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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 Q3 2022

Holdings as of Sep 30, 2022, filed Nov 14, 2022. Long positions only; changes compare share counts with Q2 2022.

Institution overview
Positions
46
+3 vs. Q2 2022
Portfolio value
$21.1B
−$1.60B (−7.0%) vs. Q2 2022
Filed
Nov 14, 2022
SEC
Holdings of Fundsmith in Q3 2022
SecurityClassSharesValue% of portfolioShare changeActionHistory
EWEdwards Lifesciences CorpStock9,979$825.0K<0.1%+9,979NewHistory
XPXP Inc.CL A253,367$4.82M<0.1%00.0%UnchangedHistory
TSMTaiwan Semiconductor Manufacturing Co LtdADR155,558$10.7M0.1%00.0%UnchangedHistory
GGenpact LTDSHS317,337$13.9M0.1%00.0%UnchangedHistory
WNS Hldgs Ltd92932M101SPON ADR193,179$15.8M0.1%00.0%Unchanged–
IEXIdex CorpCOM95,928$19.2M0.1%+95,928NewHistory
MELIMercadolibre IncCOM24,225$20.1M0.1%00.0%UnchangedHistory
ZTSZoetis Inc.Stock223,185$33.1M0.2%+1,132+0.5%AddedHistory
PGProcter & Gamble CoStock314,211$39.7M0.2%+1,593+0.5%AddedHistory
HDHome Depot, Inc.Stock152,255$42.0M0.2%+750+0.5%AddedHistory
JNJJohnson & JohnsonStock274,847$44.9M0.2%+1,393+0.5%AddedHistory
PAYCPaycom Software, Inc.Stock161,308$53.2M0.3%−94,414−36.9%ReducedHistory
ROLRollins IncCOM1,728,084$59.9M0.3%−151,188−8.0%ReducedHistory
ANSSAnsys IncCOM274,559$60.9M0.3%−104,576−27.6%ReducedHistory
AAPLApple Inc.Stock456,485$63.1M0.3%+456,485NewHistory
IPGPIpg Photonics CorpCOM855,203$72.1M0.3%+9,892+1.2%AddedHistory
EFXEquifax IncCOM495,850$85.0M0.4%+5,737+1.2%AddedHistory
CGNXCognex CorpCOM2,062,083$85.5M0.4%+24,978+1.2%AddedHistory
MSCIMSCI Inc.Stock211,551$89.2M0.4%+2,447+1.2%AddedHistory
VRSKVerisk Analytics, Inc.COM530,677$90.5M0.4%+5,857+1.1%AddedHistory
QLYSQualys, Inc.COM661,420$92.2M0.4%−268,786−28.9%ReducedHistory
MASIMasimo CorpCOM765,161$108.0M0.5%+8,848+1.2%AddedHistory
FTNTFortinet, Inc.Stock2,315,857$113.8M0.5%+26,787+1.2%AddedHistory
SABRSabre CorpCOM22,732,769$117.1M0.6%+262,934+1.2%AddedHistory
VRSNVerisign IncCOM675,533$117.3M0.6%+8,035+1.2%AddedHistory
OTISOtis Worldwide CorpStock6,285,878$401.0M1.9%+6,285,878NewHistory
PYPLPayPal Holdings, Inc.Stock5,611,242$483.0M2.3%−4,040,576−41.9%ReducedHistory
NKENIKE, Inc.Stock6,734,408$559.8M2.7%+6,671+0.1%AddedHistory
ADBEAdobe Inc.Stock2,111,297$581.0M2.8%+2,449+0.1%AddedHistory
CHDChurch & Dwight Co IncCOM8,458,025$604.2M2.9%+13,764+0.2%AddedHistory
MTDMettler Toledo International IncCOM561,456$608.7M2.9%+21,004+3.9%AddedHistory
INTUIntuit Inc.Stock1,696,667$657.2M3.1%−674,761−28.5%ReducedHistory
GOOGLAlphabet Inc.Stock7,632,828$730.1M3.5%00.0%UnchangedConverted for a 20-for-1 splitHistory
METAMeta Platforms, Inc.Stock5,480,284$743.6M3.5%+2,803+0.1%AddedHistory
AMZNAmazon Com IncStock6,784,322$766.6M3.6%+5,302+0.1%AddedHistory
BF.BBrown Forman CorpStock12,226,340$813.9M3.9%+13,209+0.1%AddedHistory
WATWaters CorpCOM3,693,197$995.4M4.7%+3,972+0.1%AddedHistory
VVisa Inc.Stock5,635,390$1.00B4.8%+5,048+0.1%AddedHistory
MKCMcCormick & Co IncStock15,506,721$1.11B5.2%+13,838+0.1%AddedHistory
SYKStryker CorpStock5,628,569$1.14B5.4%−421,279−7.0%ReducedHistory
PEPPepsiCo IncStock7,144,313$1.17B5.5%+7,287+0.1%AddedHistory
IDXXIDEXX Laboratories IncCOM3,620,777$1.18B5.6%+1,902+0.1%AddedHistory
ADPAutomatic Data Processing IncStock5,571,678$1.26B6.0%+6,300+0.1%AddedHistory
ELEstee Lauder Companies IncCL A5,955,974$1.29B6.1%+4,678+0.1%AddedHistory
PMPhilip Morris International Inc.Stock16,489,067$1.37B6.5%+10,642+0.1%AddedHistory
MSFTMicrosoft CorpStock9,284,614$2.16B10.3%−735,920−7.3%ReducedHistory

Sold out since Q2 2022 (1)

Positions held at the end of Q2 2022 that are gone from this filing.

Positions of Fundsmith sold out since Q2 2022
SecurityClassShares in Q2 2022Value in Q2 2022% of portfolio in Q2 2022History
WINGWingstop Inc.COM825,464$61.7M0.3%History