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Livermore
Livermore
ZHEN

Fundsmith

Superinvestor

Fundsmith LLP

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

Holdings in Q2 2021

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

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