Skip to content
Disclosery

Fundsmith LLP

Follow

13F filer, CIK 1569205, LONDON, United Kingdom

Fundsmith LLP reported $23,016,527,870 across 39 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-08-14. Its ten largest share positions make up 70.99% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001801547-25-000008

Period
2025-06-30
Reported value
$23B
Holdings
39
Top 10 weight
70.99%
New
3
Sold out
2

Largest buys vs the previous quarter

SecurityShares changeApprox. value
INTUadded+186,912$147M
VRTnew+724,923$93.1M
MANHnew+288,332$56.9M
ZTSadded+338,344$52.8M
NSSCnew+954,912$28.4M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
BF-Bexited-9,637,881-$327M
PMreduced-1,731,697-$315M
METAreduced-315,044-$233M
MSFTreduced-428,653-$213M
SYKreduced-392,180-$155M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2025

Share positions as resolved from 13F-HR 0001801547-25-000008, largest first. % of portfolio is the value over $23,016,527,870, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,871,364 shares; 2024Q4: 4,561,352 shares; 2025Q1: 3,883,796 shares; 2025Q2: 3,568,752 shares 3,568,752$2.63B11.44%-315,044Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,900,275 shares; 2024Q4: 6,187,033 shares; 2025Q1: 5,370,162 shares; 2025Q2: 4,941,509 shares 4,941,509$2.46B10.68%-428,653Timeline
SYKSTRYKER CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,336,821 shares; 2024Q4: 5,333,977 shares; 2025Q1: 5,069,187 shares; 2025Q2: 4,677,007 shares 4,677,007$1.85B8.04%-392,180Timeline
PMPHILIP MORRIS INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,012,659 shares; 2024Q4: 11,245,175 shares; 2025Q1: 10,805,892 shares; 2025Q2: 9,074,195 shares 9,074,195$1.65B7.18%-1,731,697Timeline
IDXXIDEXX LABS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,664,162 shares; 2024Q4: 2,662,855 shares; 2025Q1: 2,648,331 shares; 2025Q2: 2,639,289 shares 2,639,289$1.42B6.15%-9,042Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,546,831 shares; 2024Q4: 4,622,567 shares; 2025Q1: 4,137,024 shares; 2025Q2: 3,854,071 shares 3,854,071$1.37B5.95%-282,953Timeline
ADPAUTOMATIC DATA PROCESSING INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,571,820 shares; 2024Q4: 5,013,712 shares; 2025Q1: 4,513,899 shares; 2025Q2: 4,362,099 shares 4,362,099$1.35B5.84%-151,800Timeline
WATWATERS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,645,999 shares; 2024Q4: 3,634,522 shares; 2025Q1: 3,613,197 shares; 2025Q2: 3,608,407 shares 3,608,407$1.26B5.47%-4,790Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,852,087 shares; 2024Q4: 6,848,278 shares; 2025Q1: 6,843,213 shares; 2025Q2: 6,803,454 shares 6,803,454$1.2B5.21%-39,759Timeline
MARMARRIOTT INTL INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,266,655 shares; 2024Q4: 4,255,340 shares; 2025Q1: 4,251,560 shares; 2025Q2: 4,236,599 shares 4,236,599$1.16B5.03%-14,961Timeline
FTNTFORTINET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,118,293 shares; 2024Q4: 8,530,423 shares; 2025Q1: 8,523,040 shares; 2025Q2: 8,418,362 shares 8,418,362$890M3.87%-104,678Timeline
PGPROCTER & GAMBLE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,633,222 shares; 2024Q4: 4,626,376 shares; 2025Q1: 4,620,406 shares; 2025Q2: 4,572,280 shares 4,572,280$728M3.16%-48,126Timeline
MTDMETTLER TOLEDO INTERNATIONALQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 591,919 shares; 2024Q4: 591,455 shares; 2025Q1: 590,838 shares; 2025Q2: 590,037 shares 590,037$693M3.01%-801Timeline
CHDCHURCH & DWIGHT CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,882,775 shares; 2024Q4: 6,857,121 shares; 2025Q1: 6,847,486 shares; 2025Q2: 6,824,289 shares 6,824,289$656M2.85%-23,197Timeline
OTISOTIS WORLDWIDE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,141,228 shares; 2024Q4: 5,966,777 shares; 2025Q1: 5,866,737 shares; 2025Q2: 5,819,151 shares 5,819,151$576M2.5%-47,586Timeline
TXNTEXAS INSTRS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,700,630 shares; 2024Q4: 1,700,630 shares; 2025Q1: 2,725,812 shares; 2025Q2: 2,720,290 shares 2,720,290$565M2.45%-5,522Timeline
ZTSZOETIS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 230,726 shares; 2024Q4: 227,329 shares; 2025Q1: 2,546,487 shares; 2025Q2: 2,884,831 shares 2,884,831$450M1.95%+338,344Timeline
NKENIKE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,299,493 shares; 2024Q4: 6,135,629 shares; 2025Q1: 6,135,629 shares; 2025Q2: 6,129,483 shares 6,129,483$435M1.89%-6,146Timeline
INTUINTUITQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 181,628 shares; 2025Q2: 368,540 shares 368,540$290M1.26%+186,912Timeline
ODDODDITY TECH LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,615,158 shares; 2024Q4: 1,615,158 shares; 2025Q1: 1,615,158 shares; 2025Q2: 1,416,956 shares 1,416,956$107M0.46%-198,202Timeline
QLYSQUALYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 548,009 shares; 2024Q4: 548,009 shares; 2025Q1: 718,602 shares; 2025Q2: 718,602 shares 718,602$103M0.45%0Timeline
MSCIMSCI INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 166,619 shares; 2024Q4: 166,619 shares; 2025Q1: 166,619 shares; 2025Q2: 166,619 shares 166,619$96.1M0.42%0Timeline
PAYCPAYCOM SOFTWARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 322,611 shares; 2024Q4: 322,611 shares; 2025Q1: 413,510 shares; 2025Q2: 413,510 shares 413,510$95.7M0.42%0Timeline
CHHCHOICE HOTELS INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 733,892 shares; 2024Q4: 733,892 shares; 2025Q1: 733,892 shares; 2025Q2: 733,892 shares 733,892$93.1M0.4%0Timeline
VRTVERTIV HOLDINGS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 724,923 shares 724,923$93.1M0.4%newTimeline
ROLROLLINS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,597,513 shares; 2024Q4: 1,597,513 shares; 2025Q1: 1,597,513 shares; 2025Q2: 1,478,629 shares 1,478,629$83.4M0.36%-118,884Timeline
DOCSDOXIMITY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 710,502 shares; 2025Q1: 1,189,882 shares; 2025Q2: 1,355,944 shares 1,355,944$83.2M0.36%+166,062Timeline
VRSNVERISIGN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 624,500 shares; 2024Q4: 624,500 shares; 2025Q1: 570,035 shares; 2025Q2: 270,634 shares 270,634$78.2M0.34%-299,401Timeline
GGGGRACO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,139,641 shares; 2024Q4: 1,139,641 shares; 2025Q1: 1,139,641 shares; 2025Q2: 900,545 shares 900,545$77.4M0.34%-239,096Timeline
CLXCLOROX CO DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 613,497 shares; 2024Q4: 613,497 shares; 2025Q1: 613,497 shares; 2025Q2: 613,497 shares 613,497$73.7M0.32%0Timeline
SABRSABRE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,499,095 shares; 2024Q4: 21,499,095 shares; 2025Q1: 21,499,095 shares; 2025Q2: 21,499,095 shares 21,499,095$67.9M0.3%0Timeline
CPRXCATALYST PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,151,274 shares; 2025Q2: 2,709,086 shares 2,709,086$58.8M0.26%+557,812Timeline
MANHMANHATTAN ASSOCIATES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 288,332 shares 288,332$56.9M0.25%newTimeline
EXPOEXPONENT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 836,477 shares; 2024Q4: 836,477 shares; 2025Q1: 836,477 shares; 2025Q2: 746,820 shares 746,820$55.8M0.24%-89,657Timeline
VRSKVERISK ANALYTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 417,685 shares; 2024Q4: 417,685 shares; 2025Q1: 330,624 shares; 2025Q2: 176,195 shares 176,195$54.9M0.24%-154,429Timeline
MEDPMEDPACE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 127,537 shares; 2025Q1: 127,537 shares; 2025Q2: 127,537 shares 127,537$40M0.17%0Timeline
HDHOME DEPOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 147,815 shares; 2024Q4: 145,639 shares; 2025Q1: 114,736 shares; 2025Q2: 83,367 shares 83,367$30.6M0.13%-31,369Timeline
NSSCNAPCO SEC TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 954,912 shares 954,912$28.4M0.12%newTimeline
MAMASTERCARD INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,990 shares; 2024Q4: 64,033 shares; 2025Q1: 49,454 shares; 2025Q2: 27,663 shares 27,663$15.5M0.07%-21,791Timeline

Sold out in Q2 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
BF-BBROWN FORMAN CORP9,637,881$327Mshares
EFXEQUIFAX INC235,505$57.4Mshares

How Q2 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001801547-25-000008 base2025-08-14acceptance time not in the bulk data set