Back to FUNDSMITH INVESTMENT SERVICES LTD.
FUNDSMITH INVESTMENT SERVICES LTD.
Q2 2026 13F filing
Updated 27 days ago27 disclosed positions worth $4.5B
Portfolio value
$4.5B
Total holdings
27
New positions
0
Closed positions
0
Increased
0
Decreased
0
Turnover
—
Filed
2026-08-14
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | M MAR MARRIOTT INTL INC NEW | $334.2M | 901.9K | 7.40% | — |
| 2 | S SYK STRYKER CORPORATION | $330.8M | 1.05M | 7.32% | — |
| 3 | W WAT WATERS CORP | $314.2M | 837.8K | 6.95% | — |
| 4 | C CHD CHURCH & DWIGHT CO INC | $245.8M | 2.54M | 5.44% | — |
| 5 | V V VISA INC | $233.5M | 680.5K | 5.17% | — |
| 6 | T TXN TEXAS INSTRS INC | $226.3M | 759.1K | 5.01% | — |
| 7 | U UBER UBER TECHNOLOGIES INC | $213.3M | 2.96M | 4.72% | — |
| 8 | M MA MASTERCARD INCORPORATED | $201.8M | 392.9K | 4.47% | — |
| 9 | G GOOGN ALPHABET INC | $199.8M | 559.0K | 4.42% | — |
| 10 | T TSMWF TAIWAN SEMICONDUCTOR MANUFAC | $196.5M | 411.5K | 4.35% | — |
| 11 | M META META PLATFORMS INC | $191.9M | 340.7K | 4.25% | — |
| 12 | M MSFT MICROSOFT CORP | $188.5M | 505.4K | 4.17% | — |
| 13 | A ADP AUTOMATIC DATA PROCESSING IN | $184.5M | 823.7K | 4.08% | — |
| 14 | F FTNT FORTINET INC | $173M | 1.13M | 3.83% | — |
| 15 | I IDXX IDEXX LABS INC | $172.2M | 327.1K | 3.81% | — |
| 16 | P PM PHILIP MORRIS INTL INC | $170.9M | 944.4K | 3.78% | — |
| 17 | P PG PROCTER & GAMBLE CO | $159.2M | 1.09M | 3.52% | — |
| 18 | N NFLX NETFLIX INC. | $156.1M | 2.19M | 3.46% | — |
| 19 | G GEV GE VERNOVA INC | $151.1M | 128.6K | 3.34% | — |
| 20 | A APP APPLOVIN CORP | $120.5M | 233.9K | 2.67% | — |
| 21 | T TJX TJX COS INC NEW | $109.3M | 721.5K | 2.42% | — |
| 22 | N NXT NEXTPOWER INC | $107.6M | 903.5K | 2.38% | — |
| 23 | V VEEV VEEVA SYS INC | $46M | 259.1K | 1.02% | — |
| 24 | B BMI BADGER METER INC | $37.3M | 251.2K | 0.82% | — |
| 25 | Y YUM YUM BRANDS INC | $28.5M | 178.0K | 0.63% | — |
| 26 | W WM WASTE MGMT INC DEL | $25.6M | 115.0K | 0.57% | — |
| 27 | O ORLY OREILLY AUTOMOTIVE INC | $498K | 5.4K | 0.01% | — |