Loading...
Loading...
LONDON, X0 · CIK 0001569205
Portfolio Value
$12.83B
Positions
40
New
3
Increased
0
Decreased
37
Sold Out
2
Source: SEC 13F-HR filing filed on 2026-05-15 ·View on SEC.gov →
Top 30 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.
| # | Stock | Value↓ | Weight | Change |
|---|---|---|---|---|
| 1 | MARMARRIOTT INTL INC NEW | $1.10B | 8.59% | -15.3% |
| 2 | SYKSTRYKER CORPORATION | $1.01B | 7.84% | -17.0% |
| 3 | WATWATERS CORP | $956.56M | 7.46% | -9.7% |
| 4 | VVISA INC | $938.18M | 7.31% | -12.2% |
| 5 | GOOGLALPHABET INC | $850.08M | 6.63% | -15.5% |
| 6 | PMPHILIP MORRIS INTL INC | $845.41M | 6.59% | -16.5% |
| 7 | IEXIDEXX LABS INC | $823.61M | 6.42% | -21.9% |
| 8 | ADPAUTOMATIC DATA PROCESSING IN | $783.28M | 6.11% | -7.7% |
| 9 | MSFTMICROSOFT CORP | $769.86M | 6.00% | -0.0% |
| 10 | METAMETA PLATFORMS INC | $756.00M | 5.89% | -3.1% |
| Stock | Value | Shares |
|---|---|---|
| FTNTFORTINET INC | $503.12M | 6,156,675 |
| VRSNVERISIGN INC | $28.18M | 113,467 |
| BMIBADGER METER INC | $21.71M | 142,491 |
As of Q1 2026, Fundsmith LLP reported a portfolio value of $12.83B across 40 positions in their 13F filing.
Fundsmith LLP's largest holding is MAR with a position worth $1.10B. Their top holdings include MAR, SYK, WAT, V, GOOGL.
In Q1 2026, Fundsmith LLP made the following changes to their portfolio: 3 new positions, 2 positions sold out, 37 positions reduced.
Fundsmith LLP files quarterly 13F reports with the SEC, disclosing their long positions in U.S. equities. These filings are due within 45 days of the quarter end and provide transparency into their investment strategy and portfolio allocation.
Get alerts when Fundsmith LLP files new 13F holdings.