Fundsmith LLP
Terry Smith · As of Q2 2026 · filed Aug 14, 2026
| MAR MARRIOTT INTERNATIONAL -CL A | 7.0% | Reduced −23.3% | 2,585,757 | $958.3M |
| SYK STRYKER CORP | 6.7% | Reduced −4.8% | 2,913,833 | $917.4M |
| WAT WATERS CORP | 6.2% | Reduced −29.2% | 2,273,632 | $852.7M |
| V VISA INC-CLASS A SHARES | 5.1% | Reduced −34.9% | 2,019,810 | $693.0M |
| UBER UBER TECHNOLOGIES INC | 4.7% | New | 8,943,151 | $645.3M |
| MA MASTERCARD INC - A | 4.7% | New | 1,245,051 | $639.5M |
| GOOGL ALPHABET INC-CL A | 4.6% | Reduced −40.0% | 1,773,354 | $633.7M |
| CHD CHURCH & DWIGHT CO INC | 4.6% | Reduced −2.8% | 6,456,634 | $625.5M |
| PG PROCTER & GAMBLE CO | 4.4% | Reduced −2.9% | 4,078,371 | $598.1M |
| MSFT MICROSOFT CORP | 4.4% | Reduced −23.2% | 1,596,737 | $595.6M |
| META META PLATFORMS INC-CLASS A | 4.3% | Reduced −20.4% | 1,051,876 | $592.5M |
| ADP AUTOMATIC DATA PROCESSING | 4.3% | Reduced −32.5% | 2,601,567 | $582.6M |
| FTNT FORTINET INC | 4.1% | Reduced −41.0% | 3,629,938 | $557.6M |
| TSM TAIWAN SEMICONDUCTOR-SP ADR | 4.0% | New | 1,148,449 | $548.5M |
| IDXX IDEXX LABORATORIES INC | 3.9% | Reduced −30.4% | 1,019,887 | $536.9M |
| TXN TEXAS INSTRUMENTS INC | 3.9% | Reduced −31.4% | 1,799,182 | $536.3M |
| PM PHILIP MORRIS INTERNATIONAL | 3.9% | Reduced −43.0% | 2,913,693 | $527.1M |
| NFLX NETFLIX INC | 3.7% | New | 6,990,345 | $499.1M |
| GEV GE VERNOVA INC | 3.5% | New | 409,835 | $481.5M |
| APP APPLOVIN CORP-CLASS A | 2.6% | New | 696,568 | $358.9M |
| TJX TJX COMPANIES INC | 2.5% | New | 2,272,592 | $344.3M |
| NXT NEXTPOWER INC | 2.5% | New | 2,856,092 | $340.3M |
| VEEV VEEVA SYSTEMS INC-CLASS A | 1.1% | New | 816,785 | $145.0M |
| YUM YUM! BRANDS INC | 0.7% | New | 556,107 | $88.9M |
| MSCI MSCI INC | 0.2% | Reduced −17.3% | 53,580 | $30.0M |
| MEDP MEDPACE HOLDINGS INC | 0.2% | Reduced −16.4% | 52,372 | $27.7M |
| NTNX NUTANIX INC - A | 0.2% | Reduced −6.8% | 538,281 | $27.4M |
| BMI BADGER METER INC | 0.2% | Added +22.6% | 174,627 | $25.9M |
| CLX CLOROX COMPANY | 0.2% | Added +5.5% | 271,318 | $25.9M |
| ROL ROLLINS INC | 0.2% | Held | 619,935 | $25.9M |
| MANH MANHATTAN ASSOCIATES INC | 0.2% | Added +43.1% | 172,977 | $24.1M |
| NSSC NAPCO SECURITY TECHNOLOGIES | 0.2% | Added +58.2% | 606,974 | $23.1M |
| FICO FAIR ISAAC CORP | 0.2% | New | 17,953 | $21.4M |
| SABR SABRE CORP | 0.1% | Held | 9,013,783 | $18.8M |
| IDCC INTERDIGITAL INC | 0.1% | New | 60,324 | $17.1M |
| ORLY O'REILLY AUTOMOTIVE INC | 0.1% | New | 162,691 | $15.0M |
| VRT VERTIV HOLDINGS CO-A | 0.1% | Reduced −54.1% | 41,893 | $14.0M |
| VRSN VERISIGN INC | 0.1% | Reduced −50.9% | 55,713 | $14.0M |
| ADMA ADMA BIOLOGICS INC | 0.1% | Held | 1,649,493 | $13.8M |
| DOCS DOXIMITY INC-CLASS A | 0.1% | Reduced −5.6% | 653,324 | $13.5M |
| PAYC PAYCOM SOFTWARE INC | 0.1% | Reduced −54.1% | 100,763 | $12.7M |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| MTD METTLER-TOLEDO INTERNATIONAL | 568,516 | $717.0M |
| ZTS ZOETIS INC | 3,877,559 | $458.4M |
| OTIS OTIS WORLDWIDE CORP | 2,731,635 | $210.6M |
| CPRXEUR CATALYST PHARMACEUTICALS INC | 844,887 | $20.9M |
| QLYS QUALYS INC | 226,077 | $19.9M |
| HD HOME DEPOT INC | 28,611 | $9.4M |
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.