13F Filing
Fundsmith LLP
UK-based equity fund founded by Terry Smith in 2010. Buy-and-hold strategy focused on high-quality global companies with sustainable competitive advantages. ~£25B AUM, often called the "Buffett of Britain".
Filed2026.08.14
FilingCurrent Portfolio
$13.65B
Previous Portfolio
$12.83B
Change
+6.40%
Holdings
MARMARRIOTT INTL INC NEWReduced$958.3M7.02%
SYKSTRYKER CORPORATIONReduced$917.4M6.72%
WATWATERS CORPReduced$852.7M6.25%
VVISA INCReduced$693.0M5.08%
UBERUBER TECHNOLOGIES INCNew$645.3M4.73%
MAMASTERCARD INCORPORATEDNew$639.5M4.69%
GOOGLALPHABET INCReduced$633.7M4.64%
CHDCHURCH & DWIGHT CO INCReduced$625.5M4.58%
PGPROCTER & GAMBLE COReduced$598.1M4.38%
MSFTMICROSOFT CORPReduced$595.6M4.36%
| # | Company | % of Portfolio | Activity | Market Value | Shares | Change | Sector |
|---|---|---|---|---|---|---|---|
| 1 |  MAR MARRIOTT INTL INC NEW | 7.02% | Reduced | $958.3M | 2,585,757 | −785,115 | Consumer Discretionary |
| 2 |  SYK STRYKER CORPORATION | 6.72% | Reduced | $917.4M | 2,913,833 | −147,583 | Health Care |
| 3 |  WAT WATERS CORP | 6.25% | Reduced | $852.7M | 2,273,632 | −938,443 | Health Care |
| 4 |  V VISA INC | 5.08% | Reduced | $693.0M | 2,019,810 | −1,084,280 | Financials |
| 5 |  UBER UBER TECHNOLOGIES INC | 4.73% | New | $645.3M | 8,943,151 | +8,943,151 | Industrials |
| 6 |  MA MASTERCARD INCORPORATED | 4.69% | New | $639.5M | 1,245,051 | +1,245,051 | Financials |
| 7 |  GOOGL ALPHABET INC | 4.64% | Reduced | $633.7M | 1,773,354 | −1,182,844 | Communication Services |
| 8 |  CHD CHURCH & DWIGHT CO INC | 4.58% | Reduced | $625.5M | 6,456,634 | −184,874 | Consumer Staples |
| 9 |  PG PROCTER & GAMBLE CO | 4.38% | Reduced | $598.1M | 4,078,371 | −121,543 | Consumer Staples |
| 10 |  MSFT MICROSOFT CORP | 4.36% | Reduced | $595.6M | 1,596,737 | −483,000 | Information Technology |
Portfolio Changes
Buy Positions
New Buy
Current 4.73%
+8,943,151Shares
Current 4.69%
+1,245,051Shares
Current 4.02%
+1,148,449Shares
Current 3.66%
+6,990,345Shares
Current 3.53%
+409,835Shares
Additional Buy
+22.55%
+32,136Shares
+5.48%
+14,101Shares
+43.09%
+52,089Shares
+58.23%
+223,378Shares
Sell Positions
Full Exit
Full Exit
0Shares
Full Exit
0Shares
Full Exit
0Shares
Full Exit
0Shares
Full Exit
0Shares
Partial Exit
−23.29%
−785,115Shares
−4.82%
−147,583Shares
−29.22%
−938,443Shares
−34.93%
−1,084,280Shares
−40.01%
−1,182,844Shares
Other Investor Portfolios
Explore portfolios of other popular investors
