Fundsmith LLP
LONDON, X0 · CIK 0001569205
Portfolio Value: $2.17B
Positions: 16
Period: 2014-06-30
Filed: 2014-08-11
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Portfolio Value
$2.17B
Positions
16
New
1
Increased
9
Decreased
2
Sold Out
2
Fundsmith LLP Q2 2014 13F Filing Summary
Fundsmith LLP (LONDON, X0) reported a portfolio value of $2.17B across 16 positions in their Q2 2014 SEC 13F filing (period ending 2014-06-30). Top holdings include MCD ($219.19M), SYK ($207.38M), AAPL ($196.05M). The top 10 positions account for 76.1% of the portfolio. This quarter saw 1 new positions, 9 increases, 2 reductions, 2 complete exits. Notable new buy: EBAY ($59.59M). Notable exits: WAT, MSFT.
All Holdings
| # | Stock | Value↓ | Weight | Change |
|---|---|---|---|---|
| 1 | MCDMICROSOFT COM | $219.19M | 10.12% | +22.5% |
| 2 | SYKSTRYKER CORP COM | $207.38M | 9.57% | +10.5% |
| 3 | AAPLDR PEPPER SNAPPLE GROUP INC COM | $196.05M | 9.05% | +4.0% |
| 4 | BDXBECTON DICKINSON & CO COM | $168.55M | 7.78% | -0.7% |
| 5 | PEPPEPSICO INC COM | $168.54M | 7.78% | +17.2% |
| 6 | DPZDOMINOS PIZZA INC COM | $156.02M | 7.20% | - |
| 7 | PMPHILIP MORRIS INTL INC COM | $150.42M | 6.94% | +27.6% |
| 8 | JNJJOHNSON & JOHNSON COM | $136.36M | 6.29% | +13.1% |
| 9 | ADPAUTOMATIC DATA PROCESSING INC COM | $124.59M | 5.75% | - |
| 10 | VVISA INC COM CL A | $122.63M | 5.66% | +57.0% |
| 11 | MMM3M CO COM | $119.62M | 5.52% | - |
| 12 | PGPROCTER & GAMBLE CO COM | $111.15M | 5.13% | - |
| 13 | BARD CR INC COM | $99.81M | 4.61% | -42.3% |
| 14 | CHHCHOICE HOTELS INTL INC COM | $67.61M | 3.12% | +64.8% |
| 15 | EBAYEBAY INC COM | $59.59M | 2.75% | New |
| 16 | CLCOLGATE PALMOLIVE CO COM | $59.38M | 2.74% | +72.0% |
Position Changes
| Stock | Value | Shares |
|---|---|---|
EBAYEBAY INC | $59.59M | 1,190,275 |