Fundsmith LLP

LONDON, X0 · CIK 0001569205

Portfolio Value: $40.98B

Positions: 44

Period: 2021-12-31

Filed: 2022-02-14

Portfolio Value

$40.98B

Positions

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Increased

Decreased

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Fundsmith LLP Q4 2021 13F Filing Summary

Fundsmith LLP (LONDON, X0) reported a portfolio value of $40.98B across 44 positions in their Q4 2021 SEC 13F filing (period ending 2021-12-31). Top holdings include MSFT ($4.37B), IEX ($2.79B), EL ($2.65B). The top 10 positions account for 59.7% of the portfolio. This quarter saw 1 new positions, 37 increases, 4 reductions, 16 complete exits. Notable new buy: GOOGL ($1.21B). Notable exits: BDX, MAR, CHKP.

All Holdings

#	Stock	CUSIP	Value↓	Shares	Weight	Change
1	MSFTMICROSOFT COM	594918104	$4.37B	13,002,366	10.67%	+8.0%
2	IEXIDEXX LABORATORIES COM	45168D104	$2.79B	4,242,283	6.82%	+0.0%
3	ELESTEE LAUDER CL A	518439104	$2.65B	7,165,161	6.47%	+4.9%
4	PYPLPAYPAL HOLDINGS INC COM	70450Y103	$2.46B	13,019,452	5.99%	+5.9%
5	INTUINTUIT INC COM	461202103	$2.40B	3,732,877	5.86%	-18.5%
6	METAMETA PLATFORMS INC CL A	30303M102	$2.29B	6,800,261	5.58%	+5.6%
7	PMPHILIP MORRIS INTERNATIONAL COM	718172109	$1.94B	20,423,427	4.73%	+5.5%
8	SYKSTRYKER CORP COM	863667101	$1.94B	7,252,688	4.73%	+3.4%
9	MKCMCCORMICK & CO NON VTG SHRS COM NON VTG	579780206	$1.83B	18,910,918	4.46%	+1.1%
10	PEPPEPSICO INC COM	713448108	$1.81B	10,418,202	4.42%	+3.2%
11	ADPAUTOMATIC DATA PROCESSING COM	53015103	$1.75B	7,094,390	4.27%	-0.0%
12	WATWATERS CORP COM	941848103	$1.68B	4,510,879	4.10%	-0.0%
13	VVISA INC CLASS A SHARES COM CL A	92826C839	$1.49B	6,868,694	3.63%	+4.1%
14	NKENIKE INC CL B CL B	654106103	$1.46B	8,753,982	3.56%	-0.1%
15	AMZNAMAZON COM INC COM	23135106	$1.42B	425,426	3.46%	+15.6%
16	SBUXSTARBUCKS CORP COM	855244109	$1.35B	11,576,749	3.30%	+7.7%
17	JNJJOHNSON & JOHNSON COM	478160104	$1.23B	7,219,198	3.01%	+0.2%
18	GOOGLALPHABET INC CAP STK CL A	02079K305	$1.21B	419,096	2.96%	New
19	CHDCHURCH & DWIGHT INC COM	171340102	$1.19B	11,658,319	2.92%	+5.8%
20	BF-ABROWN FORMAN CORP CLASS B CL B	115637209	$1.13B	15,453,294	2.75%	+7.1%
21	FTNTFORTINET INC COM	3.4959e+113	$228.50M	635,775	0.56%	+0.2%
22	EFXEQUIFAX COM	294429105	$200.04M	683,231	0.49%	+0.2%
23	SABRSABRE COM	78573M104	$194.75M	22,672,237	0.48%	+12.8%
24	ANSSANSYS COM	03662Q105	$186.78M	465,650	0.46%	+0.2%
25	VRSKVERISK ANALYTICS COM	92345Y106	$181.66M	794,217	0.44%	+0.2%
26	VRSNVERISIGN COM	9.2343e+106	$176.35M	694,781	0.43%	+0.2%
27	AOSAO SMITH COM	831865209	$152.67M	1,778,319	0.37%	+0.2%
28	QLYSQUALYS COM	74758T303	$147.21M	1,072,823	0.36%	+0.2%
29	IPGPIPG PHOTONICS COM	44980X109	$146.83M	852,972	0.36%	+6.8%
30	CGNXCOGNEX COM	192422103	$140.91M	1,812,093	0.34%	+11.4%
31	MSCIMSCI COM	55354G100	$129.26M	210,971	0.32%	+0.2%
32	MASIMASIMO COM	574795100	$127.63M	435,937	0.31%	+0.2%
33	WINGWINGSTOP INC COM	974155103	$97.49M	564,183	0.24%	+0.2%
34	PAYCPAYCOM SOFTWARE COM	70432V102	$90.67M	218,374	0.22%	+0.2%
35	ROLROLLINS INC COM	775711104	$89.63M	2,619,965	0.22%	+16.5%
36	HDHOME DEPOT INC COM	437076102	$66.25M	159,643	0.16%	+7.6%
37	ZTSZOETIS INC CL A	98978V103	$64.33M	263,614	0.16%	+9.6%
38	PGPROCTER AND GAMBLE CO COM	742718109	$60.71M	371,129	0.15%	+16.6%
39	MELIMERCADOLIBRE COM	58733R102	$32.66M	24,225	0.08%	-
40	TSMTAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS	874039100	$17.05M	141,721	0.04%	+9.3%
41	WNSWNS HLDGS LTD SPONSORED ADS	92932M101	$17.04M	193,179	0.04%	+2.3%
42	GGENPACT LIMITED SHS	G3922B107	$16.84M	317,337	0.04%	+4.0%
43	CLCOLGATE PALMOLIVE CO COM	194162103	$10.99M	128,780	0.03%	+4.8%
44	XPXP CLASS A CL A	G98239109	$7.28M	253,367	0.02%	-

Position Changes

Stock	Value	Shares
GOOGLALPHABET INC	$1.21B	419,096