Fundsmith LLP Q4 2021 Filing
Filed February 14, 2022
Portfolio Value
$41.0T
Holdings
44
Report Date
Q4 2021
Filing Type
13F-HR
All Holdings (44 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MSFTMICROSOFT | 13,002,366 | $4.4T | 10.67% | |
| 2 | IDXXIDEXX LABORATORIES | 4,242,283 | $2.8T | 6.82% | |
| 3 | ELESTEE LAUDER | 7,165,161 | $2.7T | 6.47% | |
| 4 | PYPLPAYPAL HOLDINGS INC | 13,019,452 | $2.5T | 5.99% | |
| 5 | INTUINTUIT INC | 3,732,877 | $2.4T | 5.86% | |
| 6 | METAMETA PLATFORMS INC | 6,800,261 | $2.3T | 5.58% | |
| 7 | 4I1PHILIP MORRIS INTERNATIONAL | 20,423,427 | $1.9T | 4.73% | |
| 8 | SYKSTRYKER CORP | 7,252,688 | $1.9T | 4.73% | |
| 9 | MCXMCCORMICK & CO NON VTG SHRS | 18,910,918 | $1.8T | 4.46% | |
| 10 | PEPPEPSICO INC | 10,418,202 | $1.8T | 4.42% | |
| 11 | ADPAUTOMATIC DATA PROCESSING | 7,094,390 | $1.7T | 4.27% | |
| 12 | WATWATERS CORP | 4,510,879 | $1.7T | 4.10% | |
| 13 | VVISA INC CLASS A SHARES | 6,868,694 | $1.5T | 3.63% | |
| 14 | NKENIKE INC CL B | 8,753,982 | $1.5T | 3.56% | |
| 15 | AMZNAMAZON COM INC | 425,426 | $1.4T | 3.46% | |
| 16 | SBUXSTARBUCKS CORP | 11,576,749 | $1.4T | 3.30% | |
| 17 | JNJJOHNSON & JOHNSON | 7,219,198 | $1.2T | 3.01% | |
| 18 | GOOGLALPHABET INC | 419,096 | $1.2T | 2.96% | |
| 19 | CHDCHURCH & DWIGHT INC | 11,658,319 | $1.2T | 2.92% | |
| 20 | BF/BBROWN FORMAN CORP CLASS B | 15,453,294 | $1.1T | 2.75% | |
| 21 | FTNTFORTINET INC | 635,775 | $228.5B | 0.56% | |
| 22 | EFXEQUIFAX | 683,231 | $200.0B | 0.49% | |
| 23 | SABRSABRE | 22,672,237 | $194.8B | 0.48% | |
| 24 | AKXANSYS | 465,650 | $186.8B | 0.46% | |
| 25 | VRSKVERISK ANALYTICS | 794,217 | $181.7B | 0.44% | |
| 26 | VRSNVERISIGN | 694,781 | $176.3B | 0.43% | |
| 27 | AOSAO SMITH | 1,778,319 | $152.7B | 0.37% | |
| 28 | QLYSQUALYS | 1,072,823 | $147.2B | 0.36% | |
| 29 | IPGPIPG PHOTONICS | 852,972 | $146.8B | 0.36% | |
| 30 | CGNXCOGNEX | 1,812,093 | $140.9B | 0.34% | |
| 31 | MSCIMSCI | 210,971 | $129.3B | 0.32% | |
| 32 | 3M4MASIMO | 435,937 | $127.6B | 0.31% | |
| 33 | WINGWINGSTOP INC | 564,183 | $97.5B | 0.24% | |
| 34 | PAYCPAYCOM SOFTWARE | 218,374 | $90.7B | 0.22% | |
| 35 | ROLROLLINS INC | 2,619,965 | $89.6B | 0.22% | |
| 36 | HDHOME DEPOT INC | 159,643 | $66.3B | 0.16% | |
| 37 | ZTSZOETIS INC | 263,614 | $64.3B | 0.16% | |
| 38 | PGPROCTER AND GAMBLE CO | 371,129 | $60.7B | 0.15% | |
| 39 | MLB1MERCADOLIBRE | 24,225 | $32.7B | 0.08% | |
| 40 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 141,721 | $17.1B | 0.04% | |
| 41 | WNSNWNS HLDGS LTD | 193,179 | $17.0B | 0.04% | |
| 42 | GGENPACT LIMITED | 317,337 | $16.8B | 0.04% | |
| 43 | CLCOLGATE PALMOLIVE CO | 128,780 | $11.0B | 0.03% | |
| 44 | XPXP CLASS A | 253,367 | $7.3B | 0.02% |