Independent Franchise Partners LLP
CIK 1483866 · Lihat di SEC EDGAR ↗
- Nilai Portofolio
- $15.2B
- Posisi
- 26
- Per tanggal
- 30 Juni 2026
Nilai portofolio QoQ: +6.7% 13F tidak mengungkapkan kas
- Bobot 10 kepemilikan teratas
- 63,71%
- Bobot 25 kepemilikan teratas
- 99,43%
- Posisi di atas 1%
- 22
- Jumlah posisi efektif
- 19,0
Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)
Perputaran Q2 2026: 2,83% Perkiraan pembelian $1.225.389.035 · penjualan $418.323.964
Kepemilikan median: 7,0 kuartal Dilacak Q4 2024–Q2 2026 · 83,9% masih dipegang
- Posisi baru
- 0
- Meningkat
- 18
- Menurun
- 8
- Tertutup
- 1
Di halaman ini
- Kinerja vs S&P Bagaimana portofolio 13F manajer ini berkinerja terhadap S&P 500.
- Rincian sektor Bagaimana portofolio terbagi di berbagai sektor pasar.
- Portofolio Setiap saham yang dilaporkan dimiliki oleh institusi ini, dari 13F terbarunya.
- Taruhan Bernilai Tinggi Kepemilikan yang paling terkonsentrasi pada manajer ini.
- Pergerakan Teratas Peningkatan dan penurunan posisi terbesar pada kuartal ini.
- Posisi yang keluar Posisi yang sepenuhnya dijual oleh manajer pada kuartal lalu.
Kinerja vs S&P 500
Tahunan: +9.7% · S&P 500: +18.0%
Perkiraan portofolio beli-dan-tahan yang dibangun dari snapshot 13F SEC triwulanan. Mengecualikan kas, posisi jual, opsi/derivatif, dan sekuritas non-13(f) — mencerminkan buku ekuitas long yang diungkapkan saja, bukan total AUM dana. Keterlambatan pengajuan SEC hingga 45 hari; ini bukan waktu yang dapat disalin secara real-time.
Cakupan yang dapat dihargai: 99,9% · Opsi dikecualikan: 0,0%
Rincian sektor
Portofolio lengkap 26 posisi
| Tipe | Rentetan | Tren 8 kuartal | |||||
|---|---|---|---|---|---|---|---|
| BMY Bristol-Myers Squibb Company Common Stock | $1.255.703.498 | 8,24% | 21.792.841 | $-34.654.000 | Naik ×3 | ||
| SOLV Solventum Corporation Common Stock | $1.247.518.431 | 8,18% | 16.170.038 | $220.121.208 | Naik ×6 | ||
| LYV Live Nation Entertainment, Inc. Common Stock | $1.101.120.815 | 7,22% | 6.013.439 | $206.686.725 | Naik ×3 | ||
| TRU TransUnion Common Stock | $1.008.275.675 | 6,61% | 13.976.652 | $168.866.470 | Naik ×3 | ||
| KVUE Kenvue Inc. Common Stock | $963.678.965 | 6,32% | 50.427.994 | $115.318.426 | Naik ×3 | ||
| CRM Salesforce, Inc. Common Stock | $911.579.004 | 5,98% | 5.818.837 | $158.356.221 | Naik ×2 | ||
| AON Aon plc Class A Ordinary Shares (Ireland) | $877.964.523 | 5,76% | 2.646.943 | $42.609.238 | Naik ×4 | ||
| NWSA News Corporation - Class A Common Stock | $796.410.704 | 5,22% | 32.074.535 | $25.461.075 | Naik ×3 | ||
| ABNB Airbnb, Inc. - Class A Common Stock | $776.140.628 | 5,09% | 5.423.764 | $109.930.157 | Naik ×3 | ||
| JNJ Johnson & Johnson Common Stock | $772.877.948 | 5,07% | 3.043.186 | $46.540.133 | Naik ×1 | ||
| IT Gartner, Inc. Common Stock | $723.663.534 | 4,75% | 5.582.962 | $-4.822.546 | Naik ×3 | ||
| ICE Intercontinental Exchange Inc. Common Stock | $646.712.834 | 4,24% | 5.253.130 | $-132.639.763 | Naik ×3 | ||
| Z Zillow Group, Inc. - Class C Capital Stock | $513.799.766 | 3,37% | 16.300.754 | $-32.309.846 | Naik ×3 | ||
| EBAY eBay Inc. - Common Stock | $508.088.472 | 3,33% | 4.546.653 | $-108.320.084 | Turun ×2 | ||
| PM Philip Morris International Inc Common Stock | $466.445.318 | 3,06% | 2.578.328 | $43.081.336 | Naik ×1 | ||
| FOXA Fox Corporation - Class A Common Stock | $438.074.001 | 2,87% | 8.398.658 | $-39.328.128 | Naik ×1 | ||
| EL Estee Lauder Companies, Inc. (The) Common Stock | $390.150.136 | 2,56% | 4.941.737 | $-85.580.179 | Turun ×2 | ||
| OTIS Otis Worldwide Corporation Common Stock | $368.890.646 | 2,42% | 5.152.104 | $291.634.596 | Naik ×1 | ||
| WMG Warner Music Group Corp. - Class A Common Stock | $351.850.554 | 2,31% | 12.997.804 | $18.955.707 | Turun ×5 | ||
| FOX Fox Corporation - Class B Common Stock | $256.808.497 | 1,68% | 5.482.675 | $-25.039.984 | Naik ×3 | ||
| NWS News Corporation - Class B Common Stock | $253.209.427 | 1,66% | 9.023.857 | $-6.566.850 | Turun ×5 | ||
| WBD Warner Bros. Discovery, Inc. - Series A Common Stock | $217.490.493 | 1,43% | 8.157.933 | $-21.349.172 | Turun ×3 | ||
| ZG Zillow Group, Inc. - Class A Common Stock | $115.220.033 | 0,76% | 3.672.937 | $1.874.264 | Naik ×3 | ||
| RYAN Ryan Specialty Holdings, Inc. Class A Common Stock | $99.904.992 | 0,66% | 2.645.789 | $4.729.379 | Turun ×1 | ||
| CTVA Corteva, Inc. Common Stock | $94.438.835 | 0,62% | 1.115.112 | $-5.083.649 | Turun ×2 | ||
| TKO TKO Group Holdings, Inc. Class A Common Stock | $86.380.510 | 0,57% | 429.092 | $-5.894.530 | Turun ×6 | ||
| Tidak ada hasil | |||||||
Kepemilikan dengan keyakinan
Posisi meningkat selama 3+ kuartal berturut-turut.
Jumlah saham dilaporkan dalam pengajuan 13F (tidak disesuaikan split)
| Sekuritas | Nilai | % dari portofolio | Rentetan |
|---|---|---|---|
| BMY | $1.255.703.498 | 8,24% | naik ×3 |
| SOLV | $1.247.518.431 | 8,18% | naik ×6 |
| LYV | $1.101.120.815 | 7,22% | naik ×3 |
| TRU | $1.008.275.675 | 6,61% | naik ×3 |
| KVUE | $963.678.965 | 6,32% | naik ×3 |
| AON | $877.964.523 | 5,76% | naik ×4 |
| NWSA | $796.410.704 | 5,22% | naik ×3 |
| ABNB | $776.140.628 | 5,09% | naik ×3 |
| IT | $723.663.534 | 4,75% | naik ×3 |
| ICE | $646.712.834 | 4,24% | naik ×3 |
| Z | $513.799.766 | 3,37% | naik ×3 |
| FOX | $256.808.497 | 1,68% | naik ×3 |
| ZG | $115.220.033 | 0,76% | naik ×3 |
Penggerak teratas (QoQ)
| Sekuritas | Aksi | Saham Δ | Nilai Δ |
|---|---|---|---|
| OTIS | Beli lebih banyak | +4.1M | +$291.6M |
| SOLV | Beli lebih banyak | +437K | +$220.1M |
| LYV | Beli lebih banyak | +149K | +$206.7M |
| TRU | Beli lebih banyak | +1.8M | +$168.9M |
| CRM | Beli lebih banyak | +1.8M | +$158.4M |
| ICE | Beli lebih banyak | +298K | -$132.6M |
| KVUE | Beli lebih banyak | +1.2M | +$115.3M |
| ABNB | Beli lebih banyak | +148K | +$109.9M |
| EBAY | Dipangkas | -2.2M | -$108.3M |
| EL | Dipangkas | -1.7M | -$85.6M |
Posisi yang keluar
Termasuk peristiwa perusahaan (merger, delisting) — tidak semua keluar adalah penjualan
Posisi tertutup mencerminkan perubahan pelaporan 13F; bagi manajer indeks, ini sering kali mekanis (penghapusan pencatatan, M&A, penyeimbangan ulang indeks), bukan keputusan aktif.
| Sekuritas | Kuartal | Saham sebelumnya | Nilai sebelumnya | Harga sejak keluar |
|---|---|---|---|---|
| EA | 31 Des. 2025 | 2.733.751 | $551.397.576 | Tidak lagi dilacak |
| AZPN | 31 Maret 2025 | 520.184 | $129.853.531 | Tidak lagi dilacak |
| RBA | 31 Maret 2026 | 1.151.798 | $118.485.460 | -7,5% |
| ORCL | 31 Des. 2025 | 151.033 | $42.476.520 | -24,9% |
| RTO | 31 Des. 2025 | 778.628 | $19.660.357 | -19,8% |