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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 Q1 2022

Holdings as of Mar 31, 2022, filed May 16, 2022. Long positions only; changes compare share counts with Q4 2021.

Institution overview
Positions
44
0 vs. Q4 2021
Portfolio value
$29.1B
−$11.9B (−28.9%) vs. Q4 2021
Filed
May 16, 2022
SEC
Holdings of Fundsmith in Q1 2022
SecurityClassSharesValue% of portfolioShare changeActionHistory
MSFTMicrosoft CorpStock10,018,432$3.09B10.6%−2,983,934−22.9%ReducedHistory
IDXXIDEXX Laboratories IncCOM3,618,062$1.98B6.8%−624,221−14.7%ReducedHistory
ELEstee Lauder Companies IncCL A5,794,870$1.58B5.4%−1,370,291−19.1%ReducedHistory
SYKStryker CorpStock5,846,171$1.56B5.4%−1,406,517−19.4%ReducedHistory
PMPhilip Morris International Inc.Stock16,457,291$1.55B5.3%−3,966,136−19.4%ReducedHistory
MKCMcCormick & Co IncStock15,486,666$1.55B5.3%−3,424,252−18.1%ReducedHistory
INTUIntuit Inc.Stock3,006,900$1.45B5.0%−725,977−19.4%ReducedHistory
PEPPepsiCo IncStock7,807,921$1.31B4.5%−2,610,281−25.1%ReducedHistory
ADPAutomatic Data Processing IncStock5,562,848$1.27B4.3%−1,531,542−21.6%ReducedHistory
VVisa Inc.Stock5,628,028$1.25B4.3%−1,240,666−18.1%ReducedHistory
METAMeta Platforms, Inc.Stock5,476,931$1.22B4.2%−1,323,330−19.5%ReducedHistory
PYPLPayPal Holdings, Inc.Stock10,476,837$1.21B4.2%−2,542,615−19.5%ReducedHistory
WATWaters CorpCOM3,687,572$1.14B3.9%−823,307−18.3%ReducedHistory
AMZNAmazon Com IncStock338,898$1.10B3.8%−86,528−20.3%ReducedHistory
GOOGLAlphabet Inc.Stock380,432$1.06B3.6%−38,664−9.2%ReducedHistory
NKENIKE, Inc.Stock6,726,427$905.1M3.1%−2,027,555−23.2%ReducedHistory
ADBEAdobe Inc.Stock1,923,197$876.2M3.0%+1,923,197NewHistory
CHDChurch & Dwight Co IncCOM8,438,079$838.6M2.9%−3,220,240−27.6%ReducedHistory
BF.BBrown Forman CorpStock11,784,004$789.8M2.7%−3,669,290−23.7%ReducedHistory
SBUXStarbucks CorpStock8,233,643$749.0M2.6%−3,343,106−28.9%ReducedHistory
MTDMettler Toledo International IncCOM412,603$566.6M1.9%+412,603NewHistory
SABRSabre CorpCOM22,673,573$259.2M0.9%+1,3360.0%AddedHistory
FTNTFortinet, Inc.Stock461,993$157.9M0.5%−173,782−27.3%ReducedHistory
VRSKVerisk Analytics, Inc.COM704,713$151.3M0.5%−89,504−11.3%ReducedHistory
ANSSAnsys IncCOM465,713$147.9M0.5%+630.0%AddedHistory
CGNXCognex CorpCOM1,907,048$147.1M0.5%+94,955+5.2%AddedHistory
VRSNVerisign IncCOM626,508$139.4M0.5%−68,273−9.8%ReducedHistory
QLYSQualys, Inc.COM938,828$133.7M0.5%−133,995−12.5%ReducedHistory
EFXEquifax IncCOM494,685$117.3M0.4%−188,546−27.6%ReducedHistory
MASIMasimo CorpCOM761,096$110.8M0.4%+325,159+74.6%AddedHistory
MSCIMSCI Inc.Stock211,000$106.1M0.4%+290.0%AddedHistory
WINGWingstop Inc.COM832,538$97.7M0.3%+268,355+47.6%AddedHistory
IPGPIpg Photonics CorpCOM852,972$93.6M0.3%00.0%UnchangedHistory
PAYCPaycom Software, Inc.Stock258,063$89.4M0.3%+39,689+18.2%AddedHistory
ROLRollins IncCOM2,282,107$80.0M0.3%−337,858−12.9%ReducedHistory
PGProcter & Gamble CoStock310,330$47.4M0.2%−60,799−16.4%ReducedHistory
HDHome Depot, Inc.Stock148,076$44.3M0.2%−11,567−7.2%ReducedHistory
JNJJohnson & JohnsonStock242,435$43.0M0.1%−6,976,763−96.6%ReducedHistory
ZTSZoetis Inc.Stock220,428$41.6M0.1%−43,186−16.4%ReducedHistory
MELIMercadolibre IncCOM24,225$28.8M0.1%00.0%UnchangedHistory
WNS Hldgs Ltd92932M101SPON ADR193,179$16.5M0.1%00.0%Unchanged–
TSMTaiwan Semiconductor Manufacturing Co LtdADR141,721$14.8M0.1%00.0%UnchangedHistory
GGenpact LTDSHS317,337$13.8M<0.1%00.0%UnchangedHistory
XPXP Inc.CL A253,367$7.63M<0.1%00.0%UnchangedHistory

Sold out since Q4 2021 (2)

Positions held at the end of Q4 2021 that are gone from this filing.

Positions of Fundsmith sold out since Q4 2021
SecurityClassShares in Q4 2021Value in Q4 2021% of portfolio in Q4 2021History
AOSSmith A O CorpCOM1,778,319$152.7M0.4%History
CLColgate Palmolive CoStock128,780$11.0M<0.1%History