Fundsmith
SuperinvestorFundsmith LLP
- SEC CIK
- 0001569205
- Manager
- Terry Smith
- Style
- Quality
- Latest filing
- Aug 14, 2026
Holdings in Q1 2021
Holdings as of Mar 31, 2021, filed May 14, 2021. Long positions only.
- Positions
- 42
- No 13F data for Q4 2020
- Portfolio value
- $31.4B
- No 13F data for Q4 2020
Livermore's 13F data starts with Q1 2021, so this quarter has no previous quarter to compare with and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| HDHome Depot, Inc. | Stock | 5,265 | $1.61M | <0.1% | – | – | History |
| CLColgate Palmolive Co | Stock | 120,029 | $9.46M | <0.1% | – | – | History |
| XPXP Inc. | CL A | 253,367 | $9.54M | <0.1% | – | – | History |
| PGProcter & Gamble Co | Stock | 84,563 | $11.5M | <0.1% | – | – | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 117,981 | $14.0M | <0.1% | – | – | History |
| ZTSZoetis Inc. | Stock | 212,207 | $33.4M | 0.1% | – | – | History |
| MELIMercadolibre Inc | COM | 24,225 | $35.7M | 0.1% | – | – | History |
| MARMarriott International Inc | Stock | 296,181 | $43.9M | 0.1% | – | – | History |
| WINGWingstop Inc. | COM | 447,555 | $56.9M | 0.2% | – | – | History |
| ROLRollins Inc | COM | 1,842,427 | $63.4M | 0.2% | – | – | History |
| PAYCPaycom Software, Inc. | Stock | 215,932 | $79.9M | 0.3% | – | – | History |
| MSCIMSCI Inc. | Stock | 208,613 | $87.5M | 0.3% | – | – | History |
| MASIMasimo Corp | COM | 431,063 | $99.0M | 0.3% | – | – | History |
| QLYSQualys, Inc. | COM | 1,061,066 | $111.2M | 0.4% | – | – | History |
| VRSNVerisign Inc | COM | 585,315 | $116.3M | 0.4% | – | – | History |
| AOSSmith A O Corp | COM | 1,758,436 | $118.9M | 0.4% | – | – | History |
| ANSSAnsys Inc | COM | 358,608 | $121.8M | 0.4% | – | – | History |
| EFXEquifax Inc | COM | 675,592 | $122.4M | 0.4% | – | – | History |
| VRSKVerisk Analytics, Inc. | COM | 699,816 | $123.7M | 0.4% | – | – | History |
| IPGPIpg Photonics Corp | COM | 629,987 | $132.9M | 0.4% | – | – | History |
| CGNXCognex Corp | COM | 1,611,251 | $133.7M | 0.4% | – | – | History |
| FTNTFortinet, Inc. | Stock | 747,908 | $137.9M | 0.4% | – | – | History |
| SABRSabre Corp | COM | 14,931,624 | $221.1M | 0.7% | – | – | History |
| CHDChurch & Dwight Co Inc | COM | 6,223,361 | $543.6M | 1.7% | – | – | History |
| BF.BBrown Forman Corp | Stock | 11,231,696 | $774.6M | 2.5% | – | – | History |
| NKENIKE, Inc. | Stock | 7,927,468 | $1.05B | 3.4% | – | – | History |
| BDXBecton Dickinson & Co | Stock | 4,334,871 | $1.05B | 3.4% | – | – | History |
| JNJJohnson & Johnson | Stock | 6,640,844 | $1.09B | 3.5% | – | – | History |
| SBUXStarbucks Corp | Stock | 10,720,429 | $1.17B | 3.7% | – | – | History |
| WATWaters Corp | COM | 4,393,544 | $1.25B | 4.0% | – | – | History |
| ADPAutomatic Data Processing Inc | Stock | 7,113,605 | $1.34B | 4.3% | – | – | History |
| VVisa Inc. | Stock | 6,492,332 | $1.37B | 4.4% | – | – | History |
| PEPPepsiCo Inc | Stock | 10,033,062 | $1.42B | 4.5% | – | – | History |
| MKCMcCormick & Co Inc | Stock | 17,220,169 | $1.54B | 4.9% | – | – | History |
| SYKStryker Corp | Stock | 7,006,486 | $1.71B | 5.4% | – | – | History |
| PMPhilip Morris International Inc. | Stock | 19,388,572 | $1.72B | 5.5% | – | – | History |
| INTUIntuit Inc. | Stock | 4,577,260 | $1.75B | 5.6% | – | – | History |
| METAMeta Platforms, Inc. | Stock | 6,433,648 | $1.89B | 6.0% | – | – | History |
| ELEstee Lauder Companies Inc | CL A | 6,807,070 | $1.98B | 6.3% | – | – | History |
| IDXXIDEXX Laboratories Inc | COM | 4,220,612 | $2.07B | 6.6% | – | – | History |
| MSFTMicrosoft Corp | Stock | 12,049,293 | $2.84B | 9.0% | – | – | History |
| PYPLPayPal Holdings, Inc. | Stock | 12,304,750 | $2.99B | 9.5% | – | – | History |