FUNDSMITH LLP

PrivateCIK: 1569205
Location

LONDON, X0

41
Positions
$13.65B
Total AUM (reported)
76.90M
Total Shares

Allocation by class

TOTAL AUM$13.65B41 positions
COM$8.68B63.6%
CL A$2.23B16.3%
COM CL A$1.07B7.8%
CAP STK CL A$633.74M4.6%
SPONSORED ADS$548.46M4.0%
CLASS A COM$340.27M2.5%
CL A COM$144.95M1.1%

Portfolio Concentration

Top 320.0%4–1032.5%11–2545.2%Rest2.3%TOP 1052.5%0%100%
Top 3$2.73B20.0%
4–10$4.43B32.5%
11–25$6.17B45.2%
Rest$320.40M2.3%

Top 3 weight

20.0%

Top 10 weight

52.5%

Voting Authority Distribution

Total shares with voting rights: 76.90M

Sole

Full voting authority

76.90M

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole41
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings41
Rows:

MARRIOTT INTL INC NEW

SOLE
CL A
Shares2.59M
TypeSH
Market value$958.26M
7.02%
Sole
2.59M
Shared
0.00
None
0.00

STRYKER CORPORATION

SOLE
COM
Shares2.91M
TypeSH
Market value$917.39M
6.72%
Sole
2.91M
Shared
0.00
None
0.00

WATERS CORP

SOLE
COM
Shares2.27M
TypeSH
Market value$852.70M
6.25%
Sole
2.27M
Shared
0.00
None
0.00

VISA INC

SOLE
COM CL A
Shares2.02M
TypeSH
Market value$692.98M
5.08%
Sole
2.02M
Shared
0.00
None
0.00

UBER TECHNOLOGIES INC

SOLE
COM
Shares8.94M
TypeSH
Market value$645.34M
4.73%
Sole
8.94M
Shared
0.00
None
0.00

MASTERCARD INCORPORATED

SOLE
CL A
Shares1.25M
TypeSH
Market value$639.46M
4.69%
Sole
1.25M
Shared
0.00
None
0.00

ALPHABET INC

SOLE
CAP STK CL A
Shares1.77M
TypeSH
Market value$633.74M
4.64%
Sole
1.77M
Shared
0.00
None
0.00

CHURCH & DWIGHT CO INC

SOLE
COM
Shares6.46M
TypeSH
Market value$625.52M
4.58%
Sole
6.46M
Shared
0.00
None
0.00

PROCTER & GAMBLE CO

SOLE
COM
Shares4.08M
TypeSH
Market value$598.05M
4.38%
Sole
4.08M
Shared
0.00
None
0.00

MICROSOFT CORP

SOLE
COM
Shares1.60M
TypeSH
Market value$595.61M
4.36%
Sole
1.60M
Shared
0.00
None
0.00

META PLATFORMS INC

SOLE
CL A
Shares1.05M
TypeSH
Market value$592.51M
4.34%
Sole
1.05M
Shared
0.00
None
0.00

AUTOMATIC DATA PROCESSING IN

SOLE
COM
Shares2.60M
TypeSH
Market value$582.62M
4.27%
Sole
2.60M
Shared
0.00
None
0.00

FORTINET INC

SOLE
COM
Shares3.63M
TypeSH
Market value$557.63M
4.09%
Sole
3.63M
Shared
0.00
None
0.00

TAIWAN SEMICONDUCTOR MANUFAC

SOLE
SPONSORED ADS
Shares1.15M
TypeSH
Market value$548.46M
4.02%
Sole
1.15M
Shared
0.00
None
0.00

IDEXX LABS INC

SOLE
COM
Shares1.02M
TypeSH
Market value$536.91M
3.93%
Sole
1.02M
Shared
0.00
None
0.00

TEXAS INSTRS INC

SOLE
COM
Shares1.80M
TypeSH
Market value$536.28M
3.93%
Sole
1.80M
Shared
0.00
None
0.00

PHILIP MORRIS INTL INC

SOLE
COM
Shares2.91M
TypeSH
Market value$527.12M
3.86%
Sole
2.91M
Shared
0.00
None
0.00

NETFLIX INC.

SOLE
COM
Shares6.99M
TypeSH
Market value$499.11M
3.66%
Sole
6.99M
Shared
0.00
None
0.00

GE VERNOVA INC

SOLE
COM
Shares409.83K
TypeSH
Market value$481.50M
3.53%
Sole
409.83K
Shared
0.00
None
0.00

APPLOVIN CORP

SOLE
COM CL A
Shares696.57K
TypeSH
Market value$358.89M
2.63%
Sole
696.57K
Shared
0.00
None
0.00

TJX COS INC NEW

SOLE
COM
Shares2.27M
TypeSH
Market value$344.30M
2.52%
Sole
2.27M
Shared
0.00
None
0.00

NEXTPOWER INC

SOLE
CLASS A COM
Shares2.86M
TypeSH
Market value$340.27M
2.49%
Sole
2.86M
Shared
0.00
None
0.00

VEEVA SYS INC

SOLE
CL A COM
Shares816.78K
TypeSH
Market value$144.95M
1.06%
Sole
816.78K
Shared
0.00
None
0.00

YUM BRANDS INC

SOLE
COM
Shares556.11K
TypeSH
Market value$88.90M
0.65%
Sole
556.11K
Shared
0.00
None
0.00

MSCI INC

SOLE
COM
Shares53.58K
TypeSH
Market value$30.01M
0.22%
Sole
53.58K
Shared
0.00
None
0.00
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