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LONDON, X0 · CIK 0001569205
New positions
13
Added to
4
Trimmed
21
Exited
6
Source: SEC 13F-HR filing filed on 2026-08-14 ·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 | $958.26M | 7.02% | -23.3% |
| 2 | SYKSTRYKER CORPORATION | $917.39M | 6.72% | -4.8% |
| 3 | WATWATERS CORP | $852.70M | 6.25% | -29.2% |
| 4 | VVISA INC | $692.98M | 5.08% | -34.9% |
| 5 | UBERUBER TECHNOLOGIES INC | $645.34M | 4.73% | New |
| 6 | MAMASTERCARD INCORPORATED | $639.46M | 4.69% | New |
| 7 | GOOGLALPHABET INC | $633.74M | 4.64% | -40.0% |
| 8 | CHDCHURCH & DWIGHT CO INC | $625.52M | 4.58% | -2.8% |
| 9 | PGPROCTER & GAMBLE CO | $598.05M | 4.38% | -2.9% |
| 10 | MSFTMICROSOFT CORP | $595.61M | 4.36% | -23.2% |
| Stock | Value | Shares |
|---|---|---|
| UBERUBER TECHNOLOGIES INC | $645.34M | 8,943,151 |
| MAMASTERCARD INCORPORATED | $639.46M | 1,245,051 |
| TSMTAIWAN SEMICONDUCTOR MANUFAC | $548.46M | 1,148,449 |
| NFLXNETFLIX INC. | $499.11M | 6,990,345 |
| GEVGE VERNOVA INC | $481.50M | 409,835 |
| APPAPPLOVIN CORP | $358.89M | 696,568 |
| TJXTJX COS INC NEW | $344.30M | 2,272,592 |
| NXTNEXTPOWER INC | $340.27M | 2,856,092 |
| VEEVVEEVA SYS INC | $144.95M | 816,785 |
| YUMYUM BRANDS INC | $88.90M | 556,107 |
As of Q2 2026, Fundsmith LLP reported a portfolio value of $13.65B across 41 positions in their 13F filing.
Fundsmith LLP's largest holding is MAR with a position worth $958.26M. Their top holdings include MAR, SYK, WAT, V, UBER.
In Q2 2026, Fundsmith LLP made the following changes to their portfolio: 13 new positions, 6 positions sold out, 4 positions increased, 21 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.
Sectors derived from SEC SIC codes, value-weighted. Positions without a resolvable ticker are shown as Unclassified.