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Fundsmith
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Fundsmith Equity Fund sold Intuit (INTU) in Q2 2026, citing concerns over Intuit's handling of the "poor Mailchimp acquisition" and its decision to report results "ex Mailchimp."
Fundsmith stated in its Q2 2026 investor letter that this approach by Intuit indicated a "continuing state of denial" regarding the acquisition's performance, which was the original reason for their i
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Fundsmith Equity Fund highlights Mastercard (MA) as a newly added position in its Q2 2026 investor letter, citing its immunity to AI disruption and significant growth potential.
The London-based investment management firm stated that it now owns both Visa and Mastercard, viewing payments as one of the few sectors expected to grow regardless of AI advancements. Fundsmith noted
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Fundsmith Q2 2026 Investor Letter: Names TSMC (TSM) as New Tech Holding, Citing Unrivaled Technological Leadership in Semiconductors
London-based investment management firm Fundsmith highlighted in its Q2 2026 investor letter that it has added Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) as a new technology holding
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Fundsmith Equity Fund discloses Q2 2026 investor letter, announcing a new position in AppLovin (APP), optimistic about its AI-powered ad matching technology.
London-based investment management firm Fundsmith has released its Q2 2026 investor letter for the Fundsmith Equity Fund, disclosing that the fund has initiated a new position in mobile technology com
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Fundsmith Equity Fund sold Intuit (INTU) in Q2 2026, citing concerns over Intuit's handling of the "poor Mailchimp acquisition" and its decision to report results "ex Mailchimp."
Fundsmith stated in its Q2 2026 investor letter that this approach by Intuit indicated a "continuing state of denial" regarding the acquisition's performance, which was the original reason for their i
-
Fundsmith Equity Fund highlights Mastercard (MA) as a newly added position in its Q2 2026 investor letter, citing its immunity to AI disruption and significant growth potential.
The London-based investment management firm stated that it now owns both Visa and Mastercard, viewing payments as one of the few sectors expected to grow regardless of AI advancements. Fundsmith noted
-
Fundsmith Q2 2026 Investor Letter: Names TSMC (TSM) as New Tech Holding, Citing Unrivaled Technological Leadership in Semiconductors
London-based investment management firm Fundsmith highlighted in its Q2 2026 investor letter that it has added Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) as a new technology holding
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Fundsmith Equity Fund discloses Q2 2026 investor letter, announcing a new position in AppLovin (APP), optimistic about its AI-powered ad matching technology.
London-based investment management firm Fundsmith has released its Q2 2026 investor letter for the Fundsmith Equity Fund, disclosing that the fund has initiated a new position in mobile technology com
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Fundsmith
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