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WS Lindsell Train UK Equity Fund

Jan 2026 → Aug 2026 · 2 funds

Our archive holds 7 letters from WS Lindsell Train UK Equity Fund, behind 6 investment theses and positions in 24 companies. Every quote below is copied verbatim from the letter it came from.

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7
Letters
24
Companies
2
Moves
6
Theses

2 strategies

WS Lindsell Train UK Equity Fund publishes a letter per strategy. Each one has its own page — what it holds, what it bought, what it wrote.

What they bought and sold · 2 moves

  • New positionKKR
    July 2026
    “we also began accumulating stakes in two new companies.”
    Read the letter
  • New positionWarner Music Group
    July 2026
    “we also began accumulating stakes in two new companies.”
    Read the letter

Companies held · 24

Every company WS Lindsell Train UK Equity Fund has disclosed a position in across our archive, with the letter that last mentioned it.

Theses · 6

  • Rightmove
    July 2026

    Rightmove 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.

    Read the full thesis
  • Sage
    July 2026

    Sage is presented as an AI-enabled software platform with proprietary business data, accelerating growth, and a potentially long runway.

    Read the full thesis
  • London Stock Exchange Group
    July 2026

    London 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.

    Read the full thesis
  • Experian plc
    January 2026

    Experian 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.

    Read the full thesis
  • The Sage Group plc
    January 2026

    The 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.

    Read the full thesis
  • Intuit Inc.
    January 2026

    Intuit Inc. is a dominant accounting and tax software provider with trusted brands, data and AI advantages, and clear growth opportunities in assisted tax and the mid-market that support accelerating long-term revenue growth.

    Read the full thesis

Letter archive · 7

2026

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