Fundsmith LLP
LONDON, X0 · CIK 0001569205
Portfolio Value: $9.54B
Positions: 19
Period: 2017-06-30
Filed: 2017-08-14
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Portfolio Value
$9.54B
Positions
19
New
1
Increased
11
Decreased
7
Sold Out
8
Fundsmith LLP Q2 2017 13F Filing Summary
Fundsmith LLP (LONDON, X0) reported a portfolio value of $9.54B across 19 positions in their Q2 2017 SEC 13F filing (period ending 2017-06-30). Top holdings include BARD C R INC ($804.52M), PYPL ($754.13M), MSFT ($738.98M). The top 10 positions account for 70.7% of the portfolio. This quarter saw 1 new positions, 11 increases, 7 reductions, 8 complete exits. Notable new buy: INTU ($144.46M). Notable exits: ORCL, DNKN, PG.
All Holdings
| # | Stock | Value↓ | Weight | Change |
|---|---|---|---|---|
| 1 | BARD C R INC COM | $804.52M | 8.44% | -0.2% |
| 2 | PYPLPAYPAL HLDGS INC COM | $754.13M | 7.91% | +6.8% |
| 3 | MSFTMICROSOFT CORP COM | $738.98M | 7.75% | +5.1% |
| 4 | SYKSTRYKER CORP COM | $718.33M | 7.53% | +0.0% |
| 5 | IEXIDEXX LABS INC COM | $717.68M | 7.53% | -0.8% |
| 6 | WATWATERS CORP COM | $704.83M | 7.39% | +11.7% |
| 7 | PEPPEPSICO INC COM | $616.13M | 6.46% | -0.7% |
| 8 | PMPHILIP MORRIS INTL INC COM | $615.54M | 6.45% | +1.5% |
| 9 | JNJJOHNSON & JOHNSON COM | $539.54M | 5.66% | -0.6% |
| 10 | ADPAUTOMATIC DATA PROCESSING IN COM | $530.37M | 5.56% | +29.0% |
| 11 | VVISA INC COM CL A | $489.31M | 5.13% | +5.3% |
| 12 | AAPLDR PEPPER SNAPPLE GROUP INC COM | $482.14M | 5.06% | -0.7% |
| 13 | BDXBECTON DICKINSON & CO COM | $449.26M | 4.71% | +0.3% |
| 14 | MMM3M CO COM | $448.44M | 4.70% | +10.2% |
| 15 | ELLAUDER ESTEE COS INC CL A | $369.09M | 3.87% | +3.2% |
| 16 | BEKESMUCKER J M CO COM NEW | $240.29M | 2.52% | -43.5% |
| 17 | CLCOLGATE PALMOLIVE CO COM | $155.20M | 1.63% | -0.9% |
| 18 | INTUINTUIT COM | $144.46M | 1.51% | New |
| 19 | MARMARRIOTT INTL INC NEW CL A | $18.53M | 0.19% | +0.0% |
Position Changes
| Stock | Value | Shares |
|---|---|---|
INTUINTUIT | $144.46M | 1,090,434 |