Investor
Fundsmith LLP
CIK 0001569205 · filed 2026-05-15 · SEC filing
13F book
$12.8B
Positions
34
1 new · 4 sold
Largest name
8.6%
Marriott Intl Inc New
Est. mark
−$1.27B
Price effect on 33 names still held. Flow −$3.02B.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Marriott Intl Inc New | — | 3.37M | $1.1B | 8.6% | $56.7M | Cut−$132.2M |
| Stryker Corp | SYK | 3.06M | $1.01B | 7.8% | −$70M | Cut−$290.1M |
| Waters Corp | — | 3.21M | $956.6M | 7.5% | −$263.5M | Cut−$394.9M |
| Visa Inc. | V | 3.1M | $938.2M | 7.3% | −$150.5M | Cut−$301.5M |
| Alphabet Inc | — | 2.96M | $850.1M | 6.6% | −$75.2M | Cut−$245M |
| Philip Morris Intl Inc | — | 5.11M | $845.4M | 6.6% | $25.3M | Cut−$137M |
| Idexx Labs Inc | — | 1.47M | $823.6M | 6.4% | −$168M | Cut−$445.6M |
| Automatic Data Processing In | — | 3.86M | $783.3M | 6.1% | −$208.4M | Cut−$291.4M |
| Microsoft Corp | MSFT | 2.08M | $769.9M | 6.0% | −$235.9M | Cut−$236.1M |
| Meta Platforms, Inc. | META | 1.32M | $756M | 5.9% | −$116.2M | Cut−$144.1M |
| Mettler Toledo International Inc/ | MTD | 568.5K | $717M | 5.6% | −$75.6M | Cut−$92.3M |
| Church & Dwight Co Inc | — | 6.64M | $619.8M | 4.8% | $62.9M | Cut$55.6M |
| Procter And Gamble Co | PG | 4.2M | $606.6M | 4.7% | $4.75M | Cut−$2.15M |
| Texas Instrs Inc | — | 2.62M | $509.3M | 4.0% | $54.2M | Cut$54.1M |
| Fortinet, Inc. | FTNT | 6.16M | $503.1M | 3.9% | $14.2M | Cut−$14.3M |
| Zoetis Inc. | ZTS | 3.88M | $458.4M | 3.6% | −$29.5M | Cut−$32.4M |
| Otis Worldwide Corp | OTIS | 2.73M | $210.6M | 1.6% | −$28.1M | Cut−$61.3M |
| MSCI Inc. | MSCI | 64.8K | $34.9M | 0.3% | −$2.25M | Cut−$60.7M |
| Rollins Inc | ROL | 619.9K | $33.1M | 0.3% | −$4.1M | Cut−$55.6M |
| Medpace Hldgs Inc | — | 62.7K | $30.1M | 0.2% | −$5.1M | Cut−$16.3M |
| Verisign Inc | — | 113.5K | $28.2M | 0.2% | $613.9K | Cut−$37.6M |
| Paycom Software, Inc. | PAYC | 219.5K | $26.7M | 0.2% | −$8.3M | Cut−$56.7M |
| Clorox Co Del | — | 257.2K | $26.7M | 0.2% | $720.2K | Cut−$35.2M |
| Vertiv Holdings Co | VRT | 91.3K | $22.9M | 0.2% | $8.08M | Cut−$43.7M |
| Nutanix, Inc. | NTNX | 577.4K | $21.9M | 0.2% | −$7.9M | Cut−$49.2M |
| Badger Meter Inc | BMI | 142.5K | $21.7M | 0.2% | — | New |
| Catalyst Pharmaceuticals Inc | — | 844.9K | $20.9M | 0.2% | $1.2M | Cut−$57.6M |
| Qualys, Inc. | QLYS | 226.1K | $19.9M | 0.2% | −$10.2M | Cut−$66.2M |
| Doximity, Inc. | DOCS | 691.8K | $16.1M | 0.1% | −$14.5M | Cut−$56.9M |
| Manhattan Associates Inc | MANH | 120.9K | $16.1M | 0.1% | −$4.86M | Cut−$33.9M |
| Napco Sec Technologies Inc | — | 383.6K | $15.1M | 0.1% | −$886.1K | Cut−$59.1M |
| Adma Biologics, Inc. | ADMA | 1.65M | $14.9M | 0.1% | −$15.2M | Cut−$23.5M |
| Sabre Corp | SABR | 9.01M | $13.1M | 0.1% | $811.2K | Cut−$16.2M |
| Home Depot, Inc. | HD | 28.6K | $9.41M | 0.1% | −$435.2K | Cut−$18.2M |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.