13F value (AUM)
$15.2B
IN
Independent Franchise Partners
INDEPENDENT FRANCHISE PARTNERS LLP
$15.2B
13F long value · 2026-Q2Positions26
CategoryAsset Manager
Quarters tracked9
● #407 of 581 by 13F value
Size rank 3/10
2 ADD1 2×+2 TRIM
Snapshot
Independent Franchise Partners's 13F portfolio at a glance — size, concentration and this quarter's activity.
Positions
26 (1 unmapped)
Top 26 weight
100.0%
Quarters tracked
9
Latest 13F filed
Aug 13, 2026
13F value by quarter
Total reported long value each quarter — fund flows plus market moves.
Top holdings — 2026-Q2
The fund's largest reported positions.
| Ticker | Issuer | Weight | Value | Shares | Since 2026-Q2 |
|---|---|---|---|---|---|
| BMY | BRISTOL-MYERS SQUIBB CO | 8.2% | $1.3B | 21.8M | +0.3% |
| SOLV | SOLVENTUM CORP | 8.2% | $1.2B | 16.2M | -9.6% |
| LYV | LIVE NATION ENTERTAINMENT IN | 7.2% | $1.1B | 6.0M | — |
| TRU | TRANSUNION | 6.6% | $1.0B | 14.0M | -1.3% |
| KVUE | KENVUE INC | 6.3% | $963.7M | 50.4M | -8.3% |
| CRM | SALESFORCE INC | 6.0% | $911.6M | 5.8M | +49.3% |
| — | AON PLC | 5.8% | $878.0M | 2.6M | — |
| NWSA | NEWS CORP NEW | 5.2% | $796.4M | 32.1M | +6.4% |
| ABNB | AIRBNB INC | 5.1% | $776.1M | 5.4M | -1.4% |
| JNJ | JOHNSON & JOHNSON | 5.1% | $772.9M | 3.0M | +0.8% |
| IT | GARTNER INC | 4.7% | $723.7M | 5.6M | +14.8% |
| ICE | INTERCONTINENTAL EXCHANGE IN | 4.2% | $646.7M | 5.3M | +27.5% |
| Z | ZILLOW GROUP INC | 3.4% | $513.8M | 16.3M | +44.6% |
| EBAY | EBAY INC. | 3.3% | $508.1M | 4.5M | -10.3% |
| PM | PHILIP MORRIS INTL INC | 3.1% | $466.4M | 2.6M | +3.5% |
Quarterly changes — 2026-Q2
What Independent Franchise Partners opened, added, trimmed and exited this quarter, largest dollar moves first.
Conviction over time
Portfolio weight of the current top long holdings, quarter by quarter — rising weight = growing conviction.