Fundsmith LLP
Terry Smith · As of Q1 2018 · filed Apr 30, 2018
| PYPL PAYPAL HOLDINGS INC | 9.5% | Added +5.3% | 15,224,967 | $1.16B |
| MSFT MICROSOFT CORP | 9.1% | Added +8.9% | 12,075,307 | $1.10B |
| SYK STRYKER CORP | 7.3% | Added +7.3% | 5,514,447 | $887.4M |
| PM PHILIP MORRIS INTERNATIONAL | 7.3% | Added +18.7% | 8,908,787 | $885.5M |
| WAT WATERS CORP | 7.2% | Added +0.1% | 4,368,590 | $867.8M |
| IDXX IDEXX LABORATORIES INC | 7.0% | Added +0.5% | 4,427,657 | $847.4M |
| META META PLATFORMS INC-CLASS A | 6.8% | New | 5,142,881 | $821.8M |
| BDX BECTON DICKINSON AND CO | 6.4% | Added +56.6% | 3,605,906 | $781.4M |
| PEP PEPSICO INC | 5.9% | Added +13.4% | 6,583,613 | $718.6M |
| INTU INTUIT INC | 5.7% | Added +43.9% | 3,967,675 | $687.8M |
| V VISA INC-CLASS A SHARES | 5.6% | Reduced −0.2% | 5,720,718 | $684.3M |
| ADP AUTOMATIC DATA PROCESSING | 5.4% | Added +4.6% | 5,777,983 | $655.7M |
| EL ESTEE LAUDER COMPANIES-CL A | 5.3% | Added +12.1% | 4,309,460 | $645.2M |
| MMM 3M CO | 4.9% | Added +0.5% | 2,702,412 | $593.2M |
| JNJ JOHNSON & JOHNSON | 4.6% | Reduced −0.1% | 4,327,311 | $554.5M |
| CL COLGATE-PALMOLIVE CO | 1.8% | Added +25.3% | 3,127,734 | $224.2M |
| MAR MARRIOTT INTERNATIONAL -CL A | 0.2% | Reduced −2.1% | 136,742 | $18.6M |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| DR PEPPER SNAPPLE GROUP INC | 8,742,447 | $848.5M |
| BCRUSD CR BARD INC | 2,483,956 | $822.8M |
Holdings reflect long positions disclosed in 13F filings only and exclude short positions, cash, and other non-13F assets. Holdings data sourced from SEC EDGAR. Not investment advice. Full disclaimer.