Follow-The-Filings

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

2026 Q2 · filed 8/14/2026 · 41 long · top 12 shown

top 5 29.8% · top 10 52.5%

AUM over time

2026 Q2 $13.6B +6.4% QoQ
2021 Q3 · $36.2B 2021 Q3 · $36.2B
Q3 2021
2021 Q4 · $41B · +13.3% QoQ 2021 Q4 · $41B · +13.3% QoQ
Q4
2022 Q1 · $29.1B · −28.9% QoQ 2022 Q1 · $29.1B · −28.9% QoQ
Q1 2022
2022 Q2 · $22.7B · −22.2% QoQ 2022 Q2 · $22.7B · −22.2% QoQ
Q2
2022 Q3 · $21.1B · −7.0% QoQ 2022 Q3 · $21.1B · −7.0% QoQ
Q3
2022 Q4 · $21.9B · +3.9% QoQ 2022 Q4 · $21.9B · +3.9% QoQ
Q4
2023 Q1 · $23.2B · +5.8% QoQ 2023 Q1 · $23.2B · +5.8% QoQ
Q1 2023
2023 Q2 · $23.8B · +2.8% QoQ 2023 Q2 · $23.8B · +2.8% QoQ
Q2
2023 Q3 · $22B · −7.7% QoQ 2023 Q3 · $22B · −7.7% QoQ
Q3
2023 Q4 · $23.9B · +8.5% QoQ 2023 Q4 · $23.9B · +8.5% QoQ
Q4
2024 Q1 · $25.6B · +7.0% QoQ 2024 Q1 · $25.6B · +7.0% QoQ
Q1 2024
2024 Q2 · $24.5B · −4.0% QoQ 2024 Q2 · $24.5B · −4.0% QoQ
Q2
2024 Q3 · $25.3B · +3.0% QoQ 2024 Q3 · $25.3B · +3.0% QoQ
Q3
2024 Q4 · $23.5B · −7.2% QoQ 2024 Q4 · $23.5B · −7.2% QoQ
Q4
2025 Q1 · $22B · −6.3% QoQ 2025 Q1 · $22B · −6.3% QoQ
Q1 2025
2025 Q2 · $23B · +4.7% QoQ 2025 Q2 · $23B · +4.7% QoQ
Q2
2025 Q3 · $19.8B · −14.0% QoQ 2025 Q3 · $19.8B · −14.0% QoQ
Q3
2025 Q4 · $17.1B · −13.5% QoQ 2025 Q4 · $17.1B · −13.5% QoQ
Q4
2026 Q1 · $12.8B · −25.1% QoQ 2026 Q1 · $12.8B · −25.1% QoQ
Q1 2026
2026 Q2 · $13.6B · +6.4% QoQ 2026 Q2 · $13.6B · +6.4% QoQ
Q2

Book

2023 Q4 2023 Q3 · filed 14 Feb · long equity

MSFT - Microsoft 12.50% Reduce −8.2% 7,943,324 $376.04 $3B −705,498 +$256M
META - Meta Platforms · CL A 7.41% Reduce −0.1% 4,998,706 $353.96 $1.8B −7,439 +$266M
SYK - Stryker 6.91% Reduce −0.1% 5,512,626 $299.46 $1.7B −6,177 +$143M
IDXX - Idexx Laboratories 6.34% Reduce −7.9% 2,728,917 $555.05 $1.5B −235,637 +$218M
V - VISA · CL A 6.25% Reduce −0.3% 5,738,531 $260.35 $1.5B −18,068 +$170M
PM - Philip Morris International 5.92% Reduce −0.2% 15,037,657 $94.08 $1.4B −26,879 +$20M
ADP - Automatic Data Processing 5.67% Add +5.4% 5,816,321 $232.97 $1.4B +295,809 +$27M
WAT - Waters 5.24% Reduce −0.2% 3,800,688 $329.23 $1.3B −5,806 +$208M
PEP - Pepsico 4.71% Reduce −0.1% 6,630,366 $169.84 $1.1B −8,906 +$1M
MKC - Mccormick & Non Vtg Shrs 4.32% Reduce −1.5% 15,090,383 $68.42 $1B −222,282 −$126M
MAR - Marriott International · CL A 4.15% Reduce −0.1% 4,391,506 $225.51 $990M −4,175 +$126M
GOOGL - Alphabet · CL A 4.10% Reduce −7.5% 7,017,411 $139.69 $980M −571,317 −$13M
NKE - NIKE · CL B 3.04% Reduce −0.3% 6,685,413 $108.57 $726M −16,849 +$85M
PG - Procter & Gamble Ord 2.97% Reduce −0.1% 4,839,932 $146.54 $709M −6,641 +$2M
MTD - Mettler Toledo Ord 2.88% Reduce −0.2% 567,593 $1,213 $688M −927 +$59M
CHD - Church And Dwight Ord 2.88% Reduce −0.1% 7,264,116 $94.56 $687M −10,848 +$20M
BF.B - Brown Forman · CL B 2.79% Reduce −3.6% 11,652,706 $57.10 $665M −433,465 −$32M
OTIS - Otis Worldwide Ord 2.41% Reduce −0.1% 6,442,153 $89.47 $576M −8,760 +$58M
FTNT - Fortinet Ord 1.80% Add +48.9% 7,331,844 $58.53 $429M +2,407,603 +$140M
AAPL - Apple 1.08% Add +0.1% 1,334,585 $192.53 $257M +1,299 +$29M
VRSN - Verisign 0.57% Reduce −1.3% 661,533 $205.96 $136M −8,633 +$521K
VRSK - Verisk Analytics 0.52% Reduce −1.3% 519,672 $238.86 $124M −6,782 −$241K
QLYS - Qualys 0.51% Reduce −4.6% 623,955 $196.28 $122M −29,940 +$23M
EFX - Equifax 0.50% Reduce −1.3% 485,569 $247.29 $120M −6,337 +$30M
MSCI - MSCI Inc 0.49% Reduce −1.3% 207,165 $565.65 $117M −2,704 +$10M
GGG - Graco Ord 0.44% Reduce −1.3% 1,207,221 $86.76 $105M −15,755 +$16M
SABR - Sabre 0.41% Reduce −1.3% 22,261,537 $4.40 $98M −290,521 −$3M
EXPO - Exponent 0.40% Reduce −1.3% 1,078,471 $88.04 $95M −14,074 +$1M
CLX - Clorox 0.36% New 603,794 $142.59 $86M +603,794 +$86M
CGNX - Cognex 0.35% Reduce −1.3% 2,019,318 $41.74 $84M −26,353 −$3M
IEX - Idex Ord 0.35% Reduce −1.3% 383,997 $217.11 $83M −5,011 +$2M
ROL - Rollins Ord 0.31% Reduce −1.3% 1,692,246 $43.67 $74M −22,085 +$10M
IPGP - Ipg Photonics 0.25% Reduce −1.3% 548,993 $108.54 $60M −7,164 +$3M
HD - Home Depot Ord 0.22% Add +1.5% 149,818 $346.55 $52M +2,161 +$7M
Oddity Tech · CL A 0.22% Add +92.1% 1,104,416 $46.53 $51M +529,416 +$35M
ZTS - Zoetis Ord · CL A 0.19% Add +1.5% 226,064 $197.37 $45M +3,261 +$6M
JNJ - Johnson & Johnson 0.18% Add +1.5% 278,393 $156.74 $44M +4,015 +$901K
PAYC - Paycom Software 0.14% Reduce −1.3% 157,844 $206.72 $33M −2,060 −$9M
MCD - Mcdonald S Ord 0.11% Add +0.2% 92,495 $296.51 $27M +175 +$3M
MA - Mastercard Ord · CL A 0.11% Add +1.5% 63,677 $426.51 $27M +919 +$2M

* Reported price is value ÷ shares from the 13F as of period end — not a live market quote. Weight % is each long-equity position ÷ full 13F AUM, so rows may not sum to 100% when the filing includes options or other non-equity (excluded from this table). Share change and $ change are vs 2023 Q3. Click column headers to sort · click New / Hold / Add / Reduce to promote that move type to the top.

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

Notable person
Terry Smith
SEC filing name
Fundsmith LLP
Location
London, X0
All SEC filings
View on sec.gov