Fundsmith - Performance Analysis

Investment performance metrics based on historical 13F filings data.

📊 Data Coverage: March 2013 to December 2025 • Initial Portfolio Value: $0.00B

Performance calculated from first filing in our database. This may not represent the investor's entire career.

Portfolio Growth (Since First Filing)

+17.12B

+9,999%+

Winning Positions

+82.19%

60 wins / 73 positions

Average Gain (Winners)

$354.22M

+9,999%+ avg per position

Active Positions

37

10 losing positions

Portfolio Value Over Time

Current: $17.1B
Change: +$17.1B (1897088.25%)
$25.6B$12.8B$902.2K
Mar 2013Sep 2019Dec 2025

Total Positions Tracked

73

All holdings over time

Win/Loss Ratio

6.00

60 gains / 10 losses

Active vs. Exited

37 / 36

Current positions / Exited

Position Performance

60 Gains / 10 Losses

Performance calculated from first appearance in 13F filings. Initial values represent position value when first tracked, not actual purchase prices.

SymbolCompanySectorEntryStatusInitial ValueCurrent ValueGain/LossReturn %
WATWaters CorporationHealthcareMar 2013ACTIVE$55.25K$1.35B$1.35B+9,999%+
SYKStryker CorporationHealthcareMar 2013ACTIVE$122.04K$1.30B$1.30B+9,999%+
IDXXIDEXX Laboratories, Inc.HealthcareMar 2015ACTIVE$3.94K$1.27B$1.27B+9,999%+
VVisa Inc.Financial ServicesMar 2013ACTIVE$20.94K$1.24B$1.24B+9,999%+
MARMarriott InternationalConsumer CyclicalMar 2015ACTIVE$3.96K$1.23B$1.23B+9,999%+
GOOGLAlphabet Inc.Communication ServicesDec 2021ACTIVE$1.21M$1.10B$1.09B+9,999%+
ADPAutomatic Data Processing, Inc.TechnologyJun 2013ACTIVE$97.72K$1.07B$1.07B+9,999%+
ELEstee Lauder Companies, Inc. (TConsumer DefensiveSep 2016EXITED$303.80K$1.06B$1.06B+9,999%+
MSFTMicrosoft CorporationTechnologyMar 2013ACTIVE$90.33K$1.01B$1.01B+9,999%+
PMPhilip Morris International IncConsumer DefensiveMar 2013ACTIVE$67.09K$982.39M$982.32M+9,999%+
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Important Note: Data Limitations

These metrics are based on 13F filing data which has significant limitations:

  • Quarterly Snapshots Only: 13F filings show positions at quarter-end, not actual transaction prices
  • No Transaction Prices: We cannot determine actual buy/sell prices, only end-of-quarter values
  • Performance Estimates: Gains/losses are calculated from first appearance to last update using quarterly values
  • Missing Data: Intra-quarter trades, dividends, corporate actions, and exact timing are not captured
  • Educational Only: These metrics are estimates for understanding general investment patterns, not actual realized returns

Use these metrics for informational and educational purposes only. They represent broad trends, not precise investment performance.