13F HOLDINGS REPORT
Fundsmith LLP
Quarter ended Q2 2025 · Filed August 14, 2025 · Accession 0001801547-25-000008
Total Value
$23.02B
Positions
39
Other Managers
0
Confidential Omitted
No
Holdings (39)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | META PLATFORMS INC | META | 3,568,752 | $2.63B | 11.44% |
| 2 | MICROSOFT CORP | MSFT | 4,941,509 | $2.46B | 10.68% |
| 3 | STRYKER CORPORATION | SYK | 4,677,007 | $1.85B | 8.04% |
| 4 | PHILIP MORRIS INTL INC | 718172109 | 9,074,195 | $1.65B | 7.18% |
| 5 | IDEXX LABS INC | 45168D104 | 2,639,289 | $1.42B | 6.15% |
| 6 | VISA INC | V | 3,854,071 | $1.37B | 5.95% |
| 7 | AUTOMATIC DATA PROCESSING IN | ADP | 4,362,099 | $1.35B | 5.84% |
| 8 | WATERS CORP | 941848103 | 3,608,407 | $1.26B | 5.47% |
| 9 | ALPHABET INC | GOOG | 6,803,454 | $1.20B | 5.21% |
| 10 | MARRIOTT INTL INC NEW | 571903202 | 4,236,599 | $1.16B | 5.03% |
| 11 | FORTINET INC | FTNT | 8,418,362 | $890.0M | 3.87% |
| 12 | PROCTER AND GAMBLE CO | 742718109 | 4,572,280 | $728.5M | 3.16% |
| 13 | METTLER TOLEDO INTERNATIONAL | MTD | 590,037 | $693.1M | 3.01% |
| 14 | CHURCH & DWIGHT CO INC | CHD | 6,824,289 | $655.9M | 2.85% |
| 15 | OTIS WORLDWIDE CORP | OTIS | 5,819,151 | $576.2M | 2.50% |
| 16 | TEXAS INSTRS INC | 882508104 | 2,720,290 | $564.8M | 2.45% |
| 17 | ZOETIS INC | ZTS | 2,884,831 | $449.9M | 1.95% |
| 18 | NIKE INC | NKE | 6,129,483 | $435.4M | 1.89% |
| 19 | INTUIT | INTU | 368,540 | $290.3M | 1.26% |
| 20 | ODDITY TECH LTD | ODD | 1,416,956 | $106.9M | 0.46% |
| 21 | QUALYS INC | QLYS | 718,602 | $102.7M | 0.45% |
| 22 | MSCI INC | MSCI | 166,619 | $96.1M | 0.42% |
| 23 | PAYCOM SOFTWARE INC | PAYC | 413,510 | $95.7M | 0.42% |
| 24 | CHOICE HOTELS INTL INC | 169905106 | 733,892 | $93.1M | 0.40% |
| 25 | VERTIV HOLDINGS CO | VRT | 724,923 | $93.1M | 0.40% |
| 26 | ROLLINS INC | ROL | 1,478,629 | $83.4M | 0.36% |
| 27 | DOXIMITY INC | DOCS | 1,355,944 | $83.2M | 0.36% |
| 28 | VERISIGN INC | VRSN | 270,634 | $78.2M | 0.34% |
| 29 | GRACO INC | GGG | 900,545 | $77.4M | 0.34% |
| 30 | CLOROX CO DEL | CLX | 613,497 | $73.7M | 0.32% |
| 31 | SABRE CORP | SABR | 21,499,095 | $67.9M | 0.30% |
| 32 | CATALYST PHARMACEUTICALS INC | CPRX | 2,709,086 | $58.8M | 0.26% |
| 33 | MANHATTAN ASSOCIATES INC | MANH | 288,332 | $56.9M | 0.25% |
| 34 | EXPONENT INC | EXPO | 746,820 | $55.8M | 0.24% |
| 35 | VERISK ANALYTICS INC | VRSK | 176,195 | $54.9M | 0.24% |
| 36 | MEDPACE HLDGS INC | MEDP | 127,537 | $40.0M | 0.17% |
| 37 | HOME DEPOT INC | HD | 83,367 | $30.6M | 0.13% |
| 38 | NAPCO SEC TECHNOLOGIES INC | 630402105 | 954,912 | $28.4M | 0.12% |
| 39 | MASTERCARD INCORPORATED | MA | 27,663 | $15.5M | 0.07% |