Fundsmith Investment Services LTD.
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), Fundsmith Investment Services LTD. reported 27 stock positions worth $4.5 billion. Its top holding was Marriott International Class A (MAR) at 7.4% of the portfolio, followed by Stryker (SYK, 7.3%) and Waters (WAT, 7.0%). Compared with Q1 2026, it opened 9 new positions, sold out of 6, added to 4 and reduced 14. The biggest buy was a new position in Uber Technologies (UBER) and the biggest sale an exit from Mettler-Toledo International (MTD).
- Most Recent 13F
- Q2 2026
- Location
- BEAUX SONGES, O4
- CIK
- 0001868537
- Portfolio Value
- $4.5B (Q2 2026)
- SEC Filing
- 0001868537-26-000007 ↗ filed Aug 14, 2026
Holdings Value
Holdings 27 stocks · $4.5B
| MAR Marriott International Class A | 7.40% | 901,923 | $334.2M | Reduce -24.8% |
| SYK Stryker Corp. | 7.32% | 1,050,585 | $330.8M | Reduce -11.4% |
| WAT Waters Corp. | 6.95% | 837,764 | $314.2M | Reduce -23.6% |
| CHD Church & Dwight Co. Inc. | 5.44% | 2,537,243 | $245.8M | Reduce -2.3% |
| V Visa Inc. Class A | 5.17% | 680,492 | $233.5M | Reduce -33.6% |
| TXN Texas Instruments Inc. | 5.01% | 759,134 | $226.3M | Reduce -12.4% |
| UBER Uber Technologies Inc. | 4.72% | 2,955,961 | $213.3M | New |
| MA Mastercard Inc. Class A | 4.47% | 392,933 | $201.8M | New |
| GOOGL Alphabet Inc. Class A | 4.42% | 558,963 | $199.8M | Reduce -50.7% |
| TSM Taiwan Semiconductor-SP ADR | 4.35% | 411,476 | $196.5M | Add +14322.6% |
| META Meta Platforms Inc. Class A | 4.25% | 340,730 | $191.9M | Reduce -27.4% |
| MSFT Microsoft Corp. | 4.17% | 505,361 | $188.5M | Reduce -23.9% |
| ADP Automatic Data Processing | 4.08% | 823,664 | $184.5M | Reduce -37.9% |
| FTNT Fortinet Inc. | 3.83% | 1,126,234 | $173.0M | Reduce -32.1% |
| IDXX Idexx Laboratories Inc. | 3.81% | 327,058 | $172.2M | Reduce -32.1% |
| PM Philip Morris International | 3.78% | 944,396 | $170.9M | Reduce -43.7% |
| PG The Procter & Gamble Co. | 3.52% | 1,085,919 | $159.2M | Reduce -38.3% |
| NFLX Netflix Inc. | 3.46% | 2,186,945 | $156.1M | New |
| GEV GE Vernova Inc. | 3.34% | 128,646 | $151.1M | New |
| APP AppLovin Corp. Class A | 2.67% | 233,921 | $120.5M | New |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 2.42% | 721,550 | $109.3M | Add +22357.2% |
| NXT Nextpower Inc. | 2.38% | 903,523 | $107.6M | New |
| VEEV Veeva Systems Inc. Class A | 1.02% | 259,070 | $46.0M | New |
| BMI Badger Meter Inc. | 0.82% | 251,196 | $37.3M | Add +89.4% |
| YUM Yum! Brands Inc. | 0.63% | 178,009 | $28.5M | New |
| WM Waste Management Inc. | 0.57% | 114,984 | $25.6M | Add +63.2% |
| ORLY O'reilly Automotive Inc. | 0.01% | 5,410 | $498K | New |
Portfolio Sells Q1 2026 → Q2 2026
| MTD Mettler-Toledo International | Sold out | 0.00% | −6.38 |
| ZTS Zoetis Inc. | Sold out | 0.00% | −3.01 |
| GOOGL Alphabet Inc. Class A | Reduce -50.7% | 4.42% | −2.98 |
| PM Philip Morris International | Reduce -43.7% | 3.78% | −2.52 |
| IDXX Idexx Laboratories Inc. | Reduce -32.1% | 3.81% | −2.33 |
| PG The Procter & Gamble Co. | Reduce -38.3% | 3.52% | −2.25 |
| ADP Automatic Data Processing | Reduce -37.9% | 4.08% | −2.04 |
| V Visa Inc. Class A | Reduce -33.6% | 5.17% | −1.87 |
| META Meta Platforms Inc. Class A | Reduce -27.4% | 4.25% | −1.84 |
| OTIS Otis Worldwide Corp. | Sold out | 0.00% | −1.69 |
| SYK Stryker Corp. | Reduce -11.4% | 7.32% | −1.53 |
| MAR Marriott International Class A | Reduce -24.8% | 7.40% | −1.51 |
| MSFT Microsoft Corp. | Reduce -23.9% | 4.17% | −1.41 |
| WAT Waters Corp. | Reduce -23.6% | 6.95% | −0.46 |
| CHD Church & Dwight Co. Inc. | Reduce -2.3% | 5.44% | −0.06 |
| HD Home Depot Inc. | Sold out | 0.00% | −0.03 |
| AAPL Apple Inc. | Sold out | 0.00% | −0.01 |
| AMZN Amazon.com Inc. | Sold out | 0.00% | −0.01 |
| FTNT Fortinet Inc. | Reduce -32.1% | 3.83% | +0.75 |
| TXN Texas Instruments Inc. | Reduce -12.4% | 5.01% | +1.19 |
Portfolio Buys Q1 2026 → Q2 2026
| UBER Uber Technologies Inc. | New | 4.72% | +4.72 |
| MA Mastercard Inc. Class A | New | 4.47% | +4.47 |
| TSM Taiwan Semiconductor-SP ADR | Add +14322.6% | 4.35% | +4.33 |
| NFLX Netflix Inc. | New | 3.46% | +3.46 |
| GEV GE Vernova Inc. | New | 3.34% | +3.34 |
| APP AppLovin Corp. Class A | New | 2.67% | +2.67 |
| TJX TJX Companies Inc. | Add +22357.2% | 2.42% | +2.41 |
| NXT Nextpower Inc. | New | 2.38% | +2.38 |
| VEEV Veeva Systems Inc. Class A | New | 1.02% | +1.02 |
| YUM Yum! Brands Inc. | New | 0.63% | +0.63 |
| BMI Badger Meter Inc. | Add +89.4% | 0.82% | +0.37 |
| WM Waste Management Inc. | Add +63.2% | 0.57% | +0.20 |
| ORLY O'reilly Automotive Inc. | New | 0.01% | +0.01 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 27 | $4.5B | MAR, SYK, WAT, CHD, V |
| Q1 2026 | 24 | $4.4B | MAR, SYK, WAT, GOOGL, V |
| Q4 2025 | 26 | $5.5B | SYK, WAT, MAR, GOOGL, V |
| Q3 2025 | 23 | $6.4B | SYK, MSFT, META, GOOGL, IDXX |
| Q2 2025 | 26 | $7.4B | META, MSFT, SYK, PM, V |
| Q1 2025 | 27 | $7.1B | META, SYK, MSFT, PM, V |
| Q4 2024 | 31 | $7.7B | META, MSFT, SYK, ADP, V |
| Q3 2024 | 28 | $8.0B | MSFT, META, SYK, ADP, V |
| Q2 2024 | 28 | $7.8B | MSFT, META, SYK, V, PM |
| Q1 2024 | 27 | $7.5B | MSFT, META, SYK, V, IDXX |