Fundsmith LLP Q1 2025 Filing
Filed May 15, 2025
Portfolio Value
$22.0T
Holdings
38
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (38 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | METAMETA PLATFORMS INC | 3,883,796 | $2.2T | 10.19% | |
| 2 | MSFTMICROSOFT CORP | 5,370,162 | $2.0T | 9.17% | |
| 3 | SYKSTRYKER CORPORATION | 5,069,187 | $1.9T | 8.59% | |
| 4 | 4I1PHILIP MORRIS INTL INC | 10,805,892 | $1.7T | 7.81% | |
| 5 | VVISA INC | 4,137,024 | $1.4T | 6.60% | |
| 6 | ADPAUTOMATIC DATA PROCESSING IN | 4,513,899 | $1.4T | 6.28% | |
| 7 | WATWATERS CORP | 3,613,197 | $1.3T | 6.06% | |
| 8 | IDXXIDEXX LABS INC | 2,648,331 | $1.1T | 5.06% | |
| 9 | GOOGLALPHABET INC | 6,843,213 | $1.1T | 4.82% | |
| 10 | MARMARRIOTT INTL INC NEW | 4,251,560 | $1.0T | 4.61% | |
| 11 | FTNTFORTINET INC | 8,523,040 | $820.4B | 3.73% | |
| 12 | PGPROCTER AND GAMBLE CO | 4,620,406 | $787.4B | 3.58% | |
| 13 | CHDCHURCH & DWIGHT CO INC | 6,847,486 | $753.8B | 3.43% | |
| 14 | MTDMETTLER TOLEDO INTERNATIONAL | 590,838 | $697.7B | 3.18% | |
| 15 | OTISOTIS WORLDWIDE CORP | 5,866,737 | $605.4B | 2.76% | |
| 16 | TXNTEXAS INSTRS INC | 2,725,812 | $489.8B | 2.23% | |
| 17 | ZTSZOETIS INC | 2,546,487 | $419.3B | 1.91% | |
| 18 | NKENIKE INC | 6,135,629 | $389.5B | 1.77% | |
| 19 | BF/BBROWN FORMAN CORP | 9,637,881 | $327.1B | 1.49% | |
| 20 | VRSNVERISIGN INC | 570,035 | $144.7B | 0.66% | |
| 21 | INTUINTUIT | 181,628 | $111.5B | 0.51% | |
| 22 | VRSKVERISK ANALYTICS INC | 330,624 | $98.4B | 0.45% | |
| 23 | CHHCHOICE HOTELS INTL INC | 733,892 | $97.4B | 0.44% | |
| 24 | GGGGRACO INC | 1,139,641 | $95.2B | 0.43% | |
| 25 | MSCIMSCI INC | 166,619 | $94.2B | 0.43% | |
| 26 | QLYSQUALYS INC | 718,602 | $90.5B | 0.41% | |
| 27 | PAYCPAYCOM SOFTWARE INC | 413,510 | $90.3B | 0.41% | |
| 28 | CLXCLOROX CO DEL | 613,497 | $90.3B | 0.41% | |
| 29 | ROLROLLINS INC | 1,597,513 | $86.3B | 0.39% | |
| 30 | ODDODDITY TECH LTD | 1,615,158 | $69.9B | 0.32% | |
| 31 | DOCSDOXIMITY INC | 1,189,882 | $69.0B | 0.31% | |
| 32 | EXPOEXPONENT INC | 836,477 | $67.8B | 0.31% | |
| 33 | SABRSABRE CORP | 21,499,095 | $60.4B | 0.27% | |
| 34 | EFXEQUIFAX INC | 235,505 | $57.4B | 0.26% | |
| 35 | CPRXCATALYST PHARMACEUTICALS INC | 2,151,274 | $52.2B | 0.24% | |
| 36 | HDHOME DEPOT INC | 114,736 | $42.0B | 0.19% | |
| 37 | MEDPMEDPACE HLDGS INC | 127,537 | $38.9B | 0.18% | |
| 38 | MAMASTERCARD INCORPORATED | 49,454 | $27.1B | 0.12% |