Fundsmith LLP
13F filer · CIK 1569205 · London
Summary
Fundsmith LLP reported $13.65B across 41 positions in its 13F for 2026 Q2, filed Aug 14, 2026. The largest holdings are MAR (7.0%), SYK (6.7%), WAT (6.2%). Versus 2026 Q1, leaving options aside, it opened 13 new positions, added to 4, trimmed 21 and sold out of 6.
Reported value$13.65B
Positions41
Report period2026 Q2
FiledAug 14, 2026
New positions13
Added4
Trimmed21
Sold out6
Top 25 holdings
By reported value, options listed separately · change vs 2026 Q1
Weight 7.0%Value $958.26MPrice $358.57Shares 2.59M -23.29%Since Jun 30 -3.24%
Weight 6.7%Value $917.39MPrice $275.31Shares 2.91M -4.82%Since Jun 30 -12.56%
Weight 6.2%Value $852.70MPrice $442.94Shares 2.27M -29.22%Since Jun 30 +18.10%
Weight 5.1%Value $692.98MPrice $367.74Shares 2.02M -34.93%Since Jun 30 +7.18%
Weight 4.7%Value $645.34MPrice $68.16Shares 8.94MSince Jun 30 -5.54%
Weight 4.7%Value $639.46MPrice $568.26Shares 1.25MSince Jun 30 +10.64%
Weight 4.6%Value $633.74MPrice $342.75Shares 1.77M -40.01%Since Jun 30 -4.09%
Weight 4.6%Value $625.52MPrice $94.95Shares 6.46M -2.78%Since Jun 30 -1.99%
Weight 4.4%Value $598.05MPrice $149.03Shares 4.08M -2.89%Since Jun 30 +1.63%
Weight 4.4%Value $595.61MPrice $509.22Shares 1.60M -23.22%Since Jun 30 +36.51%
Weight 4.3%Value $592.51MPrice $715.62Shares 1.05M -20.40%Since Jun 30 +27.04%
Weight 4.3%Value $582.62MPrice $261.80Shares 2.60M -32.52%Since Jun 30 +16.90%
Weight 4.1%Value $557.63MPrice $176.33Shares 3.63M -41.04%Since Jun 30 +14.78%
Weight 4.0%Value $548.46MPrice $452.88Shares 1.15MSince Jun 30 -5.17%
Weight 3.9%Value $536.91MPrice $529.06Shares 1.02M -30.42%Since Jun 30 +0.50%
Weight 3.9%Value $536.28MPrice $278.31Shares 1.80M -31.41%Since Jun 30 -6.63%
Weight 3.9%Value $527.12MPrice $193.76Shares 2.91M -43.02%Since Jun 30 +7.10%
Weight 3.7%Value $499.11MPrice $69.23Shares 6.99MSince Jun 30 -3.04%
Weight 3.5%Value $481.50MPrice $949.77Shares 410KSince Jun 30 -19.16%
Weight 2.6%Value $358.89MPrice $305.66Shares 697KSince Jun 30 -40.68%
Weight 2.5%Value $344.30MPrice $130.25Shares 2.27MSince Jun 30 -14.03%
Weight 2.5%Value $340.27MPrice $79.13Shares 2.86MSince Jun 30 -33.58%
Weight 1.1%Value $144.95MPrice $279.96Shares 817KSince Jun 30 +57.75%
Weight 0.7%Value $88.90MPrice $138.28Shares 556KSince Jun 30 -13.50%
Weight 0.2%Value $30.01MPrice $542.72Shares 54K -17.30%Since Jun 30 -3.09%
| Stock | Weight | Value | Since Jun 30 | Shares change | Action |
|---|---|---|---|---|---|
| 7.0% | $958.26M | -3.24% | -23.29% | Trim | |
| 6.7% | $917.39M | -12.56% | -4.82% | Trim | |
| 6.2% | $852.70M | +18.10% | -29.22% | Trim | |
| 5.1% | $692.98M | +7.18% | -34.93% | Trim | |
| 4.7% | $645.34M | -5.54% | — | New | |
| 4.7% | $639.46M | +10.64% | — | New | |
| 4.6% | $633.74M | -4.09% | -40.01% | Trim | |
| 4.6% | $625.52M | -1.99% | -2.78% | Trim | |
| 4.4% | $598.05M | +1.63% | -2.89% | Trim | |
| 4.4% | $595.61M | +36.51% | -23.22% | Trim | |
| 4.3% | $592.51M | +27.04% | -20.40% | Trim | |
| 4.3% | $582.62M | +16.90% | -32.52% | Trim | |
| 4.1% | $557.63M | +14.78% | -41.04% | Trim | |
| 4.0% | $548.46M | -5.17% | — | New | |
| 3.9% | $536.91M | +0.50% | -30.42% | Trim | |
| 3.9% | $536.28M | -6.63% | -31.41% | Trim | |
| 3.9% | $527.12M | +7.10% | -43.02% | Trim | |
| 3.7% | $499.11M | -3.04% | — | New | |
| 3.5% | $481.50M | -19.16% | — | New | |
| 2.6% | $358.89M | -40.68% | — | New | |
| 2.5% | $344.30M | -14.03% | — | New | |
| 2.5% | $340.27M | -33.58% | — | New | |
| 1.1% | $144.95M | +57.75% | — | New | |
| 0.7% | $88.90M | -13.50% | — | New | |
| 0.2% | $30.01M | -3.09% | -17.30% | Trim |
Weight is the share of the reported 13F value, including options at notional value. “Since Jun 30” compares the latest close with the quarter-end price implied by the filing (value ÷ shares).
Largest buys in 2026 Q2
Largest sells in 2026 Q2
Source: SEC Form 13F, values as reported by the filer. Filings lag up to 45 days after quarter end and cover only certain long positions. Research only, not investment advice.