Fundsmith LLP Q3 2020 Filing
Filed November 12, 2020
Portfolio Value
$25.6T
Holdings
36
Report Date
Q3 2020
Filing Type
13F-HR
All Holdings (36 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MSFTMICROSOFT | 11,929,459 | $2.5T | 9.80% | |
| 2 | PYPLPAYPAL HOLDINGS INC | 12,359,311 | $2.4T | 9.51% | |
| 3 | METAFACEBOOK | 6,427,563 | $1.7T | 6.58% | |
| 4 | IDXXIDEXX LABORATORIES | 4,232,815 | $1.7T | 6.50% | |
| 5 | INTUINTUIT INC | 4,594,541 | $1.5T | 5.85% | |
| 6 | ELESTEE LAUDER | 6,800,333 | $1.5T | 5.80% | |
| 7 | MCXMCCORMICK & CO NON VTG SHRS | 7,542,095 | $1.5T | 5.72% | |
| 8 | 4I1PHILIP MORRIS INTERNATIONAL | 19,503,315 | $1.5T | 5.71% | |
| 9 | SYKSTRYKER CORP | 6,277,138 | $1.3T | 5.11% | |
| 10 | PEPPEPSICO INC | 8,911,181 | $1.2T | 4.82% | |
| 11 | VVISA INC CLASS A SHARES | 6,134,726 | $1.2T | 4.79% | |
| 12 | BDXBECTON DICKINSON AND CO | 4,340,972 | $1.0T | 3.95% | |
| 13 | NKENIKE INC CL B | 7,752,398 | $973.2B | 3.80% | |
| 14 | ADPAUTOMATIC DATA PROCESSING | 6,919,915 | $965.3B | 3.77% | |
| 15 | JNJJOHNSON & JOHNSON | 6,411,610 | $954.6B | 3.73% | |
| 16 | SBUXSTARBUCKS CORP | 10,382,215 | $892.0B | 3.48% | |
| 17 | WATWATERS CORP | 4,292,028 | $839.9B | 3.28% | |
| 18 | BF/BBROWN FORMAN CORP CLASS B | 10,253,745 | $772.3B | 3.02% | |
| 19 | VRSKVERISK ANALYTICS | 607,423 | $112.6B | 0.44% | |
| 20 | AKXANSYS | 335,033 | $109.6B | 0.43% | |
| 21 | IPGPIPG PHOTONICS | 626,454 | $106.5B | 0.42% | |
| 22 | CGNXCOGNEX | 1,602,593 | $104.3B | 0.41% | |
| 23 | 3M4MASIMO | 428,897 | $101.2B | 0.40% | |
| 24 | EFXEQUIFAX | 576,779 | $90.5B | 0.35% | |
| 25 | VRSNVERISIGN | 429,518 | $88.0B | 0.34% | |
| 26 | QLYSQUALYS | 813,720 | $79.8B | 0.31% | |
| 27 | AOSAO SMITH | 1,487,541 | $78.5B | 0.31% | |
| 28 | MSCIMSCI | 207,490 | $74.0B | 0.29% | |
| 29 | PAYCPAYCOM SOFTWARE | 214,794 | $66.9B | 0.26% | |
| 30 | SABRSABRE | 10,156,442 | $66.1B | 0.26% | |
| 31 | CHKPCHECK POINT SOFTWARE TECH | 334,691 | $40.3B | 0.16% | |
| 32 | MLB1MERCADOLIBRE | 30,000 | $32.5B | 0.13% | |
| 33 | MARMARRIOTT INTERNATIONAL CL A | 279,552 | $25.9B | 0.10% | |
| 34 | FTNTFORTINET INC | 212,445 | $25.0B | 0.10% | |
| 35 | XPXP CLASS A | 253,367 | $10.6B | 0.04% | |
| 36 | CLCOLGATE PALMOLIVE CO | 107,251 | $8.3B | 0.03% |