Fundsmith LLP
Terry Smith · As of Q1 2025 · filed May 15, 2025
| META META PLATFORMS INC-CLASS A | 10.2% | Reduced −14.9% | 3,883,796 | $2.24B |
| MSFT MICROSOFT CORP | 9.2% | Reduced −13.2% | 5,370,162 | $2.02B |
| SYK STRYKER CORP | 8.6% | Reduced −5.0% | 5,069,187 | $1.89B |
| PM PHILIP MORRIS INTERNATIONAL | 7.8% | Reduced −3.9% | 10,805,892 | $1.72B |
| V VISA INC-CLASS A SHARES | 6.6% | Reduced −10.5% | 4,137,024 | $1.45B |
| ADP AUTOMATIC DATA PROCESSING | 6.3% | Reduced −10.0% | 4,513,899 | $1.38B |
| WAT WATERS CORP | 6.1% | Reduced −0.6% | 3,613,197 | $1.33B |
| IDXX IDEXX LABORATORIES INC | 5.1% | Reduced −0.5% | 2,648,331 | $1.11B |
| GOOGL ALPHABET INC-CL A | 4.8% | Reduced −0.1% | 6,843,213 | $1.06B |
| MAR MARRIOTT INTERNATIONAL -CL A | 4.6% | Reduced −0.1% | 4,251,560 | $1.01B |
| FTNT FORTINET INC | 3.7% | Reduced −0.1% | 8,523,040 | $820.4M |
| PG PROCTER & GAMBLE CO | 3.6% | Reduced −0.1% | 4,620,406 | $787.4M |
| CHD CHURCH & DWIGHT CO INC | 3.4% | Reduced −0.1% | 6,847,486 | $753.8M |
| MTD METTLER-TOLEDO INTERNATIONAL | 3.2% | Reduced −0.1% | 590,838 | $697.7M |
| OTIS OTIS WORLDWIDE CORP | 2.8% | Reduced −1.7% | 5,866,737 | $605.4M |
| TXN TEXAS INSTRUMENTS INC | 2.2% | Added +60.3% | 2,725,812 | $489.8M |
| ZTS ZOETIS INC | 1.9% | Added +1020.2% | 2,546,487 | $419.3M |
| NKE NIKE INC -CL B | 1.8% | Held | 6,135,629 | $389.5M |
| BF/B BROWN-FORMAN CORP-CLASS B | 1.5% | Held | 9,637,881 | $327.1M |
| VRSN VERISIGN INC | 0.7% | Reduced −8.7% | 570,035 | $144.7M |
| INTU INTUIT INC | 0.5% | New | 181,628 | $111.5M |
| VRSK VERISK ANALYTICS INC | 0.4% | Reduced −20.8% | 330,624 | $98.4M |
| CHH CHOICE HOTELS INTL INC | 0.4% | Held | 733,892 | $97.4M |
| GGG GRACO INC | 0.4% | Held | 1,139,641 | $95.2M |
| MSCI MSCI INC | 0.4% | Held | 166,619 | $94.2M |
| QLYS QUALYS INC | 0.4% | Added +31.1% | 718,602 | $90.5M |
| PAYC PAYCOM SOFTWARE INC | 0.4% | Added +28.2% | 413,510 | $90.3M |
| CLX CLOROX COMPANY | 0.4% | Held | 613,497 | $90.3M |
| ROL ROLLINS INC | 0.4% | Held | 1,597,513 | $86.3M |
| ODD ODDITY TECH LTD-CL A | 0.3% | Held | 1,615,158 | $69.9M |
| DOCS DOXIMITY INC-CLASS A | 0.3% | Added +67.5% | 1,189,882 | $69.0M |
| EXPO EXPONENT INC | 0.3% | Held | 836,477 | $67.8M |
| SABR SABRE CORP | 0.3% | Held | 21,499,095 | $60.4M |
| EFX EQUIFAX INC | 0.3% | Reduced −35.2% | 235,505 | $57.4M |
| CPRXEUR CATALYST PHARMACEUTICALS INC | 0.2% | New | 2,151,274 | $52.2M |
| HD HOME DEPOT INC | 0.2% | Reduced −21.2% | 114,736 | $42.0M |
| MEDP MEDPACE HOLDINGS INC | 0.2% | Held | 127,537 | $38.9M |
| MA MASTERCARD INC - A | 0.1% | Reduced −22.8% | 49,454 | $27.1M |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| PEP PEPSICO INC | 5,663,677 | $861.2M |
| IEX IDEX CORP | 362,501 | $75.9M |
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.