Back to Fundsmith LLP
Q2 2026 13F filing
Updated 27 days ago41 disclosed positions worth $13.6B
Portfolio value
$13.6B
Total holdings
41
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 | $958.3M | 2.59M | 7.02% | — |
| 2 | S SYK STRYKER CORPORATION | $917.4M | 2.91M | 6.72% | — |
| 3 | W WAT WATERS CORP | $852.7M | 2.27M | 6.25% | — |
| 4 | V V VISA INC | $693M | 2.02M | 5.08% | — |
| 5 | U UBER UBER TECHNOLOGIES INC | $645.3M | 8.94M | 4.73% | — |
| 6 | M MA MASTERCARD INCORPORATED | $639.5M | 1.25M | 4.68% | — |
| 7 | G GOOGN ALPHABET INC | $633.7M | 1.77M | 4.64% | — |
| 8 | C CHD CHURCH & DWIGHT CO INC | $625.5M | 6.46M | 4.58% | — |
| 9 | P PG PROCTER & GAMBLE CO | $598.1M | 4.08M | 4.38% | — |
| 10 | M MSFT MICROSOFT CORP | $595.6M | 1.60M | 4.36% | — |
| 11 | M META META PLATFORMS INC | $592.5M | 1.05M | 4.34% | — |
| 12 | A ADP AUTOMATIC DATA PROCESSING IN | $582.6M | 2.60M | 4.27% | — |
| 13 | F FTNT FORTINET INC | $557.6M | 3.63M | 4.09% | — |
| 14 | T TSMWF TAIWAN SEMICONDUCTOR MANUFAC | $548.5M | 1.15M | 4.02% | — |
| 15 | I IDXX IDEXX LABS INC | $536.9M | 1.02M | 3.93% | — |
| 16 | T TXN TEXAS INSTRS INC | $536.3M | 1.80M | 3.93% | — |
| 17 | P PM PHILIP MORRIS INTL INC | $527.1M | 2.91M | 3.86% | — |
| 18 | N NFLX NETFLIX INC. | $499.1M | 6.99M | 3.66% | — |
| 19 | G GEV GE VERNOVA INC | $481.5M | 409.8K | 3.53% | — |
| 20 | A APP APPLOVIN CORP | $358.9M | 696.6K | 2.63% | — |
| 21 | T TJX TJX COS INC NEW | $344.3M | 2.27M | 2.52% | — |
| 22 | N NXT NEXTPOWER INC | $340.3M | 2.86M | 2.49% | — |
| 23 | V VEEV VEEVA SYS INC | $145M | 816.8K | 1.06% | — |
| 24 | Y YUM YUM BRANDS INC | $88.9M | 556.1K | 0.65% | — |
| 25 | M MSCI MSCI INC | $30M | 53.6K | 0.22% | — |
| 26 | M MEDP MEDPACE HLDGS INC | $27.7M | 52.4K | 0.20% | — |
| 27 | N NTNX NUTANIX INC | $27.4M | 538.3K | 0.20% | — |
| 28 | B BMI BADGER METER INC | $25.9M | 174.6K | 0.19% | — |
| 29 | C CLX CLOROX CO DEL | $25.9M | 271.3K | 0.19% | — |
| 30 | R ROL ROLLINS INC | $25.9M | 619.9K | 0.19% | — |
| 31 | M MANH MANHATTAN ASSOCIATES INC | $24.1M | 173.0K | 0.18% | — |
| 32 | N NSSC NAPCO SEC TECHNOLOGIES INC | $23.1M | 607.0K | 0.17% | — |
| 33 | F FICO FAIR ISAAC CORP | $21.4M | 18.0K | 0.16% | — |
| 34 | S SABR SABRE CORP | $18.8M | 9.01M | 0.14% | — |
| 35 | I IDCC INTERDIGITAL INC | $17.1M | 60.3K | 0.13% | — |
| 36 | O ORLY OREILLY AUTOMOTIVE INC | $15M | 162.7K | 0.11% | — |
| 37 | V VRT VERTIV HOLDINGS CO | $14M | 41.9K | 0.10% | — |
| 38 | V VRSN VERISIGN INC | $14M | 55.7K | 0.10% | — |
| 39 | A ADMA ADMA BIOLOGICS INC | $13.8M | 1.65M | 0.10% | — |
| 40 | D DOCS DOXIMITY INC | $13.5M | 653.3K | 0.10% | — |
| 41 | P PAYC PAYCOM SOFTWARE INC | $12.7M | 100.8K | 0.09% | — |