Fundsmith LLP
Terry Smith · As of Q2 2025 · filed Aug 14, 2025
| META META PLATFORMS INC-CLASS A | 11.4% | Reduced −8.1% | 3,568,752 | $2.63B |
| MSFT MICROSOFT CORP | 10.7% | Reduced −8.0% | 4,941,509 | $2.46B |
| SYK STRYKER CORP | 8.0% | Reduced −7.7% | 4,677,007 | $1.85B |
| PM PHILIP MORRIS INTERNATIONAL | 7.2% | Reduced −16.0% | 9,074,195 | $1.65B |
| IDXX IDEXX LABORATORIES INC | 6.2% | Reduced −0.3% | 2,639,289 | $1.42B |
| V VISA INC-CLASS A SHARES | 5.9% | Reduced −6.8% | 3,854,071 | $1.37B |
| ADP AUTOMATIC DATA PROCESSING | 5.8% | Reduced −3.4% | 4,362,099 | $1.35B |
| WAT WATERS CORP | 5.5% | Reduced −0.1% | 3,608,407 | $1.26B |
| GOOGL ALPHABET INC-CL A | 5.2% | Reduced −0.6% | 6,803,454 | $1.20B |
| MAR MARRIOTT INTERNATIONAL -CL A | 5.0% | Reduced −0.4% | 4,236,599 | $1.16B |
| FTNT FORTINET INC | 3.9% | Reduced −1.2% | 8,418,362 | $890.0M |
| PG PROCTER & GAMBLE CO | 3.2% | Reduced −1.0% | 4,572,280 | $728.5M |
| MTD METTLER-TOLEDO INTERNATIONAL | 3.0% | Reduced −0.1% | 590,037 | $693.1M |
| CHD CHURCH & DWIGHT CO INC | 2.8% | Reduced −0.3% | 6,824,289 | $655.9M |
| OTIS OTIS WORLDWIDE CORP | 2.5% | Reduced −0.8% | 5,819,151 | $576.2M |
| TXN TEXAS INSTRUMENTS INC | 2.5% | Reduced −0.2% | 2,720,290 | $564.8M |
| ZTS ZOETIS INC | 2.0% | Added +13.3% | 2,884,831 | $449.9M |
| NKE NIKE INC -CL B | 1.9% | Reduced −0.1% | 6,129,483 | $435.4M |
| INTU INTUIT INC | 1.3% | Added +102.9% | 368,540 | $290.3M |
| ODD ODDITY TECH LTD-CL A | 0.5% | Reduced −12.3% | 1,416,956 | $106.9M |
| QLYS QUALYS INC | 0.4% | Held | 718,602 | $102.7M |
| MSCI MSCI INC | 0.4% | Held | 166,619 | $96.1M |
| PAYC PAYCOM SOFTWARE INC | 0.4% | Held | 413,510 | $95.7M |
| CHH CHOICE HOTELS INTL INC | 0.4% | Held | 733,892 | $93.1M |
| VRT VERTIV HOLDINGS CO-A | 0.4% | New | 724,923 | $93.1M |
| ROL ROLLINS INC | 0.4% | Reduced −7.4% | 1,478,629 | $83.4M |
| DOCS DOXIMITY INC-CLASS A | 0.4% | Added +14.0% | 1,355,944 | $83.2M |
| VRSN VERISIGN INC | 0.3% | Reduced −52.5% | 270,634 | $78.2M |
| GGG GRACO INC | 0.3% | Reduced −21.0% | 900,545 | $77.4M |
| CLX CLOROX COMPANY | 0.3% | Held | 613,497 | $73.7M |
| SABR SABRE CORP | 0.3% | Held | 21,499,095 | $67.9M |
| CPRXEUR CATALYST PHARMACEUTICALS INC | 0.3% | Added +25.9% | 2,709,086 | $58.8M |
| MANH MANHATTAN ASSOCIATES INC | 0.2% | New | 288,332 | $56.9M |
| EXPO EXPONENT INC | 0.2% | Reduced −10.7% | 746,820 | $55.8M |
| VRSK VERISK ANALYTICS INC | 0.2% | Reduced −46.7% | 176,195 | $54.9M |
| MEDP MEDPACE HOLDINGS INC | 0.2% | Held | 127,537 | $40.0M |
| HD HOME DEPOT INC | 0.1% | Reduced −27.3% | 83,367 | $30.6M |
| NSSC NAPCO SECURITY TECHNOLOGIES | 0.1% | New | 954,912 | $28.4M |
| MA MASTERCARD INC - A | 0.1% | Reduced −44.1% | 27,663 | $15.5M |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| BF/B BROWN-FORMAN CORP-CLASS B | 9,637,881 | $327.1M |
| EFX EQUIFAX INC | 235,505 | $57.4M |
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.