Fundsmith LLP Q2 2019 Filing
Filed August 9, 2019
Portfolio Value
$19.2T
Holdings
31
Report Date
Q2 2019
Filing Type
13F-HR
All Holdings (31 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | PYPLPAYPAL HOLDINGS INC | 15,391,028 | $1.8T | 9.18% | |
| 2 | MSFTMICROSOFT | 12,171,134 | $1.6T | 8.50% | |
| 3 | METAFACEBOOK | 6,475,057 | $1.2T | 6.51% | |
| 4 | IDXXIDEXX LABORATORIES | 4,470,038 | $1.2T | 6.41% | |
| 5 | ELESTEE LAUDER | 6,660,785 | $1.2T | 6.36% | |
| 6 | INTUINTUIT INC | 4,651,847 | $1.2T | 6.33% | |
| 7 | 4I1PHILIP MORRIS INTERNATIONAL | 15,268,507 | $1.2T | 6.25% | |
| 8 | SYKSTRYKER CORP | 5,801,440 | $1.2T | 6.21% | |
| 9 | WATWATERS CORP | 5,114,006 | $1.1T | 5.74% | |
| 10 | PEPPEPSICO INC | 8,275,341 | $1.1T | 5.65% | |
| 11 | VVISA INC CLASS A SHARES | 6,123,530 | $1.1T | 5.54% | |
| 12 | MCXMCCORMICK & CO NON VTG SHRS | 6,803,450 | $1.1T | 5.50% | |
| 13 | ADPAUTOMATIC DATA PROCESSING | 6,129,753 | $1.0T | 5.28% | |
| 14 | BDXBECTON DICKINSON AND CO | 3,812,171 | $960.7B | 5.01% | |
| 15 | JNJJOHNSON & JOHNSON | 5,400,131 | $752.1B | 3.92% | |
| 16 | MMM3M CO | 3,529,691 | $611.8B | 3.19% | |
| 17 | 3M4MASIMO | 574,963 | $85.6B | 0.45% | |
| 18 | EFXEQUIFAX | 620,821 | $84.0B | 0.44% | |
| 19 | SABRSABRE | 3,630,918 | $80.6B | 0.42% | |
| 20 | VRSKVERISK ANALYTICS | 526,010 | $77.0B | 0.40% | |
| 21 | CHKPCHECK POINT SOFTWARE TECH | 623,478 | $72.1B | 0.38% | |
| 22 | AKXANSYS | 323,777 | $66.3B | 0.35% | |
| 23 | VRSNVERISIGN | 272,873 | $57.1B | 0.30% | |
| 24 | CGNXCOGNEX | 1,167,817 | $56.0B | 0.29% | |
| 25 | CDKCDK GBL. | 1,111,332 | $54.9B | 0.29% | |
| 26 | IPGPIPG PHOTONICS | 338,819 | $52.3B | 0.27% | |
| 27 | MSCIMSCI | 194,770 | $46.5B | 0.24% | |
| 28 | AOSAO SMITH | 848,563 | $40.0B | 0.21% | |
| 29 | PAYCPAYCOM SOFTWARE | 170,928 | $38.8B | 0.20% | |
| 30 | MARMARRIOTT INTERNATIONAL CL A | 176,682 | $24.8B | 0.13% | |
| 31 | MLB1MERCADOLIBRE | 23,644 | $14.5B | 0.08% |