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LONDON, X0 · CIK 0001569205
New positions
4
Added to
25
Trimmed
11
Exited
1
Fundsmith LLP (LONDON, X0) reported a portfolio value of $30.17B across 41 positions in their Q4 2020 SEC 13F filing (period ending 2020-12-31). The top 10 positions account for 63.6% 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 | PYPLPAYPAL HOLDINGS INC | $2.89B | 9.57% | -0.2% |
| 2 | MSFTMICROSOFT | $2.69B | 8.90% | +1.2% |
| 3 | IDXXIDEXX LABORATORIES | $2.11B | 7.00% | -0.2% |
| 4 | ELESTEE LAUDER | $1.81B | 5.99% | -0.2% |
| 5 | METAFACEBOOK | $1.75B | 5.81% | -0.1% |
| 6 | INTUINTUIT INC | $1.74B | 5.78% | -0.2% |
| 7 | SYKSTRYKER CORP | $1.63B | 5.39% | +5.7% |
| 8 | PMPHILIP MORRIS INTERNATIONAL | $1.61B | 5.34% | -0.2% |
| 9 | MKCMCCORMICK & CO NON VTG SHRS | $1.54B | 5.11% | +113.9% |
| 10 | PEPPEPSICO INC | $1.43B | 4.74% | +8.3% |
| Stock | Value | Shares |
|---|---|---|
| CHDCHURCH & DWIGHT INC | $491.21M | 5,631,204 |
| ZTSZOETIS INC | $20.03M | 121,003 |
| TSMTAIWAN SEMICONDUCTOR MFG LTD | $12.87M | 117,981 |
| PGPROCTER AND GAMBLE CO | $5.31M | 38,171 |
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