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SEC filer: Fundsmith LLP · quarter ending 2026-06-30 · filed 2026-08-14 · $13.65B across 41 reported positions
| METTLER TOLEDO INTERNATIONAL | EXITED | 568,516 → 0 sh | $717.0M |
| UBER | NEW POSITION | 0 → 8,943,151 sh | $645.3M |
| MASTERCARD INCORPORATED | NEW POSITION | 0 → 1,245,051 sh | $639.5M |
| TAIWAN SEMICONDUCTOR MANUFAC | NEW POSITION | 0 → 1,148,449 sh | $548.5M |
| NFLX | NEW POSITION | 0 → 6,990,345 sh | $499.1M |
| GEV | NEW POSITION | 0 → 409,835 sh | $481.5M |
| ZTS | EXITED | 3,877,559 → 0 sh | $458.4M |
| APP | NEW POSITION | 0 → 696,568 sh | $358.9M |
| # | Issuer | Weight | Value | Shares | Type |
|---|---|---|---|---|---|
| 1 | MARRIOTT INTL INC NEWno ticker match — as filed | 7.0% | $958.3M | 2,585,757 | SHARES |
| 2 | STRYKER CORPORATIONno ticker match — as filed | 6.7% | $917.4M | 2,913,833 | SHARES |
| 3 | WATERS CORPno ticker match — as filed | 6.2% | $852.7M | 2,273,632 | SHARES |
| 4 | VVISA INC | 5.1% | $693.0M | 2,019,810 | SHARES |
| 5 | UBERUBER TECHNOLOGIES INC | 4.7% | $645.3M | 8,943,151 | SHARES |
| 6 | MASTERCARD INCORPORATEDno ticker match — as filed | 4.7% | $639.5M | 1,245,051 | SHARES |
| 7 | GOOGLALPHABET INC | 4.6% | $633.7M |
| 1,773,354 |
| SHARES |
| 8 | CHURCH & DWIGHT CO INCno ticker match — as filed | 4.6% | $625.5M | 6,456,634 | SHARES |
| 9 | PGPROCTER & GAMBLE CO | 4.4% | $598.1M | 4,078,371 | SHARES |
| 10 | MSFTMICROSOFT CORP | 4.4% | $595.6M | 1,596,737 | SHARES |
| 11 | METAMETA PLATFORMS INC | 4.3% | $592.5M | 1,051,876 | SHARES |
| 12 | AUTOMATIC DATA PROCESSING INno ticker match — as filed | 4.3% | $582.6M | 2,601,567 | SHARES |
| 13 | FTNTFORTINET INC | 4.1% | $557.6M | 3,629,938 | SHARES |
| 14 | TAIWAN SEMICONDUCTOR MANUFACno ticker match — as filed | 4.0% | $548.5M | 1,148,449 | SHARES |
| 15 | IDEXX LABS INCno ticker match — as filed | 3.9% | $536.9M | 1,019,887 | SHARES |
| 16 | TEXAS INSTRS INCno ticker match — as filed | 3.9% | $536.3M | 1,799,182 | SHARES |
| 17 | PHILIP MORRIS INTL INCno ticker match — as filed | 3.9% | $527.1M | 2,913,693 | SHARES |
| 18 | NFLXNETFLIX INC. | 3.7% | $499.1M | 6,990,345 | SHARES |
| 19 | GEVGE VERNOVA INC | 3.5% | $481.5M | 409,835 | SHARES |
| 20 | APPAPPLOVIN CORP | 2.6% | $358.9M | 696,568 | SHARES |
| 21 | TJX COS INC NEWno ticker match — as filed | 2.5% | $344.3M | 2,272,592 | SHARES |
| 22 | NXTNEXTPOWER INC | 2.5% | $340.3M | 2,856,092 | SHARES |
| 23 | VEEVA SYS INCno ticker match — as filed | 1.1% | $145.0M | 816,785 | SHARES |
| 24 | YUMYUM BRANDS INC | 0.7% | $88.9M | 556,107 | SHARES |
| 25 | MSCIMSCI INC | 0.2% | $30.0M | 53,580 | SHARES |
Values as reported in the filing's information table; duplicate issuer lines (share classes/lots) aggregated. 13Fs disclose long US positions only — shorts, futures, and most foreign holdings are invisible here. Educational only — not investment advice, and a quarter old by design.