§ 13F · FUND PROFILE
FUNDSMITH INVESTMENT SERVICES LTD..
AUM · $6.4B (13F)Positions · 23Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$1.0B deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | MAR | MARRIOTT INTL INC NEW | 902K | $334M | 7.4% | −25% |
| 2 | SYK | STRYKER CORPORATION | 1.05M | $331M | 7.3% | −11% |
| 3 | WAT | WATERS CORP | 838K | $314M | 7.0% | −24% |
| 4 | CHD | CHURCH & DWIGHT CO INC | 2.54M | $246M | 5.4% | −2% |
| 5 | V | VISA INC | 680K | $233M | 5.2% | −34% |
| 6 | TXN | TEXAS INSTRS INC | 759K | $226M | 5.0% | −12% |
| 7 | UBER | UBER TECHNOLOGIES INC | 2.96M | $213M | 4.7% | NEW |
| 8 | MA | MASTERCARD INCORPORATED | 393K | $202M | 4.5% | NEW |
| 9 | GOOGL | ALPHABET INC | 559K | $200M | 4.4% | −51% |
| 10 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 411K | $197M | 4.3% | +14323% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE FUNDSMITH SIGNAL
AC read
FUNDSMITH INVESTMENT SERVICES LTD. is a Other fund managing $6.4 billion in assets. The fund runs a focused portfolio of just 23 positions.
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