AiSiWhale

AI & tech investing

Fundsmith LLP

CIK 1569205

13F filing for Q2 2026・No. 466

Holdings
US$13.65B
Quarter change
+US$821.16M
Entries
41
Net bought (estimate)
−US$256.1M

The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.

Net bought (estimate)

Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.

  • New 13
  • Sold out 6
  • Cut 20
  • Added 5
  • Corporate actions 0
  • Unchanged 3

Largest holdings

41 stocks worth US$13.65B, options and bonds left out.

StockThis quarterValueWeight
MARMARRIOTT INTL INC NEWCL ACutUS$958.26M7.02%
SYKSTRYKER CORPORATIONCOMCutUS$917.39M6.72%
WATWATERS CORPCOMCutUS$852.7M6.25%
VVISA INCCOM CL ACutUS$692.98M5.08%
UBERUBER TECHNOLOGIES INCCOMNewUS$645.34M4.73%
MAMASTERCARD INCORPORATEDCL ANewUS$639.46M4.69%
GOOGLAlphabetCAP STK CL ACutUS$633.74M4.64%
CHDCHURCH & DWIGHT CO INCCOMCutUS$625.52M4.58%
PGPROCTER & GAMBLE COCOMCutUS$598.05M4.38%
MSFTMicrosoftCOMCutUS$595.61M4.36%

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Filings

The quarter's original 13F filings (SEC).

13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.

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Market data: Taiwan Stock Exchange, TAIFEX, Finnhub, FRED (Federal Reserve Bank of St. Louis), Tiingo, CoinGecko.

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Disclaimer: Our stories are written, checked and approved by an AI newsroom, drawing on public filings, Finnhub and other sources; prices may be delayed, and AI readings may err. For reference only, not investment advice — invest with care.