SEC 13F Intelligence

Independent Franchise Partners LLP / EA

Independent Franchise Partners LLP’s Electronic Arts Inc Position

Does Independent Franchise Partners LLP own Electronic Arts Inc (EA)? Not currently — the last reported position was 2.73M shares worth $551M in Q3 2025; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$551M
Q3 2025
Shares
2.73M
% of Portfolio
+3.63%
Quarters Held
27
position exited

Position History EA

Reported value by quarter
Q1 ’19: $257MQ1 ’19Q2 ’19: $346MQ3 ’19: $323MQ4 ’19: $478MQ1 ’20: $436MQ1 ’20Q2 ’20: $580MQ3 ’20: $457MQ4 ’20: $510MQ1 ’21: $487MQ1 ’21Q2 ’21: $518MQ3 ’21: $474MQ4 ’21: $432MQ1 ’22: $611MQ1 ’22Q2 ’22: $568MQ3 ’22: $526MQ4 ’22: $545MQ1 ’23: $545MQ1 ’23Q2 ’23: $588MQ3 ’23: $543MQ4 ’23: $588MQ1 ’24: $555MQ1 ’24Q2 ’24: $565MQ3 ’24: $569MQ4 ’24: $564MQ1 ’25: $570MQ1 ’25Q2 ’25: $545MQ3 ’25: $551Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q3 20252.73M$551M+3.63%
Q2 20253.42M$545M+3.63%
Q1 20253.95M$570M+4.07%
Q4 20243.86M$564M+4.24%
Q3 20243.96M$569M+5.01%
Q2 20244.05M$565M+5.20%
Q1 20244.18M$555M+4.59%
Q4 20234.29M$588M+4.99%
Q3 20234.51M$543M+4.70%
Q2 20234.54M$588M+4.92%
Q1 20234.53M$545M+4.91%
Q4 20224.46M$545M+5.34%
Q3 20224.54M$526M+5.53%
Q2 20224.67M$568M+5.34%
Q1 20224.83M$611M+4.82%
Q4 20213.28M$432M+3.40%
Q3 20213.33M$474M+3.73%
Q2 20213.60M$518M+3.86%
Q1 20213.60M$487M+3.88%
Q4 20203.55M$510M+4.38%
Q3 20203.50M$457M+4.53%
Q2 20204.39M$580M+5.89%
Q1 20204.35M$436M+5.37%
Q4 20194.44M$478M+4.79%
Q3 20193.30M$323M+3.29%
Q2 20193.42M$346M+3.57%
Q1 20192.53M$257M+2.90%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Independent Franchise Partners LLP’s full portfolio or all institutional holders of EA.