13F HOLDINGS REPORT
Fundsmith LLP
Quarter ended Q1 2025 · Filed May 15, 2025 · Accession 0001520023-25-000003
Total Value
$21.97B
Positions
38
Other Managers
0
Confidential Omitted
No
Holdings (38)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | META PLATFORMS INC | META | 3,883,796 | $2.24B | 10.19% |
| 2 | MICROSOFT CORP | MSFT | 5,370,162 | $2.02B | 9.17% |
| 3 | STRYKER CORPORATION | SYK | 5,069,187 | $1.89B | 8.59% |
| 4 | PHILIP MORRIS INTL INC | 718172109 | 10,805,892 | $1.72B | 7.81% |
| 5 | VISA INC | V | 4,137,024 | $1.45B | 6.60% |
| 6 | AUTOMATIC DATA PROCESSING IN | ADP | 4,513,899 | $1.38B | 6.28% |
| 7 | WATERS CORP | 941848103 | 3,613,197 | $1.33B | 6.06% |
| 8 | IDEXX LABS INC | 45168D104 | 2,648,331 | $1.11B | 5.06% |
| 9 | ALPHABET INC | GOOG | 6,843,213 | $1.06B | 4.82% |
| 10 | MARRIOTT INTL INC NEW | 571903202 | 4,251,560 | $1.01B | 4.61% |
| 11 | FORTINET INC | FTNT | 8,523,040 | $820.4M | 3.73% |
| 12 | PROCTER AND GAMBLE CO | 742718109 | 4,620,406 | $787.4M | 3.58% |
| 13 | CHURCH & DWIGHT CO INC | CHD | 6,847,486 | $753.8M | 3.43% |
| 14 | METTLER TOLEDO INTERNATIONAL | MTD | 590,838 | $697.7M | 3.18% |
| 15 | OTIS WORLDWIDE CORP | OTIS | 5,866,737 | $605.4M | 2.76% |
| 16 | TEXAS INSTRS INC | 882508104 | 2,725,812 | $489.8M | 2.23% |
| 17 | ZOETIS INC | ZTS | 2,546,487 | $419.3M | 1.91% |
| 18 | NIKE INC | NKE | 6,135,629 | $389.5M | 1.77% |
| 19 | BROWN FORMAN CORP | BF-B | 9,637,881 | $327.1M | 1.49% |
| 20 | VERISIGN INC | VRSN | 570,035 | $144.7M | 0.66% |
| 21 | INTUIT | INTU | 181,628 | $111.5M | 0.51% |
| 22 | VERISK ANALYTICS INC | VRSK | 330,624 | $98.4M | 0.45% |
| 23 | CHOICE HOTELS INTL INC | 169905106 | 733,892 | $97.4M | 0.44% |
| 24 | GRACO INC | GGG | 1,139,641 | $95.2M | 0.43% |
| 25 | MSCI INC | MSCI | 166,619 | $94.2M | 0.43% |
| 26 | QUALYS INC | QLYS | 718,602 | $90.5M | 0.41% |
| 27 | PAYCOM SOFTWARE INC | PAYC | 413,510 | $90.3M | 0.41% |
| 28 | CLOROX CO DEL | CLX | 613,497 | $90.3M | 0.41% |
| 29 | ROLLINS INC | ROL | 1,597,513 | $86.3M | 0.39% |
| 30 | ODDITY TECH LTD | ODD | 1,615,158 | $69.9M | 0.32% |
| 31 | DOXIMITY INC | DOCS | 1,189,882 | $69.0M | 0.31% |
| 32 | EXPONENT INC | EXPO | 836,477 | $67.8M | 0.31% |
| 33 | SABRE CORP | SABR | 21,499,095 | $60.4M | 0.27% |
| 34 | EQUIFAX INC | EFX | 235,505 | $57.4M | 0.26% |
| 35 | CATALYST PHARMACEUTICALS INC | CPRX | 2,151,274 | $52.2M | 0.24% |
| 36 | HOME DEPOT INC | HD | 114,736 | $42.0M | 0.19% |
| 37 | MEDPACE HLDGS INC | MEDP | 127,537 | $38.9M | 0.18% |
| 38 | MASTERCARD INCORPORATED | MA | 49,454 | $27.1M | 0.12% |