Fundsmith LLP
Terry Smith · As of Q2 2021 · filed Aug 13, 2021
| PYPL PAYPAL HOLDINGS INC | 9.9% | Reduced −0.1% | 12,289,470 | $3.58B |
| MSFT MICROSOFT CORP | 9.0% | Reduced −0.1% | 12,035,021 | $3.26B |
| IDXX IDEXX LABORATORIES INC | 7.4% | Added +0.5% | 4,242,462 | $2.68B |
| INTU INTUIT INC | 6.2% | Added +0.1% | 4,582,899 | $2.25B |
| META META PLATFORMS INC-CLASS A | 6.2% | Added +0.1% | 6,440,136 | $2.24B |
| EL ESTEE LAUDER COMPANIES-CL A | 6.0% | Added +0.3% | 6,830,510 | $2.17B |
| PM PHILIP MORRIS INTERNATIONAL | 5.3% | Reduced −0.2% | 19,353,620 | $1.92B |
| SYK STRYKER CORP | 5.0% | Added +0.1% | 7,014,123 | $1.82B |
| MKC MCCORMICK & CO-NON VTG SHRS | 4.4% | Added +3.4% | 17,804,657 | $1.57B |
| V VISA INC-CLASS A SHARES | 4.2% | Added +0.7% | 6,536,340 | $1.53B |
| WAT WATERS CORP | 4.2% | Added +0.3% | 4,408,039 | $1.52B |
| PEP PEPSICO INC | 4.1% | Added +0.5% | 10,087,220 | $1.49B |
| ADP AUTOMATIC DATA PROCESSING | 3.9% | Reduced −0.2% | 7,096,900 | $1.41B |
| NKE NIKE INC -CL B | 3.7% | Added +10.4% | 8,755,854 | $1.35B |
| SBUX STARBUCKS CORP | 3.3% | Added +0.2% | 10,746,285 | $1.20B |
| JNJ JOHNSON & JOHNSON | 3.3% | Added +7.8% | 7,155,706 | $1.18B |
| BDX BECTON DICKINSON AND CO | 2.9% | Reduced −0.1% | 4,328,550 | $1.05B |
| BF/B BROWN-FORMAN CORP-CLASS B | 2.6% | Added +12.1% | 12,595,990 | $943.9M |
| CHD CHURCH & DWIGHT CO INC | 2.2% | Added +48.2% | 9,224,122 | $786.1M |
| SABR SABRE CORP | 0.5% | Added +4.4% | 15,581,696 | $194.5M |
| FTNT FORTINET INC | 0.5% | Added +0.6% | 752,030 | $179.1M |
| EFX EQUIFAX INC | 0.5% | Added +0.6% | 679,315 | $162.7M |
| AKX ANSYS INC | 0.4% | Added +12.7% | 404,278 | $140.3M |
| VRSK VERISK ANALYTICS INC | 0.4% | Added +12.8% | 789,708 | $138.0M |
| CGNX COGNEX CORP | 0.4% | Added +0.6% | 1,620,130 | $136.2M |
| VRSN VERISIGN INC | 0.4% | Added +0.6% | 588,541 | $134.0M |
| IPGP IPG PHOTONICS CORP | 0.4% | Added +0.6% | 633,458 | $133.5M |
| AOS SMITH (A.O.) CORP | 0.4% | Added +0.6% | 1,768,126 | $127.4M |
| MSCI MSCI INC | 0.3% | Added +0.6% | 209,762 | $111.8M |
| QLYS QUALYS INC | 0.3% | Added +0.5% | 1,066,674 | $107.4M |
| MASI* MASIMO CORP | 0.3% | Added +0.6% | 433,438 | $105.1M |
| WING WINGSTOP INC | 0.2% | Added +25.3% | 560,949 | $88.4M |
| PAYC PAYCOM SOFTWARE INC | 0.2% | Added +0.6% | 217,122 | $78.9M |
| ROL ROLLINS INC | 0.2% | Added +21.6% | 2,240,687 | $76.6M |
| ZTS ZOETIS INC | 0.1% | Added +3.9% | 220,555 | $41.1M |
| MAR MARRIOTT INTERNATIONAL -CL A | 0.1% | Added +0.4% | 297,432 | $40.6M |
| PG PROCTER & GAMBLE CO | 0.1% | Added +255.0% | 300,204 | $40.5M |
| MELI MERCADOLIBRE INC | 0.1% | Held | 24,225 | $37.7M |
| TSM TAIWAN SEMICONDUCTOR-SP ADR | 0.0% | Added +9.9% | 129,633 | $15.6M |
| XP XP INC - CLASS A | 0.0% | Held | 253,367 | $11.0M |
| CL COLGATE-PALMOLIVE CO | 0.0% | Added +1.8% | 122,131 | $9.9M |
| WNSN WNS HOLDINGS LTD-ADR | 0.0% | New | 118,721 | $9.5M |
| HD HOME DEPOT INC | 0.0% | Reduced −17.5% | 4,345 | $1.4M |
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.