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FUNDSMITH INVESTMENT SERVICES LTD. — 13F Holdings & Portfolio

CIK 1868537 · latest 13F-HR filed 2026-08-14

Backtest portfolio

FUNDSMITH INVESTMENT SERVICES LTD. manages $4.52B in 13F-reported U.S. long-equity assets across 27 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are MAR (7.40%), SYK (7.32%), WAT (6.95%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 9 new positions and exited 6; 6 existing positions rose in reported value and 10 fell.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM
$4.52B

Long-equity book

Holdings
27

Distinct positions

Period
2026-06-30

Filed 2026-08-14

Q/Q Activity
+9 / −6 / ↑6 / ↓10

vs 2026-03-31

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q2 26
MAR7.4% · -25%SYK7.3% · -11%WAT7.0% · -24%CHD5.4% · -2%V5.2% · -34%TXN5.0% · -12%UBER4.7% · newMA4.5% · newGOOGL4.4% · -51%TSM4.3% · +14323%META4.2% · -27%MSFT4.2% · -24%ADP4.1% · -38%FTNT3.8% · -32%IDXX3.8% · -32%PM3.8% · -44%PG3.5% · -38%NFLX3.5% · newGEV3.3% · newAPP2.7% · newTJX2.4% · +22357%NXT2.4% · newVEEV1.0% · newBMI0.8% · +89%YUM0.6% · newWM0.6% · +63%ORLY0.0% · new

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q1 26 → Q2 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

4 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 55.2%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated Jun 29, 2026.

Assets Under Management
$24.58B
Discretionary
$23.81B
Employees
12
Accounts
13
Address
PALMA B2 ROAD
BEAUX SONGES 1902-01
Mauritius
Phone
00 230 483 3015
Name Title / Status Ownership Type
Armstrong, Tom, Robert ControlCHIEF OPERATING OFFICER
since Jul 2014
Less than 5%Individual
EIGHTH WONDER LIMITED ControlSHAREHOLDER
since Jul 2017
75% or moreForeign Entity
Hossany, Mohammad, Irfaan Asaad ControlDIRECTOR
since Jul 2014
Less than 5%Individual
Joomun, Sameerah ControlCHIEF COMPLIANCE OFFICER
since Sep 2022
Less than 5%Individual
SMITH, TERENCE, CHARLES ControlDIRECTOR - CHIEF EXECUTIVE OFFICER
since Jul 2014
Less than 5%Individual
WARD, GREVILLE, VICTOR BELL ControlDIRECTOR
since Jun 2019
Less than 5%Individual
LAURENCE, MARK, AUBREY SEYMOURSHAREHOLDER
since Jul 2014
5–10%Individual
ROBINS, JULIAN, JOHNSHAREHOLDER
since Jul 2014
10–25%Individual
THE EIGHTH WONDER FOUNDATION Control
Indirect owner via EIGHTH WONDER LIMITED
SHAREHOLDER
since Jun 2022
75% or moreForeign Entity
Ownership & leadership changes · 4 filings with changes since Dec 9, 2020

From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.

Jun 27, 2025 filing
  • ChangedArmstrong, Tom, Robert · title DIRECTOR - HEAD OF FRONT OFFICE OPERATIONS → CHIEF OPERATING OFFICER
Oct 23, 2023 filing
  • No longer listedCootthen, Anshi · CHIEF COMPLIANCE OFFICER AND MAURITIUS COMPLIANCE OFFICER · Less than 5% · control person · listed since Dec 2021
  • No longer listedSMITH, TERENCE, CHARLES · SHAREHOLDER OF EIGHTH WONDER LIMITED · 75% or more · indirect via EIGHTH WONDER LIMITED · control person · listed since Jul 2017
  • AddedJoomun, Sameerah · CHIEF COMPLIANCE OFFICER · Less than 5% · control person
  • AddedTHE EIGHTH WONDER FOUNDATION · SHAREHOLDER · 75% or more · indirect via EIGHTH WONDER LIMITED · control person
  • ChangedArmstrong, Tom, Robert · title CHIEF OPERATIONS OFFICER AND DIRECTOR → DIRECTOR - HEAD OF FRONT OFFICE OPERATIONS
  • ChangedEIGHTH WONDER LIMITED · ownership 50–75% → 75% or more
  • ChangedSMITH, TERENCE, CHARLES · title CHIEF EXECUTIVE OFFICER AND DIRECTOR → DIRECTOR - CHIEF EXECUTIVE OFFICER
Dec 17, 2021 filing
  • AddedCootthen, Anshi · CHIEF COMPLIANCE OFFICER AND MAURITIUS COMPLIANCE OFFICER · Less than 5% · control person
  • ChangedArmstrong, Tom, Robert · title CHIEF OPERATIONS OFFICER, CHIEF COMPLIANCE OFFICER, AND DIRECTOR → CHIEF OPERATIONS OFFICER AND DIRECTOR
Dec 14, 2021 filing
  • No longer listedGODWIN, SIMON, CHARLES · SHAREHOLDER · 5–10% · listed since Jul 2014
Dec 9, 2020 filing (earliest on record)
  • ListedArmstrong, Tom, Robert · CHIEF OPERATIONS OFFICER, CHIEF COMPLIANCE OFFICER, AND DIRECTOR · Less than 5% · control person
  • ListedEIGHTH WONDER LIMITED · SHAREHOLDER · 50–75% · control person
  • ListedGODWIN, SIMON, CHARLES · SHAREHOLDER · 5–10%
  • ListedHossany, Mohammad, Irfaan Asaad · DIRECTOR · Less than 5% · control person
  • ListedLAURENCE, MARK, AUBREY SEYMOUR · SHAREHOLDER · 5–10%
  • ListedROBINS, JULIAN, JOHN · SHAREHOLDER · 10–25%
  • ListedSMITH, TERENCE, CHARLES · CHIEF EXECUTIVE OFFICER AND DIRECTOR · Less than 5% · control person
  • ListedSMITH, TERENCE, CHARLES · SHAREHOLDER OF EIGHTH WONDER LIMITED · 75% or more · indirect via EIGHTH WONDER LIMITED · control person
  • ListedWARD, GREVILLE, VICTOR BELL · DIRECTOR · Less than 5% · control person

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

Top Adds (vs prior quarter)

Show all 6 →

Top Trims

Show all 10 →

New Positions

Show all 9 →

Exited Positions

Show all 6 →

FUNDSMITH INVESTMENT SERVICES LTD. Holdings (2026-06-30)

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 MARRIOTT INTL INC NEW MAR 571903202 $334.2M 7.40% 901,923 SH
2 STRYKER CORPORATION SYK 863667101 $330.8M 7.32% 1,050,585 SH
3 WATERS CORP WAT 941848103 $314.2M 6.95% 837,764 SH
4 CHURCH & DWIGHT CO INC CHD 171340102 $245.8M 5.44% 2,537,243 SH
5 VISA INC V 92826C839 $233.5M 5.17% 680,492 SH
6 TEXAS INSTRS INC TXN 882508104 $226.3M 5.01% 759,134 SH
7 UBER TECHNOLOGIES INC UBER 90353T100 $213.3M 4.72% 2,955,961 SH
8 MASTERCARD INCORPORATED MA 57636Q104 $201.8M 4.47% 392,933 SH
9 ALPHABET INC GOOGL 02079K305 $199.8M 4.42% 558,963 SH
10 TAIWAN SEMICONDUCTOR MANUFAC TSM 874039100 $196.5M 4.35% 411,476 SH
11 META PLATFORMS INC META 30303M102 $191.9M 4.25% 340,730 SH
12 MICROSOFT CORP MSFT 594918104 $188.5M 4.17% 505,361 SH
13 AUTOMATIC DATA PROCESSING IN ADP 053015103 $184.5M 4.08% 823,664 SH
14 FORTINET INC FTNT 34959E109 $173.0M 3.83% 1,126,234 SH
15 IDEXX LABS INC IDXX 45168D104 $172.2M 3.81% 327,058 SH
16 PHILIP MORRIS INTL INC PM 718172109 $170.9M 3.78% 944,396 SH
17 PROCTER & GAMBLE CO PG 742718109 $159.2M 3.52% 1,085,919 SH
18 NETFLIX INC. NFLX 64110L106 $156.1M 3.46% 2,186,945 SH
19 GE VERNOVA INC GEV 36828A101 $151.1M 3.34% 128,646 SH
20 APPLOVIN CORP APP 03831W108 $120.5M 2.67% 233,921 SH
21 TJX COS INC NEW TJX 872540109 $109.3M 2.42% 721,550 SH
22 NEXTPOWER INC NXT 65290E101 $107.6M 2.38% 903,523 SH
23 VEEVA SYS INC VEEV 922475108 $46.0M 1.02% 259,070 SH
24 BADGER METER INC BMI 056525108 $37.3M 0.82% 251,196 SH
25 YUM BRANDS INC YUM 988498101 $28.5M 0.63% 178,009 SH
26 WASTE MGMT INC DEL WM 94106L109 $25.6M 0.57% 114,984 SH
27 OREILLY AUTOMOTIVE INC ORLY 67103H107 $498.2K 0.01% 5,410 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-14 $4.52B 27 0001868537-26-000007
2026-03-31 2026-05-15 $4.41B 24 0001868537-26-000003
2025-12-31 2026-02-17 $5.47B 26 0001868537-26-000002
2025-09-30 2025-11-14 $6.42B 23 0001868537-25-000015
Filer Information
Address
PALMA B2 ROAD
BEAUX SONGES 1902-01
Phone
00 230 483 3015
Filing Manager
FUNDSMITH INVESTMENT SERVICES LTD.
BEAUX SONGES, O4
Signatory
Tom Armstrong
Director