SmartMoneyDB

Fundsmith LLP

LONDON, X0 · CIK 0001569205

Portfolio Value: $23.17B
Positions: 40
Period: 2023-03-31
Filed: 2023-05-15
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022Q3 2022Q2 2022Q1 2022Q4 2021Q3 2021Q2 2021Q1 2021Q4 2020Q3 2020Q2 2020Q1 2020Q4 2019Q3 2019Q2 2019Q1 2019Q4 2018Q3 2018Q2 2018Q1 2018Q4 2017Q3 2017Q2 2017Q1 2017Q4 2016Q3 2016Q2 2016Q1 2016Q4 2015Q3 2015Q2 2015Q1 2015Q4 2014Q3 2014Q2 2014Q1 2014Q4 2013Q3 2013Q2 2013Q1 2013

Portfolio Value

$23.17B

Positions

40

New

2

Increased

18

Decreased

4

Sold Out

28

Fundsmith LLP Q1 2023 13F Filing Summary

Fundsmith LLP (LONDON, X0) reported a portfolio value of $23.17B across 40 positions in their Q1 2023 SEC 13F filing (period ending 2023-03-31). Top holdings include MSFT ($2.60B), PM ($1.60B), SYK ($1.57B). The top 10 positions account for 63.8% of the portfolio. This quarter saw 2 new positions, 18 increases, 4 reductions, 28 complete exits. Notable new buys: GGG ($39.86M), MA ($15.14M). Notable exits: ADBE, ANSS, G.

All Holdings

#StockValue↓WeightChange
1
MSFTMICROSOFT CORP
COM
$2.60B
11.24%
+0.0%
2
PMPHILIP MORRIS INTERNATIONAL
COM
$1.60B
6.91%
-0.1%
3
SYKSTRYKER CORP
COM
$1.57B
6.77%
-1.9%
4
IEXIDEXX LABORATORIES INC
COM
$1.48B
6.37%
-14.2%
5
ELESTEE LAUDER COMPANIES CL A
CL A
$1.34B
5.77%
-4.4%
6
MKCMCCORMICK & CO NON VTG SHRS
COM NON VTG
$1.29B
5.56%
+0.0%
7
VVISA INC CLASS A SHARES
COM CL A
$1.27B
5.46%
+0.0%
8
ADPAUTOMATIC DATA PROCESSING
COM
$1.23B
5.32%
+0.0%
9
PEPPEPSICO INC
COM
$1.21B
5.24%
+0.0%
10
METAMETA PLATFORMS INC-CLASS A
CL A
$1.20B
5.18%
+3.4%
11
WATWATERS CORP
COM
$1.15B
4.94%
+0.2%
12
MTDMETTLER TOLEDO ORD
COM
$859.08M
3.71%
+0.1%
13
NKENIKE INC CL B
CL B
$824.91M
3.56%
-
14
GOOGLALPHABET CL A ORD
CAP STK CL A
$791.27M
3.41%
+0.0%
15
BF-ABROWN FORMAN CORP CLASS B
CL B
$786.03M
3.39%
+0.7%
16
CHDCHURCH AND DWIGHT ORD
COM
$747.06M
3.22%
+0.0%
17
AMZNAMAZON COM ORD
COM
$700.08M
3.02%
-
18
OTISOTIS WORLDWIDE ORD
COM
$530.17M
2.29%
+0.0%
19
PGPROCTER & GAMBLE ORD
COM
$255.22M
1.10%
+444.4%
20
AAPLApple
COM
$221.29M
0.95%
+186.0%
21
FTNTFORTINET ORD
COM
$153.74M
0.66%
-
22
VRSNVERISIGN INC
COM
$142.60M
0.62%
-
23
MASIMASIMO CORP
COM
$141.05M
0.61%
-
24
MSCIMSCI INC
COM
$118.27M
0.51%
-
25
IPGPIPG PHOTONICS CORP
COM
$105.34M
0.45%
-
26
CGNXCOGNEX CORP
COM
$102.06M
0.44%
-
27
VRSKVERISK ANALYTICS INC
COM
$101.70M
0.44%
-
28
EFXEQUIFAX INC
COM
$100.47M
0.43%
-
29
SABRSABRE CORP
COM
$97.42M
0.42%
-
30
QLYSQUALYS INC
COM
$85.61M
0.37%
-
31
ROLROLLINS ORD
COM
$64.78M
0.28%
-
32
IEXIDEX ORD
COM
$60.93M
0.26%
-
33
PAYCPAYCOM SOFTWARE INC
COM
$48.95M
0.21%
-
34
HDHOME DEPOT ORD
COM
$45.35M
0.20%
+0.6%
35
JNJJOHNSON & JOHNSON
COM
$43.01M
0.19%
+0.6%
36
GGGGRACO ORD
COM
$39.86M
0.17%
New
37
ZTSZOETIS CL A ORD
CL A
$37.50M
0.16%
+0.6%
38
MARMARRIOTT INTERNATIONAL CL A
CL A
$16.54M
0.07%
+0.0%
39
MAMASTERCARD CL A ORD
CL A
$15.14M
0.07%
New
40
EWEDWARDS LIFESCIENCES ORD
COM
$825.56K
0.00%
-

Position Changes

StockValueShares
GGGGRACO ORD
$39.86M545,911
MAMASTERCARD CL A ORD
$15.14M41,664