Fundsmith LLP
Terry Smith · As of Q4 2024 · filed Feb 14, 2025
| META META PLATFORMS INC-CLASS A | 11.4% | Reduced −6.4% | 4,561,352 | $2.67B |
| MSFT MICROSOFT CORP | 11.1% | Reduced −10.3% | 6,187,033 | $2.61B |
| SYK STRYKER CORP | 8.2% | Reduced −0.1% | 5,333,977 | $1.92B |
| ADP AUTOMATIC DATA PROCESSING | 6.3% | Reduced −10.0% | 5,013,712 | $1.47B |
| V VISA INC-CLASS A SHARES | 6.2% | Reduced −16.7% | 4,622,567 | $1.46B |
| PM PHILIP MORRIS INTERNATIONAL | 5.8% | Reduced −6.4% | 11,245,175 | $1.35B |
| WAT WATERS CORP | 5.7% | Reduced −0.3% | 3,634,522 | $1.35B |
| GOOGL ALPHABET INC-CL A | 5.5% | Reduced −0.1% | 6,848,278 | $1.30B |
| MAR MARRIOTT INTERNATIONAL -CL A | 5.1% | Reduced −0.3% | 4,255,340 | $1.19B |
| IDXX IDEXX LABORATORIES INC | 4.7% | Reduced −0.0% | 2,662,855 | $1.10B |
| PEP PEPSICO INC | 3.7% | Reduced −1.3% | 5,663,677 | $861.2M |
| FTNT FORTINET INC | 3.4% | Reduced −15.7% | 8,530,423 | $806.0M |
| PG PROCTER & GAMBLE CO | 3.3% | Reduced −0.1% | 4,626,376 | $775.6M |
| MTD METTLER-TOLEDO INTERNATIONAL | 3.1% | Reduced −0.1% | 591,455 | $723.8M |
| CHD CHURCH & DWIGHT CO INC | 3.1% | Reduced −0.4% | 6,857,121 | $718.0M |
| OTIS OTIS WORLDWIDE CORP | 2.4% | Reduced −2.8% | 5,966,777 | $552.6M |
| NKE NIKE INC -CL B | 2.0% | Reduced −2.6% | 6,135,629 | $464.3M |
| BF/B BROWN-FORMAN CORP-CLASS B | 1.6% | Reduced −3.7% | 9,637,881 | $366.0M |
| TXN TEXAS INSTRUMENTS INC | 1.4% | Held | 1,700,630 | $318.9M |
| VRSN VERISIGN INC | 0.6% | Held | 624,500 | $129.2M |
| VRSK VERISK ANALYTICS INC | 0.5% | Held | 417,685 | $115.0M |
| CHH CHOICE HOTELS INTL INC | 0.4% | Held | 733,892 | $104.2M |
| MSCI MSCI INC | 0.4% | Held | 166,619 | $100.0M |
| CLX CLOROX COMPANY | 0.4% | Held | 613,497 | $99.6M |
| GGG GRACO INC | 0.4% | Held | 1,139,641 | $96.1M |
| EFX EQUIFAX INC | 0.4% | Held | 363,328 | $92.6M |
| SABR SABRE CORP | 0.3% | Held | 21,499,095 | $78.5M |
| QLYS QUALYS INC | 0.3% | Held | 548,009 | $76.8M |
| IEX IDEX CORP | 0.3% | Held | 362,501 | $75.9M |
| EXPO EXPONENT INC | 0.3% | Held | 836,477 | $74.5M |
| ROL ROLLINS INC | 0.3% | Held | 1,597,513 | $74.0M |
| ODD ODDITY TECH LTD-CL A | 0.3% | Held | 1,615,158 | $67.9M |
| PAYC PAYCOM SOFTWARE INC | 0.3% | Held | 322,611 | $66.1M |
| HD HOME DEPOT INC | 0.2% | Reduced −1.5% | 145,639 | $56.7M |
| MEDP MEDPACE HOLDINGS INC | 0.2% | New | 127,537 | $42.4M |
| DOCS DOXIMITY INC-CLASS A | 0.2% | New | 710,502 | $37.9M |
| ZTS ZOETIS INC | 0.2% | Reduced −1.5% | 227,329 | $37.0M |
| MA MASTERCARD INC - A | 0.1% | Reduced −1.5% | 64,033 | $33.7M |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| AAPL APPLE INC | 1,558,589 | $363.2M |
| MKC MCCORMICK & CO-NON VTG SHRS | 1,728,157 | $142.2M |
| CGNX COGNEX CORP | 1,906,276 | $77.2M |
| MCD MCDONALD'S CORP | 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.