Fundsmith LLP
Terry Smith · As of Q4 2025 · filed Feb 17, 2026
| WAT WATERS CORP | 7.9% | Reduced −10.0% | 3,557,978 | $1.35B |
| SYK STRYKER CORP | 7.6% | Reduced −19.7% | 3,687,511 | $1.30B |
| IDXX IDEXX LABORATORIES INC | 7.4% | Reduced −28.1% | 1,876,035 | $1.27B |
| V VISA INC-CLASS A SHARES | 7.2% | Reduced −8.3% | 3,534,684 | $1.24B |
| MAR MARRIOTT INTERNATIONAL -CL A | 7.2% | Reduced −5.9% | 3,979,927 | $1.23B |
| GOOGL ALPHABET INC-CL A | 6.4% | Reduced −44.4% | 3,498,519 | $1.10B |
| ADP AUTOMATIC DATA PROCESSING | 6.3% | Reduced −3.1% | 4,177,969 | $1.07B |
| MSFT MICROSOFT CORP | 5.9% | Reduced −19.5% | 2,079,971 | $1.01B |
| PM PHILIP MORRIS INTERNATIONAL | 5.7% | Reduced −14.8% | 6,124,597 | $982.4M |
| META META PLATFORMS INC-CLASS A | 5.3% | Reduced −12.5% | 1,363,539 | $900.1M |
| MTD METTLER-TOLEDO INTERNATIONAL | 4.7% | Reduced −1.7% | 580,507 | $809.3M |
| PG PROCTER & GAMBLE CO | 3.6% | Reduced −7.2% | 4,248,048 | $608.8M |
| CHD CHURCH & DWIGHT CO INC | 3.3% | Reduced −1.0% | 6,728,404 | $564.2M |
| FTNT FORTINET INC | 3.0% | Reduced −22.6% | 6,516,011 | $517.4M |
| ZTS ZOETIS INC | 2.9% | Added +7.9% | 3,900,803 | $490.8M |
| TXN TEXAS INSTRUMENTS INC | 2.7% | Reduced −3.6% | 2,623,552 | $455.2M |
| INTU INTUIT INC | 2.4% | Added +3.5% | 625,619 | $414.4M |
| NKE NIKE INC -CL B | 2.1% | Reduced −5.9% | 5,770,181 | $367.6M |
| OTIS OTIS WORLDWIDE CORP | 1.6% | Reduced −46.5% | 3,112,380 | $271.9M |
| MSCI MSCI INC | 0.6% | Held | 166,619 | $95.6M |
| ROL ROLLINS INC | 0.5% | Held | 1,478,629 | $88.7M |
| QLYS QUALYS INC | 0.5% | Reduced −25.6% | 647,806 | $86.1M |
| PAYC PAYCOM SOFTWARE INC | 0.5% | Held | 523,433 | $83.4M |
| ODD ODDITY TECH LTD-CL A | 0.5% | Added +46.4% | 2,074,167 | $83.3M |
| CPRXEUR CATALYST PHARMACEUTICALS INC | 0.5% | Held | 3,363,807 | $78.5M |
| NSSC NAPCO SECURITY TECHNOLOGIES | 0.4% | Held | 1,779,857 | $74.2M |
| DOCS DOXIMITY INC-CLASS A | 0.4% | Added +21.7% | 1,650,002 | $73.1M |
| NTNX NUTANIX INC - A | 0.4% | New | 1,377,158 | $71.2M |
| VRT VERTIV HOLDINGS CO-A | 0.4% | Reduced −30.5% | 410,944 | $66.6M |
| VRSN VERISIGN INC | 0.4% | Held | 270,634 | $65.8M |
| CLX CLOROX COMPANY | 0.4% | Held | 613,497 | $61.9M |
| MANH MANHATTAN ASSOCIATES INC | 0.3% | Held | 288,332 | $50.0M |
| GGG GRACO INC | 0.3% | Reduced −35.7% | 579,016 | $47.5M |
| MEDP MEDPACE HOLDINGS INC | 0.3% | Reduced −35.3% | 82,567 | $46.4M |
| ADMA ADMA BIOLOGICS INC | 0.2% | New | 2,102,054 | $38.3M |
| SABR SABRE CORP | 0.2% | Held | 21,499,095 | $29.2M |
| HD HOME DEPOT INC | 0.2% | Reduced −5.5% | 80,206 | $27.6M |
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.