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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 2024

Holdings as of Mar 31, 2024, filed May 15, 2024. Long positions only; changes compare share counts with Q4 2023.

Institution overview
Positions
40
0 vs. Q4 2023
Portfolio value
$25.6B
+$1.66B (+7.0%) vs. Q4 2023
Filed
May 15, 2024
SEC
Holdings of Fundsmith in Q1 2024
SecurityClassSharesValue% of portfolioShare changeActionHistory
MSFTMicrosoft CorpStock7,617,903$3.21B12.5%−325,421−4.1%ReducedHistory
METAMeta Platforms, Inc.Stock4,969,549$2.41B9.4%−29,157−0.6%ReducedHistory
SYKStryker CorpStock5,479,066$1.96B7.7%−33,560−0.6%ReducedHistory
VVisa Inc.Stock5,690,596$1.59B6.2%−47,935−0.8%ReducedHistory
IDXXIDEXX Laboratories IncCOM2,714,762$1.47B5.7%−14,155−0.5%ReducedHistory
ADPAutomatic Data Processing IncStock5,765,869$1.44B5.6%−50,452−0.9%ReducedHistory
PMPhilip Morris International Inc.Stock14,822,237$1.36B5.3%−215,420−1.4%ReducedHistory
WATWaters CorpCOM3,766,251$1.30B5.1%−34,437−0.9%ReducedHistory
MARMarriott International IncStock4,364,298$1.10B4.3%−27,208−0.6%ReducedHistory
GOOGLAlphabet Inc.Stock6,980,992$1.05B4.1%−36,419−0.5%ReducedHistory
PEPPepsiCo IncStock5,845,947$1.02B4.0%−784,419−11.8%ReducedHistory
MKCMcCormick & Co IncStock12,229,563$939.4M3.7%−2,860,820−19.0%ReducedHistory
MTDMettler Toledo International IncCOM610,096$812.2M3.2%+42,503+7.5%AddedHistory
PGProcter & Gamble CoStock4,799,082$778.7M3.0%−40,850−0.8%ReducedHistory
CHDChurch & Dwight Co IncCOM7,171,440$748.1M2.9%−92,676−1.3%ReducedHistory
OTISOtis Worldwide CorpStock6,295,103$624.9M2.4%−147,050−2.3%ReducedHistory
NKENIKE, Inc.Stock6,512,417$612.0M2.4%−172,996−2.6%ReducedHistory
BF.BBrown Forman CorpStock11,458,780$591.5M2.3%−193,926−1.7%ReducedHistory
FTNTFortinet, Inc.Stock8,174,985$558.4M2.2%+843,141+11.5%AddedHistory
AAPLApple Inc.Stock1,597,544$273.9M1.1%+262,959+19.7%AddedHistory
TXNTexas Instruments IncStock1,111,306$193.6M0.8%+1,111,306NewHistory
EFXEquifax IncCOM472,805$126.5M0.5%−12,764−2.6%ReducedHistory
VRSNVerisign IncCOM644,143$122.1M0.5%−17,390−2.6%ReducedHistory
VRSKVerisk Analytics, Inc.COM478,647$112.8M0.4%−41,025−7.9%ReducedHistory
GGGGraco IncCOM1,175,486$109.9M0.4%−31,735−2.6%ReducedHistory
MSCIMSCI Inc.Stock171,859$96.3M0.4%−35,306−17.0%ReducedHistory
CHHChoice Hotels International IncCOM756,944$95.6M0.4%+756,944NewHistory
QLYSQualys, Inc.COM565,246$94.3M0.4%−58,709−9.4%ReducedHistory
IEXIdex CorpCOM373,902$91.2M0.4%−10,095−2.6%ReducedHistory
CLXClorox CoStock588,141$90.1M0.4%−15,653−2.6%ReducedHistory
EXPOExponent IncCOM1,050,120$86.8M0.3%−28,351−2.6%ReducedHistory
CGNXCognex CorpCOM1,966,235$83.4M0.3%−53,083−2.6%ReducedHistory
ROLRollins IncCOM1,647,761$76.2M0.3%−44,485−2.6%ReducedHistory
PAYCPaycom Software, Inc.Stock325,271$64.7M0.3%+167,427+106.1%AddedHistory
ODDOddity Tech LtdSHS CL A1,327,313$57.7M0.2%+222,897+20.2%AddedHistory
HDHome Depot, Inc.Stock146,584$56.2M0.2%−3,234−2.2%ReducedHistory
SABRSabre CorpCOM21,676,328$52.5M0.2%−585,209−2.6%ReducedHistory
ZTSZoetis Inc.Stock228,805$38.7M0.2%+2,741+1.2%AddedHistory
MAMastercard IncStock64,449$31.0M0.1%+772+1.2%AddedHistory
MCDMcDonalds CorpStock93,617$26.4M0.1%+1,122+1.2%AddedHistory

Sold out since Q4 2023 (2)

Positions held at the end of Q4 2023 that are gone from this filing.

Positions of Fundsmith sold out since Q4 2023
SecurityClassShares in Q4 2023Value in Q4 2023% of portfolio in Q4 2023History
IPGPIpg Photonics CorpCOM548,993$59.6M0.2%History
JNJJohnson & JohnsonStock278,393$43.6M0.2%History