Fundsmith Investment Services Limited
Fundsmith Investment Services Limited is an SEC-registered investment adviser based in Beaux Songes, Mauritius that reports managing 1 hedge fund on Form ADV. It reports $24.6 billion in regulatory assets under management. Its private funds, of all types, hold $8.8 million in gross assets. Its disclosed U.S. stock holdings returned an estimated -0.1% 2026 YTD through Jun 30 (S&P 500: +9.5%), based on 13F filings. Over a longer period they returned an estimated +18.1% from Q3 2024 to Q2 2026, compared with +37.2% for the S&P 500, based on 13F filings.
- Regulatory assets under management
- $24.6 billionForm ADV Item 5.F
- Gross assets of private funds
- $8.8 millionAll private fund types, Form ADV
- Hedge funds managed
- 11 private funds in total
- Employees
- 12Form ADV Item 5.A
- Registration
- SEC-registered adviserCRD 310498
- Latest Form ADV
- 06/29/2026Disciplinary disclosures: none reported
Estimated 13F portfolio performance
| Quarter | Est. 13F return | S&P 500 |
|---|---|---|
| Q2 2026 | +10.1% | +14.8% |
| Q1 2026 | -9.2% | -4.6% |
| Q4 2025 | +1.9% | +2.4% |
| Q3 2025 | -1.3% | +7.8% |
| Q2 2025 | +10.1% | +10.4% |
| Q1 2025 | -0.3% | -4.5% |
| Q4 2024 | -0.5% | +2.1% |
| Q3 2024 | +7.6% | +5.4% |
Estimate of the firm's disclosed long U.S. stock portfolio from its quarterly 13F filings, holding each quarter-end portfolio to the next quarter-end at prices implied by all 13F filers. It is a price return before dividends and fees, ignores shorts, options, bonds, cash and trading within the quarter, and is not the return of any fund. Disclosures
Largest disclosed holdings
- Marriott Intl Inc New CL A$334.2 million
- Stryker Corporation$330.8 million
- Waters Corp$314.2 million
- Church & Dwight Co Inc$245.8 million
- Visa Inc CL A$233.5 million
- Texas Instrs Inc$226.3 million
- Uber Technologies Inc$213.3 million
- Mastercard Inc.$201.8 million
- Alphabet, Inc Voting Class$199.8 million
- Taiwan Semiconductor MFG LTD Sponsored ADS$196.5 million
As of 2026-06-30, from 13F filing by Fundsmith Investment Services LTD..
From SEC filings. Firm data comes from the SEC's Form ADV data as of Oct 2, 2026; performance estimates come from Form 13F. HedgeMountain has not verified this information, and it is not an offer, solicitation or recommendation. Full disclosures