Fundsmith LLP
Terry Smith · As of Q1 2019 · filed May 13, 2019
| PYPL PAYPAL HOLDINGS INC | 9.1% | Added +0.9% | 15,338,423 | $1.59B |
| MSFT MICROSOFT CORP | 8.1% | Added +0.9% | 12,140,368 | $1.43B |
| WAT WATERS CORP | 7.2% | Added +0.9% | 5,026,757 | $1.27B |
| PM PHILIP MORRIS INTERNATIONAL | 6.7% | Added +7.3% | 13,315,376 | $1.18B |
| INTU INTUIT INC | 6.7% | Added +1.3% | 4,481,318 | $1.17B |
| SYK STRYKER CORP | 6.3% | Added +1.0% | 5,581,841 | $1.10B |
| EL ESTEE LAUDER COMPANIES-CL A | 6.2% | Added +5.6% | 6,631,703 | $1.10B |
| META META PLATFORMS INC-CLASS A | 6.0% | Added +4.1% | 6,367,698 | $1.06B |
| PEP PEPSICO INC | 5.8% | Added +1.2% | 8,269,554 | $1.01B |
| IDXX IDEXX LABORATORIES INC | 5.7% | Added +0.8% | 4,467,341 | $998.9M |
| ADP AUTOMATIC DATA PROCESSING | 5.4% | Added +1.1% | 5,994,171 | $957.5M |
| BDX BECTON DICKINSON AND CO | 5.4% | Added +0.9% | 3,771,159 | $941.8M |
| V VISA INC-CLASS A SHARES | 5.1% | Added +1.1% | 5,789,403 | $904.2M |
| MKC MCCORMICK & CO-NON VTG SHRS | 4.5% | Added +93.6% | 5,204,584 | $784.0M |
| MMM 3M CO | 4.2% | Added +1.4% | 3,536,774 | $734.9M |
| JNJ JOHNSON & JOHNSON | 3.7% | Added +0.4% | 4,599,735 | $643.0M |
| EFX EQUIFAX INC | 0.4% | Added +9.6% | 578,511 | $68.6M |
| VRSK VERISK ANALYTICS INC | 0.4% | Added +14.0% | 513,680 | $68.3M |
| MASI* MASIMO CORP | 0.4% | Added +2.4% | 490,663 | $67.8M |
| CHKP CHECK POINT SOFTWARE TECH | 0.4% | Added +9.4% | 524,186 | $66.3M |
| SABR SABRE CORP | 0.4% | Added +31.2% | 2,967,828 | $63.5M |
| CDK CDK GLOBAL INC | 0.3% | Held | 922,783 | $54.3M |
| AKX ANSYS INC | 0.3% | Added +7.1% | 292,526 | $53.4M |
| CGNX COGNEX CORP | 0.3% | Held | 1,033,167 | $52.5M |
| VRSN VERISIGN INC | 0.3% | Held | 272,873 | $49.5M |
| AOS SMITH (A.O.) CORP | 0.2% | Added +10.7% | 763,583 | $40.7M |
| MSCI MSCI INC | 0.2% | Added +31.0% | 188,920 | $37.6M |
| IPGP IPG PHOTONICS CORP | 0.2% | Added +29.3% | 218,607 | $33.2M |
| PAYC PAYCOM SOFTWARE INC | 0.2% | Held | 170,928 | $32.3M |
| MAR MARRIOTT INTERNATIONAL -CL A | 0.1% | Reduced −0.8% | 180,080 | $22.5M |
| MELI MERCADOLIBRE INC | 0.1% | Held | 18,267 | $9.3M |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| CL COLGATE-PALMOLIVE CO | 2,223,446 | $148.9M |
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.