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LONDON, X0 · CIK 0001569205
Portfolio Value
$15.62B
Positions
34
New
17
Increased
4
Decreased
13
Sold Out
0
Fundsmith LLP (LONDON, X0) reported a portfolio value of $15.62B across 34 positions in their Q4 2018 SEC 13F filing (period ending 2018-12-31). The top 10 positions account for 67.9% 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 | $1.36B | 8.72% | -1.4% |
| 2 | PYPLPAYPAL HOLDINGS INC | $1.33B | 8.53% | -0.3% |
| 3 | IDXXIDEXX LABORATORIES | $1.09B | 7.01% | -1.0% |
| 4 | PMPHILIP MORRIS INTERNATIONAL | $1.00B | 6.43% | -0.8% |
| 5 | METAFACEBOOK | $1.00B | 6.42% | +2.2% |
| 6 | INTUINTUIT INC | $997.87M | 6.39% | +7.3% |
| 7 | BDXBECTON DICKINSON AND CO | $973.37M | 6.23% | -0.4% |
| 8 | SYKSTRYKER CORP | $971.79M | 6.22% | -0.9% |
| 9 | WATWATERS CORP | $960.42M | 6.15% | -1.9% |
| 10 | ELESTEE LAUDER | $911.97M | 5.84% | +6.7% |
| Stock | Value | Shares |
|---|---|---|
| MKCMCCORMICK & CO NON VTG SHRS | $348.96M | 2,648,658 |
| MASIMASIMO | $51.47M | 479,372 |
| CHKPCHECK POINT SOFTWARE TECH | $49.18M | 479,073 |
| EFXEQUIFAX | $49.15M | 527,747 |
| VRSKVERISK ANALYTICS | $49.12M | 450,436 |
| SABRSABRE | $48.97M | 2,262,871 |
| GTLLCDK GBL. | $44.18M | 922,783 |
| CDKCDK GBL. | $44.18M | 922,783 |
| VRSNVERISIGN | $40.46M | 272,873 |
| VRSNVERISIGN | $40.46M | 272,873 |
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