Independent Franchise Partners LLP
CIK 1483866 · 在 SEC EDGAR 上查看 ↗
- 投资组合价值
- $15.2B
- 持仓
- 26
- 截至
- 2026年6月30日
按 13F 价值排名第 372（共 9443） · 前 3.9%
投资组合价值同比（季度）：+6.7% 13F不披露现金
- 前十大持仓权重
- 63.71%
- 前二十五大持仓权重
- 99.43%
- 持仓高于 1%
- 22
- 有效持仓数量
- 19.0
仅基于13F多头股票持仓（现金、债券、空头未披露）
周转率 Q2 2026: 2.83% 估计买入 $1225389035 · 卖出 $418323964
中位数持有期：7.0 季度 跟踪时间 Q4 2024–Q2 2026 · 83.9% 仍持有
- 新仓位
- 0
- 增加
- 18
- 减少
- 8
- 已结清
- 1
本页内容
与标普500指数的表现对比
年化：+9.7% · 标普500指数：+18.0%
近似于基于季度SEC 13F快照构建的买入并持有投资组合。不包括现金、空头头寸、期权/衍生品和非13(f)证券——仅反映已披露的多头股票账簿，而非基金总资产管理规模。SEC文件延迟最多可达45天；这不是一个可实时复制的交易。
可定价覆盖率：99.9% · 已排除期权：0.0%
行业细分
Communication Services
23.0%
Healthcare
21.5%
Technology
10.7%
Industrials
9.0%
Consumer products
8.9%
Financials
6.4%
Consumer Discretionary
5.1%
Financial Services
4.2%
Real Estate
4.1%
Retail
3.3%
Consumer Staples
3.1%
Materials
0.6%
完整投资组合 26 持仓
| 类型 | 连胜 | 8个季度趋势 | |||||
|---|---|---|---|---|---|---|---|
| BMY Bristol-Myers Squibb Company Common Stock | $1255703498 | 8.24% | 21792841 | $-34654000 | 上涨 ×3 | ||
| SOLV Solventum Corporation Common Stock | $1247518431 | 8.18% | 16170038 | $220121208 | 上涨 ×6 | ||
| LYV Live Nation Entertainment, Inc. Common Stock | $1101120815 | 7.22% | 6013439 | $206686725 | 上涨 ×3 | ||
| TRU TransUnion Common Stock | $1008275675 | 6.61% | 13976652 | $168866470 | 上涨 ×3 | ||
| KVUE Kenvue Inc. Common Stock | $963678965 | 6.32% | 50427994 | $115318426 | 上涨 ×3 | ||
| CRM Salesforce, Inc. Common Stock | $911579004 | 5.98% | 5818837 | $158356221 | 上涨 ×2 | ||
| AON Aon plc Class A Ordinary Shares (Ireland) | $877964523 | 5.76% | 2646943 | $42609238 | 上涨 ×4 | ||
| NWSA News Corporation - Class A Common Stock | $796410704 | 5.22% | 32074535 | $25461075 | 上涨 ×3 | ||
| ABNB Airbnb, Inc. - Class A Common Stock | $776140628 | 5.09% | 5423764 | $109930157 | 上涨 ×3 | ||
| JNJ Johnson & Johnson Common Stock | $772877948 | 5.07% | 3043186 | $46540133 | 上涨 ×1 | ||
| IT Gartner, Inc. Common Stock | $723663534 | 4.75% | 5582962 | $-4822546 | 上涨 ×3 | ||
| ICE Intercontinental Exchange Inc. Common Stock | $646712834 | 4.24% | 5253130 | $-132639763 | 上涨 ×3 | ||
| Z Zillow Group, Inc. - Class C Capital Stock | $513799766 | 3.37% | 16300754 | $-32309846 | 上涨 ×3 | ||
| EBAY eBay Inc. - Common Stock | $508088472 | 3.33% | 4546653 | $-108320084 | 下跌 ×2 | ||
| PM Philip Morris International Inc Common Stock | $466445318 | 3.06% | 2578328 | $43081336 | 上涨 ×1 | ||
| FOXA Fox Corporation - Class A Common Stock | $438074001 | 2.87% | 8398658 | $-39328128 | 上涨 ×1 | ||
| EL Estee Lauder Companies, Inc. (The) Common Stock | $390150136 | 2.56% | 4941737 | $-85580179 | 下跌 ×2 | ||
| OTIS Otis Worldwide Corporation Common Stock | $368890646 | 2.42% | 5152104 | $291634596 | 上涨 ×1 | ||
| WMG Warner Music Group Corp. - Class A Common Stock | $351850554 | 2.31% | 12997804 | $18955707 | 下跌 ×5 | ||
| FOX Fox Corporation - Class B Common Stock | $256808497 | 1.68% | 5482675 | $-25039984 | 上涨 ×3 | ||
| NWS News Corporation - Class B Common Stock | $253209427 | 1.66% | 9023857 | $-6566850 | 下跌 ×5 | ||
| WBD Warner Bros. Discovery, Inc. - Series A Common Stock | $217490493 | 1.43% | 8157933 | $-21349172 | 下跌 ×3 | ||
| ZG Zillow Group, Inc. - Class A Common Stock | $115220033 | 0.76% | 3672937 | $1874264 | 上涨 ×3 | ||
| RYAN Ryan Specialty Holdings, Inc. Class A Common Stock | $99904992 | 0.66% | 2645789 | $4729379 | 下跌 ×1 | ||
| CTVA Corteva, Inc. Common Stock | $94438835 | 0.62% | 1115112 | $-5083649 | 下跌 ×2 | ||
| TKO TKO Group Holdings, Inc. Class A Common Stock | $86380510 | 0.57% | 429092 | $-5894530 | 下跌 ×6 | ||
| 无匹配项 | |||||||
重仓股
持仓连续增加3个季度以上。
持股数量按13F申报数据报告（未按拆股调整）
| 证券 | 价值 | % 占投资组合 | 连胜 |
|---|---|---|---|
| BMY | $1255703498 | 8.24% | 上涨 ×3 |
| SOLV | $1247518431 | 8.18% | 上涨 ×6 |
| LYV | $1101120815 | 7.22% | 上涨 ×3 |
| TRU | $1008275675 | 6.61% | 上涨 ×3 |
| KVUE | $963678965 | 6.32% | 上涨 ×3 |
| AON | $877964523 | 5.76% | 上涨 ×4 |
| NWSA | $796410704 | 5.22% | 上涨 ×3 |
| ABNB | $776140628 | 5.09% | 上涨 ×3 |
| IT | $723663534 | 4.75% | 上涨 ×3 |
| ICE | $646712834 | 4.24% | 上涨 ×3 |
| Z | $513799766 | 3.37% | 上涨 ×3 |
| FOX | $256808497 | 1.68% | 上涨 ×3 |
| ZG | $115220033 | 0.76% | 上涨 ×3 |
季度涨幅榜
已退出持仓
包含公司事件（合并、退市）——并非所有退出都是卖出
已关闭的头寸反映了 13F 报告的变更；对于指数管理人来说，这些通常是机械性的（退市、并购、指数再平衡），而不是主动决策。