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Fundsmith

Superinvestor

Fundsmith LLP

SEC CIK
0001569205
Manager
Terry Smith
Style
Quality
Latest filing
Aug 14, 2026

Holdings in Q2 2021

Institution overview

Holdings as of Jun 30, 2021, filed Aug 13, 2021. Long positions only; changes compare share counts with Q1 2021.

Positions
43
+1 vs. Q1 2021
Portfolio value
$36.1B
+$4.64B (+14.8%) vs. Q1 2021
Filed
Aug 13, 2021
SEC
Holdings of Fundsmith in Q2 2021
SecurityClassSharesValue% of portfolioShare changeActionHistory
PYPLPayPal Holdings, Inc.Stock12,289,470$3.58B9.9%−15,280−0.1%ReducedHistory
MSFTMicrosoft CorpStock12,035,021$3.26B9.0%−14,272−0.1%ReducedHistory
IDXXIDEXX Laboratories IncCOM4,242,462$2.68B7.4%+21,850+0.5%AddedHistory
INTUIntuit Inc.Stock4,582,899$2.25B6.2%+5,639+0.1%AddedHistory
METAMeta Platforms, Inc.Stock6,440,136$2.24B6.2%+6,488+0.1%AddedHistory
ELEstee Lauder Companies IncCL A6,830,510$2.17B6.0%+23,440+0.3%AddedHistory
PMPhilip Morris International Inc.Stock19,353,620$1.92B5.3%−34,952−0.2%ReducedHistory
SYKStryker CorpStock7,014,123$1.82B5.0%+7,637+0.1%AddedHistory
MKCMcCormick & Co IncStock17,804,657$1.57B4.4%+584,488+3.4%AddedHistory
VVisa Inc.Stock6,536,340$1.53B4.2%+44,008+0.7%AddedHistory
WATWaters CorpCOM4,408,039$1.52B4.2%+14,495+0.3%AddedHistory
PEPPepsiCo IncStock10,087,220$1.49B4.1%+54,158+0.5%AddedHistory
ADPAutomatic Data Processing IncStock7,096,900$1.41B3.9%−16,705−0.2%ReducedHistory
NKENIKE, Inc.Stock8,755,854$1.35B3.7%+828,386+10.4%AddedHistory
SBUXStarbucks CorpStock10,746,285$1.20B3.3%+25,856+0.2%AddedHistory
JNJJohnson & JohnsonStock7,155,706$1.18B3.3%+514,862+7.8%AddedHistory
BDXBecton Dickinson & CoStock4,328,550$1.05B2.9%−6,321−0.1%ReducedHistory
BF.BBrown Forman CorpStock12,595,990$943.9M2.6%+1,364,294+12.1%AddedHistory
CHDChurch & Dwight Co IncCOM9,224,122$786.1M2.2%+3,000,761+48.2%AddedHistory
SABRSabre CorpCOM15,581,696$194.5M0.5%+650,072+4.4%AddedHistory
FTNTFortinet, Inc.Stock752,030$179.1M0.5%+4,122+0.6%AddedHistory
EFXEquifax IncCOM679,315$162.7M0.5%+3,723+0.6%AddedHistory
ANSSAnsys IncCOM404,278$140.3M0.4%+45,670+12.7%AddedHistory
VRSKVerisk Analytics, Inc.COM789,708$138.0M0.4%+89,892+12.8%AddedHistory
CGNXCognex CorpCOM1,620,130$136.2M0.4%+8,879+0.6%AddedHistory
VRSNVerisign IncCOM588,541$134.0M0.4%+3,226+0.6%AddedHistory
IPGPIpg Photonics CorpCOM633,458$133.5M0.4%+3,471+0.6%AddedHistory
AOSSmith A O CorpCOM1,768,126$127.4M0.4%+9,690+0.6%AddedHistory
MSCIMSCI Inc.Stock209,762$111.8M0.3%+1,149+0.6%AddedHistory
QLYSQualys, Inc.COM1,066,674$107.4M0.3%+5,608+0.5%AddedHistory
MASIMasimo CorpCOM433,438$105.1M0.3%+2,375+0.6%AddedHistory
WINGWingstop Inc.COM560,949$88.4M0.2%+113,394+25.3%AddedHistory
PAYCPaycom Software, Inc.Stock217,122$78.9M0.2%+1,190+0.6%AddedHistory
ROLRollins IncCOM2,240,687$76.6M0.2%+398,260+21.6%AddedHistory
ZTSZoetis Inc.Stock220,555$41.1M0.1%+8,348+3.9%AddedHistory
MARMarriott International IncStock297,432$40.6M0.1%+1,251+0.4%AddedHistory
PGProcter & Gamble CoStock300,204$40.5M0.1%+215,641+255.0%AddedHistory
MELIMercadolibre IncCOM24,225$37.7M0.1%00.0%UnchangedHistory
TSMTaiwan Semiconductor Manufacturing Co LtdADR129,633$15.6M<0.1%+11,652+9.9%AddedHistory
XPXP Inc.CL A253,367$11.0M<0.1%00.0%UnchangedHistory
CLColgate Palmolive CoStock122,131$9.94M<0.1%+2,102+1.8%AddedHistory
WNS Hldgs Ltd92932M101SPON ADR118,721$9.48M<0.1%+118,721New–
HDHome Depot, Inc.Stock4,345$1.39M<0.1%−920−17.5%ReducedHistory