Fundsmith LLP
Quality-growth investor often called 'Britain's Warren Buffett.'
13F Reported Value
ⓘ$12.8B
Holdings
34
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Fundsmith LLP disclosed 34 positions worth $12.8B in its Form 13F-HR for Q1 2026, led by $MAR (MARRIOTT INTERNATIONAL INC /MD/) at 8.6% of the equity portfolio, followed by $SYK and $WAT. During the quarter the fund opened 1 new position and exited 4 — including a new stake in $BMI and a full exit from $INTU. The portfolio is most concentrated in Technology (48.8% of disclosed assets). All figures are sourced directly from Fundsmith LLP’s Form 13F-HR filing with the SEC under CIK 1569205.
AI Fund Analysis
ConcentratingSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
- 65.9#555
Quality
$1.1B3,370,872 sh - 69.8#347
Quality
$1.0B3,061,416 sh - 69.9#340
Quality
$956.6M3,212,075 sh - 83.5
Quality
$938.2M3,104,090 sh - 80.2
Quality
$850.1M2,956,198 sh - 80.5
Quality
$845.4M5,113,163 sh - 73.6
Quality
$823.6M1,465,786 sh - 77.9
Quality
$783.3M3,855,105 sh - 83.7
Quality
$769.9M2,079,737 sh - 80.9
Quality
$756.0M1,321,375 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 MARRIOTT INTERNATIONAL INC /MD/$MAR | 65.9#555 | $1.1B | 3,370,872 |
 STRYKER CORP$SYK | 69.8#347 | $1.0B | 3,061,416 |
 WATERS CORP /DE/$WAT | 69.9#340 | $956.6M | 3,212,075 |
 VISA INC.$V | 83.5 | $938.2M | 3,104,090 |
 Alphabet Inc.$GOOG | 80.2 | $850.1M | 2,956,198 |
 Philip Morris International Inc.$PM | 80.5 | $845.4M | 5,113,163 |
 IDEXX LABORATORIES INC /DE$IDXX | 73.6 | $823.6M | 1,465,786 |
 AUTOMATIC DATA PROCESSING INC$ADP | 77.9 | $783.3M | 3,855,105 |
 MICROSOFT CORP$MSFT | 83.7 | $769.9M | 2,079,737 |
 Meta Platforms, Inc.$META | 80.9 | $756.0M | 1,321,375 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Fundsmith LLP's 34 positions.
Showing top 10 of 34 holdings.
Sector Allocation
Technology
$6.3B
Healthcare
$2.4B
Consumer Staples
$2.1B
Consumer Discretionary
$1.1B
Financials
$973.1M
Industrials
$33.1M
Materials
$26.7M
Full Holdings — Fundsmith LLP (Q1 2026)
All 34 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $MAR | MARRIOTT INTERNATIONAL INC /MD/ | $1.1B | 8.6% | -15% | 65.9 |
| 2 | $SYK | STRYKER CORP | $1.0B | 7.8% | -17% | 69.8 |
| 3 | $WAT | WATERS CORP /DE/ | $956.6M | 7.5% | -10% | 69.9 |
| 4 | $V | VISA INC. | $938.2M | 7.3% | -12% | 83.5 |
| 5 | $GOOG | Alphabet Inc. | $850.1M | 6.6% | -16% | 80.2 |
| 6 | $PM | Philip Morris International Inc. | $845.4M | 6.6% | -17% | 80.5 |
| 7 | $IDXX | IDEXX LABORATORIES INC /DE | $823.6M | 6.4% | -22% | 73.6 |
| 8 | $ADP | AUTOMATIC DATA PROCESSING INC | $783.3M | 6.1% | -8% | 77.9 |
| 9 | $MSFT | MICROSOFT CORP | $769.9M | 6.0% | -0% | 83.7 |
| 10 | $META | Meta Platforms, Inc. | $756.0M | 5.9% | -3% | 80.9 |
| 11 |  $MTD | METTLER TOLEDO INTERNATIONAL INC/ | $717.0M | 5.6% | -2% | 68.8 |
| 12 |  $CHD | CHURCH & DWIGHT CO INC /DE/ | $619.8M | 4.8% | -1% | 65.3 |
| 13 |  $PG | PROCTER & GAMBLE Co | $606.6M | 4.7% | -1% | 72.9 |
| 14 |  $TXN | TEXAS INSTRUMENTS INC | $509.3M | 4.0% | -0% | 70.4 |
| 15 |  $FTNT | Fortinet, Inc. | $503.1M | 3.9% | -6% | 78.1 |
| 16 |  $ZTS | Zoetis Inc. | $458.4M | 3.6% | -1% | 72.6 |
| 17 |  $OTIS | Otis Worldwide Corp | $210.6M | 1.6% | -12% | 60.3 |
| 18 |  $MSCI | MSCI Inc. | $34.9M | 0.3% | -61% | 77.6 |
| 19 |  $ROL | ROLLINS INC | $33.1M | 0.3% | -58% | 73.2 |
| 20 |  $MEDP | Medpace Holdings, Inc. | $30.1M | 0.2% | -24% | 77.4 |
| 21 |  $VRSN | VERISIGN INC/CA | $28.2M | 0.2% | -58% | 71.6 |
| 22 |  $PAYC | Paycom Software, Inc. | $26.7M | 0.2% | -58% | 69.8 |
| 23 |  $CLX | CLOROX CO /DE/ | $26.7M | 0.2% | -58% | 63.5 |
| 24 |  $VRT | Vertiv Holdings Co | $22.9M | 0.2% | -78% | 82.7 |
| 25 |  $NTNX | Nutanix, Inc. | $21.9M | 0.2% | -58% | 68.8 |
| 26 |  $BMI | BADGER METER INC | $21.7M | 0.2% | NEW | 71.6 |
| 27 |  $CPRX | CATALYST PHARMACEUTICALS, INC. | $20.9M | 0.2% | -75% | 78.7 |
| 28 |  $QLYS | QUALYS, INC. | $19.9M | 0.1% | -65% | 73.4 |
| 29 |  $DOCS | Doximity, Inc. | $16.1M | 0.1% | -58% | 77.5 |
| 30 |  $MANH | MANHATTAN ASSOCIATES INC | $16.1M | 0.1% | -58% | 70.1 |
| 31 |  $NSSC | NAPCO SECURITY TECHNOLOGIES, INC | $15.1M | 0.1% | -78% | 62 |
| 32 |  $ADMA | ADMA BIOLOGICS, INC. | $14.9M | 0.1% | -22% | 76 |
| 33 |  $SABR | Sabre Corp | $13.1M | 0.1% | -58% | 56.2 |
| 34 |  $HD | HOME DEPOT, INC. | $9.4M | 0.1% | -64% | 69.2 |
New Positions (1)
$BMI BADGER METER INC$21.7M
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