Fundsmith LLP Q3 2019 Filing
Filed November 12, 2019
Portfolio Value
$19.6T
Holdings
31
Report Date
Q3 2019
Filing Type
13F-HR
All Holdings (31 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MSFTMICROSOFT | 12,189,646 | $1.7T | 8.66% | |
| 2 | PYPLPAYPAL HOLDINGS INC | 15,402,344 | $1.6T | 8.16% | |
| 3 | ELESTEE LAUDER | 6,766,747 | $1.3T | 6.88% | |
| 4 | SYKSTRYKER CORP | 5,945,105 | $1.3T | 6.57% | |
| 5 | 4I1PHILIP MORRIS INTERNATIONAL | 16,928,583 | $1.3T | 6.57% | |
| 6 | INTUINTUIT INC | 4,660,635 | $1.2T | 6.34% | |
| 7 | IDXXIDEXX LABORATORIES | 4,556,016 | $1.2T | 6.33% | |
| 8 | METAFACEBOOK | 6,482,183 | $1.2T | 5.90% | |
| 9 | WATWATERS CORP | 5,122,867 | $1.1T | 5.85% | |
| 10 | MCXMCCORMICK & CO NON VTG SHRS | 7,291,672 | $1.1T | 5.83% | |
| 11 | PEPPEPSICO INC | 8,289,105 | $1.1T | 5.81% | |
| 12 | VVISA INC CLASS A SHARES | 6,445,632 | $1.1T | 5.67% | |
| 13 | ADPAUTOMATIC DATA PROCESSING | 6,480,485 | $1.0T | 5.35% | |
| 14 | BDXBECTON DICKINSON AND CO | 3,817,935 | $965.8B | 4.94% | |
| 15 | JNJJOHNSON & JOHNSON | 5,956,821 | $770.7B | 3.94% | |
| 16 | BF/BBROWN FORMAN CORP CLASS B | 9,243,186 | $580.3B | 2.97% | |
| 17 | EFXEQUIFAX | 620,821 | $87.3B | 0.45% | |
| 18 | 3M4MASIMO | 574,963 | $85.5B | 0.44% | |
| 19 | VRSKVERISK ANALYTICS | 534,530 | $84.5B | 0.43% | |
| 20 | SABRSABRE | 3,630,918 | $81.3B | 0.42% | |
| 21 | CHKPCHECK POINT SOFTWARE TECH | 727,785 | $79.7B | 0.41% | |
| 22 | AKXANSYS | 347,128 | $76.8B | 0.39% | |
| 23 | CGNXCOGNEX | 1,167,817 | $57.4B | 0.29% | |
| 24 | IPGPIPG PHOTONICS | 392,900 | $53.3B | 0.27% | |
| 25 | VRSNVERISIGN | 272,873 | $51.5B | 0.26% | |
| 26 | MSCIMSCI | 200,070 | $43.6B | 0.22% | |
| 27 | AOSAO SMITH | 848,563 | $40.5B | 0.21% | |
| 28 | PAYCPAYCOM SOFTWARE | 170,928 | $35.8B | 0.18% | |
| 29 | MARMARRIOTT INTERNATIONAL CL A | 211,302 | $26.3B | 0.13% | |
| 30 | CHDCHURCH AND DWIGHT CO INC | 202,952 | $15.3B | 0.08% | |
| 31 | MLB1MERCADOLIBRE | 23,644 | $13.0B | 0.07% |