Fundsmith Llp
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$12.83B
Q ending 2026-03-31
Prior quarter
$17.12B
Q ending 2025-12-31
Change
-25.1% QoQ · -41.6% YoY
Positions
34
reported holdings
Largest positions
All 34 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Marriott Intl Inc New | MAR | Shares | $1.10B | 3.4M |
| Stryker Corporation | SYK | Shares | $1.01B | 3.1M |
| Waters Corp | WAT | Shares | $956.6M | 3.2M |
| Visa Inc | V | Shares | $938.2M | 3.1M |
| Alphabet Inc | GOOGL | Shares | $850.1M | 3.0M |
| Philip Morris Intl Inc | PM | Shares | $845.4M | 5.1M |
| Idexx Labs Inc | IDXX | Shares | $823.6M | 1.5M |
| Automatic Data Processing In | ADP | Shares | $783.3M | 3.9M |
| Microsoft Corp | MSFT | Shares | $769.9M | 2.1M |
| Meta Platforms Inc | META | Shares | $756.0M | 1.3M |
| Mettler Toledo International | MTD | Shares | $717.0M | 569K |
| Church & Dwight Co Inc | CHD | Shares | $619.8M | 6.6M |
| Procter & Gamble Co | PG | Shares | $606.6M | 4.2M |
| Texas Instrs Inc | TXN | Shares | $509.3M | 2.6M |
| Fortinet Inc | FTNT | Shares | $503.1M | 6.2M |
| Zoetis Inc | ZTS | Shares | $458.4M | 3.9M |
| Otis Worldwide Corp | OTIS | Shares | $210.6M | 2.7M |
| Msci Inc | MSCI | Shares | $34.9M | 65K |
| Rollins Inc | ROL | Shares | $33.1M | 620K |
| Medpace Hldgs Inc | MEDP | Shares | $30.1M | 63K |
| Verisign Inc | VRSN | Shares | $28.2M | 113K |
| Paycom Software Inc | PAYC | Shares | $26.7M | 219K |
| Clorox Co Del | CLX | Shares | $26.7M | 257K |
| Vertiv Holdings Co | VRT | Shares | $22.9M | 91K |
| Nutanix Inc | NTNX | Shares | $21.9M | 577K |
| Badger Meter Inc | BMI | Shares | $21.7M | 142K |
| Catalyst Pharmaceuticals Inc | Shares | $20.9M | 845K | |
| Qualys Inc | QLYS | Shares | $19.9M | 226K |
| Doximity Inc | DOCS | Shares | $16.1M | 692K |
| Manhattan Associates Inc | MANH | Shares | $16.1M | 121K |
| Napco Sec Technologies Inc | NSSC | Shares | $15.1M | 384K |
| Adma Biologics Inc | ADMA | Shares | $14.9M | 1.6M |
| Sabre Corp | SABR | Shares | $13.1M | 9.0M |
| Home Depot Inc | HD | Shares | $9.4M | 29K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.