Fundsmith LLP Top Holdings and 13F Report (2025) About Fundsmith LLPInvestment ActivityFundsmith LLP has $13.65 billion in total holdings as of June 30, 2025.Fundsmith LLP owns shares of 41 different stocks, but just 17 companies or ETFs make up 80% of its holdings.Approximately 30.53% of the portfolio was purchased this quarter.About 35.87% of the portfolio was sold this quarter.This quarter, Fundsmith LLP has purchased 34 new stocks and bought additional shares in 4 stocks.Fundsmith LLP sold shares of 21 stocks and completely divested from 6 stocks this quarter.Largest Holdings Marriott International $958,255,687Stryker $917,391,182Waters $852,702,945Visa $692,976,613Uber Technologies $645,337,776 Largest New Holdings this Quarter 90353T100 - Uber Technologies $645,337,776 Holding57636Q104 - Mastercard $639,458,194 Holding874039100 - Taiwan Semiconductor Manufacturing $548,464,789 Holding64110L106 - Netflix $499,110,633 Holding36828A101 - GE VERNOVA INC $481,498,748 Holding Largest Purchases this Quarter Uber Technologies 8,943,151 shares (about $645.34M)Mastercard 1,245,051 shares (about $639.46M)Taiwan Semiconductor Manufacturing 1,148,449 shares (about $548.46M)Netflix 6,990,345 shares (about $499.11M)GE VERNOVA INC 409,835 shares (about $481.50M) Largest Sales this Quarter Alphabet 1,182,844 shares (about $422.71M)Philip Morris International 2,199,470 shares (about $397.91M)Fortinet 2,526,737 shares (about $388.16M)Visa 1,084,280 shares (about $372.01M)Waters 938,443 shares (about $351.95M) Sector Allocation Over TimeMap of 500 Largest Holdings ofFundsmith LLP Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMARMarriott International$958,255,687$290,955,768 â–¼-23.3%2,585,7577.0%Consumer DiscretionarySYKStryker$917,391,182$46,465,032 â–¼-4.8%2,913,8336.7%HealthcareWATWaters$852,702,945$351,953,663 â–¼-29.2%2,273,6326.2%HealthcareVVisa$692,976,613$372,005,625 â–¼-34.9%2,019,8105.1%FinanceUBERUber Technologies$645,337,776$645,337,776 â–²New Holding8,943,1514.7%IndustrialsMAMastercard$639,458,194$639,458,194 â–²New Holding1,245,0514.7%FinanceGOOGLAlphabet$633,743,519$422,712,960 â–¼-40.0%1,773,3544.6%Communication ServicesCHDChurch & Dwight$625,518,702$17,910,593 â–¼-2.8%6,456,6344.6%Consumer StaplesPGProcter & Gamble$598,052,323$17,823,066 â–¼-2.9%4,078,3714.4%Consumer StaplesMSFTMicrosoft$595,614,836$180,168,660 â–¼-23.2%1,596,7374.4%TechnologyMETAMeta Platforms$592,511,232$151,806,092 â–¼-20.4%1,051,8764.3%Communication ServicesADPAutomatic Data Processing$582,620,930$280,729,835 â–¼-32.5%2,601,5674.3%IndustrialsFTNTFortinet$557,631,076$388,157,338 â–¼-41.0%3,629,9384.1%TechnologyTSMTaiwan Semiconductor Manufacturing$548,464,789$548,464,789 â–²New Holding1,148,4494.0%TechnologyIDXXIDEXX Laboratories$536,909,312$234,739,069 â–¼-30.4%1,019,8873.9%HealthcareTXNTexas Instruments$536,282,179$245,592,392 â–¼-31.4%1,799,1823.9%TechnologyPMPhilip Morris International$527,116,201$397,906,118 â–¼-43.0%2,913,6933.9%Consumer StaplesNFLXNetflix$499,110,633$499,110,633 â–²New Holding6,990,3453.7%Communication ServicesGE VERNOVA INC$481,498,748$481,498,748 â–²New Holding409,8353.5%COMAPPLOVIN CORP$358,892,731$358,892,731 â–²New Holding696,5682.6%COM CL ATJXTJX Companies$344,297,688$344,297,688 â–²New Holding2,272,5922.5%Consumer DiscretionaryNXTNextpower$340,274,801$340,274,801 â–²New Holding2,856,0922.5%IndustrialsVEEVVeeva Systems$144,954,834$144,954,834 â–²New Holding816,7851.1%HealthcareYUMYum! Brands$88,899,265$88,899,265 â–²New Holding556,1070.7%Consumer DiscretionaryMSCIMSCI$30,006,943$6,276,928 â–¼-17.3%53,5800.2%FinanceMEDPMedpace$27,735,687$5,452,659 â–¼-16.4%52,3720.2%HealthcareNTNXNutanix$27,430,800$1,993,097 â–¼-6.8%538,2810.2%TechnologyBMIBadger Meter$25,911,154$4,768,340 â–²22.6%174,6270.2%TechnologyCLXClorox$25,894,590$1,345,799 â–²5.5%271,3180.2%Consumer StaplesROLRollins$25,876,0870.0%619,9350.2%IndustrialsMANHManhattan Associates$24,087,047$7,253,393 â–²43.1%172,9770.2%TechnologyNSSCNAPCO Security Technologies$23,052,873$8,483,897 â–²58.2%606,9740.2%TechnologyFICOFair Isaac$21,449,885$21,449,885 â–²New Holding17,9530.2%TechnologySABRSabre$18,838,8060.0%9,013,7830.1%Consumer DiscretionaryIDCCInterDigital$17,079,534$17,079,534 â–²New Holding60,3240.1%TechnologyORLYO'Reilly Automotive$14,982,214$14,982,214 â–²New Holding162,6910.1%Consumer DiscretionaryVRTVertiv$14,026,614$16,527,050 â–¼-54.1%41,8930.1%IndustrialsVRSNVeriSign$14,015,162$14,528,596 â–¼-50.9%55,7130.1%TechnologyADMAADMA Biologics$13,806,2560.0%1,649,4930.1%HealthcareDOXIMITY INC$13,549,940$797,702 â–¼-5.6%653,3240.1%CL APAYCPaycom Software$12,663,894$14,917,462 â–¼-54.1%100,7630.1%TechnologyMTDMettler-Toledo International$0$717,012,379 â–¼-100.0%00.0%HealthcareZTSZoetis$0$458,366,249 â–¼-100.0%00.0%HealthcareOTISOtis Worldwide$0$210,554,426 â–¼-100.0%00.0%IndustrialsCPRXCatalyst Pharmaceuticals$0$20,919,402 â–¼-100.0%00.0%HealthcareQLYSQualys$0$19,860,864 â–¼-100.0%00.0%TechnologyHDHome Depot$0$9,409,872 â–¼-100.0%00.0%Consumer DiscretionaryShowing largest 100 holdings. 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