StockDriftsStockDriftsTop 41 Fundsmith LLP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MAR | MARRIOTT INTL INC NEW | 7.02% | 2.59M | $958.3M | -23.29%(-785.12K) | $189.07(+88.67%) | 2026-06-30 | |
| SYK | STRYKER CORPORATION | 6.72% | 2.91M | $917.4M | -4.82%(-147.58K) | $130.87(+153.44%) | 2026-06-30 | |
| WAT | WATERS CORP | 6.25% | 2.27M | $852.7M | -29.22%(-938.44K) | $182.54(+123.90%) | 2026-06-30 | |
| V | VISA INC | 5.08% | 2.02M | $693.0M | -34.93%(-1.08M) | $74.41(+386.41%) | 2026-06-30 | |
| UBER | UBER TECHNOLOGIES INC | 4.73% | 8.94M | $645.3M | new | $71.04(+7.78%) | 2026-06-30 | |
| MA | MASTERCARD INCORPORATED | 4.69% | 1.25M | $639.5M | new | $500.73(+13.21%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 4.64% | 1.77M | $633.7M | -40.01%(-1.18M) | $139.20(+147.64%) | 2026-06-30 | |
| CHD | CHURCH & DWIGHT CO INC | 4.58% | 6.46M | $625.5M | -2.78%(-184.87K) | $88.76(+14.12%) | 2026-06-30 | |
| PG | PROCTER & GAMBLE CO | 4.38% | 4.08M | $598.1M | -2.89%(-121.54K) | $149.01(-3.89%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 4.36% | 1.60M | $595.6M | -23.22%(-483.00K) | $73.95(+557.30%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +9.96% | +32.96% | +3.23% | +17.24% |
| Top 20 Holdings Unweighted | +5.83% | +18.52% | +1.23% | +6.30% |
Fundsmith LLP reports $13.65B in US-listed equity holdings across 41 positions in its most recent 13F filing. Its largest disclosed positions are MAR (7.0%), SYK (6.7%) and WAT (6.3%). The top 20 holdings account for 90.71% of reported assets. Its disclosed equity book has returned +32.96% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Fundsmith LLP’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1569205). View Fundsmith LLP’s 13F filings on SEC