alpha 0.33%, beta 0.79, Sharpe 0.70, Sortino 0.93, and max drawdown -31.37%, so this should be treated as an equity exposure with its own concentration and timing risk rather than a neutral benchmark clone.