Fundsmith (Terry Smith)
Famous investors & activistsFiles as Fundsmith LLP (SEC CIK 1569205). Portfolio from its latest quarterly 13F-HR filing.
- $13.65B
- Tracked value
- 41
- Positions
- Q2 2026
- Portfolio as of
- Aug 14, 2026
- Filed
Holdings
| # | Company | Portfolio % | vs Q1 2026 | Shares | Value |
|---|---|---|---|---|---|
| 1 | MARMARRIOTT INTERNATIONAL INC /MD/ | 7.0% | ▼ 23.3% | 2,585,757 | $958.26M |
| 2 | SYKSTRYKER CORP | 6.7% | ▼ 4.8% | 2,913,833 | $917.39M |
| 3 | WATWATERS CORP /DE/ | 6.2% | ▼ 29.2% | 2,273,632 | $852.7M |
| 4 | VVISA INC. | 5.1% | ▼ 34.9% | 2,019,810 | $692.98M |
| 5 | UBERUber Technologies, Inc | 4.7% | NEW | 8,943,151 | $645.34M |
| 6 | MAMastercard Inc | 4.7% | NEW | 1,245,051 | $639.46M |
| 7 | GOOGLAlphabet Inc. | 4.6% | ▼ 40.0% | 1,773,354 | $633.74M |
| 8 | CHDCHURCH & DWIGHT CO INC /DE/ | 4.6% | ▼ 2.8% | 6,456,634 | $625.52M |
| 9 | PGPROCTER & GAMBLE Co | 4.4% | ▼ 2.9% | 4,078,371 | $598.05M |
| 10 | MSFTMICROSOFT CORP | 4.4% | ▼ 23.2% | 1,596,737 | $595.61M |
| 11 | METAMeta Platforms, Inc. | 4.3% | ▼ 20.4% | 1,051,876 | $592.51M |
| 12 | ADPAUTOMATIC DATA PROCESSING INC | 4.3% | ▼ 32.5% | 2,601,567 | $582.62M |
| 13 | FTNTFortinet, Inc. | 4.1% | ▼ 41.0% | 3,629,938 | $557.63M |
| 14 | TSMTAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | 4.0% | NEW | 1,148,449 | $548.46M |
| 15 | IDXXIDEXX LABORATORIES INC /DE | 3.9% | ▼ 30.4% | 1,019,887 | $536.91M |
| 16 | TXNTEXAS INSTRUMENTS INC | 3.9% | ▼ 31.4% | 1,799,182 | $536.28M |
| 17 | PMPhilip Morris International Inc. | 3.9% | ▼ 43.0% | 2,913,693 | $527.12M |
| 18 | NFLXNETFLIX INC | 3.7% | NEW | 6,990,345 | $499.11M |
| 19 | GEVGE Vernova Inc. | 3.5% | NEW | 409,835 | $481.5M |
| 20 | APPAppLovin Corp | 2.6% | NEW | 696,568 | $358.89M |
| 21 | TJXTJX COMPANIES INC /DE/ | 2.5% | NEW | 2,272,592 | $344.3M |
| 22 | NXTNextpower Inc. | 2.5% | NEW | 2,856,092 | $340.27M |
| 23 | VEEVVEEVA SYSTEMS INC | 1.1% | NEW | 816,785 | $144.95M |
| 24 | YUMYUM BRANDS INC | 0.7% | NEW | 556,107 | $88.9M |
| 25 | MSCIMSCI Inc. | 0.2% | ▼ 17.3% | 53,580 | $30.01M |
| 26 | MEDPMedpace Holdings, Inc. | 0.2% | ▼ 16.4% | 52,372 | $27.74M |
| 27 | NTNXNutanix, Inc. | 0.2% | ▼ 6.8% | 538,281 | $27.43M |
| 28 | BMIBADGER METER INC | 0.2% | ▲ 22.6% | 174,627 | $25.91M |
| 29 | CLXCLOROX CO /DE/ | 0.2% | ▲ 5.5% | 271,318 | $25.89M |
| 30 | ROLROLLINS INC | 0.2% | unch. | 619,935 | $25.88M |
| 31 | MANHMANHATTAN ASSOCIATES INC | 0.2% | ▲ 43.1% | 172,977 | $24.09M |
| 32 | NSSCNAPCO SECURITY TECHNOLOGIES, INC | 0.2% | ▲ 58.2% | 606,974 | $23.05M |
| 33 | FICOFAIR ISAAC CORP | 0.2% | NEW | 17,953 | $21.45M |
| 34 | SABRSabre Corp | 0.1% | unch. | 9,013,783 | $18.84M |
| 35 | IDCCInterDigital, Inc. | 0.1% | NEW | 60,324 | $17.08M |
| 36 | ORLYO REILLY AUTOMOTIVE INC | 0.1% | NEW | 162,691 | $14.98M |
| 37 | VRTVertiv Holdings Co | 0.1% | ▼ 54.1% | 41,893 | $14.03M |
| 38 | VRSNVERISIGN INC/CA | 0.1% | ▼ 50.9% | 55,713 | $14.02M |
| 39 | ADMAADMA BIOLOGICS, INC. | 0.1% | unch. | 1,649,493 | $13.81M |
| 40 | DOCSDoximity, Inc. | 0.1% | ▼ 5.6% | 653,324 | $13.55M |
| 41 | PAYCPaycom Software, Inc. | 0.1% | ▼ 54.1% | 100,763 | $12.66M |
Positions in companies on Scrutar, from the manager's latest quarterly 13F-HR filing. 13F filings disclose US-listed long positions only and can be filed up to 45 days after quarter end, so the portfolio may have changed since. Portfolio % is each position's share of the tracked value shown above. Changes compare share counts against the Q1 2026 filing, adjusted for stock splits.
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Source: SEC EDGAR Form 13F-HR filings.