Fundsmith LLP
Terry Smith · As of Q3 2025 · filed Nov 14, 2025
| SYK STRYKER CORP | 8.6% | Reduced −1.8% | 4,591,293 | $1.70B |
| IDXX IDEXX LABORATORIES INC | 8.4% | Reduced −1.1% | 2,610,457 | $1.67B |
| GOOGL ALPHABET INC-CL A | 7.7% | Reduced −7.6% | 6,289,352 | $1.53B |
| MSFT MICROSOFT CORP | 6.8% | Reduced −47.7% | 2,583,369 | $1.34B |
| V VISA INC-CLASS A SHARES | 6.6% | Added +0.0% | 3,854,336 | $1.32B |
| ADP AUTOMATIC DATA PROCESSING | 6.4% | Reduced −1.2% | 4,311,603 | $1.27B |
| WAT WATERS CORP | 6.0% | Added +9.6% | 3,955,498 | $1.19B |
| PM PHILIP MORRIS INTERNATIONAL | 5.9% | Reduced −20.8% | 7,188,144 | $1.17B |
| META META PLATFORMS INC-CLASS A | 5.8% | Reduced −56.3% | 1,558,664 | $1.14B |
| MAR MARRIOTT INTERNATIONAL -CL A | 5.6% | Reduced −0.2% | 4,228,298 | $1.10B |
| MTD METTLER-TOLEDO INTERNATIONAL | 3.7% | Added +0.1% | 590,654 | $725.1M |
| FTNT FORTINET INC | 3.6% | Added +0.0% | 8,420,092 | $708.0M |
| PG PROCTER & GAMBLE CO | 3.6% | Added +0.1% | 4,577,040 | $703.3M |
| CHD CHURCH & DWIGHT CO INC | 3.0% | Reduced −0.4% | 6,794,644 | $595.4M |
| OTIS OTIS WORLDWIDE CORP | 2.7% | Held | 5,819,151 | $532.0M |
| ZTS ZOETIS INC | 2.7% | Added +25.3% | 3,615,131 | $529.0M |
| TXN TEXAS INSTRUMENTS INC | 2.5% | Added +0.1% | 2,721,881 | $500.1M |
| NKE NIKE INC -CL B | 2.2% | Held | 6,129,483 | $427.4M |
| INTU INTUIT INC | 2.1% | Added +64.0% | 604,456 | $412.8M |
| QLYS QUALYS INC | 0.6% | Added +21.2% | 870,859 | $115.2M |
| PAYC PAYCOM SOFTWARE INC | 0.6% | Added +26.6% | 523,433 | $108.9M |
| DOCS DOXIMITY INC-CLASS A | 0.5% | Held | 1,355,944 | $99.2M |
| MSCI MSCI INC | 0.5% | Held | 166,619 | $94.5M |
| VRT VERTIV HOLDINGS CO-A | 0.5% | Reduced −18.4% | 591,450 | $89.2M |
| ODD ODDITY TECH LTD-CL A | 0.4% | Held | 1,416,956 | $88.3M |
| ROL ROLLINS INC | 0.4% | Held | 1,478,629 | $86.9M |
| GGG GRACO INC | 0.4% | Held | 900,545 | $76.5M |
| NSSC NAPCO SECURITY TECHNOLOGIES | 0.4% | Added +86.4% | 1,779,857 | $76.4M |
| VRSN VERISIGN INC | 0.4% | Held | 270,634 | $75.7M |
| CLX CLOROX COMPANY | 0.4% | Held | 613,497 | $75.6M |
| CPRXEUR CATALYST PHARMACEUTICALS INC | 0.3% | Added +24.2% | 3,363,807 | $66.3M |
| MEDP MEDPACE HOLDINGS INC | 0.3% | Held | 127,537 | $65.6M |
| MANH MANHATTAN ASSOCIATES INC | 0.3% | Held | 288,332 | $59.1M |
| SABR SABRE CORP | 0.2% | Held | 21,499,095 | $39.3M |
| HD HOME DEPOT INC | 0.2% | Added +1.8% | 84,860 | $34.4M |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| CHH CHOICE HOTELS INTL INC | 733,892 | $93.1M |
| EXPO EXPONENT INC | 746,820 | $55.8M |
| VRSK VERISK ANALYTICS INC | 176,195 | $54.9M |
| MA MASTERCARD INC - A | 27,663 | $15.5M |
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.