Fundsmith LLP

LONDON, X0 · CIK 0001569205

Portfolio Value: $21.97B

Positions: 38

Period: 2025-03-31

Filed: 2025-05-15

Portfolio Value

$21.97B

Positions

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Increased

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Fundsmith LLP Q1 2025 13F Filing Summary

Fundsmith LLP (LONDON, X0) reported a portfolio value of $21.97B across 38 positions in their Q1 2025 SEC 13F filing (period ending 2025-03-31). Top holdings include META ($2.24B), MSFT ($2.02B), SYK ($1.89B). The top 10 positions account for 69.2% of the portfolio. This quarter saw 1 new positions, 6 increases, 20 reductions, 36 complete exits. Notable new buy: CPRX ($52.17M). Notable exits: PEP, IEX, AAPL.

All Holdings

#	Stock	CUSIP	Value↓	Shares	Weight	Change
1	METAMETA PLATFORMS INC CL A	30303M102	$2.24B	3,883,796	10.19%	-14.9%
2	MSFTMICROSOFT CORP COM	594918104	$2.02B	5,370,162	9.17%	-13.2%
3	SYKSTRYKER CORPORATION COM	863667101	$1.89B	5,069,187	8.59%	-5.0%
4	PMPHILIP MORRIS INTL INC COM	718172109	$1.72B	10,805,892	7.81%	-3.9%
5	VVISA INC COM CL A	92826C839	$1.45B	4,137,024	6.60%	-10.5%
6	ADPAUTOMATIC DATA PROCESSING IN COM	53015103	$1.38B	4,513,899	6.28%	-10.0%
7	WATWATERS CORP COM	941848103	$1.33B	3,613,197	6.06%	-0.6%
8	IEXIDEXX LABS INC COM	45168D104	$1.11B	2,648,331	5.06%	-0.5%
9	GOOGLALPHABET INC CAP STK CL A	02079K305	$1.06B	6,843,213	4.82%	-0.1%
10	MARMARRIOTT INTL INC NEW CL A	571903202	$1.01B	4,251,560	4.61%	-0.1%
11	FTNTFORTINET INC COM	3.4959e+113	$820.43M	8,523,040	3.73%	-0.1%
12	PGPROCTER AND GAMBLE CO COM	742718109	$787.41M	4,620,406	3.58%	-0.1%
13	CHDCHURCH & DWIGHT CO INC COM	171340102	$753.84M	6,847,486	3.43%	-0.1%
14	MTDMETTLER TOLEDO INTERNATIONAL COM	592688105	$697.73M	590,838	3.18%	-0.1%
15	OTISOTIS WORLDWIDE CORP COM	68902V107	$605.45M	5,866,737	2.76%	-1.7%
16	TXNTEXAS INSTRS INC COM	882508104	$489.83M	2,725,812	2.23%	+60.3%
17	ZTSZOETIS INC CL A	98978V103	$419.28M	2,546,487	1.91%	+1020.2%
18	NKENIKE INC CL B	654106103	$389.49M	6,135,629	1.77%	-
19	BF-ABROWN FORMAN CORP CL B	115637209	$327.11M	9,637,881	1.49%	-
20	VRSNVERISIGN INC COM	9.2343e+106	$144.71M	570,035	0.66%	-8.7%
21	INTUINTUIT COM	461202103	$111.52M	181,628	0.51%	+0.0%
22	VRSKVERISK ANALYTICS INC COM	92345Y106	$98.40M	330,624	0.45%	-20.8%
23	CHHCHOICE HOTELS INTL INC COM	169905106	$97.45M	733,892	0.44%	-
24	GGGGRACO INC COM	384109104	$95.17M	1,139,641	0.43%	-
25	MSCIMSCI INC COM	55354G100	$94.22M	166,619	0.43%	-
26	QLYSQUALYS INC COM	74758T303	$90.49M	718,602	0.41%	+31.1%
27	PAYCPAYCOM SOFTWARE INC COM	70432V102	$90.34M	413,510	0.41%	+28.2%
28	CLXCLOROX CO DEL COM	189054109	$90.34M	613,497	0.41%	-
29	ROLROLLINS INC COM	775711104	$86.31M	1,597,513	0.39%	-
30	ODDODDITY TECH LTD SHS CL A	M7518J104	$69.87M	1,615,158	0.32%	-
31	DOCSDOXIMITY INC CL A	26622P107	$69.05M	1,189,882	0.31%	+67.5%
32	EXPOEXPONENT INC COM	30214U102	$67.80M	836,477	0.31%	-
33	SABRSABRE CORP COM	78573M104	$60.41M	21,499,095	0.27%	-
34	EFXEQUIFAX INC COM	294429105	$57.36M	235,505	0.26%	-35.2%
35	CPRXCATALYST PHARMACEUTICALS INC COM	14888U101	$52.17M	2,151,274	0.24%	New
36	HDHOME DEPOT INC COM	437076102	$42.05M	114,736	0.19%	-21.2%
37	MEDPMEDPACE HLDGS INC COM	58506Q109	$38.86M	127,537	0.18%	-
38	MAMASTERCARD INCORPORATED CL A	57636Q104	$27.11M	49,454	0.12%	-22.8%

Position Changes

Stock	Value	Shares
CPRXCATALYST PHARMACEUTICALS INC	$52.17M	2,151,274