Independent Franchise Partners LLP

Q2 2026 13F-HR Holdings

Location
London, X0
Holdings as of
6/30/2026
Date filed
8/13/2026
Form type
13F-HR
Num holdings
26
Total value ($000)
$15,242,398
Net value change ($000)
+952,576 (6.7%)
New positions
0
Sold out positions
0
Turnover %
0.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/14/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
OTIS 291,635 377.5%
SOLV 220,121 21.4%
LYV 206,687 23.1%
TRU 168,867 20.1%
CRM 158,356 21.0%
KVUE 115,318 13.6%
ABNB 109,931 16.5%
JNJ 46,540 6.4%
PM 43,081 10.2%
AON 42,610 5.1%
Top Reduces (Value $000, Stocks/ETFs)
ICE -132,640 -17.0%
EBAY -108,321 -17.6%
EL -85,580 -18.0%
FOXA -39,328 -8.2%
BMY -34,654 -2.7%
ZG -32,310 -5.9%
FOXA -25,040 -8.9%
WBD -21,350 -8.9%
NWSA -6,567 -2.5%
TKO -5,894 -6.4%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type