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

2025 Q1 2024 Q4 · filed 15 May · long equity

META - Meta Platforms · CL A 10.19% Reduce −14.9% 3,883,796 $576.36 $2.2B −677,556 −$432M
MSFT - Microsoft 9.17% Reduce −13.2% 5,370,162 $375.39 $2B −816,871 −$592M
SYK - Stryker 8.59% Reduce −5.0% 5,069,187 $372.25 $1.9B −264,790 −$33M
PM - Philip Morris Intl 7.81% Reduce −3.9% 10,805,892 $158.73 $1.7B −439,283 +$362M
V - VISA · CL A 6.60% Reduce −10.5% 4,137,024 $350.46 $1.4B −485,543 −$11M
ADP - Automatic Data Processing 6.28% Reduce −10.0% 4,513,899 $305.53 $1.4B −499,813 −$89M
WAT - Waters 6.06% Reduce −0.6% 3,613,197 $368.57 $1.3B −21,325 −$17M
IDXX - Idexx Labs 5.06% Reduce −0.5% 2,648,331 $419.95 $1.1B −14,524 +$11M
GOOGL - Alphabet · CL A 4.82% Reduce −0.1% 6,843,213 $154.64 $1.1B −5,065 −$238M
MAR - Marriott Intl · CL A 4.61% Reduce −0.1% 4,251,560 $238.20 $1B −3,780 −$174M
FTNT - Fortinet 3.73% Reduce −0.1% 8,523,040 $96.26 $820M −7,383 +$14M
PG - Procter And Gamble 3.58% Reduce −0.1% 4,620,406 $170.42 $787M −5,970 +$12M
CHD - Church & Dwight 3.43% Reduce −0.1% 6,847,486 $110.09 $754M −9,635 +$36M
MTD - Mettler Toledo 3.18% Reduce −0.1% 590,838 $1,181 $698M −617 −$26M
OTIS - Otis Worldwide 2.76% Reduce −1.7% 5,866,737 $103.20 $605M −100,040 +$53M
TXN - Texas Instrs 2.23% Add +60.3% 2,725,812 $179.70 $490M +1,025,182 +$171M
ZTS - Zoetis · CL A 1.91% Add +1020.2% 2,546,487 $164.65 $419M +2,319,158 +$382M
NKE - NIKE · CL B 1.77% Hold 6,135,629 $63.48 $389M
BF.B - Brown Forman · CL B 1.49% Hold 9,637,881 $33.94 $327M
VRSN - Verisign 0.66% Reduce −8.7% 570,035 $253.87 $145M −54,465 +$15M
INTU - Intuit 0.51% New 181,628 $613.99 $112M +181,628 +$112M
VRSK - Verisk Analytics 0.45% Reduce −20.8% 330,624 $297.62 $98M −87,061 −$17M
CHH - Choice Hotels Intl 0.44% Hold 733,892 $132.78 $97M
GGG - Graco 0.43% Hold 1,139,641 $83.51 $95M
MSCI - MSCI Inc 0.43% Hold 166,619 $565.50 $94M
QLYS - Qualys 0.41% Add +31.1% 718,602 $125.93 $90M +170,593 +$14M
PAYC - Paycom Software 0.41% Add +28.2% 413,510 $218.48 $90M +90,899 +$24M
CLX - Clorox Del 0.41% Hold 613,497 $147.25 $90M
ROL - Rollins 0.39% Hold 1,597,513 $54.03 $86M
Oddity Tech · CL A 0.32% Hold 1,615,158 $43.26 $70M
DOCS - Doximity · CL A 0.31% Add +67.5% 1,189,882 $58.03 $69M +479,380 +$31M
EXPO - Exponent 0.31% Hold 836,477 $81.06 $68M
SABR - Sabre 0.27% Hold 21,499,095 $2.81 $60M
EFX - Equifax 0.26% Reduce −35.2% 235,505 $243.56 $57M −127,823 −$35M
Catalyst Pharmaceuticals 0.24% New 2,151,274 $24.25 $52M +2,151,274 +$52M
HD - Home Depot 0.19% Reduce −21.2% 114,736 $366.49 $42M −30,903 −$15M
MEDP - Medpace 0.18% Hold 127,537 $304.69 $39M
MA - Mastercard · CL A 0.12% Reduce −22.8% 49,454 $548.12 $27M −14,579 −$7M

Exits / last held

not current holdings · last reported size, unchanged · gone vs 2024 Q4

Stock % of portfolio Recent activity Shares Reported price* Value Share change $ change
PEP - Pepsico 3.67% Exit 0 $152.06 $861M −5,663,677 −$861M
IEX - IDEX 0.32% Exit 0 $209.29 $76M −362,501 −$76M

* 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 2024 Q4. Click column headers to sort · click New / Hold / Add / Reduce to promote that move type to the top. Exit opens the last-held block below.

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