Nick Train - Lindsell Train
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    27
Portfolio value:    $3,136,812,519
Holdings Activity Buys Sells    History
Holding/activity history for  PayPal Holdings, Inc. (PYPL)
← All PYPL superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 4,179,623 6.03 Reduce 2.77% 0.18 $38.46–60.13 · VW $47.78i $189,044,348 SEC
2025   Q4 4,298,618 6.36 Reduce 4.13% 0.30 $58.00–79.21 · VW $65.77i $250,953,319 SEC
2025   Q3 4,483,618 7.38 Reduce 0.98% 0.08 $65.24–79.50 · VW $69.78i $300,671,423 SEC
2025   Q2 4,527,838 7.93 Add 8.55% 0.62 $55.85–75.31 · VW $67.78i $336,508,920 SEC
2025   Q1 4,171,092 7.53 Reduce 2.61% 0.24 $63.40–93.25 · VW $75.96i $272,163,753 SEC
2024   Q4 4,282,692 9.14 Reduce 6.73% 0.54 $76.04–93.66 · VW $83.41i $365,527,762 SEC
2024   Q3 4,591,779 8.09 Reduce 0.48% 0.03 $56.97–80.63 · VW $68.72i $358,296,515 SEC
2024   Q2 4,613,859 6.32 Reduce 3.62% 0.24 $57.21–70.66 · VW $63.96i $273,786,393 SEC
2024   Q1 4,787,359 6.70 Reduce 8.90% 0.56 $55.77–68.21 · VW $62.07i $318,694,489 SEC
2023   Q4 5,255,302 6.26 Reduce 1.11% 0.07 $50.25–64.13 · VW $57.12i $322,728,095 SEC
2023   Q3 5,314,302 6.24 Reduce 1.39% 0.09 $56.53–76.54 · VW $65.98i $310,700,666 SEC
2023   Q2 5,389,302 6.40 Add 0.09% <0.01 $58.95–77.95 · VW $67.42i $359,493,390 SEC
2023   Q1 5,384,302 7.14 Add 1.79% 0.13 $71.09–88.63 · VW $77.63i $408,883,894 SEC
2022   Q4 5,289,702 7.17 Reduce 1.16% 0.11 $66.39–95.57 · VW $79.58i $376,838,370 SEC
2022   Q3 5,351,802 9.37 Add 1.47% 0.14 $68.51–103.03 · VW $88.72i $460,763,000 SEC
2022   Q2 5,274,462 7.24 Add 0.29% 0.02 $67.58–122.92 · VW $85.99i $368,500,000 SEC
2022   Q1 5,259,462 9.65 Add 25.42% 1.96 $92.25–196.10 · VW $131.54i $608,230,000 SEC
2021   Q4 4,193,462 11.63 Add 4.44% 0.49 $179.15–273.51 · VW $208.49i $790,803,000 SEC
2021   Q3 4,015,262 14.42 Reduce 4.95% 0.79 $256.89–310.16 · VW $280.55i $1,044,811,000 SEC
2021   Q2 4,224,262 15.92 Reduce 1.96% 0.29 $233.61–296.01 · VW $264.68i $1,231,288,000 SEC
2021   Q1 4,308,512 14.74 Reduce 8.08% 1.29 $223.09–309.14 · VW $253.39i $1,046,279,000 SEC
2020   Q4 4,687,362 15.94 Reduce 5.48% 0.87 $174.81–244.25 · VW $206.96i $1,097,780,000 SEC
2020   Q3 4,959,012 15.86 Reduce 9.67% 1.54 $164.33–212.45 · VW $192.68i $977,074,000 SEC
2020   Q2 5,489,712 15.92 Reduce 17.67% 2.40 $89.88–175.40 · VW $138.90i $956,473,000 SEC
2020   Q1 6,667,718 13.61 Reduce 13.81% 1.85 $82.07–124.45 · VW $105.71i $638,367,000 SEC
2019   Q4 7,735,718 13.39 Add 4.94% 0.63 $94.77–110.18 · VW $104.78i $836,773,000 SEC
2019   Q3 7,371,352 12.90 Add 9.25% 1.09 $101.10–121.48 · VW $109.02i $763,598,000 SEC
2019   Q2 6,747,431 13.11 Add 4.37% 0.55 $102.65–119.95 · VW $110.77i $772,176,000 SEC
2019   Q1 6,465,007 12.99 Add 0.23% 0.03 $81.91–104.70 · VW $93.78i $671,262,000 SEC
2018   Q4 6,450,207 13.11 Add 6.17% 0.76 $74.66–89.06 · VW $82.96i $542,398,000 SEC
2018   Q3 6,075,267 12.09 Add 2.60% 0.31 $81.30–93.70 · VW $87.90i $533,651,000 SEC
2018   Q2 5,921,517 12.22 Reduce 8.58% 1.12 $70.22–87.55 · VW $79.30i $493,085,000 SEC
2018   Q1 6,477,517 12.99 Add 7.04% 0.85 $71.63–86.32 · VW $79.03i $491,449,000 SEC
2017   Q4 6,051,517 12.81 Reduce 2.52% 0.34 $63.69–79.39 · VW $72.56i $445,513,000 SEC
2017   Q3 6,207,767 13.39 Reduce 1.30% 0.17 $52.83–65.24 · VW $60.07i $397,483,000 SEC
2017   Q2 6,289,257 13.11 Add 0.12% 0.02 $42.06–55.14 · VW $50.34i $337,544,000 SEC
2017   Q1 6,281,983 11.79 Add 3.84% 0.44 $39.02–43.80 · VW $41.54i $270,251,000 SEC
2016   Q4 6,049,783 11.73 Add 3.12% 0.35 $38.06–44.52 · VW $40.54i $238,785,000 SEC
2016   Q3 5,866,783 11.89 Add 9.18% 1.00 $35.72–41.30 · VW $38.30i $240,362,000 SEC
2016   Q2 5,373,483 10.69 Add 6.54% 0.66 $34.00–41.49 · VW $37.98i $196,186,000 SEC
2016   Q1 5,043,700 11.52 Add 4.11% 0.45 $30.52–41.75 · VW $36.47i $194,687,000 SEC
2015   Q4 4,844,600 10.50 Add 15.19% 1.38 $30.75–38.52 · VW $35.46i $175,375,000 SEC
2015   Q3 4,205,600 8.92 Buy 8.92 $30.00–39.91 · VW $33.76i
IPO/listing quarter
$130,542,000 SEC
Price snapshot:
Current price$47.65
Avg. buy price$69.87
+/- since buy-31.80%
52-week low$38.22
52-week high$78.82