Fundsmith LLP holds a focused book of 34 stocks worth $12.8B as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Badger Meter Inc and trimmed Marriott International -CL A. Their largest long position is Marriott International -CL A at 9% of the equity book.
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Use Arkolith to show Fundsmith LLP's latest holdings, largest changes, and filing provenance.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Marriott Intl Inc New CL A | $1.1B | 3.37M | 8.6% | ▼−15% Reduced · −609K sh | |
| 2 | Stryker Corporation COM | $1.0B | 3.06M | 7.8% | ▼−17% Reduced · −626K sh | |
| 3 | Waters Corp COM | $956.6M | 3.21M | 7.5% | ▼−9.7% Reduced · −346K sh | |
| 4 | Visa Inc COM CL A | $938.2M | 3.10M | 7.3% | ▼−12% Reduced · −431K sh | |
| 5 | Alphabet Inc CAP STK CL A | $850.1M | 2.96M | 6.6% | ▼−16% Reduced · −542K sh | |
| 6 | Philip Morris Intl Inc COM | $845.4M | 5.11M | 6.6% | ▼−17% Reduced · −1.0M sh | |
| 7 | Idexx Labs Inc COM | $823.6M | 1.47M | 6.4% | ▼−22% Reduced · −410K sh | |
| 8 | Automatic Data Processing In COM | $783.3M | 3.86M | 6.1% | ▼−7.7% Reduced · −323K sh | |
| 9 | Microsoft Corp COM | $769.9M | 2.08M | 6.0% | ▼~0% Reduced · −234 sh | |
| 10 | Meta Platforms Inc CL A | $756.0M | 1.32M | 5.9% | ▼−3.1% Reduced · −42K sh | |
| 11 | Mettler Toledo International COM | $717.0M | 568.5K | 5.6% | ▼−2.1% Reduced · −12K sh | |
| 12 | Church & Dwight Co Inc COM | $619.8M | 6.64M | 4.8% | ▼−1.3% Reduced · −87K sh | |
| 13 | Procter & Gamble Co COM | $606.6M | 4.20M | 4.7% | ▼−1.1% Reduced · −48K sh | |
| 14 | Texas Instrs Inc COM | $509.3M | 2.62M | 4.0% | ▼~0% Reduced · −428 sh | |
| 15 | Fortinet Inc COM | $503.1M | 6.16M | 3.9% | ▼−5.5% Reduced · −359K sh | |
| 16 | Zoetis Inc CL A | $458.4M | 3.88M | 3.6% | ▼−0.6% Reduced · −23K sh | |
| 17 | Otis Worldwide Corp COM | $210.6M | 2.73M | 1.6% | ▼−12% Reduced · −381K sh | |
| 18 | Msci Inc COM | $34.9M | 64.8K | 0.3% | ▼−61% Reduced · −102K sh | |
| 19 | Rollins Inc COM | $33.1M | 619.9K | 0.3% | ▼−58% Reduced · −859K sh | |
| 20 | Medpace Hldgs Inc COM | $30.1M | 62.7K | 0.2% | ▼−24% Reduced · −20K sh | |
| 21 | Verisign Inc COM | $28.2M | 113.5K | 0.2% | ▼−58% Reduced · −157K sh | |
| 22 | Paycom Software Inc COM | $26.7M | 219.5K | 0.2% | ▼−58% Reduced · −304K sh | |
| 23 | Clorox Co Del COM | $26.7M | 257.2K | 0.2% | ▼−58% Reduced · −356K sh | |
| 24 | Vertiv Holdings Co COM CL A | $22.9M | 91.3K | 0.2% | ▼−78% Reduced · −320K sh | |
| 25 | Nutanix Inc CL A | $21.9M | 577.4K | 0.2% | ▼−58% Reduced · −800K sh | |
| 26 | Badger Meter Inc COM | $21.7M | 142.5K | 0.2% | ▲New New position | |
| 27 | Catalyst Pharmaceuticals Inc COM | $20.9M | 844.9K | 0.2% | ▼−75% Reduced · −2.5M sh | |
| 28 | Qualys Inc COM | $19.9M | 226.1K | 0.2% | ▼−65% Reduced · −422K sh | |
| 29 | Doximity Inc CL A | $16.1M | 691.8K | 0.1% | ▼−58% Reduced · −958K sh | |
| 30 | Manhattan Associates Inc COM | $16.1M | 120.9K | 0.1% | ▼−58% Reduced · −167K sh | |
| 31 | Napco Sec Technologies Inc COM | $15.1M | 383.6K | 0.1% | ▼−78% Reduced · −1.4M sh | |
| 32 | Adma Biologics Inc COM | $14.9M | 1.65M | 0.1% | ▼−22% Reduced · −453K sh | |
| 33 | Sabre Corp COM | $13.1M | 9.01M | 0.1% | ▼−58% Reduced · −12.5M sh | |
| 34 | Home Depot Inc COM | $9.4M | 28.6K | 0.1% | ▼−64% Reduced · −52K sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | May 15, 2026 | 34 | $12.8B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 17, 2026 | 37 | $17.1B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 14, 2025 | 35 | $19.8B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 14, 2025 | 39 | $23.0B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 15, 2025 | 38 | $22.0B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 14, 2025 | 38 | $23.5B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 14, 2024 | 40 | $25.3B | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 14, 2024 | 40 | $24.5B | 13F-HR |
| Q1 2024 | Mar 31, 2024 | May 15, 2024 | 40 | $25.6B | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Feb 14, 2024 | 40 | $23.9B | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Nov 14, 2023 | 39 | $22.0B | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Aug 14, 2023 | 39 | $23.8B | 13F-HR |
| Q1 2023 | Mar 31, 2023 | May 15, 2023 | 40 | $23.2B | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Feb 14, 2023 | 38 | $21.9B | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Nov 14, 2022 | 46 | $21.1B | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Aug 15, 2022 | 43 | $22.7B | 13F-HR |
| Q1 2022 | Mar 31, 2022 | May 16, 2022 | 44 | $29.1B | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Feb 14, 2022 | 44 | $41.0B | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Nov 12, 2021 | 43 | $36.2B | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Aug 13, 2021 | 43 | $36.1B | 13F-HR |
| Q1 2021 | Mar 31, 2021 | May 14, 2021 | 42 | $31.4B | 13F-HR |
| Q4 2020 | Dec 31, 2020 | Feb 12, 2021 | 39 | $30.2B | 13F-HR |
| Q3 2020 | Sep 30, 2020 | Nov 12, 2020 | 36 | $25.6B | 13F-HR |
| Q2 2020 | Jun 30, 2020 | Aug 12, 2020 | 34 | $22.9B | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.