Canonical: https://ownershiptrace.com/13f/investors/72

# 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/](https://ownershiptrace.com/13f/companies/118) | 2026-06-30 | 334243645.00 USD | 7.40% | reduce | [Original filing](https://www.sec.gov/Archives/edgar/data/1868537/0001868537-26-000007-index.html) |
| [STRYKER CORP](https://ownershiptrace.com/13f/companies/102) | 2026-06-30 | 330766181.00 USD | 7.32% | reduce | [Original filing](https://www.sec.gov/Archives/edgar/data/1868537/0001868537-26-000007-index.html) |
| [WATERS CORP /DE/](https://ownershiptrace.com/13f/companies/105) | 2026-06-30 | 314195011.00 USD | 6.95% | reduce | [Original filing](https://www.sec.gov/Archives/edgar/data/1868537/0001868537-26-000007-index.html) |
| [CHURCH & DWIGHT CO INC /DE/](https://ownershiptrace.com/13f/companies/951) | 2026-06-30 | 245808102.00 USD | 5.44% | reduce | [Original filing](https://www.sec.gov/Archives/edgar/data/1868537/0001868537-26-000007-index.html) |
| [VISA INC.](https://ownershiptrace.com/13f/companies/104) | 2026-06-30 | 233470000.00 USD | 5.17% | reduce | [Original filing](https://www.sec.gov/Archives/edgar/data/1868537/0001868537-26-000007-index.html) |
| [TEXAS INSTRUMENTS INC](https://ownershiptrace.com/13f/companies/816) | 2026-06-30 | 226275071.00 USD | 5.01% | reduce | [Original filing](https://www.sec.gov/Archives/edgar/data/1868537/0001868537-26-000007-index.html) |
| [Uber Technologies, Inc](https://ownershiptrace.com/13f/companies/166) | 2026-06-30 | 213302146.00 USD | 4.72% | buy | [Original filing](https://www.sec.gov/Archives/edgar/data/1868537/0001868537-26-000007-index.html) |
| [Mastercard Inc](https://ownershiptrace.com/13f/companies/98) | 2026-06-30 | 201810389.00 USD | 4.47% | buy | [Original filing](https://www.sec.gov/Archives/edgar/data/1868537/0001868537-26-000007-index.html) |
| [Alphabet Inc.](https://ownershiptrace.com/13f/companies/37) | 2026-06-30 | 199756607.00 USD | 4.42% | reduce | [Original filing](https://www.sec.gov/Archives/edgar/data/1868537/0001868537-26-000007-index.html) |
| [TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD](https://ownershiptrace.com/13f/companies/291) | 2026-06-30 | 196508593.00 USD | 4.35% | add | [Original filing](https://www.sec.gov/Archives/edgar/data/1868537/0001868537-26-000007-index.html) |
| [Meta Platforms, Inc.](https://ownershiptrace.com/13f/companies/42) | 2026-06-30 | 191929802.00 USD | 4.25% | reduce | [Original filing](https://www.sec.gov/Archives/edgar/data/1868537/0001868537-26-000007-index.html) |
| [MICROSOFT CORP](https://ownershiptrace.com/13f/companies/77) | 2026-06-30 | 188509760.00 USD | 4.17% | reduce | [Original filing](https://www.sec.gov/Archives/edgar/data/1868537/0001868537-26-000007-index.html) |
| [AUTOMATIC DATA PROCESSING INC](https://ownershiptrace.com/13f/companies/1465) | 2026-06-30 | 184459553.00 USD | 4.08% | reduce | [Original filing](https://www.sec.gov/Archives/edgar/data/1868537/0001868537-26-000007-index.html) |
| [Fortinet, Inc.](https://ownershiptrace.com/13f/companies/1513) | 2026-06-30 | 173012067.00 USD | 3.83% | reduce | [Original filing](https://www.sec.gov/Archives/edgar/data/1868537/0001868537-26-000007-index.html) |
| [IDEXX LABORATORIES INC /DE](https://ownershiptrace.com/13f/companies/1114) | 2026-06-30 | 172176414.00 USD | 3.81% | reduce | [Original filing](https://www.sec.gov/Archives/edgar/data/1868537/0001868537-26-000007-index.html) |
| [Philip Morris International Inc.](https://ownershiptrace.com/13f/companies/557) | 2026-06-30 | 170850680.00 USD | 3.78% | reduce | [Original filing](https://www.sec.gov/Archives/edgar/data/1868537/0001868537-26-000007-index.html) |
| [PROCTER & GAMBLE Co](https://ownershiptrace.com/13f/companies/115) | 2026-06-30 | 159239162.00 USD | 3.52% | reduce | [Original filing](https://www.sec.gov/Archives/edgar/data/1868537/0001868537-26-000007-index.html) |
| [NETFLIX INC](https://ownershiptrace.com/13f/companies/344) | 2026-06-30 | 156147873.00 USD | 3.46% | buy | [Original filing](https://www.sec.gov/Archives/edgar/data/1868537/0001868537-26-000007-index.html) |
| [GE Vernova Inc.](https://ownershiptrace.com/13f/companies/1061) | 2026-06-30 | 151141040.00 USD | 3.34% | buy | [Original filing](https://www.sec.gov/Archives/edgar/data/1868537/0001868537-26-000007-index.html) |
| [AppLovin Corp](https://ownershiptrace.com/13f/companies/1458) | 2026-06-30 | 120523117.00 USD | 2.67% | buy | [Original filing](https://www.sec.gov/Archives/edgar/data/1868537/0001868537-26-000007-index.html) |

## Recent source filings (up to 20)

| Report period | Filed | Form | Source |
|  --- | --- | --- | --- |
| 2026-06-30 | 2026-08-14 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1868537/0001868537-26-000007-index.html) |
| 2026-03-31 | 2026-05-15 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1868537/0001868537-26-000003-index.html) |
| 2025-12-31 | 2026-02-17 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1868537/0001868537-26-000002-index.html) |
| 2025-09-30 | 2025-11-14 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1868537/0001868537-25-000015-index.html) |
| 2025-06-30 | 2025-08-14 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1868537/0001801547-25-000007-index.html) |
| 2025-03-31 | 2025-05-15 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1868537/0001868537-25-000009-index.html) |
| 2024-12-31 | 2025-02-14 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1868537/0001868537-25-000008-index.html) |
| 2024-09-30 | 2024-11-14 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1868537/0001520023-24-000041-index.html) |
| 2024-06-30 | 2024-08-14 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1868537/0001868537-24-000009-index.html) |
| 2024-03-31 | 2024-05-15 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1868537/0001868537-24-000005-index.html) |
| 2023-12-31 | 2024-02-14 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1868537/0001868537-24-000002-index.html) |
| 2023-09-30 | 2023-11-14 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1868537/0001868537-23-000008-index.html) |
| 2023-06-30 | 2023-08-14 00:00:00 | 13F-HR/A | [Original filing](https://www.sec.gov/Archives/edgar/data/1868537/0001868537-23-000007-index.html) |
| 2023-03-31 | 2023-05-15 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1868537/0001868537-23-000004-index.html) |
| 2022-12-31 | 2023-02-14 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1868537/0001868537-23-000001-index.html) |
| 2022-09-30 | 2022-11-14 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1868537/0001868537-22-000013-index.html) |
| 2022-06-30 | 2022-08-15 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1868537/0001868537-22-000010-index.html) |
| 2022-03-31 | 2022-05-16 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1868537/0001868537-22-000007-index.html) |
| 2021-12-31 | 2022-02-14 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1868537/0001868537-22-000004-index.html) |
| 2021-09-30 | 2021-11-12 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1868537/0001868537-21-000007-index.html) |

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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