Independent Franchise Partners LLP
CIK 1483866 · Holdings on Jun 30, 2025 · First reported Aug 13, 2025
Top ten holdings
Q2 2025- ICE7.45%
- CTVA6.64%
- BMY6.46%
- NWSA5.77%
- LYV5.68%
- JNJ5.33%
- ORCL5.19%
- Z5.14%
- SOLV5.12%
- PM4.62%
Share classes counted separately57.40%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- KVUEWeight increased · +2.75 pp1.60% → 4.35%Shares +21.89M (+233.36%)
- SOLVWeight increased · +1.96 pp3.16% → 5.12%Shares +4.32M (+74.22%)
- EBAYWeight decreased · -1.63 pp5.65% → 4.02%Shares -3.58M (-30.59%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 25
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | ICEINTERCONTINENTAL EXCHANGE IN View history and evidence | $1.12B | 7.45% | 6.11M shares | 7.62% → 7.45%-0.17 pp -87.09K (-1.41%) | Reduced | ↗▾ |
| 02 | CTVACORTEVA INC View history and evidence | $998.36M | 6.64% | 13.40M shares | 7.53% → 6.64%-0.89 pp -3.39M (-20.20%) | Reduced | ↗▾ |
| 03 | BMYBRISTOL-MYERS SQUIBB CO View history and evidence | $971.02M | 6.46% | 20.98M shares | 7.57% → 6.46%-1.11 pp +3.58M (+20.60%) | Added | ↗▾ |
| 04 | NWSANEWS CORP - CLASS ACL A View history and evidence | $866.95M | 5.77% | 29.17M shares | 5.28% → 5.77%+0.49 pp +1.98M (+7.29%) | Added | ↗▾ |
| 05 | LYVLIVE NATION ENTERTAINMENT IN View history and evidence | $853.27M | 5.68% | 5.64M shares | 5.31% → 5.68%+0.37 pp -58.25K (-1.02%) | Reduced | ↗▾ |
| 06 | JNJJOHNSON & JOHNSON View history and evidence | $801.04M | 5.33% | 5.24M shares | 6.27% → 5.33%-0.94 pp -58.40K (-1.10%) | Reduced | ↗▾ |
| 07 | ORCLORACLE CORP View history and evidence | $780.17M | 5.19% | 3.57M shares | 4.19% → 5.19%+1.00 pp -630.46K (-15.01%) | Reduced | ↗▾ |
| 08 | ZZILLOW GROUP INC - CCL C CAP STK View history and evidence | $773.35M | 5.14% | 11.04M shares | 5.45% → 5.14%-0.31 pp -113.78K (-1.02%) | Reduced | ↗▾ |
| 09 | SOLVSOLVENTUM CORPCOM SHS View history and evidence | $769.10M | 5.12% | 10.14M shares | 3.16% → 5.12%+1.96 pp +4.32M (+74.22%) | Added | ↗▾ |
| 10 | PMPHILIP MORRIS INTERNATIONAL View history and evidence | $694.81M | 4.62% | 3.81M shares | 4.93% → 4.62%-0.31 pp -538.64K (-12.37%) | Reduced | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 1483866 · Period 2025-06-30
Data loaded 2026-09-23 · First reported 2025-08-13
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 15031700325
}Take these holdings further.
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