Fundsmith LLP
Top Portfolio Positions
34 positions ·
$12,840,836,955 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| MAR |
Marriott International Inc /Md/
Consumer Cyclical
|
3,370,872 | $1,102,511,105 | 8.59% | |
| SYK |
Stryker Corp
Healthcare
|
3,061,416 | $1,005,950,683 | 7.83% | |
| WAT |
Waters Corp /De/
Healthcare
|
3,212,075 | $956,555,935 | 7.45% | |
| V |
Visa Inc.
Financial Services
|
3,104,090 | $938,180,161 | 7.31% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
2,956,198 | $850,084,296 | 6.62% | |
| PM |
Philip Morris International Inc.
Consumer Defensive
|
5,113,163 | $845,410,370 | 6.58% | |
| IDXX |
Idexx Laboratories Inc /De
Healthcare
|
1,465,786 | $823,610,495 | 6.41% | |
| ADP |
Automatic Data Processing Inc
Technology
|
3,855,105 | $783,280,233 | 6.10% | |
| MSFT |
Microsoft Corp
Technology
|
2,079,737 | $769,856,245 | 6.00% | |
| META |
Meta Platforms, Inc.
Communication Services
|
1,321,375 | $755,998,278 | 5.89% |
Portfolio Trend
25 quarters · across all stocks
Holdings in NTNX
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $21,946,669 | 577,392 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $71,185,297 | 1,377,158 | Shares | Sole | 2026-02-17 | |
| No 13F history on record for this holder in this stock. | ||||||