Fundsmith LLP Q4 2020 Filing
Filed February 12, 2021
Portfolio Value
$30.2T
Holdings
39
Report Date
Q4 2020
Filing Type
13F-HR
All Holdings (39 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | PYPLPAYPAL HOLDINGS INC | 12,333,741 | $2.9T | 9.57% | |
| 2 | MSFTMICROSOFT | 12,072,338 | $2.7T | 8.90% | |
| 3 | IDXXIDEXX LABORATORIES | 4,226,428 | $2.1T | 7.00% | |
| 4 | ELESTEE LAUDER | 6,786,727 | $1.8T | 5.99% | |
| 5 | METAFACEBOOK | 6,418,874 | $1.8T | 5.81% | |
| 6 | INTUINTUIT INC | 4,587,585 | $1.7T | 5.78% | |
| 7 | SYKSTRYKER CORP | 6,634,893 | $1.6T | 5.39% | |
| 8 | 4I1PHILIP MORRIS INTERNATIONAL | 19,467,941 | $1.6T | 5.34% | |
| 9 | MCXMCCORMICK & CO NON VTG SHRS | 16,133,793 | $1.5T | 5.11% | |
| 10 | PEPPEPSICO INC | 9,648,806 | $1.4T | 4.74% | |
| 11 | VVISA INC CLASS A SHARES | 6,122,231 | $1.3T | 4.44% | |
| 12 | ADPAUTOMATIC DATA PROCESSING | 7,087,617 | $1.2T | 4.14% | |
| 13 | SBUXSTARBUCKS CORP | 10,441,081 | $1.1T | 3.70% | |
| 14 | NKENIKE INC CL B | 7,733,544 | $1.1T | 3.63% | |
| 15 | WATWATERS CORP | 4,409,835 | $1.1T | 3.62% | |
| 16 | BDXBECTON DICKINSON AND CO | 4,345,415 | $1.1T | 3.60% | |
| 17 | JNJJOHNSON & JOHNSON | 6,392,509 | $1.0T | 3.33% | |
| 18 | BF/BBROWN FORMAN CORP CLASS B | 10,255,848 | $814.6B | 2.70% | |
| 19 | CHDCHURCH & DWIGHT INC | 5,631,204 | $491.2B | 1.63% | |
| 20 | SABRSABRE | 13,615,381 | $163.7B | 0.54% | |
| 21 | IPGPIPG PHOTONICS | 627,344 | $140.4B | 0.47% | |
| 22 | AKXANSYS | 357,103 | $129.9B | 0.43% | |
| 23 | EFXEQUIFAX | 672,758 | $129.7B | 0.43% | |
| 24 | CGNXCOGNEX | 1,604,491 | $128.8B | 0.43% | |
| 25 | VRSKVERISK ANALYTICS | 608,148 | $126.2B | 0.42% | |
| 26 | 3M4MASIMO | 429,254 | $115.2B | 0.38% | |
| 27 | QLYSQUALYS | 933,787 | $113.8B | 0.38% | |
| 28 | FTNTFORTINET INC | 744,771 | $110.6B | 0.37% | |
| 29 | VRSNVERISIGN | 498,577 | $107.9B | 0.36% | |
| 30 | PAYCPAYCOM SOFTWARE | 215,026 | $97.2B | 0.32% | |
| 31 | MSCIMSCI | 207,737 | $92.8B | 0.31% | |
| 32 | AOSAO SMITH | 1,489,317 | $81.6B | 0.27% | |
| 33 | MLB1MERCADOLIBRE | 28,500 | $47.7B | 0.16% | |
| 34 | MARMARRIOTT INTERNATIONAL CL A | 277,920 | $36.7B | 0.12% | |
| 35 | ZTSZOETIS INC | 121,003 | $20.0B | 0.07% | |
| 36 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 117,981 | $12.9B | 0.04% | |
| 37 | XPXP CLASS A | 253,367 | $10.1B | 0.03% | |
| 38 | CLCOLGATE PALMOLIVE CO | 112,079 | $9.6B | 0.03% | |
| 39 | PGPROCTER AND GAMBLE CO | 38,171 | $5.3B | 0.02% |