Fundsmith.

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• Intuit Transactional
  Intuit offers services in the United States, enhancing Mailchimp with AI solutions, while Credit Karma is confirmed as a segment of Intuit. AppLovin also operates in the US.
  Moves Fundsmith

  Sun 16:05
• LVMH Transactional
  Agache is becoming the controlling entity for LVMH through a corporate control chain simplification, with Bernard Arnault involved in the leadership structure.
  Moves Fundsmith

  Wed 22:12
• AppLovin Transactional
  AppLovin stock is traded on Nasdaq, and both AppLovin and Trade Desk operate in the competitive digital advertising technology landscape.
  Moves Fundsmith

  Mon 15:16
• Netflix Transactional
  HBO and Netflix are competing in the true crime documentary market, featuring a film on civil rights violations in Alabama.
  Moves Fundsmith

  Mon 15:09
• Mastercard Transactional
  Commonwealth Bank adjusts its payment processing programs following changes in Reserve Bank of Australia's policy, affecting card network fees.
  Moves Fundsmith

  Sun 19:22
• Nike Transactional
  Trump struck a major trade deal with Vietnam, during which Vietnamese officials courted U.S. companies like Nike.
  Moves Fundsmith

  Sun 15:03

• Terry Smith Structural

  Terry Smith founded and currently serves as the boss of the hedge fund Fundsmith.

  Some supportJul 9
  Fundsmith → Terry Smith

  Terry Smith → Fundsmith
• AppLovin Transactional

  Fundsmith purchased AppLovin as part of a portfolio shift.

  Some supportJul 24
  Fundsmith → AppLovin

  AppLovin → Fundsmith
• Netflix Transactional

  Fundsmith purchased Netflix as part of a portfolio shift.

  Some supportJul 24
  Fundsmith → Netflix

  Netflix → Fundsmith
• Mastercard Transactional

  Fundsmith purchased Mastercard as part of a portfolio shift on July 24, 2026.

  Some supportJul 24
  Fundsmith → Mastercard

  Mastercard → Fundsmith
• LVMH Transactional

  Fundsmith divested its stake in LVMH as part of a portfolio shift.

  Some supportJul 24
  Fundsmith → LVMH

  LVMH → Fundsmith
• Intuit Transactional

  Fundsmith engaged in specific investment transactions, including buying and selling positions in Intuit.

  Some supportJul 24
  Fundsmith → Intuit

  Intuit → Fundsmith
• Legrand Mentioned together

  Fundsmith categorizes Legrand as part of its industrials sector holdings.

  Some supportJul 24
  Fundsmith → Legrand

  Legrand → Fundsmith
• Nike Transactional

  Fundsmith sold Nike as part of a portfolio shift.

  Some supportJul 24
  Fundsmith → Nike

  Nike → Fundsmith