Independent Franchise Partners LLP Portfolio Holdings

Independent Franchise Partners LLP

  • $13.3 Billion
  • Q3 2025

Independent Franchise Partners LLP has filed its 13F form on November 13, 2025 for Q3 2025 where it was disclosed a total value porftolio of $13.3 Billion distributed in 29 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Bristol Myers Squibb CO with a value of $930M, Live Nation Entertainment, Inc. with a value of $905M, News Corp with a value of $884M, Johnson & Johnson with a value of $851M, and Gartner Inc with a value of $840M.

Examining the 13F form we can see an increase of $866M in the current position value, from $12.4B to 13.3B.

Independent Franchise Partners LLP is based out at London, X0

Below you can find more details about Independent Franchise Partners LLP portfolio as well as his latest detailed transactions.

Portfolio value $13.3 Billion
Communication Services: $5.31 Billion
Healthcare: $1.78 Billion
Financial Services: $1.65 Billion
Consumer Defensive: $1.3 Billion
Consumer Cyclical: $1.18 Billion
Technology: $883 Million
Basic Materials: $703 Million
Industrials: $503 Million
Other: $0

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$99.5B
$930 Million 6.99% of portfolio
20,623,351
Q3 2025 Reduced 1.69%
$31.2B
$905 Million 6.81% of portfolio
5,540,614
Q3 2025 Reduced 1.77%
$10B
$884 Million 6.65% of portfolio
28,796,357
Q3 2025 Reduced 1.28%
$522B
$851 Million 6.4% of portfolio
4,588,890
Q3 2025 Reduced 12.49%
$18.3B
$840 Million 6.32% of portfolio
3,196,127
Q3 2025 New
$12.1B
$837 Million 6.29% of portfolio
10,858,836
Q3 2025 Reduced 1.64%
$84.9B
$806 Million 6.06% of portfolio
4,781,925
Q3 2025 Reduced 21.68%
$72.4B
$748 Million 5.62% of portfolio
2,096,486
Q3 2025 Added 41.57%
$47.4B
$703 Million 5.28% of portfolio
10,387,954
Q3 2025 Reduced 22.45%
$19.9B
$683 Million 5.14% of portfolio
7,753,392
Q3 2025 Reduced 1.76%
$46.1B
$670 Million 5.04% of portfolio
7,363,607
Q3 2025 Reduced 9.24%
$19.8B
$667 Million 5.02% of portfolio
10,576,112
Q3 2025 Reduced 1.49%
$237B
$612 Million 4.61% of portfolio
3,775,512
Q3 2025 Reduced 1.03%
$55.8B
$551 Million 4.15% of portfolio
2,733,751
Q3 2025 Reduced 19.95%
$46.9B
$506 Million 3.8% of portfolio
4,164,648
Q3 2025 New
$4.17B
$448 Million 3.37% of portfolio
13,153,384
Q3 2025 Reduced 0.95%
$5.75B
$317 Million 2.38% of portfolio
9,168,830
Q3 2025 Reduced 2.71%
$14.1B
$293 Million 2.2% of portfolio
5,114,507
Q3 2025 Reduced 1.8%
$55.9B
$256 Million 1.93% of portfolio
13,107,132
Q3 2025 Added 0.53%
$3.96B
$149 Million 1.12% of portfolio
2,002,694
Q3 2025 Reduced 1.76%
$37B
$100 Million 0.76% of portfolio
1,098,496
Q3 2025 New
$6.31B
$95.8 Million 0.72% of portfolio
1,699,753
Q3 2025 New
$593B
$42.5 Million 0.32% of portfolio
151,033
Q3 2025 Reduced 95.77%
$13.3B
$19.7 Million 0.15% of portfolio
778,628
Q3 2025 Added 662.2%
Tko Group Holdings Inc
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 82.1%
Rb Global Inc
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 48.56%
Kenvue Inc
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 1.48%
Solventum Corp
-
$0 0.0% of portfolio
-
Q3 2025 Added 27.2%

Summary

  • Portfolio
  • No. of Stocks 29
  • Current Value $13.3 Billion
  • Prior Value $12.4 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 13, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 4 stocks
  • Additional Purchases 4 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 21 stocks
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