whalepapers
Investors/ Fundsmith LLP/ Q3 2015

Fundsmith LLP

Terry Smith · As of Q3 2015 · filed Oct 20, 2015

MSFT MICROSOFT CORP
10.2%
Added +4.7% 7,531,685 $333.4M
DR PEPPER SNAPPLE GROUP INC
8.6%
Added +1.1% 3,553,749 $280.9M
PEP PEPSICO INC
8.5%
Added +15.4% 2,965,356 $279.6M
SYK STRYKER CORP
8.4%
Added +5.7% 2,921,841 $274.9M
BCRUSD CR BARD INC
8.0%
Added +11.0% 1,408,096 $262.3M
JNJ JOHNSON & JOHNSON
7.7%
Added +16.6% 2,696,170 $251.7M
PM PHILIP MORRIS INTERNATIONAL
7.7%
Added +6.4% 3,171,358 $251.6M
MMM 3M CO
6.5%
Added +21.2% 1,503,516 $213.2M
BDX BECTON DICKINSON AND CO
6.4%
Reduced −4.2% 1,582,864 $210.0M
V VISA INC-CLASS A SHARES
5.5%
Added +1.9% 2,606,001 $181.5M
ADP AUTOMATIC DATA PROCESSING
5.0%
Added +16.8% 2,058,579 $165.4M
PG PROCTER & GAMBLE CO
4.1%
Added +15.5% 1,870,102 $134.5M
PYPL PAYPAL HOLDINGS INC
4.0%
New 4,269,126 $132.5M
WAT WATERS CORP
2.9%
Added +156.8% 798,099 $94.3M
CL COLGATE-PALMOLIVE CO
2.4%
Held 1,248,194 $79.2M
IDXX IDEXX LABORATORIES INC
2.0%
Added +1217.3% 880,486 $65.4M
EBAY EBAY INC
1.7%
Reduced −46.2% 2,296,306 $56.1M
DPZ DOMINO'S PIZZA INC
0.1%
Reduced −96.8% 45,290 $4.9M
DNKN DUNKIN' BRANDS GROUP INC
0.1%
Held 80,148 $3.9M
MAR MARRIOTT INTERNATIONAL -CL A
0.1%
Held 54,182 $3.7M

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.