Fundsmith LLP
Terry Smith · As of Q2 2019 · filed Aug 9, 2019
| PYPL PAYPAL HOLDINGS INC | 9.2% | Added +0.3% | 15,391,028 | $1.76B |
| MSFT MICROSOFT CORP | 8.5% | Added +0.3% | 12,171,134 | $1.63B |
| META META PLATFORMS INC-CLASS A | 6.5% | Added +1.7% | 6,475,057 | $1.25B |
| IDXX IDEXX LABORATORIES INC | 6.4% | Added +0.1% | 4,470,038 | $1.23B |
| EL ESTEE LAUDER COMPANIES-CL A | 6.4% | Added +0.4% | 6,660,785 | $1.22B |
| INTU INTUIT INC | 6.3% | Added +3.8% | 4,651,847 | $1.22B |
| PM PHILIP MORRIS INTERNATIONAL | 6.2% | Added +14.7% | 15,268,507 | $1.20B |
| SYK STRYKER CORP | 6.2% | Added +3.9% | 5,801,440 | $1.19B |
| WAT WATERS CORP | 5.7% | Added +1.7% | 5,114,006 | $1.10B |
| PEP PEPSICO INC | 5.7% | Added +0.1% | 8,275,341 | $1.09B |
| V VISA INC-CLASS A SHARES | 5.5% | Added +5.8% | 6,123,530 | $1.06B |
| MKC MCCORMICK & CO-NON VTG SHRS | 5.5% | Added +30.7% | 6,803,450 | $1.05B |
| ADP AUTOMATIC DATA PROCESSING | 5.3% | Added +2.3% | 6,129,753 | $1.01B |
| BDX BECTON DICKINSON AND CO | 5.0% | Added +1.1% | 3,812,171 | $960.7M |
| JNJ JOHNSON & JOHNSON | 3.9% | Added +17.4% | 5,400,131 | $752.1M |
| MMM 3M CO | 3.2% | Reduced −0.2% | 3,529,691 | $611.8M |
| MASI* MASIMO CORP | 0.4% | Added +17.2% | 574,963 | $85.6M |
| EFX EQUIFAX INC | 0.4% | Added +7.3% | 620,821 | $84.0M |
| SABR SABRE CORP | 0.4% | Added +22.3% | 3,630,918 | $80.6M |
| VRSK VERISK ANALYTICS INC | 0.4% | Added +2.4% | 526,010 | $77.0M |
| CHKP CHECK POINT SOFTWARE TECH | 0.4% | Added +18.9% | 623,478 | $72.1M |
| AKX ANSYS INC | 0.3% | Added +10.7% | 323,777 | $66.3M |
| VRSN VERISIGN INC | 0.3% | Held | 272,873 | $57.1M |
| CGNX COGNEX CORP | 0.3% | Added +13.0% | 1,167,817 | $56.0M |
| CDK CDK GLOBAL INC | 0.3% | Added +20.4% | 1,111,332 | $54.9M |
| IPGP IPG PHOTONICS CORP | 0.3% | Added +55.0% | 338,819 | $52.3M |
| MSCI MSCI INC | 0.2% | Added +3.1% | 194,770 | $46.5M |
| AOS SMITH (A.O.) CORP | 0.2% | Added +11.1% | 848,563 | $40.0M |
| PAYC PAYCOM SOFTWARE INC | 0.2% | Held | 170,928 | $38.8M |
| MAR MARRIOTT INTERNATIONAL -CL A | 0.1% | Reduced −1.9% | 176,682 | $24.8M |
| MELI MERCADOLIBRE INC | 0.1% | Added +29.4% | 23,644 | $14.5M |
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.