Fundsmith LLP
Terry Smith · As of Q3 2017 · filed Nov 14, 2017
| IDXX IDEXX LABORATORIES INC | 15.3% | Added +315.9% | 18,492,918 | $1.58B |
| MSFT MICROSOFT CORP | 7.9% | Added +3.3% | 11,076,335 | $818.0M |
| BCRUSD CR BARD INC | 7.8% | Reduced −0.7% | 2,528,269 | $807.2M |
| WAT WATERS CORP | 7.5% | Added +13.6% | 4,355,756 | $778.5M |
| SYK STRYKER CORP | 7.0% | Reduced −0.0% | 5,174,629 | $725.5M |
| PM PHILIP MORRIS INTERNATIONAL | 6.8% | Added +19.3% | 6,251,789 | $698.9M |
| DR PEPPER SNAPPLE GROUP INC | 6.4% | Added +41.5% | 7,489,891 | $661.7M |
| PEP PEPSICO INC | 6.0% | Added +4.2% | 5,560,322 | $621.7M |
| ADP AUTOMATIC DATA PROCESSING | 5.9% | Added +7.3% | 5,553,237 | $605.4M |
| JNJ JOHNSON & JOHNSON | 5.5% | Added +7.3% | 4,374,191 | $566.1M |
| MMM 3M CO | 5.3% | Added +21.4% | 2,615,924 | $548.1M |
| V VISA INC-CLASS A SHARES | 5.3% | Reduced −0.0% | 5,216,150 | $545.3M |
| BDX BECTON DICKINSON AND CO | 4.3% | Reduced −0.0% | 2,301,915 | $445.7M |
| EL ESTEE LAUDER COMPANIES-CL A | 4.0% | Reduced −0.0% | 3,844,901 | $408.9M |
| INTU INTUIT INC | 3.0% | Added +100.4% | 2,184,854 | $310.9M |
| CL COLGATE-PALMOLIVE CO | 1.8% | Added +17.7% | 2,477,902 | $181.2M |
| MAR MARRIOTT INTERNATIONAL -CL A | 0.2% | Reduced −0.0% | 184,690 | $20.3M |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| PYPL PAYPAL HOLDINGS INC | 14,051,261 | $754.1M |
| SJM JM SMUCKER CO | 2,043,846 | $240.3M |
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.