Lindsell Train
WS Lindsell Train UK Equity Fund
UK
Jan 2026 → Jul 2026
Our archive holds 3 letters from this strategy, behind 5 investment theses and positions in 7 companies. Every quote below is copied verbatim from the letter it came from.
3 letters in a year — follow all of Lindsell Train for every strategy.
Also held
Its investment theses
- RightmoveJul 2026Rightmove is viewed as a highly engaged, defensible real-estate platform whose proprietary data and AI-enabled tools could drive years of revenue and profit growth.
- SageJul 2026Sage is presented as an AI-enabled software platform with proprietary business data, accelerating growth, and a potentially long runway.
- London Stock Exchange GroupJul 2026London Stock Exchange Group is seen as a high-quality data provider whose enterprise data should remain essential to AI customers and support growth and rerating.
- Experian plcJan 2026Experian plc leverages a differentiated trove of regulated credit data and embedded software to drive above-market growth and sees AI as a tailwind, supported by a $1bn buyback.
- The Sage Group plcJan 2026The Sage Group plc combines deep proprietary accounting data and domain expertise with growing AI-enabled products like CoPilot and Intacct, supporting double-digit growth, margin expansion, and long-term compounding.