Titelia

Holdings of Independent Franchise Partners LLP

25 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 64.4 % of the equity sleeve

Sector breakdown

  • Health care 18.5 %
  • Communication 14.1 %
  • Consumer discretionary 9.5 %
  • Consumer staples 9.5 %
  • Industrials 6.8 %
  • Financials 5.8 %
  • Technology 5.6 %
  • Materials 0.7 %
  • Unattributed 29.5 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 100.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US2513.5B $100.00 %

Positions

RankCompanySharesValueWeight
1Bristol-Myers Squibb Co 21,275,4741.3B $
2Solventum Corp 15,733,4951B $
3Live Nation Entertainment Inc 5,864,757894.4M $
4Kenvue Inc 49,208,848848.4M $
5TransUnion 12,131,944839.4M $
6Intercontinental Exchange Inc 4,955,192779.4M $
7News Corp 30,924,574770.9M $
8Salesforce Inc 4,035,050753.2M $
9Gartner Inc 4,600,771728.5M $
10Johnson & Johnson 2,971,436726.3M $
11Airbnb Inc 5,275,661666.2M $
12eBay Inc 6,772,232616.4M $
13Zillow Group Inc 13,197,429546.1M $
14Fox Corp 8,174,694477.4M $
15Estee Lauder Cos Inc/The 6,628,540475.7M $
16Philip Morris International Inc. 2,560,566423.4M $
17Warner Music Group Corp 13,034,254332.9M $
18Fox Corp 5,307,881281.8M $
19News Corp 9,111,760259.8M $
20Warner Bros Discovery Inc 8,697,730238.8M $
21Zillow Group Inc 2,738,482113.3M $
22Corteva Inc 1,188,89699.5M $
23Ryan Specialty Holdings Inc 2,820,85495.2M $
24TKO Group Holdings Inc 457,60092.3M $
25Otis Worldwide Corp 1,002,28477.3M $