§ 13F · FUND PROFILE
Fundsmith LLP.
AUM · $13.6B (13F)Positions · 41Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$4.1B 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 | 2.59M | $958M | 7.0% | −23% |
| 2 | SYK | STRYKER CORPORATION | 2.91M | $917M | 6.7% | −5% |
| 3 | WAT | WATERS CORP | 2.27M | $853M | 6.2% | −29% |
| 4 | V | VISA INC | 2.02M | $693M | 5.1% | −35% |
| 5 | UBER | UBER TECHNOLOGIES INC | 8.94M | $645M | 4.7% | NEW |
| 6 | MA | MASTERCARD INCORPORATED | 1.25M | $639M | 4.7% | NEW |
| 7 | GOOGL | ALPHABET INC | 1.77M | $634M | 4.6% | −40% |
| 8 | CHD | CHURCH & DWIGHT CO INC | 6.46M | $626M | 4.6% | −3% |
| 9 | PG | PROCTER & GAMBLE CO | 4.08M | $598M | 4.4% | −3% |
| 10 | MSFT | MICROSOFT CORP | 1.60M | $596M | 4.4% | −23% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE FUNDSMITH SIGNAL
AC read
Fundsmith LLP is a Other fund managing $13.6 billion in assets. The fund runs a portfolio of 41 positions.
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