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LONDON, X0 · CIK 0001569205
Portfolio Value
$23.02B
Positions
41
New
3
Increased
4
Decreased
27
Sold Out
2
Fundsmith LLP (LONDON, X0) reported a portfolio value of $23.02B across 41 positions in their Q2 2025 SEC 13F filing (period ending 2025-06-30). The top 10 positions account for 71.0% 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 | METAMETA PLATFORMS INC | $2.63B | 11.44% | -8.1% |
| 2 | MSFTMICROSOFT CORP | $2.46B | 10.68% | -8.0% |
| 3 | SYKSTRYKER CORPORATION | $1.85B | 8.04% | -7.7% |
| 4 | PMPHILIP MORRIS INTL INC | $1.65B | 7.18% | -16.0% |
| 5 | IDXXIDEXX LABS INC | $1.42B | 6.15% | -0.3% |
| 6 | VVISA INC | $1.37B | 5.95% | -6.8% |
| 7 | ADPAUTOMATIC DATA PROCESSING IN | $1.35B | 5.84% | -3.4% |
| 8 | WATWATERS CORP | $1.26B | 5.47% | -0.1% |
| 9 | GOOGLALPHABET INC | $1.20B | 5.21% | -0.6% |
| 10 | MARMARRIOTT INTL INC NEW | $1.16B | 5.03% | -0.4% |
| Stock | Value | Shares |
|---|---|---|
| VRTVERTIV HOLDINGS CO | $93.09M | 724,923 |
| MANHMANHATTAN ASSOCIATES INC | $56.94M | 288,332 |
| NSSCNAPCO SEC TECHNOLOGIES INC | $28.35M | 954,912 |
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