Fundsmith LLP
Terry Smith · As of Q1 2023 · filed May 15, 2023
| MSFT MICROSOFT CORP | 11.2% | Added +0.0% | 9,031,101 | $2.60B |
| PM PHILIP MORRIS INTERNATIONAL | 6.9% | Reduced −0.1% | 16,463,863 | $1.60B |
| SYK STRYKER CORP | 6.8% | Reduced −1.9% | 5,498,313 | $1.57B |
| IDXX IDEXX LABORATORIES INC | 6.4% | Reduced −14.2% | 2,954,196 | $1.48B |
| EL ESTEE LAUDER COMPANIES-CL A | 5.8% | Reduced −4.4% | 5,428,332 | $1.34B |
| MKC MCCORMICK & CO-NON VTG SHRS | 5.6% | Added +0.0% | 15,498,588 | $1.29B |
| V VISA INC-CLASS A SHARES | 5.5% | Added +0.0% | 5,613,420 | $1.27B |
| ADP AUTOMATIC DATA PROCESSING | 5.3% | Added +0.0% | 5,541,966 | $1.23B |
| PEP PEPSICO INC | 5.2% | Added +0.0% | 6,658,537 | $1.21B |
| META META PLATFORMS INC-CLASS A | 5.2% | Added +3.4% | 5,664,271 | $1.20B |
| WAT WATERS CORP | 4.9% | Added +0.2% | 3,698,369 | $1.15B |
| MTD METTLER-TOLEDO INTERNATIONAL | 3.7% | Added +0.1% | 561,414 | $859.1M |
| NKE NIKE INC -CL B | 3.6% | Held | 6,726,271 | $824.9M |
| GOOGL ALPHABET INC-CL A | 3.4% | Added +0.0% | 7,628,198 | $791.3M |
| BF/B BROWN-FORMAN CORP-CLASS B | 3.4% | Added +0.7% | 12,230,048 | $786.0M |
| CHD CHURCH & DWIGHT CO INC | 3.2% | Added +0.0% | 8,449,927 | $747.1M |
| AMZN AMAZON.COM INC | 3.0% | Held | 6,777,831 | $700.1M |
| OTIS OTIS WORLDWIDE CORP | 2.3% | Added +0.0% | 6,281,675 | $530.2M |
| PG PROCTER & GAMBLE CO | 1.1% | Added +444.4% | 1,716,482 | $255.2M |
| AAPL APPLE INC | 1.0% | Added +186.0% | 1,341,979 | $221.3M |
| FTNT FORTINET INC | 0.7% | Held | 2,313,303 | $153.7M |
| VRSN VERISIGN INC | 0.6% | Held | 674,791 | $142.6M |
| MASI* MASIMO CORP | 0.6% | Held | 764,319 | $141.0M |
| MSCI MSCI INC | 0.5% | Held | 211,317 | $118.3M |
| IPGP IPG PHOTONICS CORP | 0.5% | Held | 854,259 | $105.3M |
| CGNX COGNEX CORP | 0.4% | Held | 2,059,788 | $102.1M |
| VRSK VERISK ANALYTICS INC | 0.4% | Held | 530,087 | $101.7M |
| EFX EQUIFAX INC | 0.4% | Held | 495,301 | $100.5M |
| SABR SABRE CORP | 0.4% | Held | 22,707,687 | $97.4M |
| QLYS QUALYS INC | 0.4% | Held | 658,407 | $85.6M |
| ROL ROLLINS INC | 0.3% | Held | 1,726,161 | $64.8M |
| IEX IDEX CORP | 0.3% | Held | 263,740 | $60.9M |
| PAYC PAYCOM SOFTWARE INC | 0.2% | Held | 161,007 | $48.9M |
| HD HOME DEPOT INC | 0.2% | Added +0.6% | 153,663 | $45.3M |
| JNJ JOHNSON & JOHNSON | 0.2% | Added +0.6% | 277,464 | $43.0M |
| GGG GRACO INC | 0.2% | New | 545,911 | $39.9M |
| ZTS ZOETIS INC | 0.2% | Added +0.6% | 225,309 | $37.5M |
| MAR MARRIOTT INTERNATIONAL -CL A | 0.1% | New | 99,594 | $16.5M |
| MA MASTERCARD INC - A | 0.1% | New | 41,664 | $15.1M |
| EW EDWARDS LIFESCIENCES CORP | 0.0% | Held | 9,979 | $826K |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| ADBE ADOBE INC | 2,109,326 | $709.9M |
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.