Skip to main content
Livermore
Livermore
ZHEN

Fundsmith

Superinvestor

Fundsmith LLP

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

Holdings in Q2 2022

Holdings as of Jun 30, 2022, filed Aug 15, 2022. Long positions only; changes compare share counts with Q1 2022.

Institution overview
Positions
43
−1 vs. Q1 2022
Portfolio value
$22.7B
−$6.45B (−22.2%) vs. Q1 2022
Filed
Aug 15, 2022
SEC
Holdings of Fundsmith in Q2 2022
SecurityClassSharesValue% of portfolioShare changeActionHistory
XPXP Inc.CL A253,367$4.55M<0.1%00.0%UnchangedHistory
TSMTaiwan Semiconductor Manufacturing Co LtdADR155,558$12.7M0.1%+13,837+9.8%AddedHistory
GGenpact LTDSHS317,337$13.4M0.1%00.0%UnchangedHistory
WNS Hldgs Ltd92932M101SPON ADR193,179$14.4M0.1%00.0%Unchanged–
MELIMercadolibre IncCOM24,225$15.4M0.1%00.0%UnchangedHistory
ZTSZoetis Inc.Stock222,053$38.2M0.2%+1,625+0.7%AddedHistory
GOOGLAlphabet Inc.Stock381,252$41.5M0.2%+820+0.2%AddedHistory
HDHome Depot, Inc.Stock151,505$41.6M0.2%+3,429+2.3%AddedHistory
PGProcter & Gamble CoStock312,618$45.0M0.2%+2,288+0.7%AddedHistory
JNJJohnson & JohnsonStock273,454$48.5M0.2%+31,019+12.8%AddedHistory
WINGWingstop Inc.COM825,464$61.7M0.3%−7,074−0.8%ReducedHistory
ROLRollins IncCOM1,879,272$65.6M0.3%−402,835−17.7%ReducedHistory
PAYCPaycom Software, Inc.Stock255,722$71.6M0.3%−2,341−0.9%ReducedHistory
IPGPIpg Photonics CorpCOM845,311$79.6M0.4%−7,661−0.9%ReducedHistory
MSCIMSCI Inc.Stock209,104$86.2M0.4%−1,896−0.9%ReducedHistory
CGNXCognex CorpCOM2,037,105$86.6M0.4%+130,057+6.8%AddedHistory
EFXEquifax IncCOM490,113$89.6M0.4%−4,572−0.9%ReducedHistory
ANSSAnsys IncCOM379,135$90.7M0.4%−86,578−18.6%ReducedHistory
VRSKVerisk Analytics, Inc.COM524,820$90.8M0.4%−179,893−25.5%ReducedHistory
MASIMasimo CorpCOM756,313$98.8M0.4%−4,783−0.6%ReducedHistory
VRSNVerisign IncCOM667,498$111.7M0.5%+40,990+6.5%AddedHistory
QLYSQualys, Inc.COM930,206$117.3M0.5%−8,622−0.9%ReducedHistory
FTNTFortinet, Inc.Stock2,289,070$129.5M0.6%−20,895−0.9%ReducedConverted for a 5-for-1 splitHistory
SABRSabre CorpCOM22,469,835$131.0M0.6%−203,738−0.9%ReducedHistory
MTDMettler Toledo International IncCOM540,452$620.9M2.7%+127,849+31.0%AddedHistory
PYPLPayPal Holdings, Inc.Stock9,651,818$674.1M3.0%−825,019−7.9%ReducedHistory
NKENIKE, Inc.Stock6,727,737$687.6M3.0%+1,3100.0%AddedHistory
AMZNAmazon Com IncStock6,779,020$720.0M3.2%00.0%UnchangedConverted for a 20-for-1 splitHistory
ADBEAdobe Inc.Stock2,108,848$772.0M3.4%+185,651+9.7%AddedHistory
CHDChurch & Dwight Co IncCOM8,444,261$782.4M3.5%+6,182+0.1%AddedHistory
BF.BBrown Forman CorpStock12,213,131$856.9M3.8%+429,127+3.6%AddedHistory
METAMeta Platforms, Inc.Stock5,477,481$883.2M3.9%+5500.0%AddedHistory
INTUIntuit Inc.Stock2,371,428$914.0M4.0%−635,472−21.1%ReducedHistory
VVisa Inc.Stock5,630,342$1.11B4.9%+2,3140.0%AddedHistory
ADPAutomatic Data Processing IncStock5,565,378$1.17B5.2%+2,5300.0%AddedHistory
PEPPepsiCo IncStock7,137,026$1.19B5.2%−670,895−8.6%ReducedHistory
SYKStryker CorpStock6,049,848$1.20B5.3%+203,677+3.5%AddedHistory
WATWaters CorpCOM3,689,225$1.22B5.4%+1,6530.0%AddedHistory
IDXXIDEXX Laboratories IncCOM3,618,875$1.27B5.6%+8130.0%AddedHistory
MKCMcCormick & Co IncStock15,492,883$1.29B5.7%+6,2170.0%AddedHistory
ELEstee Lauder Companies IncCL A5,951,296$1.52B6.7%+156,426+2.7%AddedHistory
PMPhilip Morris International Inc.Stock16,478,425$1.63B7.2%+21,134+0.1%AddedHistory
MSFTMicrosoft CorpStock10,020,534$2.57B11.4%+2,1020.0%AddedHistory

Sold out since Q1 2022 (1)

Positions held at the end of Q1 2022 that are gone from this filing.

Positions of Fundsmith sold out since Q1 2022
SecurityClassShares in Q1 2022Value in Q1 2022% of portfolio in Q1 2022History
SBUXStarbucks CorpStock8,233,643$749.0M2.6%History