Fundsmith LLP
Terry Smith · As of Q1 2026 · filed May 15, 2026
| MAR MARRIOTT INTERNATIONAL -CL A | 8.6% | Reduced −15.3% | 3,370,872 | $1.10B |
| SYK STRYKER CORP | 7.8% | Reduced −17.0% | 3,061,416 | $1.01B |
| WAT WATERS CORP | 7.5% | Reduced −9.7% | 3,212,075 | $956.6M |
| V VISA INC-CLASS A SHARES | 7.3% | Reduced −12.2% | 3,104,090 | $938.2M |
| GOOGL ALPHABET INC-CL A | 6.6% | Reduced −15.5% | 2,956,198 | $850.1M |
| PM PHILIP MORRIS INTERNATIONAL | 6.6% | Reduced −16.5% | 5,113,163 | $845.4M |
| IDXX IDEXX LABORATORIES INC | 6.4% | Reduced −21.9% | 1,465,786 | $823.6M |
| ADP AUTOMATIC DATA PROCESSING | 6.1% | Reduced −7.7% | 3,855,105 | $783.3M |
| MSFT MICROSOFT CORP | 6.0% | Reduced −0.0% | 2,079,737 | $769.9M |
| META META PLATFORMS INC-CLASS A | 5.9% | Reduced −3.1% | 1,321,375 | $756.0M |
| MTD METTLER-TOLEDO INTERNATIONAL | 5.6% | Reduced −2.1% | 568,516 | $717.0M |
| CHD CHURCH & DWIGHT CO INC | 4.8% | Reduced −1.3% | 6,641,508 | $619.8M |
| PG PROCTER & GAMBLE CO | 4.7% | Reduced −1.1% | 4,199,914 | $606.6M |
| TXN TEXAS INSTRUMENTS INC | 4.0% | Reduced −0.0% | 2,623,124 | $509.3M |
| FTNT FORTINET INC | 3.9% | Reduced −5.5% | 6,156,675 | $503.1M |
| ZTS ZOETIS INC | 3.6% | Reduced −0.6% | 3,877,559 | $458.4M |
| OTIS OTIS WORLDWIDE CORP | 1.6% | Reduced −12.2% | 2,731,635 | $210.6M |
| MSCI MSCI INC | 0.3% | Reduced −61.1% | 64,788 | $34.9M |
| ROL ROLLINS INC | 0.3% | Reduced −58.1% | 619,935 | $33.1M |
| MEDP MEDPACE HOLDINGS INC | 0.2% | Reduced −24.1% | 62,668 | $30.1M |
| VRSN VERISIGN INC | 0.2% | Reduced −58.1% | 113,467 | $28.2M |
| PAYC PAYCOM SOFTWARE INC | 0.2% | Reduced −58.1% | 219,457 | $26.7M |
| CLX CLOROX COMPANY | 0.2% | Reduced −58.1% | 257,217 | $26.7M |
| VRT VERTIV HOLDINGS CO-A | 0.2% | Reduced −77.8% | 91,254 | $22.9M |
| NTNX NUTANIX INC - A | 0.2% | Reduced −58.1% | 577,392 | $21.9M |
| BMI BADGER METER INC | 0.2% | New | 142,491 | $21.7M |
| CPRXEUR CATALYST PHARMACEUTICALS INC | 0.2% | Reduced −74.9% | 844,887 | $20.9M |
| QLYS QUALYS INC | 0.2% | Reduced −65.1% | 226,077 | $19.9M |
| DOCS DOXIMITY INC-CLASS A | 0.1% | Reduced −58.1% | 691,786 | $16.1M |
| MANH MANHATTAN ASSOCIATES INC | 0.1% | Reduced −58.1% | 120,888 | $16.1M |
| NSSC NAPCO SECURITY TECHNOLOGIES | 0.1% | Reduced −78.4% | 383,596 | $15.1M |
| ADMA ADMA BIOLOGICS INC | 0.1% | Reduced −21.5% | 1,649,493 | $14.9M |
| SABR SABRE CORP | 0.1% | Reduced −58.1% | 9,013,783 | $13.1M |
| HD HOME DEPOT INC | 0.1% | Reduced −64.3% | 28,611 | $9.4M |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| INTU INTUIT INC | 625,619 | $414.4M |
| NKE NIKE INC -CL B | 5,770,181 | $367.6M |
| ODD ODDITY TECH LTD-CL A | 2,074,167 | $83.3M |
| GGG GRACO INC | 579,016 | $47.5M |
Holdings reflect long positions disclosed in 13F filings only and exclude short positions, cash, and other non-13F assets. Holdings data sourced from SEC EDGAR. Not investment advice. Full disclaimer.