Featured 13F manager
Fundsmith LLP Terry Smith
London, X0 20 processed 13Fs on this site · 2021 Q3–2026 Q2
- $13.6B
- 41 Positions
- 2026 Q2
- +6.4% QoQ
- Top 5 29.8%
Portfolio
top 5 29.8% · top 10 52.5%
- MAR - Marriott Intl · CL A 7.0%
- SYK - Stryker 6.7%
- WAT - Waters 6.3%
- V - VISA · CL A 5.1%
- UBER - UBER Technologies 4.7%
- MA - Mastercard · CL A 4.7%
- GOOGL - Alphabet · CL A 4.6%
- CHD - Church & Dwight 4.6%
- PG - Procter & Gamble 4.4%
- MSFT - Microsoft 4.4%
- META - Meta Platforms · CL A 4.3%
- ADP - Automatic Data Processing 4.3%
- Other 38.9%
AUM over time
Book
| MSFT - Microsoft | 9.38% | Hold | 12,034,366 | $281.92 | $3.4B |
| PYPL - Paypal | 8.84% | Hold | 12,288,820 | $260.21 | $3.2B |
| IDXX - Idexx Laboratories | 7.29% | Hold | 4,242,202 | $621.90 | $2.6B |
| INTU - Intuit | 6.84% | Hold | 4,582,539 | $539.51 | $2.5B |
| META - Meta Platforms · CL A | 6.04% | Hold | 6,440,136 | $339.39 | $2.2B |
| EL - Estee Lauder · CL A | 5.66% | Hold | 6,831,752 | $299.93 | $2B |
| SYK - Stryker | 5.12% | Hold | 7,015,492 | $263.72 | $1.9B |
| PM - Philip Morris International | 5.07% | Hold | 19,353,620 | $94.79 | $1.8B |
| WAT - Waters | 4.46% | Hold | 4,511,194 | $357.30 | $1.6B |
| PEP - Pepsico | 4.20% | Hold | 10,092,652 | $150.41 | $1.5B |
| MKC - Mccormick & Non Vtg Shrs | 4.19% | Hold | 18,713,629 | $81.03 | $1.5B |
| V - VISA · CL A | 4.06% | Hold | 6,595,049 | $222.75 | $1.5B |
| ADP - Automatic Data Processing | 3.92% | Hold | 7,096,134 | $199.92 | $1.4B |
| NKE - NIKE · CL B | 3.52% | Hold | 8,764,739 | $145.23 | $1.3B |
| AMZN - Amazon | 3.34% | Hold | 367,861 | $3,285 | $1.2B |
| SBUX - Starbucks | 3.28% | Hold | 10,745,026 | $110.31 | $1.2B |
| JNJ - Johnson & Johnson | 3.22% | Hold | 7,203,569 | $161.50 | $1.2B |
| BF.B - Brown Forman · CL B | 2.67% | Hold | 14,422,611 | $67.01 | $966M |
| CHD - Church & Dwight | 2.52% | Hold | 11,022,496 | $82.57 | $910M |
| SABR - Sabre | 0.66% | Hold | 20,093,468 | $11.84 | $238M |
| FTNT - Fortinet | 0.51% | Hold | 634,415 | $292.04 | $185M |
| EFX - Equifax | 0.48% | Hold | 681,754 | $253.42 | $173M |
| VRSK - Verisk Analytics | 0.44% | Hold | 792,510 | $200.27 | $159M |
| ANSS - Ansys | 0.44% | Hold | 464,652 | $340.45 | $158M |
| VRSN - Verisign | 0.39% | Hold | 693,291 | $205.01 | $142M |
| CGNX - Cognex | 0.36% | Hold | 1,625,987 | $80.22 | $130M |
| MSCI — | 0.35% | Hold | 210,520 | $608.34 | $128M |
| IPGP - Ipg Photonics | 0.35% | Hold | 798,462 | $158.40 | $126M |
| QLYS - Qualys | 0.33% | Hold | 1,070,513 | $111.29 | $119M |
| Masimo | 0.33% | Hold | 435,010 | $270.71 | $118M |
| Ao Smith | 0.30% | Hold | 1,774,515 | $61.07 | $108M |
| PAYC - Paycom Software | 0.30% | Hold | 217,906 | $495.75 | $108M |
| WING - Wingstop | 0.26% | Hold | 562,965 | $163.93 | $92M |
| ROL - Rollins | 0.22% | Hold | 2,248,561 | $35.33 | $79M |
| HD - Home Depot | 0.13% | Hold | 148,339 | $328.26 | $49M |
| ZTS - Zoetis · CL A | 0.13% | Hold | 240,502 | $194.14 | $47M |
| PG - Procter And Gamble | 0.12% | Hold | 318,181 | $139.80 | $44M |
| MELI - Mercadolibre | 0.11% | Hold | 24,225 | $1,679 | $41M |
| WNS | 0.04% | Hold | 188,912 | $81.80 | $15M |
| Genpact | 0.04% | Hold | 305,208 | $47.51 | $14M |
| TSM - Taiwan Semiconductor Mfg | 0.04% | Hold | 129,633 | $111.65 | $14M |
| XP — · CL A | 0.03% | Hold | 253,367 | $40.17 | $10M |
| CL - Colgate Palmolive | 0.03% | Hold | 122,890 | $75.58 | $9M |
Filings history
20 periods · normalized AUM · open a period for holdings
| Period | Holdings | AUM | QoQ | Form | Filed | Filing ID |
|---|---|---|---|---|---|---|
| 2026 Q2 | 41 | $13.6B | +6.4% | 13F-HR | 8/14/2026 | 000156920526000012 |
| 2026 Q1 | 34 | $12.8B | −25.1% | 13F-HR | 5/15/2026 | 000156920526000005 |
| 2025 Q4 | 37 | $17.1B | −13.5% | 13F-HR | 2/17/2026 | 000156920526000002 |
| 2025 Q3 | 35 | $19.8B | −14.0% | 13F-HR | 11/14/2025 | 000156920525000004 |
| 2025 Q2 | 39 | $23B | +4.7% | 13F-HR | 8/14/2025 | 000180154725000008 |
| 2025 Q1 | 38 | $22B | −6.3% | 13F-HR | 5/15/2025 | 000152002325000003 |
| 2024 Q4 | 38 | $23.5B | −7.2% | 13F-HR | 2/14/2025 | 000152002325000002 |
| 2024 Q3 | 40 | $25.3B | +3.0% | 13F-HR | 11/14/2024 | 000152002324000040 |
| 2024 Q2 | 40 | $24.5B | −4.0% | 13F-HR | 8/14/2024 | 000152002324000030 |
| 2024 Q1 | 40 | $25.6B | +7.0% | 13F-HR | 5/15/2024 | 000152002324000020 |
| 2023 Q4 | 40 | $23.9B | +8.5% | 13F-HR | 2/14/2024 | 000152002324000014 |
| 2023 Q3 | 39 | $22B | −7.7% | 13F-HR | 11/14/2023 | 000152002323000012 |
| 2023 Q2 | 39 | $23.8B | +2.8% | 13F-HR | 8/14/2023 | 000152002323000011 |
| 2023 Q1 | 40 | $23.2B | +5.8% | 13F-HR | 5/15/2023 | 000152002323000010 |
| 2022 Q4 | 38 | $21.9B | +3.9% | 13F-HR | 2/14/2023 | 000152002323000001 |
| 2022 Q3 | 46 | $21.1B | −7.0% | 13F-HR | 11/14/2022 | 000152002322000010 |
| 2022 Q2 | 43 | $22.7B | −22.2% | 13F-HR | 8/15/2022 | 000152002322000009 |
| 2022 Q1 | 44 | $29.1B | −28.9% | 13F-HR | 5/16/2022 | 000152002322000006 |
| 2021 Q4 | 44 | $41B | +13.3% | 13F-HR | 2/14/2022 | 000186853722000005 |
| 2021 Q3 | 43 | $36.2B | — | 13F-HR | 11/12/2021 | 000152002321000007 |
About
Fundsmith LLP
20 processed 13Fs on this site · 2021 Q3–2026 Q2