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 QLYS
Shares Held
Position Value (USD)
24 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $19,860,864 | 226,077 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $86,093,417 | 647,806 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $115,240,771 | 870,859 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $102,666,667 | 718,602 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $90,493,549 | 718,602 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $76,841,821 | 548,009 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $70,397,236 | 548,009 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $78,146,083 | 548,009 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $94,322,600 | 565,246 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $122,469,887 | 623,955 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $99,751,682 | 653,895 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $85,046,432 | 658,407 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $85,606,078 | 658,407 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $73,893,017 | 658,407 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $92,195,333 | 661,420 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $117,336,184 | 930,206 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $133,698,495 | 938,828 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $147,212,772 | 1,072,823 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $119,137,391 | 1,070,513 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $107,403,405 | 1,066,674 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $111,178,495 | 1,061,066 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $113,800,621 | 933,787 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $79,752,697 | 813,720 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $64,888,924 | 623,812 | Shares | Sole | 2020-08-12 | |
| No 13F history on record for this holder in this stock. | ||||||