Fundsmith LLP

LONDON, X0 · CIK 0001569205

Portfolio Value: $23.46B

Positions: 38

Period: 2024-12-31

Filed: 2025-02-14

Portfolio Value

$23.46B

Positions

New

Increased

Decreased

Sold Out

Fundsmith LLP Q4 2024 13F Filing Summary

Fundsmith LLP (LONDON, X0) reported a portfolio value of $23.46B across 38 positions in their Q4 2024 SEC 13F filing (period ending 2024-12-31). Top holdings include META ($2.67B), MSFT ($2.61B), SYK ($1.92B). The top 10 positions account for 70.0% of the portfolio. This quarter saw 2 new positions, 21 reductions, 35 complete exits. Notable new buys: MEDP ($42.37M), DOCS ($37.93M). Notable exits: CGNX, MKC, AAPL.

All Holdings

#	Stock	CUSIP	Value↓	Shares	Weight	Change
1	METAMETA PLATFORMS INC CL A	30303M102	$2.67B	4,561,352	11.39%	-6.4%
2	MSFTMICROSOFT CORP COM	594918104	$2.61B	6,187,033	11.12%	-10.3%
3	SYKSTRYKER CORPORATION COM	863667101	$1.92B	5,333,977	8.19%	-0.1%
4	ADPAUTOMATIC DATA PROCESSING IN COM	53015103	$1.47B	5,013,712	6.26%	-10.0%
5	VVISA INC COM CL A	92826C839	$1.46B	4,622,567	6.23%	-16.7%
6	PMPHILIP MORRIS INTL INC COM	718172109	$1.35B	11,245,175	5.77%	-6.4%
7	WATWATERS CORP COM	941848103	$1.35B	3,634,522	5.75%	-0.3%
8	GOOGLALPHABET INC CAP STK CL A	02079K305	$1.30B	6,848,278	5.53%	-0.1%
9	MARMARRIOTT INTL INC NEW CL A	571903202	$1.19B	4,255,340	5.06%	-0.3%
10	IEXIDEXX LABS INC COM	45168D104	$1.10B	2,662,855	4.69%	-0.0%
11	PEPPEPSICO INC COM	713448108	$861.22M	5,663,677	3.67%	-1.3%
12	FTNTFORTINET INC COM	3.4959e+113	$805.95M	8,530,423	3.44%	-15.7%
13	PGPROCTER AND GAMBLE CO COM	742718109	$775.61M	4,626,376	3.31%	-0.1%
14	MTDMETTLER TOLEDO INTERNATIONAL COM	592688105	$723.75M	591,455	3.09%	-0.1%
15	CHDCHURCH & DWIGHT CO INC COM	171340102	$718.01M	6,857,121	3.06%	-0.4%
16	OTISOTIS WORLDWIDE CORP COM	68902V107	$552.58M	5,966,777	2.36%	-2.8%
17	NKENIKE INC CL B	654106103	$464.28M	6,135,629	1.98%	-2.6%
18	BF-ABROWN FORMAN CORP CL B	115637209	$366.05M	9,637,881	1.56%	-3.7%
19	TXNTEXAS INSTRS INC COM	882508104	$318.89M	1,700,630	1.36%	-
20	VRSNVERISIGN INC COM	9.2343e+106	$129.25M	624,500	0.55%	-
21	VRSKVERISK ANALYTICS INC COM	92345Y106	$115.04M	417,685	0.49%	-
22	CHHCHOICE HOTELS INTL INC COM	169905106	$104.20M	733,892	0.44%	-
23	MSCIMSCI INC COM	55354G100	$99.97M	166,619	0.43%	-
24	CLXCLOROX CO DEL COM	189054109	$99.64M	613,497	0.42%	-
25	GGGGRACO INC COM	384109104	$96.06M	1,139,641	0.41%	-
26	EFXEQUIFAX INC COM	294429105	$92.59M	363,328	0.39%	-
27	SABRSABRE CORP COM	78573M104	$78.47M	21,499,095	0.33%	-
28	QLYSQUALYS INC COM	74758T303	$76.84M	548,009	0.33%	-
29	IEXIDEX CORP COM	45167R104	$75.87M	362,501	0.32%	-
30	EXPOEXPONENT INC COM	30214U102	$74.53M	836,477	0.32%	-
31	ROLROLLINS INC COM	775711104	$74.04M	1,597,513	0.32%	-
32	ODDODDITY TECH LTD SHS CL A	M7518J104	$67.87M	1,615,158	0.29%	-
33	PAYCPAYCOM SOFTWARE INC COM	70432V102	$66.13M	322,611	0.28%	-
34	HDHOME DEPOT INC COM	437076102	$56.65M	145,639	0.24%	-1.5%
35	MEDPMEDPACE HLDGS INC COM	58506Q109	$42.37M	127,537	0.18%	New
36	DOCSDOXIMITY INC CL A	26622P107	$37.93M	710,502	0.16%	New
37	ZTSZOETIS INC CL A	98978V103	$37.04M	227,329	0.16%	-1.5%
38	MAMASTERCARD INCORPORATED CL A	57636Q104	$33.72M	64,033	0.14%	-1.5%

Position Changes

Stock	Value	Shares
MEDPMEDPACE HLDGS INC	$42.37M	127,537
DOCSDOXIMITY INC	$37.93M	710,502