Fundsmith LLP
Terry Smith · As of Q4 2018 · filed Feb 14, 2019
| MSFT MICROSOFT CORP | 8.7% | Reduced −0.4% | 12,026,986 | $1.38B |
| PYPL PAYPAL HOLDINGS INC | 8.5% | Held | 15,202,210 | $1.34B |
| IDXX IDEXX LABORATORIES INC | 7.0% | Added +0.1% | 4,432,292 | $1.11B |
| PM PHILIP MORRIS INTERNATIONAL | 6.4% | Held | 12,409,367 | $1.01B |
| META META PLATFORMS INC-CLASS A | 6.4% | Added +2.7% | 6,119,785 | $1.01B |
| INTU INTUIT INC | 6.4% | Added +8.2% | 4,425,774 | $1.01B |
| SYK STRYKER CORP | 6.2% | Added +0.1% | 5,529,153 | $982.4M |
| BDX BECTON DICKINSON AND CO | 6.2% | Reduced −0.2% | 3,735,706 | $975.0M |
| WAT WATERS CORP | 6.2% | Reduced −0.9% | 4,983,259 | $970.1M |
| PEP PEPSICO INC | 5.8% | Held | 8,170,141 | $913.4M |
| EL ESTEE LAUDER COMPANIES-CL A | 5.8% | Added +6.8% | 6,282,397 | $913.0M |
| ADP AUTOMATIC DATA PROCESSING | 5.7% | Added +2.0% | 5,927,691 | $893.1M |
| V VISA INC-CLASS A SHARES | 5.5% | Added +0.2% | 5,725,371 | $859.3M |
| MMM 3M CO | 4.7% | Held | 3,486,738 | $734.7M |
| JNJ JOHNSON & JOHNSON | 4.0% | Held | 4,581,202 | $633.0M |
| MKC MCCORMICK & CO-NON VTG SHRS | 2.2% | New | 2,688,994 | $354.3M |
| CL COLGATE-PALMOLIVE CO | 0.9% | Reduced −56.1% | 2,223,446 | $148.9M |
| MASI* MASIMO CORP | 0.3% | New | 479,372 | $51.5M |
| CHKP CHECK POINT SOFTWARE TECH | 0.3% | New | 479,073 | $49.2M |
| EFX EQUIFAX INC | 0.3% | New | 527,747 | $49.1M |
| VRSK VERISK ANALYTICS INC | 0.3% | New | 450,436 | $49.1M |
| SABR SABRE CORP | 0.3% | New | 2,262,871 | $49.0M |
| CDK CDK GLOBAL INC | 0.3% | New | 922,783 | $44.2M |
| VRSN VERISIGN INC | 0.3% | New | 272,873 | $40.5M |
| CGNX COGNEX CORP | 0.3% | New | 1,033,167 | $40.0M |
| AKX ANSYS INC | 0.2% | New | 273,041 | $39.0M |
| AOS SMITH (A.O.) CORP | 0.2% | New | 689,903 | $29.5M |
| MAR MARRIOTT INTERNATIONAL -CL A | 0.2% | Added +13.8% | 181,589 | $24.0M |
| MSCI MSCI INC | 0.1% | New | 144,247 | $21.3M |
| PAYC PAYCOM SOFTWARE INC | 0.1% | New | 170,928 | $20.9M |
| IPGP IPG PHOTONICS CORP | 0.1% | New | 169,115 | $19.2M |
| MELI MERCADOLIBRE INC | 0.0% | New | 18,267 | $5.3M |
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.