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LONDON, X0 · CIK 0001569205
Portfolio Value
$3.09B
Positions
21
New
6
Increased
11
Decreased
1
Sold Out
2
Fundsmith LLP (LONDON, X0) reported a portfolio value of $3.09B across 21 positions in their Q1 2015 SEC 13F filing (period ending 2015-03-31). The top 10 positions account for 78.2% of the portfolio.
Top 21 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.
| # | Stock | Value↓ | Weight | Change |
|---|---|---|---|---|
| 1 | MSFTMICROSOFT CORP | $290.24M | 9.40% | New |
| 2 | AAPLDR PEPPER SNAPPLE GROUP INC | $275.83M | 8.93% | - |
| 3 | DR PEPPER SNAPPLE GROUP INC | $275.83M | 8.93% | - |
| 4 | BDXBECTON DICKINSON & CO | $257.29M | 8.33% | +4.5% |
| 5 | SYKSTRYKER CORP | $248.59M | 8.05% | +4.0% |
| 6 | EBAYEBAY INC | $229.28M | 7.42% | +29.3% |
| 7 | PMPHILIP MORRIS INTL INC | $221.64M | 7.18% | +18.2% |
| 8 | DPZDOMINOS PIZZA INC | $214.63M | 6.95% | - |
| 9 | PEPPEPSICO INC | $207.52M | 6.72% | +10.3% |
| 10 | BCRUSDBARD C R INC | $193.05M | 6.25% | New |
| Stock | Value | Shares |
|---|---|---|
| MSFTMICROSOFT CORP | $290.24M | 7,185,480 |
| BCRUSDBARD C R INC | $193.05M | 1,155,034 |
| WATWATERS CORP | $38.63M | 310,736 |
| MARMARRIOT INTL INC NEW | $3.96M | 49,424 |
| IDXXIDEXX LABS INC | $3.94M | 25,493 |
| DNKNDUNKIN BRANDS GROUP INC | $3.81M | 80,148 |
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