Fundsmith LLP
Top Portfolio Positions
34 positions ·
$12,827,766,970 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| 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 | 7.84% |
| WAT |
Waters Corp /De/
Healthcare
|
3,212,075 | $956,555,935 | 7.46% |
| V |
Visa Inc.
Financial Services
|
3,104,090 | $938,180,161 | 7.31% |
| GOOGL |
Alphabet Inc.
Communication Services
|
2,956,198 | $850,084,296 | 6.63% |
| PM |
Philip Morris International Inc.
Consumer Defensive
|
5,113,163 | $845,410,370 | 6.59% |
| IDXX |
Idexx Laboratories Inc /De
Healthcare
|
1,465,786 | $823,610,495 | 6.42% |
| ADP |
Automatic Data Processing Inc
Technology
|
3,855,105 | $783,280,233 | 6.11% |
| 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
Holdings in ODD
Shares Held
Position Value (USD)
10 of 10 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $83,340,030 | 2,074,167 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $88,276,358 | 1,416,956 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $106,937,669 | 1,416,956 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $69,871,735 | 1,615,158 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $67,868,939 | 1,615,158 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $65,220,080 | 1,615,158 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $63,411,103 | 1,615,158 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $57,671,749 | 1,327,313 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $51,388,476 | 1,104,416 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $16,301,250 | 575,000 | Shares | Sole | 2023-11-14 | |
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