Fundsmith LLP Q1 2020 Filing
Filed May 14, 2020
Portfolio Value
$17.8T
Holdings
34
Report Date
Q1 2020
Filing Type
13F-HR
All Holdings (34 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MSFTMICROSOFT | 11,972,921 | $1.9T | 10.63% | |
| 2 | 4I1PHILIP MORRIS INTERNATIONAL | 17,022,953 | $1.2T | 6.99% | |
| 3 | PYPLPAYPAL HOLDINGS INC | 12,407,094 | $1.2T | 6.69% | |
| 4 | ELESTEE LAUDER | 6,738,662 | $1.1T | 6.04% | |
| 5 | METAFACEBOOK | 6,433,861 | $1.1T | 6.04% | |
| 6 | IDXXIDEXX LABORATORIES | 4,245,227 | $1.0T | 5.79% | |
| 7 | INTUINTUIT INC | 4,457,596 | $1.0T | 5.77% | |
| 8 | MCXMCCORMICK & CO NON VTG SHRS | 7,124,205 | $1.0T | 5.66% | |
| 9 | SYKSTRYKER CORP | 5,931,325 | $987.5B | 5.56% | |
| 10 | VVISA INC CLASS A SHARES | 6,098,637 | $982.6B | 5.53% | |
| 11 | PEPPEPSICO INC | 7,995,065 | $960.2B | 5.40% | |
| 12 | BDXBECTON DICKINSON AND CO | 3,810,792 | $875.6B | 4.93% | |
| 13 | WATWATERS CORP | 4,755,050 | $865.7B | 4.87% | |
| 14 | ADPAUTOMATIC DATA PROCESSING | 6,274,833 | $857.6B | 4.83% | |
| 15 | JNJJOHNSON & JOHNSON | 5,379,781 | $705.5B | 3.97% | |
| 16 | BF/BBROWN FORMAN CORP CLASS B | 9,844,631 | $546.5B | 3.08% | |
| 17 | CLXCLOROX COMPANY | 1,592,042 | $275.8B | 1.55% | |
| 18 | NKENIKE INC CL B | 2,319,351 | $191.9B | 1.08% | |
| 19 | SBUXSTARBUCKS CORP | 2,649,785 | $174.2B | 0.98% | |
| 20 | CHKPCHECK POINT SOFTWARE TECH | 866,437 | $87.1B | 0.49% | |
| 21 | 3M4MASIMO | 475,853 | $84.3B | 0.47% | |
| 22 | VRSKVERISK ANALYTICS | 598,306 | $83.4B | 0.47% | |
| 23 | AKXANSYS | 329,985 | $76.7B | 0.43% | |
| 24 | EFXEQUIFAX | 568,122 | $67.9B | 0.38% | |
| 25 | VRSNVERISIGN | 355,281 | $64.0B | 0.36% | |
| 26 | CGNXCOGNEX | 1,508,999 | $63.7B | 0.36% | |
| 27 | IPGPIPG PHOTONICS | 566,147 | $62.4B | 0.35% | |
| 28 | MSCIMSCI | 204,376 | $59.1B | 0.33% | |
| 29 | AOSAO SMITH | 1,465,215 | $55.4B | 0.31% | |
| 30 | SABRSABRE | 7,950,501 | $47.1B | 0.27% | |
| 31 | PAYCPAYCOM SOFTWARE | 174,606 | $35.3B | 0.20% | |
| 32 | MLB1MERCADOLIBRE | 34,804 | $17.0B | 0.10% | |
| 33 | MARMARRIOTT INTERNATIONAL CL A | 172,847 | $12.9B | 0.07% | |
| 34 | XPXP CLASS A | 253,367 | $4.9B | 0.03% |