Fundsmith LLP
Terry Smith · As of Q2 2024 · filed Aug 14, 2024
| MSFT MICROSOFT CORP | 13.0% | Reduced −6.3% | 7,140,615 | $3.19B |
| META META PLATFORMS INC-CLASS A | 10.0% | Reduced −2.0% | 4,871,364 | $2.46B |
| SYK STRYKER CORP | 7.4% | Reduced −2.2% | 5,356,264 | $1.82B |
| PM PHILIP MORRIS INTERNATIONAL | 6.0% | Reduced −2.3% | 14,474,445 | $1.47B |
| V VISA INC-CLASS A SHARES | 5.9% | Reduced −2.4% | 5,552,520 | $1.46B |
| ADP AUTOMATIC DATA PROCESSING | 5.4% | Reduced −3.1% | 5,585,761 | $1.33B |
| IDXX IDEXX LABORATORIES INC | 5.3% | Reduced −1.9% | 2,663,192 | $1.30B |
| GOOGL ALPHABET INC-CL A | 5.1% | Reduced −1.9% | 6,849,259 | $1.25B |
| WAT WATERS CORP | 4.3% | Reduced −3.0% | 3,654,450 | $1.06B |
| MAR MARRIOTT INTERNATIONAL -CL A | 4.2% | Reduced −2.3% | 4,264,511 | $1.03B |
| PEP PEPSICO INC | 3.9% | Reduced −1.5% | 5,761,087 | $950.2M |
| MTD METTLER-TOLEDO INTERNATIONAL | 3.4% | Reduced −3.0% | 591,575 | $826.8M |
| PG PROCTER & GAMBLE CO | 3.1% | Reduced −3.2% | 4,647,218 | $766.4M |
| CHD CHURCH & DWIGHT CO INC | 2.9% | Reduced −3.6% | 6,914,366 | $716.9M |
| MKC MCCORMICK & CO-NON VTG SHRS | 2.9% | Reduced −17.8% | 10,048,497 | $712.8M |
| FTNT FORTINET INC | 2.5% | Added +25.8% | 10,285,664 | $619.9M |
| OTIS OTIS WORLDWIDE CORP | 2.4% | Reduced −2.5% | 6,138,278 | $590.9M |
| BF/B BROWN-FORMAN CORP-CLASS B | 2.0% | Reduced −2.8% | 11,138,751 | $481.1M |
| NKE NIKE INC -CL B | 1.9% | Reduced −3.3% | 6,299,493 | $474.8M |
| AAPL APPLE INC | 1.3% | Reduced −2.4% | 1,558,589 | $328.3M |
| TXN TEXAS INSTRUMENTS INC | 1.2% | Added +39.0% | 1,544,781 | $300.5M |
| VRSK VERISK ANALYTICS INC | 0.5% | Reduced −3.0% | 464,051 | $125.1M |
| EFX EQUIFAX INC | 0.5% | Reduced −3.0% | 458,387 | $111.1M |
| VRSN VERISIGN INC | 0.5% | Reduced −3.0% | 624,500 | $111.0M |
| EXPO EXPONENT INC | 0.4% | Reduced −3.0% | 1,018,098 | $96.8M |
| GGG GRACO INC | 0.4% | Reduced −3.0% | 1,139,641 | $90.4M |
| CGNX COGNEX CORP | 0.4% | Reduced −3.0% | 1,906,276 | $89.1M |
| CHH CHOICE HOTELS INTL INC | 0.4% | Reduced −3.0% | 733,892 | $87.3M |
| MSCI MSCI INC | 0.3% | Reduced −3.0% | 166,619 | $80.3M |
| QLYS QUALYS INC | 0.3% | Reduced −3.0% | 548,009 | $78.1M |
| ROL ROLLINS INC | 0.3% | Reduced −3.0% | 1,597,513 | $77.9M |
| CLX CLOROX COMPANY | 0.3% | Reduced −3.0% | 570,206 | $77.8M |
| IEX IDEX CORP | 0.3% | Reduced −3.0% | 362,501 | $72.9M |
| ODD ODDITY TECH LTD-CL A | 0.3% | Added +21.7% | 1,615,158 | $63.4M |
| SABR SABRE CORP | 0.2% | Reduced −0.8% | 21,499,095 | $57.4M |
| HD HOME DEPOT INC | 0.2% | Reduced −0.3% | 146,200 | $50.3M |
| PAYC PAYCOM SOFTWARE INC | 0.2% | Reduced −0.8% | 322,611 | $46.1M |
| ZTS ZOETIS INC | 0.2% | Reduced −0.3% | 228,205 | $39.6M |
| MA MASTERCARD INC - A | 0.1% | Reduced −0.3% | 64,280 | $28.4M |
| MCD MCDONALD'S CORP | 0.1% | Reduced −0.3% | 93,371 | $23.8M |
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.