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LONDON, X0 · CIK 0001569205
New positions
13
Added to
4
Trimmed
21
Exited
6
Fundsmith LLP (LONDON, X0) reported a portfolio value of $13.65B across 41 positions in their Q2 2026 SEC 13F filing (period ending 2026-06-30). The top 10 positions account for 52.5% of the portfolio.
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 |
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