The Analysis of Fundsmith LLP's Holdings


Currently, Fundsmith LLP holds 35 types of securities in its portfolio with a total value $19.8B. In the most recent quarter, they have increased their positions in INTU (+235.9K shares, valued at $161.1M), ZTS (+730.3K shares, valued at $106.9M), WAT (+347.1K shares, valued at $104.1M); decreased their positions in META (-2.0M shares, valued at $1.5B), MSFT (-2.4M shares, valued at $1.2B), PM (-1.9M shares, valued at $305.9M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
SYK STRYKER CORPORATION4.6M shares-1.83%2025-09-302025-11-14history
IDXX IDEXX LABS INC2.6M shares-1.09%2025-09-302025-11-14history
GOOGL ALPHABET INC6.3M shares-7.56%2025-09-302025-11-14history
MSFT MICROSOFT CORP2.6M shares-47.72%2025-09-302025-11-14history
V VISA INC3.9M shares0.01%2025-09-302025-11-14history
ADP AUTOMATIC DATA PROCESSING IN4.3M shares-1.16%2025-09-302025-11-14history
WAT WATERS CORP4.0M shares9.62%2025-09-302025-11-14history
PM PHILIP MORRIS INTL INC7.2M shares-20.78%2025-09-302025-11-14history
Sponsored
META META PLATFORMS INC1.6M shares-56.32%2025-09-302025-11-14history
MAR MARRIOTT INTL INC NEW4.2M shares-0.20%2025-09-302025-11-14history
MTD METTLER TOLEDO INTERNATIONAL590.7K shares0.10%2025-09-302025-11-14history
FTNT FORTINET INC8.4M shares0.02%2025-09-302025-11-14history
PG PROCTER AND GAMBLE CO4.6M shares0.10%2025-09-302025-11-14history
CHD CHURCH & DWIGHT CO INC6.8M shares-0.43%2025-09-302025-11-14history
OTIS OTIS WORLDWIDE CORP5.8M shares0.00%2025-09-302025-11-14history
ZTS ZOETIS INC3.6M shares25.32%2025-09-302025-11-14history
Sponsored
TXN TEXAS INSTRS INC2.7M shares0.06%2025-09-302025-11-14history
NKE NIKE INC6.1M shares0.00%2025-09-302025-11-14history
INTU INTUIT604.5K shares64.01%2025-09-302025-11-14history
QLYS QUALYS INC870.9K shares21.19%2025-09-302025-11-14history
PAYC PAYCOM SOFTWARE INC523.4K shares26.58%2025-09-302025-11-14history
DOCS DOXIMITY INC1.4M shares0.00%2025-09-302025-11-14history
MSCI MSCI INC166.6K shares0.00%2025-09-302025-11-14history
VRT VERTIV HOLDINGS CO591.5K shares-18.41%2025-09-302025-11-14history
Sponsored
ODD ODDITY TECH LTD1.4M shares0.00%2025-09-302025-11-14history
ROL ROLLINS INC1.5M shares0.00%2025-09-302025-11-14history
GGG GRACO INC900.5K shares0.00%2025-09-302025-11-14history
NSSC NAPCO SEC TECHNOLOGIES INC1.8M shares86.39%2025-09-302025-11-14history
VRSN VERISIGN INC270.6K shares0.00%2025-09-302025-11-14history
CLX CLOROX CO DEL613.5K shares0.00%2025-09-302025-11-14history
CPRX CATALYST PHARMACEUTICALS INC3.4M shares24.17%2025-09-302025-11-14history
MEDP MEDPACE HLDGS INC127.5K shares0.00%2025-09-302025-11-14history
Sponsored
MANH MANHATTAN ASSOCIATES INC288.3K shares0.00%2025-09-302025-11-14history
SABR SABRE CORP21.5M shares0.00%2025-09-302025-11-14history
HD HOME DEPOT INC84.9K shares1.79%2025-09-302025-11-14history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available