Fundsmith Investment Services Ltd. 13F 持仓 · 2026年Q2
Fundsmith Investment Services 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 27 只证券，申报市值合计 45.19 亿美元。前几大持仓：MAR（7.40%）、SYK（7.32%）、WAT（6.95%）。本季前 25 大持仓中：新建仓 8 只、增持 3 只、减持 14 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | MAR | MARRIOTT INTL INC NEW | $334.2M | 7.40% | 901,923 | 减持 |
| 2 | SYK | STRYKER CORPORATION | $330.8M | 7.32% | 1.1M | 减持 |
| 3 | WAT | WATERS CORP | $314.2M | 6.95% | 837,764 | 减持 |
| 4 | CHD | CHURCH & DWIGHT CO INC | $245.8M | 5.44% | 2.5M | 减持 |
| 5 | V | VISA INC | $233.5M | 5.17% | 680,492 | 减持 |
| 6 | TXN | TEXAS INSTRS INC | $226.3M | 5.01% | 759,134 | 减持 |
| 7 | UBER | UBER TECHNOLOGIES INC | $213.3M | 4.72% | 3.0M | 新建仓 |
| 8 | MA | MASTERCARD INCORPORATED | $201.8M | 4.47% | 392,933 | 新建仓 |
| 9 | GOOGL | ALPHABET INC | $199.8M | 4.42% | 558,963 | 减持 |
| 10 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $196.5M | 4.35% | 411,476 | 增持 |
| 11 | META | META PLATFORMS INC | $191.9M | 4.25% | 340,730 | 减持 |
| 12 | MSFT | MICROSOFT CORP | $188.5M | 4.17% | 505,361 | 减持 |
| 13 | ADP | AUTOMATIC DATA PROCESSING IN | $184.5M | 4.08% | 823,664 | 减持 |
| 14 | FTNT | FORTINET INC | $173.0M | 3.83% | 1.1M | 减持 |
| 15 | IDXX | IDEXX LABS INC | $172.2M | 3.81% | 327,058 | 减持 |
| 16 | PM | PHILIP MORRIS INTL INC | $170.9M | 3.78% | 944,396 | 减持 |
| 17 | PG | PROCTER & GAMBLE CO | $159.2M | 3.52% | 1.1M | 减持 |
| 18 | NFLX | NETFLIX INC. | $156.1M | 3.46% | 2.2M | 新建仓 |
| 19 | GEV | GE VERNOVA INC | $151.1M | 3.34% | 128,646 | 新建仓 |
| 20 | APP | APPLOVIN CORP | $120.5M | 2.67% | 233,921 | 新建仓 |
| 21 | TJX | TJX COS INC NEW | $109.3M | 2.42% | 721,550 | 增持 |
| 22 | NXT | NEXTPOWER INC | $107.6M | 2.38% | 903,523 | 新建仓 |
| 23 | VEEV | VEEVA SYS INC | $46.0M | 1.02% | 259,070 | 新建仓 |
| 24 | BMI | BADGER METER INC | $37.3M | 0.82% | 251,196 | 增持 |
| 25 | YUM | YUM BRANDS INC | $28.5M | 0.63% | 178,009 | 新建仓 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR