Institutional Fund
Fundsmith LLP
London, United KingdomCIK 15692055 filings on record
Portfolio Value
$12.83B
Q1 2026
Holdings
34
Reported positions
New Buys
1
Opened this quarter
QoQ Change
-25.1%
from $17.12B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Marriott Intl Inc New8.6%
- Stryker Corporation7.8%
- Waters Corp7.5%
- Visa Inc7.3%
- Alphabet Inc6.6%
- Philip Morris Intl Inc6.6%
- Other55.6%
Portfolio Holdings
34 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Marriott Intl Inc New | 3.37M | $1.10B | 8.6% | −609.1K | Reduced |
| 2 | Stryker Corporation | 3.06M | $1.01B | 7.8% | −626.1K | Reduced |
| 3 | Waters Corp | 3.21M | $956.56M | 7.5% | −345.9K | Reduced |
| 4 | Visa Inc | 3.10M | $938.18M | 7.3% | −430.6K | Reduced |
| 5 | Alphabet Inc | 2.96M | $850.08M | 6.6% | −542.3K | Reduced |
| 6 | Philip Morris Intl Inc | 5.11M | $845.41M | 6.6% | −1.01M | Reduced |
| 7 | Idexx Labs Inc | 1.47M | $823.61M | 6.4% | −410.2K | Reduced |
| 8 | Automatic Data Processing In | 3.86M | $783.28M | 6.1% | −322.9K | Reduced |
| 9 | Microsoft Corp | 2.08M | $769.86M | 6.0% | −234 | Reduced |
| 10 | Meta Platforms Inc | 1.32M | $756.00M | 5.9% | −42.2K | Reduced |
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