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Independent Franchise Partners LLP

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13F filer, CIK 1483866, London, United Kingdom

Independent Franchise Partners LLP reported $14,289,822,035 across 26 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-14. Its ten largest share positions make up 61.35% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001172661-26-001918

Period
2026-03-31
Reported value
$14.3B
Holdings
26
Top 10 weight
61.35%
New
0
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
CRMadded+3,497,051$653M
TRUadded+2,995,041$207M
ITadded+1,292,205$205M
AONadded+472,479$153M
Zadded+2,244,024$92.9M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
CTVAreduced-9,306,492-$779M
PMreduced-1,263,162-$209M
JNJreduced-684,893-$167M
RBAexited-1,151,798-$118M
WBDreduced-3,999,444-$110M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2026

Share positions as resolved from 13F-HR 0001172661-26-001918, largest first. % of portfolio is the value over $14,289,822,035, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
BMYBRISTOL-MYERS SQUIBB COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,184,350 shares; 2024Q4: 17,129,229 shares; 2025Q1: 17,393,791 shares; 2025Q2: 20,976,954 shares; 2025Q3: 20,623,351 shares; 2025Q4: 20,828,148 shares; 2026Q1: 21,275,474 shares 21,275,474$1.29B9.03%+447,326Timeline
SOLVSOLVENTUM CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 781,882 shares; 2024Q4: 1,603,154 shares; 2025Q1: 5,820,724 shares; 2025Q2: 10,141,066 shares; 2025Q3: 12,899,240 shares; 2025Q4: 15,355,691 shares; 2026Q1: 15,733,495 shares 15,733,495$1.03B7.19%+377,804Timeline
LYVLIVE NATION ENTERTAINMENT INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,525,776 shares; 2024Q4: 4,693,986 shares; 2025Q1: 5,698,560 shares; 2025Q2: 5,640,306 shares; 2025Q3: 5,540,614 shares; 2025Q4: 5,733,718 shares; 2026Q1: 5,864,757 shares 5,864,757$894M6.26%+131,039Timeline
KVUEKENVUE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,863,762 shares; 2024Q4: 3,617,749 shares; 2025Q1: 9,379,037 shares; 2025Q2: 31,265,574 shares; 2025Q3: 30,802,691 shares; 2025Q4: 48,146,476 shares; 2026Q1: 49,208,848 shares 49,208,848$848M5.94%+1,062,372Timeline
TRUTRANSUNIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,710,314 shares; 2024Q4: 2,086,050 shares; 2025Q1: 2,116,568 shares; 2025Q2: 4,646,903 shares; 2025Q3: 4,575,284 shares; 2025Q4: 9,136,903 shares; 2026Q1: 12,131,944 shares 12,131,944$839M5.87%+2,995,041Timeline
AONAON PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,971,897 shares; 2024Q4: 2,016,972 shares; 2025Q1: 1,583,221 shares; 2025Q2: 1,480,916 shares; 2025Q3: 2,096,486 shares; 2025Q4: 2,115,523 shares; 2026Q1: 2,588,002 shares 2,588,002$835M5.85%+472,479Timeline
ICEINTERCONTINENTAL EXCHANGE INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,097,932 shares; 2024Q4: 6,160,836 shares; 2025Q1: 6,192,424 shares; 2025Q2: 6,105,335 shares; 2025Q3: 4,781,925 shares; 2025Q4: 4,831,853 shares; 2026Q1: 4,955,192 shares 4,955,192$779M5.45%+123,339Timeline
NWSANEWS CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,805,179 shares; 2024Q4: 26,617,259 shares; 2025Q1: 27,189,590 shares; 2025Q2: 29,170,531 shares; 2025Q3: 28,796,357 shares; 2025Q4: 29,934,048 shares; 2026Q1: 30,924,574 shares 30,924,574$771M5.4%+990,526Timeline
CRMSALESFORCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 537,999 shares; 2026Q1: 4,035,050 shares 4,035,050$753M5.27%+3,497,051Timeline
ITGARTNER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,196,127 shares; 2025Q4: 3,308,566 shares; 2026Q1: 4,600,771 shares 4,600,771$728M5.1%+1,292,205Timeline
JNJJOHNSON & JOHNSONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,216,255 shares; 2024Q4: 5,194,471 shares; 2025Q1: 5,302,536 shares; 2025Q2: 5,244,138 shares; 2025Q3: 4,588,890 shares; 2025Q4: 3,656,329 shares; 2026Q1: 2,971,436 shares 2,971,436$726M5.08%-684,893Timeline
ABNBAIRBNB INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,164,648 shares; 2025Q4: 5,146,272 shares; 2026Q1: 5,275,661 shares 5,275,661$666M4.66%+129,389Timeline
EBAYEBAY INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,900,799 shares; 2024Q4: 11,178,638 shares; 2025Q1: 11,689,267 shares; 2025Q2: 8,113,689 shares; 2025Q3: 7,363,607 shares; 2025Q4: 7,748,177 shares; 2026Q1: 6,772,232 shares 6,772,232$616M4.31%-975,945Timeline
ZZILLOW GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,734,424 shares; 2024Q4: 10,882,613 shares; 2025Q1: 11,153,697 shares; 2025Q2: 11,039,921 shares; 2025Q3: 10,858,836 shares; 2025Q4: 10,953,405 shares; 2026Q1: 13,197,429 shares 13,197,429$546M3.82%+2,244,024Timeline
FOXAFOX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,266,915 shares; 2024Q4: 16,177,409 shares; 2025Q1: 12,888,660 shares; 2025Q2: 10,736,192 shares; 2025Q3: 10,576,112 shares; 2025Q4: 9,777,519 shares; 2026Q1: 8,174,694 shares 8,174,694$477M3.34%-1,602,825Timeline
ELLAUDER ESTEE COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,399,779 shares; 2024Q4: 7,858,158 shares; 2025Q1: 7,976,434 shares; 2025Q2: 7,892,037 shares; 2025Q3: 7,753,392 shares; 2025Q4: 7,837,249 shares; 2026Q1: 6,628,540 shares 6,628,540$476M3.33%-1,208,709Timeline
PMPHILIP MORRIS INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,103,397 shares; 2024Q4: 6,643,831 shares; 2025Q1: 4,353,531 shares; 2025Q2: 3,814,895 shares; 2025Q3: 3,775,512 shares; 2025Q4: 3,823,728 shares; 2026Q1: 2,560,566 shares 2,560,566$423M2.96%-1,263,162Timeline
WMGWARNER MUSIC GROUP CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,055,271 shares; 2024Q4: 5,895,025 shares; 2025Q1: 13,378,864 shares; 2025Q2: 13,280,185 shares; 2025Q3: 13,153,384 shares; 2025Q4: 13,096,205 shares; 2026Q1: 13,034,254 shares 13,034,254$333M2.33%-61,951Timeline
FOXFOX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,946,512 shares; 2024Q4: 5,706,386 shares; 2025Q1: 5,260,915 shares; 2025Q2: 5,208,045 shares; 2025Q3: 5,114,507 shares; 2025Q4: 5,174,660 shares; 2026Q1: 5,307,881 shares 5,307,881$282M1.97%+133,221Timeline
NWSNEWS CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,021,943 shares; 2024Q4: 9,649,717 shares; 2025Q1: 9,728,572 shares; 2025Q2: 9,423,928 shares; 2025Q3: 9,168,830 shares; 2025Q4: 9,161,455 shares; 2026Q1: 9,111,760 shares 9,111,760$260M1.82%-49,695Timeline
WBDWARNER BROS DISCOVERY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,068,375 shares; 2025Q2: 13,037,924 shares; 2025Q3: 13,107,132 shares; 2025Q4: 12,697,174 shares; 2026Q1: 8,697,730 shares 8,697,730$239M1.67%-3,999,444Timeline
ZGZILLOW GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,041,799 shares; 2024Q4: 2,024,353 shares; 2025Q1: 2,060,399 shares; 2025Q2: 2,038,517 shares; 2025Q3: 2,002,694 shares; 2025Q4: 2,024,556 shares; 2026Q1: 2,738,482 shares 2,738,482$113M0.79%+713,926Timeline
CTVACORTEVA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,891,670 shares; 2024Q4: 16,496,508 shares; 2025Q1: 16,785,300 shares; 2025Q2: 13,395,475 shares; 2025Q3: 10,387,954 shares; 2025Q4: 10,495,388 shares; 2026Q1: 1,188,896 shares 1,188,896$99.5M0.7%-9,306,492Timeline
RYANRYAN SPECIALTY HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,699,753 shares; 2025Q4: 2,115,313 shares; 2026Q1: 2,820,854 shares 2,820,854$95.2M0.67%+705,541Timeline
TKOTKO GROUP HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,173,720 shares; 2024Q4: 3,409,140 shares; 2025Q1: 3,178,282 shares; 2025Q2: 3,146,091 shares; 2025Q3: 563,116 shares; 2025Q4: 485,832 shares; 2026Q1: 457,600 shares 457,600$92.3M0.65%-28,232Timeline
OTISOTIS WORLDWIDE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,098,496 shares; 2025Q4: 1,064,149 shares; 2026Q1: 1,002,284 shares 1,002,284$77.3M0.54%-61,865Timeline

Sold out in Q1 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
RBARB GLOBAL INC1,151,798$118Mshares

How Q1 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001172661-26-001918 base2026-05-14acceptance time not in the bulk data set