Fundsmith LLP Q2 2025 Filing
Filed August 14, 2025
Portfolio Value
$23.0T
Holdings
39
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (39 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | METAMETA PLATFORMS INC | 3,568,752 | $2.6T | 11.44% | |
| 2 | MSFTMICROSOFT CORP | 4,941,509 | $2.5T | 10.68% | |
| 3 | SYKSTRYKER CORPORATION | 4,677,007 | $1.9T | 8.04% | |
| 4 | 4I1PHILIP MORRIS INTL INC | 9,074,195 | $1.7T | 7.18% | |
| 5 | IDXXIDEXX LABS INC | 2,639,289 | $1.4T | 6.15% | |
| 6 | VVISA INC | 3,854,071 | $1.4T | 5.95% | |
| 7 | ADPAUTOMATIC DATA PROCESSING IN | 4,362,099 | $1.3T | 5.84% | |
| 8 | WATWATERS CORP | 3,608,407 | $1.3T | 5.47% | |
| 9 | GOOGLALPHABET INC | 6,803,454 | $1.2T | 5.21% | |
| 10 | MARMARRIOTT INTL INC NEW | 4,236,599 | $1.2T | 5.03% | |
| 11 | FTNTFORTINET INC | 8,418,362 | $890.0B | 3.87% | |
| 12 | PGPROCTER AND GAMBLE CO | 4,572,280 | $728.5B | 3.16% | |
| 13 | MTDMETTLER TOLEDO INTERNATIONAL | 590,037 | $693.1B | 3.01% | |
| 14 | CHDCHURCH & DWIGHT CO INC | 6,824,289 | $655.9B | 2.85% | |
| 15 | OTISOTIS WORLDWIDE CORP | 5,819,151 | $576.2B | 2.50% | |
| 16 | TXNTEXAS INSTRS INC | 2,720,290 | $564.8B | 2.45% | |
| 17 | ZTSZOETIS INC | 2,884,831 | $449.9B | 1.95% | |
| 18 | NKENIKE INC | 6,129,483 | $435.4B | 1.89% | |
| 19 | INTUINTUIT | 368,540 | $290.3B | 1.26% | |
| 20 | ODDODDITY TECH LTD | 1,416,956 | $106.9B | 0.46% | |
| 21 | QLYSQUALYS INC | 718,602 | $102.7B | 0.45% | |
| 22 | MSCIMSCI INC | 166,619 | $96.1B | 0.42% | |
| 23 | PAYCPAYCOM SOFTWARE INC | 413,510 | $95.7B | 0.42% | |
| 24 | CHHCHOICE HOTELS INTL INC | 733,892 | $93.1B | 0.40% | |
| 25 | VRTVERTIV HOLDINGS CO | 724,923 | $93.1B | 0.40% | |
| 26 | ROLROLLINS INC | 1,478,629 | $83.4B | 0.36% | |
| 27 | DOCSDOXIMITY INC | 1,355,944 | $83.2B | 0.36% | |
| 28 | VRSNVERISIGN INC | 270,634 | $78.2B | 0.34% | |
| 29 | GGGGRACO INC | 900,545 | $77.4B | 0.34% | |
| 30 | CLXCLOROX CO DEL | 613,497 | $73.7B | 0.32% | |
| 31 | SABRSABRE CORP | 21,499,095 | $67.9B | 0.30% | |
| 32 | CPRXCATALYST PHARMACEUTICALS INC | 2,709,086 | $58.8B | 0.26% | |
| 33 | MANHMANHATTAN ASSOCIATES INC | 288,332 | $56.9B | 0.25% | |
| 34 | EXPOEXPONENT INC | 746,820 | $55.8B | 0.24% | |
| 35 | VRSKVERISK ANALYTICS INC | 176,195 | $54.9B | 0.24% | |
| 36 | MEDPMEDPACE HLDGS INC | 127,537 | $40.0B | 0.17% | |
| 37 | HDHOME DEPOT INC | 83,367 | $30.6B | 0.13% | |
| 38 | NSSCNAPCO SEC TECHNOLOGIES INC | 954,912 | $28.4B | 0.12% | |
| 39 | MAMASTERCARD INCORPORATED | 27,663 | $15.5B | 0.07% |