SEC EDGAR Form 13F
Fundsmith LLP
Fundsmith LLP is an institutional investment manager identified in SEC EDGAR Form 13F data.
Latest Form 13F: 34 long U.S. equity positions, $12.8B reported value for the period ended Mar 31, 2026, led by MARRIOTT INTL INC NEW, STRYKER CORPORATION, and WATERS CORP.
CIK: 1569205 · Filed: May 15, 2026 · Period: Mar 31, 2026
Reported value
$12.8B
Positions
34
Key person
13F reporting manager
Style
Institutional 13F
Top holding
MAR · MARRIOTT INTL INC NEW
Period
Mar 31, 2026
Filed
May 15, 2026
CIK
1569205
What a 13F does not show
Form 13F covers many reportable long U.S. equity positions at quarter end. It does not show every asset type, short positions, hedges, intraperiod trades, or current holdings after the report date. Use it as ownership context, not investment advice.
Read the 13F guide →MAR
MARRIOTT INTL INC NEW
Portfolio weight
8.59%
SYK
STRYKER CORPORATION
Portfolio weight
7.84%
WAT
WATERS CORP
Portfolio weight
7.46%
V
VISA INC
Portfolio weight
7.31%
GOOGL
ALPHABET INC
Portfolio weight
6.63%
Top reported holdings
Showing the top 34 positions by reported value. Source: SEC EDGAR Form 13F; period 2026-03-31; filed 2026-05-15.
| # | Ticker | Company | Shares | Value | Portfolio % | QoQ change |
|---|---|---|---|---|---|---|
| 1 | MAR | MARRIOTT INTL INC NEW | 3.4M | $1.1B | 8.59% | -15.3% |
| 2 | SYK | STRYKER CORPORATION | 3.1M | $1.0B | 7.84% | -17.0% |
| 3 | WAT | WATERS CORP | 3.2M | $957M | 7.46% | -9.7% |
| 4 | V | VISA INC | 3.1M | $938M | 7.31% | -12.2% |
| 5 | GOOGL | ALPHABET INC | 3.0M | $850M | 6.63% | -15.5% |
| 6 | PM | PHILIP MORRIS INTL INC | 5.1M | $845M | 6.59% | -16.5% |
| 7 | IDXX | IDEXX LABS INC | 1.5M | $824M | 6.42% | -21.9% |
| 8 | ADP | AUTOMATIC DATA PROCESSING IN | 3.9M | $783M | 6.11% | -7.7% |
| 9 | MSFT | MICROSOFT CORP | 2.1M | $770M | 6.00% | -0.0% |
| 10 | META | META PLATFORMS INC | 1.3M | $756M | 5.89% | -3.1% |
| 11 | MTD | METTLER TOLEDO INTERNATIONAL | 568.5K | $717M | 5.59% | -2.1% |
| 12 | CHD | CHURCH & DWIGHT CO INC | 6.6M | $620M | 4.83% | -1.3% |
| 13 | PG | PROCTER & GAMBLE CO | 4.2M | $607M | 4.73% | -1.1% |
| 14 | TXN | TEXAS INSTRS INC | 2.6M | $509M | 3.97% | -0.0% |
| 15 | FTNT | FORTINET INC | 6.2M | $503M | 3.92% | -5.5% |
| 16 | ZTS | ZOETIS INC | 3.9M | $458M | 3.57% | -0.6% |
| 17 | OTIS | OTIS WORLDWIDE CORP | 2.7M | $211M | 1.64% | -12.2% |
| 18 | MSCI | MSCI INC | 64.8K | $35M | 0.27% | -61.1% |
| 19 | ROL | ROLLINS INC | 619.9K | $33M | 0.26% | -58.1% |
| 20 | MEDP | MEDPACE HLDGS INC | 62.7K | $30M | 0.23% | -24.1% |
| 21 | VRSN | VERISIGN INC | 113.5K | $28M | 0.22% | -58.1% |
| 22 | PAYC | PAYCOM SOFTWARE INC | 219.5K | $27M | 0.21% | -58.1% |
| 23 | CLX | CLOROX CO DEL | 257.2K | $27M | 0.21% | -58.1% |
| 24 | VRT | VERTIV HOLDINGS CO | 91.3K | $23M | 0.18% | -77.8% |
| 25 | NTNX | NUTANIX INC | 577.4K | $22M | 0.17% | -58.1% |
| 26 | BMI | BADGER METER INC | 142.5K | $22M | 0.17% | -- |
| 27 | CPRX | CATALYST PHARMACEUTICALS INC | 844.9K | $21M | 0.16% | -74.9% |
| 28 | QLYS | QUALYS INC | 226.1K | $20M | 0.15% | -65.1% |
| 29 | DOCS | DOXIMITY INC | 691.8K | $16M | 0.13% | -58.1% |
| 30 | MANH | MANHATTAN ASSOCIATES INC | 120.9K | $16M | 0.13% | -58.1% |
| 31 | NSSC | NAPCO SEC TECHNOLOGIES INC | 383.6K | $15M | 0.12% | -78.5% |
| 32 | ADMA | ADMA BIOLOGICS INC | 1.6M | $15M | 0.12% | -21.5% |
| 33 | SABR | SABRE CORP | 9.0M | $13M | 0.10% | -58.1% |
| 34 | HD | HOME DEPOT INC | 28.6K | $9M | 0.07% | -64.3% |
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