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LONDON, X0 · CIK 0001569205
Portfolio Value
$17.77B
Positions
35
New
3
Increased
12
Decreased
19
Sold Out
0
Fundsmith LLP (LONDON, X0) reported a portfolio value of $17.77B across 35 positions in their Q1 2020 SEC 13F filing (period ending 2020-03-31). The top 10 positions account for 64.7% of the portfolio.
Top 30 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.
| # | Stock | Value↓ | Weight | Change |
|---|---|---|---|---|
| 1 | MSFTMICROSOFT | $1.89B | 10.63% | -1.8% |
| 2 | PMPHILIP MORRIS INTERNATIONAL | $1.24B | 6.99% | +0.7% |
| 3 | PYPLPAYPAL HOLDINGS INC | $1.19B | 6.69% | -18.3% |
| 4 | ELESTEE LAUDER | $1.07B | 6.04% | -2.0% |
| 5 | METAFACEBOOK | $1.07B | 6.04% | -2.3% |
| 6 | IDXXIDEXX LABORATORIES | $1.03B | 5.79% | -7.5% |
| 7 | INTUINTUIT INC | $1.03B | 5.77% | -6.0% |
| 8 | MKCMCCORMICK & CO NON VTG SHRS | $1.01B | 5.66% | -3.5% |
| 9 | SYKSTRYKER CORP | $987.51M | 5.56% | -2.5% |
| 10 | VVISA INC CLASS A SHARES | $982.61M | 5.53% | -4.9% |
| Stock | Value | Shares |
|---|---|---|
| NKENIKE INC CL B | $191.90M | 2,319,351 |
| SBUXSTARBUCKS CORP | $174.20M | 2,649,785 |
| XPXP CLASS A | $4.89M | 253,367 |
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