Fundsmith
SuperinvestorFundsmith LLP
- SEC CIK
- 0001569205
- Manager
- Terry Smith
- Style
- Quality
- Latest filing
- Aug 14, 2026
Holdings in Q4 2021
Holdings as of Dec 31, 2021, filed Feb 14, 2022. Long positions only; changes compare share counts with Q3 2021.
- Positions
- 44
- +1 vs. Q3 2021
- Portfolio value
- $41.0B
- +$4.81B (+13.3%) vs. Q3 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| XPXP Inc. | CL A | 253,367 | $7.28M | <0.1% | 00.0% | Unchanged | History |
| CLColgate Palmolive Co | Stock | 128,780 | $11.0M | <0.1% | +5,890+4.8% | Added | History |
| GGenpact LTD | SHS | 317,337 | $16.8M | <0.1% | +12,129+4.0% | Added | History |
| WNS Hldgs Ltd92932M101 | SPON ADR | 193,179 | $17.0M | <0.1% | +4,267+2.3% | Added | – |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 141,721 | $17.1M | <0.1% | +12,088+9.3% | Added | History |
| MELIMercadolibre Inc | COM | 24,225 | $32.7M | 0.1% | 00.0% | Unchanged | History |
| PGProcter & Gamble Co | Stock | 371,129 | $60.7M | 0.1% | +52,948+16.6% | Added | History |
| ZTSZoetis Inc. | Stock | 263,614 | $64.3M | 0.2% | +23,112+9.6% | Added | History |
| HDHome Depot, Inc. | Stock | 159,643 | $66.3M | 0.2% | +11,304+7.6% | Added | History |
| ROLRollins Inc | COM | 2,619,965 | $89.6M | 0.2% | +371,404+16.5% | Added | History |
| PAYCPaycom Software, Inc. | Stock | 218,374 | $90.7M | 0.2% | +468+0.2% | Added | History |
| WINGWingstop Inc. | COM | 564,183 | $97.5M | 0.2% | +1,218+0.2% | Added | History |
| MASIMasimo Corp | COM | 435,937 | $127.6M | 0.3% | +927+0.2% | Added | History |
| MSCIMSCI Inc. | Stock | 210,971 | $129.3M | 0.3% | +451+0.2% | Added | History |
| CGNXCognex Corp | COM | 1,812,093 | $140.9M | 0.3% | +186,106+11.4% | Added | History |
| IPGPIpg Photonics Corp | COM | 852,972 | $146.8M | 0.4% | +54,510+6.8% | Added | History |
| QLYSQualys, Inc. | COM | 1,072,823 | $147.2M | 0.4% | +2,310+0.2% | Added | History |
| AOSSmith A O Corp | COM | 1,778,319 | $152.7M | 0.4% | +3,804+0.2% | Added | History |
| VRSNVerisign Inc | COM | 694,781 | $176.3M | 0.4% | +1,490+0.2% | Added | History |
| VRSKVerisk Analytics, Inc. | COM | 794,217 | $181.7M | 0.4% | +1,707+0.2% | Added | History |
| ANSSAnsys Inc | COM | 465,650 | $186.8M | 0.5% | +998+0.2% | Added | History |
| SABRSabre Corp | COM | 22,672,237 | $194.8M | 0.5% | +2,578,769+12.8% | Added | History |
| EFXEquifax Inc | COM | 683,231 | $200.0M | 0.5% | +1,477+0.2% | Added | History |
| FTNTFortinet, Inc. | Stock | 635,775 | $228.5M | 0.6% | +1,360+0.2% | Added | History |
| BF.BBrown Forman Corp | Stock | 15,453,294 | $1.13B | 2.7% | +1,030,683+7.1% | Added | History |
| CHDChurch & Dwight Co Inc | COM | 11,658,319 | $1.19B | 2.9% | +635,823+5.8% | Added | History |
| GOOGLAlphabet Inc. | Stock | 419,096 | $1.21B | 3.0% | +419,096 | New | History |
| JNJJohnson & Johnson | Stock | 7,219,198 | $1.23B | 3.0% | +15,629+0.2% | Added | History |
| SBUXStarbucks Corp | Stock | 11,576,749 | $1.35B | 3.3% | +831,723+7.7% | Added | History |
| AMZNAmazon Com Inc | Stock | 425,426 | $1.42B | 3.5% | +57,565+15.6% | Added | History |
| NKENIKE, Inc. | Stock | 8,753,982 | $1.46B | 3.6% | −10,757−0.1% | Reduced | History |
| VVisa Inc. | Stock | 6,868,694 | $1.49B | 3.6% | +273,645+4.1% | Added | History |
| WATWaters Corp | COM | 4,510,879 | $1.68B | 4.1% | −3150.0% | Reduced | History |
| ADPAutomatic Data Processing Inc | Stock | 7,094,390 | $1.75B | 4.3% | −1,7440.0% | Reduced | History |
| PEPPepsiCo Inc | Stock | 10,418,202 | $1.81B | 4.4% | +325,550+3.2% | Added | History |
| MKCMcCormick & Co Inc | Stock | 18,910,918 | $1.83B | 4.5% | +197,289+1.1% | Added | History |
| SYKStryker Corp | Stock | 7,252,688 | $1.94B | 4.7% | +237,196+3.4% | Added | History |
| PMPhilip Morris International Inc. | Stock | 20,423,427 | $1.94B | 4.7% | +1,069,807+5.5% | Added | History |
| METAMeta Platforms, Inc. | Stock | 6,800,261 | $2.29B | 5.6% | +360,125+5.6% | Added | History |
| INTUIntuit Inc. | Stock | 3,732,877 | $2.40B | 5.9% | −849,662−18.5% | Reduced | History |
| PYPLPayPal Holdings, Inc. | Stock | 13,019,452 | $2.46B | 6.0% | +730,632+5.9% | Added | History |
| ELEstee Lauder Companies Inc | CL A | 7,165,161 | $2.65B | 6.5% | +333,409+4.9% | Added | History |
| IDXXIDEXX Laboratories Inc | COM | 4,242,283 | $2.79B | 6.8% | +810.0% | Added | History |
| MSFTMicrosoft Corp | Stock | 13,002,366 | $4.37B | 10.7% | +968,000+8.0% | Added | History |