EdgeMarket › What Fundsmith Llp reported owning
What Fundsmith Llp reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
12.8BPositions
34Quarter
2026-03-31Shown below
34largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| MAR MARRIOTT INTERNATIONAL INC /MD/ | 1.1B | 8.6% | 3.4M | 356.39 | +35.2% |
| SYK STRYKER CORP | 1.0B | 7.8% | 3.1M | 329.45 | -15.9% |
| WAT WATERS CORP /DE/ | 956.6M | 7.5% | 3.2M | 410.70 | +38.4% |
| V VISA INC. | 938.2M | 7.3% | 3.1M | 371.04 | +7.9% |
| GOOGL Alphabet Inc. | 850.1M | 6.6% | 3.0M | 344.82 | +73.0% |
| PM Philip Morris International Inc. | 845.4M | 6.6% | 5.1M | 188.23 | +8.9% |
| IDXX IDEXX LABORATORIES INC /DE | 823.6M | 6.4% | 1.5M | 556.93 | -13.0% |
| ADP AUTOMATIC DATA PROCESSING INC | 783.3M | 6.1% | 3.9M | 280.81 | -9.1% |
| MSFT MICROSOFT CORP | 769.9M | 6.0% | 2.1M | 483.24 | -4.4% |
| META Meta Platforms, Inc. | 756.0M | 5.9% | 1.3M | 549.90 | -26.5% |
| MTD METTLER TOLEDO INTERNATIONAL INC/ | 717.0M | 5.6% | 568.5K | 1,395.25 | +6.0% |
| CHD CHURCH & DWIGHT CO INC /DE/ | 619.8M | 4.8% | 6.6M | 98.80 | +4.1% |
| PG PROCTER & GAMBLE Co | 606.6M | 4.7% | 4.2M | 144.68 | -9.3% |
| TXN TEXAS INSTRUMENTS INC | 509.3M | 4.0% | 2.6M | 264.36 | +31.7% |
| FTNT Fortinet, Inc. | 503.1M | 3.9% | 6.2M | 153.51 | +92.8% |
| ZTS Zoetis Inc. | 458.4M | 3.6% | 3.9M | 77.73 | -50.4% |
| OTIS Otis Worldwide Corp | 210.6M | 1.6% | 2.7M | 71.49 | -19.8% |
| MSCI MSCI Inc. | 34.9M | 0.3% | 64.8K | 563.49 | -1.9% |
| ROL ROLLINS INC | 33.1M | 0.3% | 619.9K | 36.91 | -36.8% |
| MEDP Medpace Holdings, Inc. | 30.1M | 0.2% | 62.7K | 620.75 | +33.3% |
| VRSN VERISIGN INC/CA | 28.2M | 0.2% | 113.5K | 281.80 | +3.8% |
| PAYC Paycom Software, Inc. | 26.7M | 0.2% | 219.5K | 229.07 | +0.9% |
| CLX CLOROX CO /DE/ | 26.7M | 0.2% | 257.2K | 106.69 | -12.0% |
| VRT Vertiv Holdings Co | 22.9M | 0.2% | 91.3K | 261.95 | +105.4% |
| NTNX Nutanix, Inc. | 21.9M | 0.2% | 577.4K | 67.64 | -2.9% |
| BMI BADGER METER INC | 21.7M | 0.2% | 142.5K | 131.81 | -29.7% |
| unmapped CUSIP 14888U101 | 20.9M | 0.2% | 844.9K | — | — |
| QLYS QUALYS, INC. | 19.9M | 0.2% | 226.1K | 181.98 | +37.7% |
| DOCS Doximity, Inc. | 16.1M | 0.1% | 691.8K | 25.33 | -60.6% |
| MANH MANHATTAN ASSOCIATES INC | 16.1M | 0.1% | 120.9K | 214.56 | +1.2% |
| NSSC NAPCO SECURITY TECHNOLOGIES, INC | 15.1M | 0.1% | 383.6K | 38.09 | +26.2% |
| ADMA ADMA BIOLOGICS, INC. | 14.9M | 0.1% | 1.6M | 9.84 | -43.1% |
| SABR Sabre Corp | 13.1M | 0.1% | 9.0M | 2.10 | +16.7% |
| HD HOME DEPOT, INC. | 9.4M | 0.1% | 28.6K | 335.61 | -16.5% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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