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LONDON, X0 · CIK 0001569205
Portfolio Value
$24.54B
Positions
42
New
0
Increased
4
Decreased
38
Sold Out
0
Fundsmith LLP (LONDON, X0) reported a portfolio value of $24.54B across 42 positions in their Q2 2024 SEC 13F filing (period ending 2024-06-30). The top 10 positions account for 66.7% 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 CORP | $3.19B | 13.01% | -6.3% |
| 2 | METAMETA PLATFORMS INC-CLASS A | $2.46B | 10.01% | -2.0% |
| 3 | SYKSTRYKER CORP | $1.82B | 7.43% | -2.2% |
| 4 | PMPHILIP MORRIS INTERNATIONAL | $1.47B | 5.98% | -2.3% |
| 5 | VVISA INC CLASS A SHARES | $1.46B | 5.94% | -2.4% |
| 6 | ADPAUTOMATIC DATA PROCESSING | $1.33B | 5.43% | -3.1% |
| 7 | IDXXIDEXX LABORATORIES INC | $1.30B | 5.29% | -1.9% |
| 8 | GOOGLALPHABET CL A ORD | $1.25B | 5.08% | -1.9% |
| 9 | WATWATERS CORP | $1.06B | 4.32% | -3.0% |
| 10 | MARMARRIOTT INTERNATIONAL CL A | $1.03B | 4.20% | -2.3% |
| Stock | Value | Shares | % Chg |
|---|---|---|---|
| FTNTFORTINET ORD | $619.92M | 10,285,664 | +25.8% |
| FTNTFORTINET ORD | $619.92M | 10,285,664 | +25.8% |
| TXNTEXAS INSTRUMENTS INC | $300.51M | 1,544,781 | +39.0% |
| ODDODDITY TECH LTD | $63.41M | 1,615,158 | +21.7% |
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