Holders — by stockHoldings — by fund
Fundsmith LLP
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001569205
$13.65B
disclosed book value
41
positions
7%
largest position share
Positions, as of 2026-06-30
top 41 of 41 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | MARMARRIOTT INTL INC NEW | 2.6M | $958.3M | 7% |
| 2 | SYKSTRYKER CORPORATION | 2.9M | $917.4M | 6.7% |
| 3 | WATWATERS CORP | 2.3M | $852.7M | 6.2% |
| 4 | VVISA INC | 2.0M | $693.0M | 5.1% |
| 5 | UBERUBER TECHNOLOGIES INC | 8.9M | $645.3M | 4.7% |
| 6 | MAMASTERCARD INCORPORATED | 1.2M | $639.5M | 4.7% |
| 7 | GOOGLALPHABET INC | 1.8M | $633.7M | 4.6% |
| 8 | CHDCHURCH & DWIGHT CO INC | 6.5M | $625.5M | 4.6% |
| 9 | PGPROCTER & GAMBLE CO | 4.1M | $598.1M | 4.4% |
| 10 | MSFTMICROSOFT CORP | 1.6M | $595.6M | 4.4% |
| 11 | METAMETA PLATFORMS INC | 1.1M | $592.5M | 4.3% |
| 12 | ADPAUTOMATIC DATA PROCESSING IN | 2.6M | $582.6M | 4.3% |
| 13 | FTNTFORTINET INC | 3.6M | $557.6M | 4.1% |
| 14 | TSMTAIWAN SEMICONDUCTOR MANUFAC | 1.1M | $548.5M | 4% |
| 15 | IDXXIDEXX LABS INC | 1.0M | $536.9M | 3.9% |
| 16 | TXNTEXAS INSTRS INC | 1.8M | $536.3M | 3.9% |
| 17 | PMPHILIP MORRIS INTL INC | 2.9M | $527.1M | 3.9% |
| 18 | NFLXNETFLIX INC. | 7.0M | $499.1M | 3.7% |
| 19 | GEVGE VERNOVA INC | 409,835 | $481.5M | 3.5% |
| 20 | APPAPPLOVIN CORP | 696,568 | $358.9M | 2.6% |
| 21 | TJXTJX COS INC NEW | 2.3M | $344.3M | 2.5% |
| 22 | NXTNEXTPOWER INC | 2.9M | $340.3M | 2.5% |
| 23 | VEEVVEEVA SYS INC | 816,785 | $145.0M | 1.1% |
| 24 | YUMYUM BRANDS INC | 556,107 | $88.9M | 0.7% |
| 25 | MSCIMSCI INC | 53,580 | $30.0M | 0.2% |
| 26 | MEDPMEDPACE HLDGS INC | 52,372 | $27.7M | 0.2% |
| 27 | NTNXNUTANIX INC | 538,281 | $27.4M | 0.2% |
| 28 | BMIBADGER METER INC | 174,627 | $25.9M | 0.2% |
| 29 | CLXCLOROX CO DEL | 271,318 | $25.9M | 0.2% |
| 30 | ROLROLLINS INC | 619,935 | $25.9M | 0.2% |
| 31 | MANHMANHATTAN ASSOCIATES INC | 172,977 | $24.1M | 0.2% |
| 32 | NSSCNAPCO SEC TECHNOLOGIES INC | 606,974 | $23.1M | 0.2% |
| 33 | FICOFAIR ISAAC CORP | 17,953 | $21.4M | 0.2% |
| 34 | SABRSABRE CORP | 9.0M | $18.8M | 0.1% |
| 35 | IDCCINTERDIGITAL INC | 60,324 | $17.1M | 0.1% |
| 36 | ORLYOREILLY AUTOMOTIVE INC | 162,691 | $15.0M | 0.1% |
| 37 | VRTVERTIV HOLDINGS CO | 41,893 | $14.0M | 0.1% |
| 38 | VRSNVERISIGN INC | 55,713 | $14.0M | 0.1% |
| 39 | ADMAADMA BIOLOGICS INC | 1.6M | $13.8M | 0.1% |
| 40 | DOCSDOXIMITY INC | 653,324 | $13.5M | 0.1% |
| 41 | PAYCPAYCOM SOFTWARE INC | 100,763 | $12.7M | 0.1% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.