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Independent Franchise Partners LLP

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13F filer, CIK 1483866, London, United Kingdom

Independent Franchise Partners LLP reported $15,242,398,239 across 26 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-08-13. Its ten largest share positions make up 63.71% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001172661-26-003379

Period
2026-06-30
Reported value
$15.2B
Holdings
26
Top 10 weight
63.71%
New
0
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
OTISadded+4,149,820$297M
CRMadded+1,783,787$279M
TRUadded+1,844,708$133M
ITadded+982,191$127M
Zadded+3,103,325$97.8M

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
EBAYreduced-2,225,579-$249M
ELreduced-1,686,803-$133M
WBDreduced-539,797-$14.4M
RYANreduced-175,065-$6.61M
CTVAreduced-73,784-$6.25M

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, Q2 2026

Share positions as resolved from 13F-HR 0001172661-26-003379, largest first. % of portfolio is the value over $15,242,398,239, 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; 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; 2026Q2: 21,792,841 shares 21,792,841$1.26B8.24%+517,367Timeline
SOLVSOLVENTUM CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 16,170,038 shares 16,170,038$1.25B8.18%+436,543Timeline
LYVLIVE NATION ENTERTAINMENT INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 6,013,439 shares 6,013,439$1.1B7.22%+148,682Timeline
TRUTRANSUNIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 13,976,652 shares 13,976,652$1.01B6.61%+1,844,708Timeline
KVUEKENVUE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 50,427,994 shares 50,427,994$964M6.32%+1,219,146Timeline
CRMSALESFORCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 537,999 shares; 2026Q1: 4,035,050 shares; 2026Q2: 5,818,837 shares 5,818,837$912M5.98%+1,783,787Timeline
AONAON PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 2,646,943 shares 2,646,943$878M5.76%+58,941Timeline
NWSANEWS CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 32,074,535 shares 32,074,535$796M5.22%+1,149,961Timeline
ABNBAIRBNB INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 5,423,764 shares 5,423,764$776M5.09%+148,103Timeline
JNJJOHNSON & JOHNSONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 3,043,186 shares 3,043,186$773M5.07%+71,750Timeline
ITGARTNER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 5,582,962 shares 5,582,962$724M4.75%+982,191Timeline
ICEINTERCONTINENTAL EXCHANGE INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 5,253,130 shares 5,253,130$647M4.24%+297,938Timeline
ZZILLOW GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 16,300,754 shares 16,300,754$514M3.37%+3,103,325Timeline
EBAYEBAY INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 4,546,653 shares 4,546,653$508M3.33%-2,225,579Timeline
PMPHILIP MORRIS INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 2,578,328 shares 2,578,328$466M3.06%+17,762Timeline
FOXAFOX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 8,398,658 shares 8,398,658$438M2.87%+223,964Timeline
ELLAUDER ESTEE COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 4,941,737 shares 4,941,737$390M2.56%-1,686,803Timeline
OTISOTIS WORLDWIDE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 5,152,104 shares 5,152,104$369M2.42%+4,149,820Timeline
WMGWARNER MUSIC GROUP CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 12,997,804 shares 12,997,804$352M2.31%-36,450Timeline
FOXFOX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 5,482,675 shares 5,482,675$257M1.68%+174,794Timeline
NWSNEWS CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 9,023,857 shares 9,023,857$253M1.66%-87,903Timeline
WBDWARNER BROS DISCOVERY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 8,157,933 shares 8,157,933$217M1.43%-539,797Timeline
ZGZILLOW GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 3,672,937 shares 3,672,937$115M0.76%+934,455Timeline
RYANRYAN SPECIALTY HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 2,645,789 shares 2,645,789$99.9M0.66%-175,065Timeline
CTVACORTEVA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 1,115,112 shares 1,115,112$94.4M0.62%-73,784Timeline
TKOTKO GROUP HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 429,092 shares 429,092$86.4M0.57%-28,508Timeline

How Q2 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 0001172661-26-003379 base2026-08-13acceptance time not in the bulk data set