Fundsmith LLP
Terry Smith · As of Q3 2024 · filed Nov 14, 2024
| MSFT MICROSOFT CORP | 11.7% | Reduced −3.4% | 6,900,275 | $2.97B |
| META META PLATFORMS INC-CLASS A | 11.0% | Held | 4,871,364 | $2.79B |
| SYK STRYKER CORP | 7.6% | Reduced −0.4% | 5,336,821 | $1.93B |
| ADP AUTOMATIC DATA PROCESSING | 6.1% | Reduced −0.2% | 5,571,820 | $1.54B |
| V VISA INC-CLASS A SHARES | 6.0% | Reduced −0.1% | 5,546,831 | $1.53B |
| PM PHILIP MORRIS INTERNATIONAL | 5.8% | Reduced −17.0% | 12,012,659 | $1.46B |
| IDXX IDEXX LABORATORIES INC | 5.3% | Added +0.0% | 2,664,162 | $1.35B |
| WAT WATERS CORP | 5.2% | Reduced −0.2% | 3,645,999 | $1.31B |
| GOOGL ALPHABET INC-CL A | 4.5% | Added +0.0% | 6,852,087 | $1.14B |
| MAR MARRIOTT INTERNATIONAL -CL A | 4.2% | Added +0.1% | 4,266,655 | $1.06B |
| PEP PEPSICO INC | 3.9% | Reduced −0.4% | 5,739,988 | $976.1M |
| MTD METTLER-TOLEDO INTERNATIONAL | 3.5% | Added +0.1% | 591,919 | $887.7M |
| PG PROCTER & GAMBLE CO | 3.2% | Reduced −0.3% | 4,633,222 | $802.5M |
| FTNT FORTINET INC | 3.1% | Reduced −1.6% | 10,118,293 | $784.7M |
| CHD CHURCH & DWIGHT CO INC | 2.9% | Reduced −0.5% | 6,882,775 | $720.8M |
| OTIS OTIS WORLDWIDE CORP | 2.5% | Added +0.0% | 6,141,228 | $638.3M |
| NKE NIKE INC -CL B | 2.2% | Held | 6,299,493 | $556.9M |
| BF/B BROWN-FORMAN CORP-CLASS B | 1.9% | Reduced −10.1% | 10,010,507 | $492.5M |
| AAPL APPLE INC | 1.4% | Held | 1,558,589 | $363.2M |
| TXN TEXAS INSTRUMENTS INC | 1.4% | Added +10.1% | 1,700,630 | $351.3M |
| MKC MCCORMICK & CO-NON VTG SHRS | 0.6% | Reduced −82.8% | 1,728,157 | $142.2M |
| VRSN VERISIGN INC | 0.5% | Held | 624,500 | $118.6M |
| VRSK VERISK ANALYTICS INC | 0.4% | Reduced −10.0% | 417,685 | $111.9M |
| EFX EQUIFAX INC | 0.4% | Reduced −20.7% | 363,328 | $106.8M |
| CLX CLOROX COMPANY | 0.4% | Added +7.6% | 613,497 | $99.9M |
| GGG GRACO INC | 0.4% | Held | 1,139,641 | $99.7M |
| MSCI MSCI INC | 0.4% | Held | 166,619 | $97.1M |
| EXPO EXPONENT INC | 0.4% | Reduced −17.8% | 836,477 | $96.4M |
| CHH CHOICE HOTELS INTL INC | 0.4% | Held | 733,892 | $95.6M |
| ROL ROLLINS INC | 0.3% | Held | 1,597,513 | $80.8M |
| SABR SABRE CORP | 0.3% | Held | 21,499,095 | $78.9M |
| IEX IDEX CORP | 0.3% | Held | 362,501 | $77.8M |
| CGNX COGNEX CORP | 0.3% | Held | 1,906,276 | $77.2M |
| QLYS QUALYS INC | 0.3% | Held | 548,009 | $70.4M |
| ODD ODDITY TECH LTD-CL A | 0.3% | Held | 1,615,158 | $65.2M |
| HD HOME DEPOT INC | 0.2% | Added +1.1% | 147,815 | $59.9M |
| PAYC PAYCOM SOFTWARE INC | 0.2% | Held | 322,611 | $53.7M |
| ZTS ZOETIS INC | 0.2% | Added +1.1% | 230,726 | $45.1M |
| MA MASTERCARD INC - A | 0.1% | Added +1.1% | 64,990 | $32.1M |
| MCD MCDONALD'S CORP | 0.1% | Added +1.1% | 94,403 | $28.7M |
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.