13F filings
Fundsmith
Where the disclosed book sits
by disclosed valueLargest holdings
20 of 41 positions| Holding | Type | Value | Shares | Share of book |
|---|---|---|---|---|
| MARMarriott Intl Inc New | Shares | $958.3M | 2,585,757 | 7% |
| SYKStryker Corporation | Shares | $917.4M | 2,913,833 | 6.7% |
| WATWaters Corp | Shares | $852.7M | 2,273,632 | 6.2% |
| VVISA Inc | Shares | $693.0M | 2,019,810 | 5.1% |
| UBERUBER Technologies Inc | Shares | $645.3M | 8,943,151 | 4.7% |
| MAMastercard Incorporated | Shares | $639.5M | 1,245,051 | 4.7% |
| GOOGLAlphabet Inc | Shares | $633.7M | 1,773,354 | 4.6% |
| CHDChurch & Dwight Co Inc | Shares | $625.5M | 6,456,634 | 4.6% |
| PGProcter & Gamble Co | Shares | $598.1M | 4,078,371 | 4.4% |
| MSFTMicrosoft Corp | Shares | $595.6M | 1,596,737 | 4.4% |
| METAMETA Platforms Inc | Shares | $592.5M | 1,051,876 | 4.3% |
| ADPAutomatic Data Processing In | Shares | $582.6M | 2,601,567 | 4.3% |
| FTNTFortinet Inc | Shares | $557.6M | 3,629,938 | 4.1% |
| TSMTaiwan Semiconductor Manufac | Shares | $548.5M | 1,148,449 | 4% |
| IDXXIdexx Labs Inc | Shares | $536.9M | 1,019,887 | 3.9% |
| TXNTexas Instrs Inc | Shares | $536.3M | 1,799,182 | 3.9% |
| PMPhilip Morris Intl Inc | Shares | $527.1M | 2,913,693 | 3.9% |
| NFLXNetflix Inc. | Shares | $499.1M | 6,990,345 | 3.7% |
| GEVGE Vernova Inc | Shares | $481.5M | 409,835 | 3.5% |
| APPApplovin Corp | Shares | $358.9M | 696,568 | 2.6% |
Share of book is the position's value against the whole disclosed 13F value, so the rows shown here do not sum to 100% unless every position is listed.
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What changed last quarter
15 largest moves| Holding | Move | Share change | Value change | Value after |
|---|---|---|---|---|
| MTDMETTLER TOLEDO INTERNATIONAL | Exited | n/a | -$717.0M | $0 |
| UBERUBER TECHNOLOGIES INC | New | n/a | $645.3M | $645.3M |
| MAMASTERCARD INCORPORATED | New | n/a | $639.5M | $639.5M |
| TSMTAIWAN SEMICONDUCTOR MANUFAC | New | n/a | $548.5M | $548.5M |
| NFLXNETFLIX INC. | New | n/a | $499.1M | $499.1M |
| GEVGE VERNOVA INC | New | n/a | $481.5M | $481.5M |
| ZTSZOETIS INC | Exited | n/a | -$458.4M | $0 |
| GOOGLALPHABET INC | Trimmed | -40.0% | -$422.7M | $633.7M |
| PMPHILIP MORRIS INTL INC | Trimmed | -43.0% | -$397.9M | $527.1M |
| FTNTFORTINET INC | Trimmed | -41.0% | -$388.2M | $557.6M |
| VVISA INC | Trimmed | -34.9% | -$372.0M | $693.0M |
| APPAPPLOVIN CORP | New | n/a | $358.9M | $358.9M |
| WATWATERS CORP | Trimmed | -29.2% | -$352.0M | $852.7M |
| TJXTJX COS INC NEW | New | n/a | $344.3M | $344.3M |
| NXTNEXTPOWER INC | New | n/a | $340.3M | $340.3M |
A change is this filing measured against the one before it. A 13F does not disclose trades, so the price paid and the day it happened are not in the record.
Questions
What does Fundsmith hold?
Fundsmith disclosed 41 positions worth $13.6B in the Q2 2026 13F filing. The largest is MAR at 7% of the disclosed book. A 13F lists long US equity positions only.
What did Fundsmith buy and sell last quarter?
Comparing the Q2 2026 filing with the quarter before, the largest moves were Exited MTD, New UBER, New MA, New TSM. Changes are measured against the previous filing, not against trades, because a 13F does not disclose trades.
How current is this?
This is the Q2 2026 filing, covering positions held on Jun 30, 2026. A 13F is due 45 days after the quarter ends, so the most recent filing is always at least six weeks behind the market, and the manager may have changed the book since.
How to read a 13F
WHAT THE FILING COVERS
Positions are as disclosed to the SEC on Form 13F and are not investment advice. How this data is sourced, and what it cannot tell you, is on the methodology page.
Data as of Sep 10, 2026.