Fundsmith
Latest statistics and disclosures from Fundsmith's latest quarterly 13F-HR filing:
- Top 5 stock holdings are MAR, SYK, WAT, V, UBER, and represent 29.79% of Fundsmith's stock portfolio.
- Added to shares of these 10 stocks: UBER (+$645M), MA (+$640M), TSM (+$549M), NFLX (+$499M), GEV (+$482M), APP (+$359M), TJX (+$344M), NXT (+$340M), VEEV (+$145M), YUM (+$89M).
- Started 13 new stock positions in YUM, IDCC, VEEV, FICO, TSM, UBER, ORLY, NXT, NFLX, MA. TJX, APP, GEV.
- Reduced shares in these 10 stocks: MTD (-$717M), , GOOGL (-$423M), PM (-$398M), FTNT (-$388M), V (-$372M), WAT (-$352M), MAR (-$291M), ADP (-$281M), TXN (-$246M).
- Sold out of its positions in CPRX, HD, MTD, OTIS, QLYS, ZTS.
- Fundsmith was a net seller of stock by $-729M.
- Fundsmith has $14B in assets under management (AUM), dropping by 6.40%.
- Central Index Key (CIK): 0001569205
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Positions held by Fundsmith consolidated in one spreadsheet with up to 7 years of data
Download as csvPortfolio Holdings for Fundsmith
Fundsmith holds 41 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Marriott Intl Cl A (MAR) | 7.0 | $958M | -23% | 2.6M | 370.59 |
|
| Stryker Corporation (SYK) | 6.7 | $917M | -4% | 2.9M | 314.84 |
|
| Waters Corporation (WAT) | 6.2 | $853M | -29% | 2.3M | 375.04 |
|
| Visa Com Cl A (V) | 5.1 | $693M | -34% | 2.0M | 343.09 |
|
| Uber Technologies (UBER) | 4.7 | $645M | NEW | 8.9M | 72.16 |
|
| Mastercard Incorporated Cl A (MA) | 4.7 | $640M | NEW | 1.2M | 513.60 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 4.6 | $634M | -40% | 1.8M | 357.37 |
|
| Church & Dwight (CHD) | 4.6 | $626M | -2% | 6.5M | 96.88 |
|
| Procter & Gamble Company (PG) | 4.4 | $598M | -2% | 4.1M | 146.64 |
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| Microsoft Corporation (MSFT) | 4.4 | $596M | -23% | 1.6M | 373.02 |
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| Meta Platforms Cl A (META) | 4.3 | $593M | -20% | 1.1M | 563.29 |
|
| Automatic Data Processing (ADP) | 4.3 | $583M | -32% | 2.6M | 223.95 |
|
| Fortinet (FTNT) | 4.1 | $558M | -41% | 3.6M | 153.62 |
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 4.0 | $549M | NEW | 1.1M | 477.57 |
|
| IDEXX Laboratories (IDXX) | 3.9 | $537M | -30% | 1.0M | 526.44 |
|
| Texas Instruments Incorporated (TXN) | 3.9 | $536M | -31% | 1.8M | 298.07 |
|
| Philip Morris International (PM) | 3.9 | $527M | -43% | 2.9M | 180.91 |
|
| Netflix (NFLX) | 3.7 | $499M | NEW | 7.0M | 71.40 |
|
| Ge Vernova (GEV) | 3.5 | $482M | NEW | 410k | 1174.86 |
|
| Applovin Corp Com Cl A (APP) | 2.6 | $359M | NEW | 697k | 515.23 |
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| TJX Companies (TJX) | 2.5 | $344M | NEW | 2.3M | 151.50 |
|
| Nextpower Class A Com (NXT) | 2.5 | $340M | NEW | 2.9M | 119.14 |
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| Veeva Sys Cl A Com (VEEV) | 1.1 | $145M | NEW | 817k | 177.47 |
|
| Yum! Brands (YUM) | 0.7 | $89M | NEW | 556k | 159.86 |
|
| Msci (MSCI) | 0.2 | $30M | -17% | 54k | 560.04 |
|
| Medpace Hldgs (MEDP) | 0.2 | $28M | -16% | 52k | 529.59 |
|
| Nutanix Cl A (NTNX) | 0.2 | $27M | -6% | 538k | 50.96 |
|
| Badger Meter (BMI) | 0.2 | $26M | +22% | 175k | 148.38 |
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| Clorox Company (CLX) | 0.2 | $26M | +5% | 271k | 95.44 |
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| Rollins (ROL) | 0.2 | $26M | 620k | 41.74 |
|
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| Manhattan Associates (MANH) | 0.2 | $24M | +43% | 173k | 139.25 |
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| Napco Security Systems (NSSC) | 0.2 | $23M | +58% | 607k | 37.98 |
|
| Fair Isaac Corporation (FICO) | 0.2 | $21M | NEW | 18k | 1194.78 |
|
| Sabre (SABR) | 0.1 | $19M | 9.0M | 2.09 |
|
|
| InterDigital (IDCC) | 0.1 | $17M | NEW | 60k | 283.13 |
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| O'reilly Automotive (ORLY) | 0.1 | $15M | NEW | 163k | 92.09 |
|
| Vertiv Holdings Com Cl A (VRT) | 0.1 | $14M | -54% | 42k | 334.82 |
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| Verisign (VRSN) | 0.1 | $14M | -50% | 56k | 251.56 |
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| Adma Biologics (ADMA) | 0.1 | $14M | 1.6M | 8.37 |
|
|
| Doximity Cl A (DOCS) | 0.1 | $14M | -5% | 653k | 20.74 |
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| Paycom Software (PAYC) | 0.1 | $13M | -54% | 101k | 125.68 |
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Past Filings by Fundsmith
SEC 13F filings are viewable for Fundsmith going back to 2012
- Fundsmith 2026 Q2 filed Aug. 14, 2026
- Fundsmith 2026 Q1 filed May 15, 2026
- Fundsmith 2025 Q4 filed Feb. 17, 2026
- Fundsmith 2025 Q3 filed Nov. 14, 2025
- Fundsmith 2025 Q2 filed Aug. 14, 2025
- Fundsmith 2025 Q1 filed May 15, 2025
- Fundsmith 2024 Q4 filed Feb. 14, 2025
- Fundsmith 2024 Q3 filed Nov. 14, 2024
- Fundsmith 2024 Q2 filed Aug. 14, 2024
- Fundsmith 2024 Q1 filed May 15, 2024
- Fundsmith 2023 Q4 filed Feb. 14, 2024
- Fundsmith 2023 Q3 filed Nov. 14, 2023
- Fundsmith 2023 Q2 filed Aug. 14, 2023
- Fundsmith 2023 Q1 filed May 15, 2023
- Fundsmith 2022 Q4 filed Feb. 14, 2023
- Fundsmith 2022 Q3 filed Nov. 14, 2022