Fundsmith LLP Q2 2022 Filing
Filed August 15, 2022
Portfolio Value
$22.7T
Holdings
43
Report Date
Q2 2022
Filing Type
13F-HR
All Holdings (43 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MSFTMICROSOFT CORP | 10,020,534 | $2.6T | 11.36% | |
| 2 | 4I1PHILIP MORRIS INTERNATIONAL | 16,478,425 | $1.6T | 7.18% | |
| 3 | ELESTEE LAUDER COMPANIES CL A | 5,951,296 | $1.5T | 6.69% | |
| 4 | MCXMCCORMICK & CO NON VTG SHRS | 15,492,883 | $1.3T | 5.69% | |
| 5 | IDXXIDEXX LABORATORIES INC | 3,618,875 | $1.3T | 5.60% | |
| 6 | WATWATERS CORP | 3,689,225 | $1.2T | 5.39% | |
| 7 | SYKSTRYKER CORP | 6,049,848 | $1.2T | 5.31% | |
| 8 | PEPPEPSICO INC | 7,137,026 | $1.2T | 5.25% | |
| 9 | ADPAUTOMATIC DATA PROCESSING | 5,565,378 | $1.2T | 5.16% | |
| 10 | VVISA INC CLASS A SHARES | 5,630,342 | $1.1T | 4.89% | |
| 11 | INTUINTUIT INC | 2,371,428 | $914.0B | 4.03% | |
| 12 | METAMETA PLATFORMS INC-CLASS A | 5,477,481 | $883.2B | 3.90% | |
| 13 | BF/BBROWN FORMAN CORP CLASS B | 12,213,131 | $856.9B | 3.78% | |
| 14 | CHDCHURCH AND DWIGHT ORD | 8,444,261 | $782.4B | 3.45% | |
| 15 | ADBEADOBE ORD | 2,108,848 | $772.0B | 3.41% | |
| 16 | AMZNAMAZON COM ORD | 6,779,020 | $720.0B | 3.18% | |
| 17 | NKENIKE INC CL B | 6,727,737 | $687.6B | 3.03% | |
| 18 | PYPLPAYPAL HOLDINGS INC | 9,651,818 | $674.1B | 2.97% | |
| 19 | MTDMETTLER TOLEDO ORD | 540,452 | $620.9B | 2.74% | |
| 20 | SABRSABRE CORP | 22,469,835 | $131.0B | 0.58% | |
| 21 | FTNTFORTINET ORD | 2,289,070 | $129.5B | 0.57% | |
| 22 | QLYSQUALYS INC | 930,206 | $117.3B | 0.52% | |
| 23 | VRSNVERISIGN INC | 667,498 | $111.7B | 0.49% | |
| 24 | 3M4MASIMO CORP | 756,313 | $98.8B | 0.44% | |
| 25 | VRSKVERISK ANALYTICS INC | 524,820 | $90.8B | 0.40% | |
| 26 | AKXANSYS INC | 379,135 | $90.7B | 0.40% | |
| 27 | EFXEQUIFAX INC | 490,113 | $89.6B | 0.40% | |
| 28 | CGNXCOGNEX CORP | 2,037,105 | $86.6B | 0.38% | |
| 29 | MSCIMSCI INC | 209,104 | $86.2B | 0.38% | |
| 30 | IPGPIPG PHOTONICS CORP | 845,311 | $79.6B | 0.35% | |
| 31 | PAYCPAYCOM SOFTWARE INC | 255,722 | $71.6B | 0.32% | |
| 32 | ROLROLLINS ORD | 1,879,272 | $65.6B | 0.29% | |
| 33 | WINGWINGSTOP ORD | 825,464 | $61.7B | 0.27% | |
| 34 | JNJJOHNSON & JOHNSON | 273,454 | $48.5B | 0.21% | |
| 35 | PGPROCTER & GAMBLE ORD | 312,618 | $45.0B | 0.20% | |
| 36 | HDHOME DEPOT ORD | 151,505 | $41.6B | 0.18% | |
| 37 | GOOGLALPHABET CL A ORD | 381,252 | $41.5B | 0.18% | |
| 38 | ZTSZOETIS CL A ORD | 222,053 | $38.2B | 0.17% | |
| 39 | MLB1MERCADOLIBRE | 24,225 | $15.4B | 0.07% | |
| 40 | WNSNWNS HOLDINGS - ADR | 193,179 | $14.4B | 0.06% | |
| 41 | GGenpact Ltd | 317,337 | $13.4B | 0.06% | |
| 42 | TSMTaiwan Semiconductor Manufacturing US ADR | 155,558 | $12.7B | 0.06% | |
| 43 | XPXP CLASS A | 253,367 | $4.5B | 0.02% |