Independent Franchise Partners LLP 13F 持仓 · 2026年Q2
Independent Franchise Partners 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 26 只证券，申报市值合计 152.42 亿美元。前几大持仓：BMY（8.24%）、SOLV（8.18%）、LYV（7.22%）。本季前 25 大持仓中：增持 18 只、减持 7 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | BMY | BRISTOL-MYERS SQUIBB CO | $1.26B | 8.24% | 21.8M | 增持 |
| 2 | SOLV | SOLVENTUM CORP | $1.25B | 8.18% | 16.2M | 增持 |
| 3 | LYV | LIVE NATION ENTERTAINMENT IN | $1.10B | 7.22% | 6.0M | 增持 |
| 4 | TRU | TRANSUNION | $1.01B | 6.61% | 14.0M | 增持 |
| 5 | KVUE | KENVUE INC | $963.7M | 6.32% | 50.4M | 增持 |
| 6 | CRM | SALESFORCE INC | $911.6M | 5.98% | 5.8M | 增持 |
| 7 | AON | AON PLC | $878.0M | 5.76% | 2.6M | 增持 |
| 8 | NWSA | NEWS CORP NEW | $796.4M | 5.22% | 32.1M | 增持 |
| 9 | ABNB | AIRBNB INC | $776.1M | 5.09% | 5.4M | 增持 |
| 10 | JNJ | JOHNSON & JOHNSON | $772.9M | 5.07% | 3.0M | 增持 |
| 11 | IT | GARTNER INC | $723.7M | 4.75% | 5.6M | 增持 |
| 12 | ICE | INTERCONTINENTAL EXCHANGE IN | $646.7M | 4.24% | 5.3M | 增持 |
| 13 | Z | ZILLOW GROUP INC | $513.8M | 3.37% | 16.3M | 增持 |
| 14 | EBAY | EBAY INC. | $508.1M | 3.33% | 4.5M | 减持 |
| 15 | PM | PHILIP MORRIS INTL INC | $466.4M | 3.06% | 2.6M | 增持 |
| 16 | FOXA | FOX CORP | $438.1M | 2.87% | 8.4M | 增持 |
| 17 | EL | LAUDER ESTEE COS INC | $390.2M | 2.56% | 4.9M | 减持 |
| 18 | OTIS | OTIS WORLDWIDE CORP | $368.9M | 2.42% | 5.2M | 增持 |
| 19 | WMG | WARNER MUSIC GROUP CORP | $351.9M | 2.31% | 13.0M | 减持 |
| 20 | FOX | FOX CORP | $256.8M | 1.68% | 5.5M | 增持 |
| 21 | NWS | NEWS CORP NEW | $253.2M | 1.66% | 9.0M | 减持 |
| 22 | WBD | WARNER BROS DISCOVERY INC | $217.5M | 1.43% | 8.2M | 减持 |
| 23 | ZG | ZILLOW GROUP INC | $115.2M | 0.76% | 3.7M | 增持 |
| 24 | RYAN | RYAN SPECIALTY HOLDINGS INC | $99.9M | 0.66% | 2.6M | 减持 |
| 25 | CTVA | CORTEVA INC | $94.4M | 0.62% | 1.1M | 减持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR