Fundsmith LLP
Terry Smith · As of Q1 2021 · filed May 14, 2021
| PYPL PAYPAL HOLDINGS INC | 9.5% | Reduced −0.2% | 12,304,750 | $2.99B |
| MSFT MICROSOFT CORP | 9.0% | Reduced −0.2% | 12,049,293 | $2.84B |
| IDXX IDEXX LABORATORIES INC | 6.6% | Reduced −0.1% | 4,220,612 | $2.07B |
| EL ESTEE LAUDER COMPANIES-CL A | 6.3% | Added +0.3% | 6,807,070 | $1.98B |
| META META PLATFORMS INC-CLASS A | 6.0% | Added +0.2% | 6,433,648 | $1.89B |
| INTU INTUIT INC | 5.6% | Reduced −0.2% | 4,577,260 | $1.75B |
| PM PHILIP MORRIS INTERNATIONAL | 5.5% | Reduced −0.4% | 19,388,572 | $1.72B |
| SYK STRYKER CORP | 5.4% | Added +5.6% | 7,006,486 | $1.71B |
| MKC MCCORMICK & CO-NON VTG SHRS | 4.9% | Added +6.7% | 17,220,169 | $1.54B |
| PEP PEPSICO INC | 4.5% | Added +4.0% | 10,033,062 | $1.42B |
| V VISA INC-CLASS A SHARES | 4.4% | Added +6.0% | 6,492,332 | $1.37B |
| ADP AUTOMATIC DATA PROCESSING | 4.3% | Added +0.4% | 7,113,605 | $1.34B |
| WAT WATERS CORP | 4.0% | Reduced −0.4% | 4,393,544 | $1.25B |
| SBUX STARBUCKS CORP | 3.7% | Added +2.7% | 10,720,429 | $1.17B |
| JNJ JOHNSON & JOHNSON | 3.5% | Added +3.9% | 6,640,844 | $1.09B |
| BDX BECTON DICKINSON AND CO | 3.4% | Reduced −0.2% | 4,334,871 | $1.05B |
| NKE NIKE INC -CL B | 3.4% | Added +2.5% | 7,927,468 | $1.05B |
| BF/B BROWN-FORMAN CORP-CLASS B | 2.5% | Added +9.5% | 11,231,696 | $774.6M |
| CHD CHURCH & DWIGHT CO INC | 1.7% | Added +10.5% | 6,223,361 | $543.6M |
| SABR SABRE CORP | 0.7% | Added +9.7% | 14,931,624 | $221.1M |
| FTNT FORTINET INC | 0.4% | Added +0.4% | 747,908 | $137.9M |
| CGNX COGNEX CORP | 0.4% | Added +0.4% | 1,611,251 | $133.7M |
| IPGP IPG PHOTONICS CORP | 0.4% | Added +0.4% | 629,987 | $132.9M |
| VRSK VERISK ANALYTICS INC | 0.4% | Added +15.1% | 699,816 | $123.7M |
| EFX EQUIFAX INC | 0.4% | Added +0.4% | 675,592 | $122.4M |
| AKX ANSYS INC | 0.4% | Added +0.4% | 358,608 | $121.8M |
| AOS SMITH (A.O.) CORP | 0.4% | Added +18.1% | 1,758,436 | $118.9M |
| VRSN VERISIGN INC | 0.4% | Added +17.4% | 585,315 | $116.3M |
| QLYS QUALYS INC | 0.4% | Added +13.6% | 1,061,066 | $111.2M |
| MASI* MASIMO CORP | 0.3% | Added +0.4% | 431,063 | $99.0M |
| MSCI MSCI INC | 0.3% | Added +0.4% | 208,613 | $87.5M |
| PAYC PAYCOM SOFTWARE INC | 0.3% | Added +0.4% | 215,932 | $79.9M |
| ROL ROLLINS INC | 0.2% | New | 1,842,427 | $63.4M |
| WING WINGSTOP INC | 0.2% | New | 447,555 | $56.9M |
| MAR MARRIOTT INTERNATIONAL -CL A | 0.1% | Added +6.6% | 296,181 | $43.9M |
| MELI MERCADOLIBRE INC | 0.1% | Reduced −15.0% | 24,225 | $35.7M |
| ZTS ZOETIS INC | 0.1% | Added +75.4% | 212,207 | $33.4M |
| TSM TAIWAN SEMICONDUCTOR-SP ADR | 0.0% | Held | 117,981 | $14.0M |
| PG PROCTER & GAMBLE CO | 0.0% | Added +121.5% | 84,563 | $11.5M |
| XP XP INC - CLASS A | 0.0% | Held | 253,367 | $9.5M |
| CL COLGATE-PALMOLIVE CO | 0.0% | Added +7.1% | 120,029 | $9.5M |
| HD HOME DEPOT INC | 0.0% | New | 5,265 | $1.6M |
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.