§ 13F · FUND PROFILE
Fundsmith LLP.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $19.8B (13F)Positions · 35Turnover · — · Q1Filed · May 15, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$22M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | MAR | MARRIOTT INTL INC NEW | 3.37M | $1.1B | 8.6% | −15% |
| 2 | SYK | STRYKER CORPORATION | 3.06M | $1.0B | 7.8% | −17% |
| 3 | WAT | WATERS CORP | 3.21M | $957M | 7.5% | −10% |
| 4 | V | VISA INC | 3.10M | $938M | 7.3% | −12% |
| 5 | GOOGL | ALPHABET INC | 2.96M | $850M | 6.6% | −15% |
| 6 | PM | PHILIP MORRIS INTL INC | 5.11M | $845M | 6.6% | −17% |
| 7 | IDXX | IDEXX LABS INC | 1.47M | $824M | 6.4% | −22% |
| 8 | ADP | AUTOMATIC DATA PROCESSING IN | 3.86M | $783M | 6.1% | −8% |
| 9 | MSFT | MICROSOFT CORP | 2.08M | $770M | 6.0% | ±0% |
| 10 | META | META PLATFORMS INC | 1.32M | $756M | 5.9% | −3% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE FUNDSMITH SIGNAL
AC read
Fundsmith LLP is a Other fund managing $19.8 billion in assets. The fund runs a portfolio of 35 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed