SmartMoneyDB

Fundsmith LLP

LONDON, X0 · CIK 0001569205

Portfolio Value: $19.56B
Positions: 31
Period: 2019-09-30
Filed: 2019-11-12
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022Q3 2022Q2 2022Q1 2022Q4 2021Q3 2021Q2 2021Q1 2021Q4 2020Q3 2020Q2 2020Q1 2020Q4 2019Q3 2019Q2 2019Q1 2019Q4 2018Q3 2018Q2 2018Q1 2018Q4 2017Q3 2017Q2 2017Q1 2017Q4 2016Q3 2016Q2 2016Q1 2016Q4 2015Q3 2015Q2 2015Q1 2015Q4 2014Q3 2014Q2 2014Q1 2014Q4 2013Q3 2013Q2 2013Q1 2013

Portfolio Value

$19.56B

Positions

31

New

2

Increased

21

Decreased

0

Sold Out

14

Fundsmith LLP Q3 2019 13F Filing Summary

Fundsmith LLP (LONDON, X0) reported a portfolio value of $19.56B across 31 positions in their Q3 2019 SEC 13F filing (period ending 2019-09-30). Top holdings include MSFT ($1.69B), PYPL ($1.60B), EL ($1.35B). The top 10 positions account for 67.1% of the portfolio. This quarter saw 2 new positions, 21 increases, 14 complete exits. Notable new buys: BF-A ($580.29M), CHD ($15.27M). Notable exits: MMM, GTLL, CL.

All Holdings

#StockValue↓WeightChange
1
MSFTMICROSOFT
COM
$1.69B
8.66%
+0.2%
2
PYPLPAYPAL HOLDINGS INC
COM
$1.60B
8.16%
+0.1%
3
ELESTEE LAUDER
CL A
$1.35B
6.88%
+1.6%
4
SYKSTRYKER CORP
COM
$1.29B
6.57%
+2.5%
5
PMPHILIP MORRIS INTERNATIONAL
COM
$1.29B
6.57%
+10.9%
6
INTUINTUIT INC
COM
$1.24B
6.34%
+0.2%
7
IEXIDEXX LABORATORIES
COM
$1.24B
6.33%
+1.9%
8
METAFACEBOOK
CL A
$1.15B
5.90%
+0.1%
9
WATWATERS CORP
COM
$1.14B
5.85%
+0.2%
10
MKCMCCORMICK & CO NON VTG SHRS
COM NON VTG
$1.14B
5.83%
+7.2%
11
PEPPEPSICO INC
COM
$1.14B
5.81%
+0.2%
12
VVISA INC CLASS A SHARES
COM CL A
$1.11B
5.67%
+5.3%
13
ADPAUTOMATIC DATA PROCESSING
COM
$1.05B
5.35%
+5.7%
14
BDXBECTON DICKINSON AND CO
COM
$965.78M
4.94%
+0.2%
15
JNJJOHNSON & JOHNSON
COM
$770.69M
3.94%
+10.3%
16
BF-ABROWN FORMAN CORP CLASS B
CL B
$580.29M
2.97%
New
17
EFXEQUIFAX
COM
$87.33M
0.45%
-
18
MASIMASIMO
COM
$85.55M
0.44%
-
19
VRSKVERISK ANALYTICS
COM
$84.53M
0.43%
+1.6%
20
SABRSABRE
COM
$81.31M
0.42%
-
21
CHKPCHECK POINT SOFTWARE TECH
ORD
$79.69M
0.41%
+16.7%
22
ANSSANSYS
COM
$76.84M
0.39%
+7.2%
23
CGNXCOGNEX
COM
$57.38M
0.29%
-
24
IPGPIPG PHOTONICS
COM
$53.28M
0.27%
+16.0%
25
VRSNVERISIGN
COM
$51.47M
0.26%
-
26
MSCIMSCI
COM
$43.56M
0.22%
+2.7%
27
AOSAO SMITH
COM
$40.48M
0.21%
-
28
PAYCPAYCOM SOFTWARE
COM
$35.81M
0.18%
-
29
MARMARRIOTT INTERNATIONAL CL A
CL A
$26.28M
0.13%
+19.6%
30
CHDCHURCH AND DWIGHT CO INC
COM
$15.27M
0.08%
New
31
MELIMERCADOLIBRE
COM
$13.03M
0.07%
-

Position Changes

StockValueShares
BF-ABROWN FORMAN CORP CLASS B
$580.29M9,243,186
CHDCHURCH AND DWIGHT CO INC
$15.27M202,952