Fundsmith LLP Q1 2019 Filing
Filed May 13, 2019
Portfolio Value
$17.6T
Holdings
31
Report Date
Q1 2019
Filing Type
13F-HR
All Holdings (31 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | PYPLPAYPAL HOLDINGS INC | 15,338,423 | $1.6T | 9.05% | |
| 2 | MSFTMICROSOFT | 12,140,368 | $1.4T | 8.14% | |
| 3 | WATWATERS CORP | 5,026,757 | $1.3T | 7.19% | |
| 4 | 4I1PHILIP MORRIS INTERNATIONAL | 13,315,376 | $1.2T | 6.69% | |
| 5 | INTUINTUIT INC | 4,481,318 | $1.2T | 6.66% | |
| 6 | SYKSTRYKER CORP | 5,581,841 | $1.1T | 6.27% | |
| 7 | ELESTEE LAUDER | 6,631,703 | $1.1T | 6.24% | |
| 8 | METAFACEBOOK | 6,367,698 | $1.1T | 6.03% | |
| 9 | PEPPEPSICO INC | 8,269,554 | $1.0T | 5.76% | |
| 10 | IDXXIDEXX LABORATORIES | 4,467,341 | $998.9B | 5.68% | |
| 11 | ADPAUTOMATIC DATA PROCESSING | 5,994,171 | $957.5B | 5.44% | |
| 12 | BDXBECTON DICKINSON AND CO | 3,771,159 | $941.8B | 5.35% | |
| 13 | VVISA INC CLASS A SHARES | 5,789,403 | $904.2B | 5.14% | |
| 14 | MCXMCCORMICK & CO NON VTG SHRS | 5,204,584 | $784.0B | 4.45% | |
| 15 | MMM3M CO | 3,536,774 | $734.9B | 4.18% | |
| 16 | JNJJOHNSON & JOHNSON | 4,599,735 | $643.0B | 3.65% | |
| 17 | EFXEQUIFAX | 578,511 | $68.6B | 0.39% | |
| 18 | VRSKVERISK ANALYTICS | 513,680 | $68.3B | 0.39% | |
| 19 | 3M4MASIMO | 490,663 | $67.8B | 0.39% | |
| 20 | CHKPCHECK POINT SOFTWARE TECH | 524,186 | $66.3B | 0.38% | |
| 21 | SABRSABRE | 2,967,828 | $63.5B | 0.36% | |
| 22 | CDKCDK GBL. | 922,783 | $54.3B | 0.31% | |
| 23 | AKXANSYS | 292,526 | $53.4B | 0.30% | |
| 24 | CGNXCOGNEX | 1,033,167 | $52.5B | 0.30% | |
| 25 | VRSNVERISIGN | 272,873 | $49.5B | 0.28% | |
| 26 | AOSAO SMITH | 763,583 | $40.7B | 0.23% | |
| 27 | MSCIMSCI | 188,920 | $37.6B | 0.21% | |
| 28 | IPGPIPG PHOTONICS | 218,607 | $33.2B | 0.19% | |
| 29 | PAYCPAYCOM SOFTWARE | 170,928 | $32.3B | 0.18% | |
| 30 | MARMARRIOTT INTERNATIONAL CL A | 180,080 | $22.5B | 0.13% | |
| 31 | MLB1MERCADOLIBRE | 18,267 | $9.3B | 0.05% |