Fundsmith LLP

LONDON, X0 · CIK 0001569205

Portfolio Value: $19.80B

Positions: 35

Period: 2025-09-30

Filed: 2025-11-14

Portfolio Value

$19.80B

Positions

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Fundsmith LLP Q3 2025 13F Filing Summary

Fundsmith LLP (LONDON, X0) reported a portfolio value of $19.80B across 35 positions in their Q3 2025 SEC 13F filing (period ending 2025-09-30). Top holdings include SYK ($1.70B), IEX ($1.67B), GOOGL ($1.53B). The top 10 positions account for 67.7% of the portfolio. This quarter saw 13 increases, 10 reductions, 42 complete exits. Notable exits: EXPO, CHH, VRSK.

All Holdings

#	Stock	CUSIP	Value↓	Shares	Weight	Change
1	SYKSTRYKER CORPORATION COM	863667101	$1.70B	4,591,293	8.57%	-1.8%
2	IEXIDEXX LABS INC COM	45168D104	$1.67B	2,610,457	8.43%	-1.1%
3	GOOGLALPHABET INC CAP STK CL A	02079K305	$1.53B	6,289,352	7.72%	-7.6%
4	MSFTMICROSOFT CORP COM	594918104	$1.34B	2,583,369	6.76%	-47.7%
5	VVISA INC COM CL A	92826C839	$1.32B	3,854,336	6.65%	+0.0%
6	ADPAUTOMATIC DATA PROCESSING IN COM	53015103	$1.27B	4,311,603	6.39%	-1.2%
7	WATWATERS CORP COM	941848103	$1.19B	3,955,498	5.99%	+9.6%
8	PMPHILIP MORRIS INTL INC COM	718172109	$1.17B	7,188,144	5.89%	-20.8%
9	METAMETA PLATFORMS INC CL A	30303M102	$1.14B	1,558,664	5.78%	-56.3%
10	MARMARRIOTT INTL INC NEW CL A	571903202	$1.10B	4,228,298	5.56%	-0.2%
11	MTDMETTLER TOLEDO INTERNATIONAL COM	592688105	$725.09M	590,654	3.66%	+0.1%
12	FTNTFORTINET INC COM	3.4959e+113	$707.96M	8,420,092	3.58%	+0.0%
13	PGPROCTER AND GAMBLE CO COM	742718109	$703.26M	4,577,040	3.55%	+0.1%
14	CHDCHURCH & DWIGHT CO INC COM	171340102	$595.41M	6,794,644	3.01%	-0.4%
15	OTISOTIS WORLDWIDE CORP COM	68902V107	$532.04M	5,819,151	2.69%	-
16	ZTSZOETIS INC CL A	98978V103	$528.97M	3,615,131	2.67%	+25.3%
17	TXNTEXAS INSTRS INC COM	882508104	$500.09M	2,721,881	2.53%	+0.1%
18	NKENIKE INC CL B	654106103	$427.41M	6,129,483	2.16%	-
19	INTUINTUIT COM	461202103	$412.79M	604,456	2.09%	+64.0%
20	QLYSQUALYS INC COM	74758T303	$115.24M	870,859	0.58%	+21.2%
21	PAYCPAYCOM SOFTWARE INC COM	70432V102	$108.95M	523,433	0.55%	+26.6%
22	DOCSDOXIMITY INC CL A	26622P107	$99.19M	1,355,944	0.50%	-
23	MSCIMSCI INC COM	55354G100	$94.54M	166,619	0.48%	-
24	VRTVERTIV HOLDINGS CO COM CL A	92537N108	$89.23M	591,450	0.45%	-18.4%
25	ODDODDITY TECH LTD SHS CL A	M7518J104	$88.28M	1,416,956	0.45%	-
26	ROLROLLINS INC COM	775711104	$86.85M	1,478,629	0.44%	-
27	GGGGRACO INC COM	384109104	$76.51M	900,545	0.39%	-
28	NSSCNAPCO SEC TECHNOLOGIES INC COM	630402105	$76.44M	1,779,857	0.39%	+86.4%
29	VRSNVERISIGN INC COM	9.2343e+106	$75.66M	270,634	0.38%	-
30	CLXCLOROX CO DEL COM	189054109	$75.64M	613,497	0.38%	-
31	CPRXCATALYST PHARMACEUTICALS INC COM	14888U101	$66.27M	3,363,807	0.33%	+24.2%
32	MEDPMEDPACE HLDGS INC COM	58506Q109	$65.57M	127,537	0.33%	-
33	MANHMANHATTAN ASSOCIATES INC COM	562750109	$59.10M	288,332	0.30%	-
34	SABRSABRE CORP COM	78573M104	$39.34M	21,499,095	0.20%	-
35	HDHOME DEPOT INC COM	437076102	$34.38M	84,860	0.17%	+1.8%

Position Changes

Stock	Value	Shares	Share Chg	% Chg
VVISA INC	$1.32B	3,854,336	+265	+0.0%
WATWATERS CORP	$1.19B	3,955,498	+347.1K	+9.6%
MTDMETTLER TOLEDO INTERNATIONAL	$725.09M	590,654	+617	+0.1%
FTNTFORTINET INC	$707.96M	8,420,092	+1.7K	+0.0%
PGPROCTER AND GAMBLE CO	$703.26M	4,577,040	+4.8K	+0.1%
ZTSZOETIS INC	$528.97M	3,615,131	+730.3K	+25.3%
TXNTEXAS INSTRS INC	$500.09M	2,721,881	+1.6K	+0.1%
INTUINTUIT	$412.79M	604,456	+235.9K	+64.0%
QLYSQUALYS INC	$115.24M	870,859	+152.3K	+21.2%
PAYCPAYCOM SOFTWARE INC	$108.95M	523,433	+109.9K	+26.6%
NSSCNAPCO SEC TECHNOLOGIES INC	$76.44M	1,779,857	+824.9K	+86.4%
CPRXCATALYST PHARMACEUTICALS INC	$66.27M	3,363,807	+654.7K	+24.2%
HDHOME DEPOT INC	$34.38M	84,860	+1.5K	+1.8%