Michael Lindsell

Biography

Michael Lindsell co-founded Lindsell Train with Nick Train in 2000, after the two had worked together for eight years. He is the firm's chief executive, manages its Japanese equity portfolios and jointly manages its global equity portfolios.

In their own words

Lindsell Train’s largest US holdings

From the Q2 2026 13F, worth $2.6bn in total. See every holding and change

1. AlphabetGOOG17.5%
2. TKO Group HoldingsTKO16.1%
3. Fair IsaacFICO10.3%
4. Thermo Fisher ScientificTMO9.8%
5. Walt DisneyDIS9.6%
6. IntuitINTU6.6%
7. Mondelez InternationalMDLZ5.6%
8. PepsicoPEP5.3%
9. Paypal HoldingsPYPL5.2%
10. EbayEBAY4.7%

Also at Lindsell Train

• Nick Train Joint founder, chairman and portfolio manager