Independent Franchise Partners Llp

Investment Portfolio & 13F Holdings Analysis

About

Type: FundHoldings: 25Value: $14.0BLatest: 2025Q1

Independent Franchise Partners LLP is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 25 holdings worth $14.0 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

AI_NATIVE detailed information: This accession holds the following tickers:[
  "TRU",
  "RBA.TO",
  "EBAY",
  "ICE",
  "RTO",
  "ORCL",
  "KVUE",
  "TKO",
  "EA",
  "AON",
  "WMG",
  "EL",
  "FOX",
  "NWS",
  "NWSA",
  "WBD",
  "ZG",
  "Z",
  "SOLV",
  "FOXA",
  "LYV",
  "BMY",
  "CTVA",
  "JNJ",
  "PM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-14
Total Holdings: 25
Total Value: 14020622461
Accession Number: 0001172661-25-001882
Form Type: 13F-HR
CIK: independent-franchise-partners-llp
Manager Name: Independent-Franchise-Partners-Llp

Data Enrichment

100% identified

25 identified0 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

25 positions • $14.0B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 1 of 2

Sort by:

Intercontinental Exchange, Inc.

ICE|45866F104

Shares:6.2M

Value:$1.1B

% of Portfolio:7.6% ($1.1B/$14.0B)

BRISTOL MYERS SQUIBB CO

BMY|110122108

Shares:17.4M

Value:$1.1B

% of Portfolio:7.6% ($1.1B/$14.0B)

Corteva, Inc.

CTVA|22052L104

Shares:16.8M

Value:$1.1B

% of Portfolio:7.5% ($1.1B/$14.0B)

JOHNSON & JOHNSON

JNJ|478160104

Shares:5.3M

Value:$879.4M

% of Portfolio:6.3% ($879.4M/$14.0B)

EBAY INC

EBAY|278642103

Shares:11.7M

Value:$791.7M

% of Portfolio:5.6% ($791.7M/$14.0B)

ZILLOW GROUP, INC.

Z|98954M200

Shares:11.2M

Value:$764.7M

% of Portfolio:5.5% ($764.7M/$14.0B)

Live Nation Entertainment, Inc.

LYV|538034109

Shares:5.7M

Value:$744.1M

% of Portfolio:5.3% ($744.1M/$14.0B)

NEWS CORP

NWSA|65249B109

Shares:27.2M

Value:$740.1M

% of Portfolio:5.3% ($740.1M/$14.0B)

Fox Corp

FOXA|35137L105

Shares:12.9M

Value:$729.5M

% of Portfolio:5.2% ($729.5M/$14.0B)

Philip Morris International Inc.

PM|718172109

Shares:4.4M

Value:$691.0M

% of Portfolio:4.9% ($691.0M/$14.0B)

Aon plc

AON|G0403H108

Shares:1.6M

Value:$631.8M

% of Portfolio:4.5% ($631.8M/$14.0B)

ORACLE CORP

ORCL|68389X105

Shares:4.2M

Value:$587.1M

% of Portfolio:4.2% ($587.1M/$14.0B)

RB GLOBAL INC.

RBA.TO|74935Q107

Shares:5.7M

Value:$576.3M

% of Portfolio:4.1% ($576.3M/$14.0B)

ELECTRONIC ARTS INC.

EA|285512109

Shares:3.9M

Value:$570.2M

% of Portfolio:4.1% ($570.2M/$14.0B)

ESTEE LAUDER COMPANIES INC

EL|518439104

Shares:8.0M

Value:$526.4M

% of Portfolio:3.8% ($526.4M/$14.0B)

TKO Group Holdings, Inc.

TKO|87256C101

Shares:3.2M

Value:$485.7M

% of Portfolio:3.5% ($485.7M/$14.0B)

Solventum Corp

SOLV|83444M101

Shares:5.8M

Value:$442.6M

% of Portfolio:3.2% ($442.6M/$14.0B)

Warner Music Group Corp.

WMG|934550203

Shares:13.4M

Value:$419.4M

% of Portfolio:3.0% ($419.4M/$14.0B)

NEWS CORP

NWS|65249B208

Shares:9.7M

Value:$295.5M

% of Portfolio:2.1% ($295.5M/$14.0B)

Fox Corp

FOX|35137L204

Shares:5.3M

Value:$277.3M

% of Portfolio:2.0% ($277.3M/$14.0B)

Instrument	Shares		Other Manager	Value	% of Portfolio
Intercontinental Exchange, Inc.(ICEcusip45866F104)	6.2M	QoQ +0.51% (+31.6K) YoY +4.55% (+269.9K)	All Managers (Combined)	$1.1B	7.6% ($1.1B/$14.0B)	QoQ +16.35% (+$150.2M) YoY +31.23% (+$254.3M)
BRISTOL MYERS SQUIBB CO(BMYcusip110122108)	17.4M	QoQ +1.54% (+264.6K) YoY +23.84% (+3.3M)	All Managers (Combined)	$1.1B	7.6% ($1.1B/$14.0B)	QoQ +9.49% (+$92.0M) YoY +39.28% (+$299.2M)
Corteva, Inc.(CTVAcusip22052L104)	16.8M	QoQ +1.75% (+288.8K) YoY +16.37% (+2.4M)	All Managers (Combined)	$1.1B	7.5% ($1.1B/$14.0B)	QoQ +12.41% (+$116.7M) YoY +26.99% (+$224.5M)
JOHNSON & JOHNSON(JNJcusip478160104)	5.3M	QoQ +2.08% (+108.1K) YoY +30.91% (+1.3M)	All Managers (Combined)	$879.4M	6.3% ($879.4M/$14.0B)	QoQ +17.05% (+$128.1M) YoY +37.24% (+$238.6M)
EBAY INC(EBAYcusip278642103)	11.7M	QoQ +4.56% (+510.6K) YoY +20.01% (+1.9M)	All Managers (Combined)	$791.7M	5.6% ($791.7M/$14.0B)	QoQ +14.32% (+$99.2M) YoY +54.00% (+$277.6M)
ZILLOW GROUP, INC.(Zcusip98954M200)	11.2M	QoQ +2.49% (-271.1K) YoY -12.27% (-1.6M)	All Managers (Combined)	$764.7M	5.5% ($764.7M/$14.0B)	QoQ -5.10% (-$41.2M) YoY +23.30% (-$144.5M)
Live Nation Entertainment, Inc.(LYVcusip538034109)	5.7M	QoQ +21.40% (+1.0M) YoY NEW(+5.7M)	All Managers (Combined)	$744.1M	5.3% ($744.1M/$14.0B)	QoQ +22.41% (+$136.2M) YoY NEW(+$744.1M)
NEWS CORP(NWSAcusip65249B109)	27.2M	QoQ +2.15% (+572.3K) YoY -5.64% (-1.6M)	All Managers (Combined)	$740.1M	5.3% ($740.1M/$14.0B)	QoQ +0.96% (+$7.1M) YoY -1.89% (-$14.3M)
Fox Corp(FOXAcusip35137L105)	12.9M	QoQ -20.32% (-3.3M) YoY -27.99% (-5.0M)	All Managers (Combined)	$729.5M	5.2% ($729.5M/$14.0B)	QoQ -7.17% (-$56.4M) YoY +30.34% (-$169.8M)
Philip Morris International Inc.(PMcusip718172109)	4.4M	QoQ -34.47% (-2.3M) YoY -38.53% (-2.7M)	All Managers (Combined)	$691.0M	4.9% ($691.0M/$14.0B)	QoQ -13.57% (-$108.5M) YoY +6.49% (-$42.1M)
Aon plc(AONcusipG0403H108)	1.6M	QoQ -21.50% (-433.8K) YoY -32.92% (-777.1K)	All Managers (Combined)	$631.8M	4.5% ($631.8M/$14.0B)	QoQ -12.77% (-$92.6M) YoY -19.78% (-$155.9M)
ORACLE CORP(ORCLcusip68389X105)	4.2M	QoQ +1.46% (-60.5K) YoY -23.56% (-1.3M)	All Managers (Combined)	$587.1M	4.2% ($587.1M/$14.0B)	QoQ -14.87% (-$102.6M) YoY -14.92% (-$102.9M)
RB GLOBAL INC.(RBA.TOcusip74935Q107)	5.7M	QoQ -40.54% (-3.9M) YoY -58.21% (-8.0M)	All Managers (Combined)	$576.3M	4.1% ($576.3M/$14.0B)	QoQ -33.89% (-$295.5M) YoY -44.97% (-$471.0M)
ELECTRONIC ARTS INC.(EAcusip285512109)	3.9M	QoQ +2.30% (+88.8K) YoY -5.65% (-236.5K)	All Managers (Combined)	$570.2M	4.1% ($570.2M/$14.0B)	QoQ +1.05% (+$6.0M) YoY +2.77% (-$15.4M)
ESTEE LAUDER COMPANIES INC(ELcusip518439104)	8.0M	QoQ +1.50% (-118.3K) YoY +232.38% (+5.6M)	All Managers (Combined)	$526.4M	3.8% ($526.4M/$14.0B)	QoQ -10.65% (-$62.8M) YoY +42.31% (+$156.5M)
TKO Group Holdings, Inc.(TKOcusip87256C101)	3.2M	QoQ -6.77% (-230.9K) YoY -14.87% (-555.3K)	All Managers (Combined)	$485.7M	3.5% ($485.7M/$14.0B)	QoQ +0.24% (-$1.2M) YoY +50.54% (-$163.1M)
Solventum Corp(SOLVcusip83444M101)	5.8M	QoQ +263.07% (+4.2M) YoY NEW(+5.8M)	All Managers (Combined)	$442.6M	3.2% ($442.6M/$14.0B)	QoQ +317.93% (+$336.7M) YoY NEW(+$442.6M)
Warner Music Group Corp.(WMGcusip934550203)	13.4M	QoQ +126.95% (+7.5M) YoY NEW(+13.4M)	All Managers (Combined)	$419.4M	3.0% ($419.4M/$14.0B)	QoQ +129.51% (+$236.7M) YoY NEW(+$419.4M)
NEWS CORP(NWScusip65249B208)	9.7M	QoQ +0.81% (+78.9K) YoY -13.69% (-1.5M)	All Managers (Combined)	$295.5M	2.1% ($295.5M/$14.0B)	QoQ +0.61% (+$1.8M) YoY -3.14% (-$9.6M)
Fox Corp(FOXcusip35137L204)	5.3M	QoQ -7.80% (-445.5K) YoY +19.90% (+873.3K)	All Managers (Combined)	$277.3M	2.0% ($277.3M/$14.0B)	QoQ +6.24% (-$16.3M) YoY +120.83% (+$151.7M)