Fundsmith

Name: Fundsmith 13F holdings, Q2 2026
Creator: Fundsmith

13F Holdings · CIK 1569205 · filed 2026-08-14

Compareto

Copied!

AI Summary

New Positions

32% of current holdings

Exited

18% of prior holdings

Increased

12% of prior holdings

Decreased

62% of prior holdings

Total holdings: 34 → 41

Show unchanged positions

/

44 positions

					Shares				Value ($)

New	Long	APPLOVIN CORP	03831W108	COM CL A	—	696,568	+696,568	—	—	$358.9M	+$358.9M	—
New	Long	FAIR ISAAC CORP	303250104	COM	—	17,953	+17,953	—	—	$21.4M	+$21.4M	—
New	Long	GE VERNOVA INC	36828A101	COM	—	409,835	+409,835	—	—	$481.5M	+$481.5M	—
New	Long	INTERDIGITAL INC	45867G101	COM	—	60,324	+60,324	—	—	$17.1M	+$17.1M	—
New	Long	MASTERCARD INCORPORATED	57636Q104	CL A	—	1,245,051	+1,245,051	—	—	$639.5M	+$639.5M	—
New	Long	NETFLIX INC.	64110L106	COM	—	6,990,345	+6,990,345	—	—	$499.1M	+$499.1M	—
New	Long	NEXTPOWER INC	65290E101	CLASS A COM	—	2,856,092	+2,856,092	—	—	$340.3M	+$340.3M	—
New	Long	OREILLY AUTOMOTIVE INC	67103H107	COM	—	162,691	+162,691	—	—	$15.0M	+$15.0M	—
New	Long	TAIWAN SEMICONDUCTOR MANUFAC	874039100	SPONSORED ADS	—	1,148,449	+1,148,449	—	—	$548.5M	+$548.5M	—
New	Long	TJX COS INC NEW	872540109	COM	—	2,272,592	+2,272,592	—	—	$344.3M	+$344.3M	—
New	Long	UBER TECHNOLOGIES INC	90353T100	COM	—	8,943,151	+8,943,151	—	—	$645.3M	+$645.3M	—
New	Long	VEEVA SYS INC	922475108	CL A COM	—	816,785	+816,785	—	—	$145.0M	+$145.0M	—
New	Long	YUM BRANDS INC	988498101	COM	—	556,107	+556,107	—	—	$88.9M	+$88.9M	—
Exited	Long	CATALYST PHARMACEUTICALS INC	14888U101	COM	844,887	—	−844,887	−100.0%	$20.9M	—	−$20.9M	−100.0%
Exited	Long	HOME DEPOT INC	437076102	COM	28,611	—	−28,611	−100.0%	$9.4M	—	−$9.4M	−100.0%
Exited	Long	METTLER TOLEDO INTERNATIONAL	592688105	COM	568,516	—	−568,516	−100.0%	$717.0M	—	−$717.0M	−100.0%
Exited	Long	OTIS WORLDWIDE CORP	68902V107	COM	2,731,635	—	−2,731,635	−100.0%	$210.6M	—	−$210.6M	−100.0%
Exited	Long	QUALYS INC	74758T303	COM	226,077	—	−226,077	−100.0%	$19.9M	—	−$19.9M	−100.0%
Exited	Long	ZOETIS INC	98978V103	CL A	3,877,559	—	−3,877,559	−100.0%	$458.4M	—	−$458.4M	−100.0%
Increased	Long	BADGER METER INC	056525108	COM	142,491	174,627	+32,136	+22.6%	$21.7M	$25.9M	+$4.2M	+19.4%
Increased	Long	CLOROX CO DEL	189054109	COM	257,217	271,318	+14,101	+5.5%	$26.7M	$25.9M	−$760.8K	−2.9%
Increased	Long	MANHATTAN ASSOCIATES INC	562750109	COM	120,888	172,977	+52,089	+43.1%	$16.1M	$24.1M	+$8.0M	+49.7%
Increased	Long	NAPCO SEC TECHNOLOGIES INC	630402105	COM	383,596	606,974	+223,378	+58.2%	$15.1M	$23.1M	+$7.9M	+52.6%
Decreased	Long	ALPHABET INC	02079K305	CAP STK CL A	2,956,198	1,773,354	−1,182,844	−40.0%	$850.1M	$633.7M	−$216.3M	−25.4%
Decreased	Long	AUTOMATIC DATA PROCESSING IN	053015103	COM	3,855,105	2,601,567	−1,253,538	−32.5%	$783.3M	$582.6M	−$200.7M	−25.6%
Decreased	Long	CHURCH & DWIGHT CO INC	171340102	COM	6,641,508	6,456,634	−184,874	−2.8%	$619.8M	$625.5M	+$5.7M	+0.9%
Decreased	Long	DOXIMITY INC	26622P107	CL A	691,786	653,324	−38,462	−5.6%	$16.1M	$13.5M	−$2.6M	−15.9%
Decreased	Long	FORTINET INC	34959E109	COM	6,156,675	3,629,938	−2,526,737	−41.0%	$503.1M	$557.6M	+$54.5M	+10.8%
Decreased	Long	IDEXX LABS INC	45168D104	COM	1,465,786	1,019,887	−445,899	−30.4%	$823.6M	$536.9M	−$286.7M	−34.8%
Decreased	Long	MARRIOTT INTL INC NEW	571903202	CL A	3,370,872	2,585,757	−785,115	−23.3%	$1.10B	$958.3M	−$144.3M	−13.1%
Decreased	Long	MEDPACE HLDGS INC	58506Q109	COM	62,668	52,372	−10,296	−16.4%	$30.1M	$27.7M	−$2.4M	−7.8%
Decreased	Long	META PLATFORMS INC	30303M102	CL A	1,321,375	1,051,876	−269,499	−20.4%	$756.0M	$592.5M	−$163.5M	−21.6%
Decreased	Long	MICROSOFT CORP	594918104	COM	2,079,737	1,596,737	−483,000	−23.2%	$769.9M	$595.6M	−$174.2M	−22.6%
Decreased	Long	MSCI INC	55354G100	COM	64,788	53,580	−11,208	−17.3%	$34.9M	$30.0M	−$4.9M	−14.1%
Decreased	Long	NUTANIX INC	67059N108	CL A	577,392	538,281	−39,111	−6.8%	$21.9M	$27.4M	+$5.5M	+25.0%
Decreased	Long	PAYCOM SOFTWARE INC	70432V102	COM	219,457	100,763	−118,694	−54.1%	$26.7M	$12.7M	−$14.0M	−52.5%
Decreased	Long	PHILIP MORRIS INTL INC	718172109	COM	5,113,163	2,913,693	−2,199,470	−43.0%	$845.4M	$527.1M	−$318.3M	−37.6%
Decreased	Long	PROCTER & GAMBLE CO	742718109	COM	4,199,914	4,078,371	−121,543	−2.9%	$606.6M	$598.1M	−$8.6M	−1.4%
Decreased	Long	STRYKER CORPORATION	863667101	COM	3,061,416	2,913,833	−147,583	−4.8%	$1.01B	$917.4M	−$88.6M	−8.8%
Decreased	Long	TEXAS INSTRS INC	882508104	COM	2,623,124	1,799,182	−823,942	−31.4%	$509.3M	$536.3M	+$27.0M	+5.3%
Decreased	Long	VERISIGN INC	92343E102	COM	113,467	55,713	−57,754	−50.9%	$28.2M	$14.0M	−$14.2M	−50.3%
Decreased	Long	VERTIV HOLDINGS CO	92537N108	COM CL A	91,254	41,893	−49,361	−54.1%	$22.9M	$14.0M	−$8.8M	−38.7%
Decreased	Long	VISA INC	92826C839	COM CL A	3,104,090	2,019,810	−1,084,280	−34.9%	$938.2M	$693.0M	−$245.2M	−26.1%
Decreased	Long	WATERS CORP	941848103	COM	3,212,075	2,273,632	−938,443	−29.2%	$956.6M	$852.7M	−$103.9M	−10.9%