AlphaYouFundsmith LLP
Bought Badger Meter, sold out of Intuit. Portfolio down 25% to $12.8B.
$12.8B portfolio34 holdingstop 10 = 69%filed 2026-05-15
- 1MARMarriott Intl Inc New8.59%$1.1B - 3.4M shares-609K
- 2SYKStryker Corporation7.84%$1.0B - 3.1M shares-626K
- 3WATWaters Corp7.46%$956.6M - 3.2M shares-346K
- 4VVisa Inc7.31%$938.2M - 3.1M shares-431K
- 5GOOGLAlphabet Inc6.63%$850.1M - 3.0M shares-542K
- 6PMPhilip Morris Intl Inc6.59%$845.4M - 5.1M shares-1.0M
- 7IDXXIdexx Labs Inc6.42%$823.6M - 1.5M shares-410K
- 8ADPAutomatic Data Processing 6.11%$783.3M - 3.9M shares-323K
- 9MSFTMicrosoft Corp6.00%$769.9M - 2.1M shares-234
- 10METAMeta Platforms Inc5.89%$756.0M - 1.3M shares-42K
- $717.0M - 569K shares-12K
- 12CHDChurch & Dwight Co Inc4.83%$619.8M - 6.6M shares-87K
- 13PGProcter & Gamble Co4.73%$606.6M - 4.2M shares-48K
- 14TXNTexas Instrs Inc3.97%$509.3M - 2.6M shares-428
- 15FTNTFortinet Inc3.92%$503.1M - 6.2M shares-359K
- 16ZTSZoetis Inc3.57%$458.4M - 3.9M shares-23K
- 17OTISOtis Worldwide Corp1.64%$210.6M - 2.7M shares-381K
- 18MSCIMsci Inc0.27%$34.9M - 65K shares-102K
- 19ROLRollins Inc0.26%$33.1M - 620K shares-859K
- 20MEDPMedpace Hldgs Inc0.23%$30.1M - 63K shares-20K
- 21VRSNVerisign Inc0.22%$28.2M - 113K shares-157K
- 22PAYCPaycom Software Inc0.21%$26.7M - 219K shares-304K
- 23CLXClorox Co Del0.21%$26.7M - 257K shares-356K
- 24VRTVertiv Holdings Co0.18%$22.9M - 91K shares-320K
- 25NTNXNutanix Inc0.17%$21.9M - 577K shares-800K
- 26BMIBadger Meter Inc0.17%$21.7M - 142K sharesNEW
- $20.9M - 845K shares-2.5M
- 28QLYSQualys Inc0.15%$19.9M - 226K shares-422K
- 29DOCSDoximity Inc0.13%$16.1M - 692K shares-958K
- 30MANHManhattan Associates Inc0.13%$16.1M - 121K shares-167K
- $15.1M - 384K shares-1.4M
- 32ADMAAdma Biologics Inc0.12%$14.9M - 1.6M shares-453K
- 33SABRSabre Corp0.10%$13.1M - 9.0M shares-12.5M
- 34HDHome Depot Inc0.07%$9.4M - 29K shares-52K
What a 13F does not show
Filed up to 45 days after the quarter ends, so this is Q1 2026, not today. US-listed shares and some options only. No short bets, cash, bonds, or foreign listings.