Fundsmith portfolio — 13F holdings Q2 2026
Fundsmith (Terry Smith) reported 27 long positions worth $4.5 billion as of 2026-06-30. Top holdings: MARRIOTT INTERNATIONAL INC /MD/, STRYKER CORP, WATERS CORP /DE/, CHURCH & DWIGHT CO INC /DE/, VISA INC.. Quarterly changes and source links to the original SEC 13F filings. Long options are listed separately in the interactive view.
Reported share positions (up to 20)
| Company | Report period | Value | Portfolio weight | Change | Source |
|---|---|---|---|---|---|
| MARRIOTT INTERNATIONAL INC /MD/ | 2026-06-30 | 334243645.00 USD | 7.40% | reduce | Original filing |
| STRYKER CORP | 2026-06-30 | 330766181.00 USD | 7.32% | reduce | Original filing |
| WATERS CORP /DE/ | 2026-06-30 | 314195011.00 USD | 6.95% | reduce | Original filing |
| CHURCH & DWIGHT CO INC /DE/ | 2026-06-30 | 245808102.00 USD | 5.44% | reduce | Original filing |
| VISA INC. | 2026-06-30 | 233470000.00 USD | 5.17% | reduce | Original filing |
| TEXAS INSTRUMENTS INC | 2026-06-30 | 226275071.00 USD | 5.01% | reduce | Original filing |
| Uber Technologies, Inc | 2026-06-30 | 213302146.00 USD | 4.72% | buy | Original filing |
| Mastercard Inc | 2026-06-30 | 201810389.00 USD | 4.47% | buy | Original filing |
| Alphabet Inc. | 2026-06-30 | 199756607.00 USD | 4.42% | reduce | Original filing |
| TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | 2026-06-30 | 196508593.00 USD | 4.35% | add | Original filing |
| Meta Platforms, Inc. | 2026-06-30 | 191929802.00 USD | 4.25% | reduce | Original filing |
| MICROSOFT CORP | 2026-06-30 | 188509760.00 USD | 4.17% | reduce | Original filing |
| AUTOMATIC DATA PROCESSING INC | 2026-06-30 | 184459553.00 USD | 4.08% | reduce | Original filing |
| Fortinet, Inc. | 2026-06-30 | 173012067.00 USD | 3.83% | reduce | Original filing |
| IDEXX LABORATORIES INC /DE | 2026-06-30 | 172176414.00 USD | 3.81% | reduce | Original filing |
| Philip Morris International Inc. | 2026-06-30 | 170850680.00 USD | 3.78% | reduce | Original filing |
| PROCTER & GAMBLE Co | 2026-06-30 | 159239162.00 USD | 3.52% | reduce | Original filing |
| NETFLIX INC | 2026-06-30 | 156147873.00 USD | 3.46% | buy | Original filing |
| GE Vernova Inc. | 2026-06-30 | 151141040.00 USD | 3.34% | buy | Original filing |
| AppLovin Corp | 2026-06-30 | 120523117.00 USD | 2.67% | buy | Original filing |
Recent source filings (up to 20)
| Report period | Filed | Form | Source |
|---|---|---|---|
| 2026-06-30 | 2026-08-14 00:00:00 | 13F-HR | Original filing |
| 2026-03-31 | 2026-05-15 00:00:00 | 13F-HR | Original filing |
| 2025-12-31 | 2026-02-17 00:00:00 | 13F-HR | Original filing |
| 2025-09-30 | 2025-11-14 00:00:00 | 13F-HR | Original filing |
| 2025-06-30 | 2025-08-14 00:00:00 | 13F-HR | Original filing |
| 2025-03-31 | 2025-05-15 00:00:00 | 13F-HR | Original filing |
| 2024-12-31 | 2025-02-14 00:00:00 | 13F-HR | Original filing |
| 2024-09-30 | 2024-11-14 00:00:00 | 13F-HR | Original filing |
| 2024-06-30 | 2024-08-14 00:00:00 | 13F-HR | Original filing |
| 2024-03-31 | 2024-05-15 00:00:00 | 13F-HR | Original filing |
| 2023-12-31 | 2024-02-14 00:00:00 | 13F-HR | Original filing |
| 2023-09-30 | 2023-11-14 00:00:00 | 13F-HR | Original filing |
| 2023-06-30 | 2023-08-14 00:00:00 | 13F-HR/A | Original filing |
| 2023-03-31 | 2023-05-15 00:00:00 | 13F-HR | Original filing |
| 2022-12-31 | 2023-02-14 00:00:00 | 13F-HR | Original filing |
| 2022-09-30 | 2022-11-14 00:00:00 | 13F-HR | Original filing |
| 2022-06-30 | 2022-08-15 00:00:00 | 13F-HR | Original filing |
| 2022-03-31 | 2022-05-16 00:00:00 | 13F-HR | Original filing |
| 2021-12-31 | 2022-02-14 00:00:00 | 13F-HR | Original filing |
| 2021-09-30 | 2021-11-12 00:00:00 | 13F-HR | Original filing |
Public disclosures can be delayed, incomplete, or amended. Report period describes a position date; transaction date describes a reported transaction; filed describes submission. A recent filing or page update does not establish a current holding. A dash means unavailable or not comparable, not zero.
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