The Analysis of Fundsmith LLP's Holdings
Currently, Fundsmith LLP holds 37 types of securities in its portfolio with a total value $17.1B. In the most recent quarter, they have increased their positions in NTNX (+1.4M shares, valued at $71.2M), ADMA (+2.1M shares, valued at $38.3M), ZTS (+285.7K shares, valued at $35.9M); decreased their positions in N/A (-2.8M shares, valued at $873.5M), IDXX (-734.4K shares, valued at $496.9M), SYK (-903.8K shares, valued at $317.7M); initiated new positions in NTNX (+1.4M shares, valued at $71.2M), ADMA (+2.1M shares, valued at $38.3M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
WAT WATERS CORP3.6M shares-10.05%2025-12-312026-02-17
SYK STRYKER CORPORATION3.7M shares-19.68%2025-12-312026-02-17 IDXX IDEXX LABS INC1.9M shares-28.13%2025-12-312026-02-17 V VISA INC3.5M shares-8.29%2025-12-312026-02-17 MAR MARRIOTT INTL INC NEW4.0M shares-5.87%2025-12-312026-02-17 ALPHABET INC ALPHABET INC3.5M shares-44.37%2025-12-312026-02-17 ADP AUTOMATIC DATA PROCESSING IN4.2M shares-3.10%2025-12-312026-02-17 MSFT MICROSOFT CORP2.1M shares-19.49%2025-12-312026-02-17 PM PHILIP MORRIS INTL INC6.1M shares-14.80%2025-12-312026-02-17 META META PLATFORMS INC1.4M shares-12.52%2025-12-312026-02-17 MTD METTLER TOLEDO INTERNATIONAL580.5K shares-1.72%2025-12-312026-02-17 PG PROCTER AND GAMBLE CO4.2M shares-7.19%2025-12-312026-02-17 CHD CHURCH AND DWIGHT CO INC6.7M shares-0.97%2025-12-312026-02-17 FTNT FORTINET INC6.5M shares-22.61%2025-12-312026-02-17 ZTS ZOETIS INC3.9M shares7.90%2025-12-312026-02-17 TXN TEXAS INSTRS INC2.6M shares-3.61%2025-12-312026-02-17 INTU INTUIT625.6K shares3.50%2025-12-312026-02-17 NKE NIKE INC5.8M shares-5.86%2025-12-312026-02-17 OTIS OTIS WORLDWIDE CORP3.1M shares-46.51%2025-12-312026-02-17 MSCI MSCI INC166.6K shares0.00%2025-12-312026-02-17 ROL ROLLINS INC1.5M shares0.00%2025-12-312026-02-17 QLYS QUALYS INC647.8K shares-25.61%2025-12-312026-02-17 PAYC PAYCOM SOFTWARE INC523.4K shares0.00%2025-12-312026-02-17 ODD ODDITY TECH LTD2.1M shares46.38%2025-12-312026-02-17 CPRX CATALYST PHARMACEUTICALS INC3.4M shares0.00%2025-12-312026-02-17 NSSC NAPCO SEC TECHNOLOGIES INC1.8M shares0.00%2025-12-312026-02-17 DOCS DOXIMITY INC1.7M shares21.69%2025-12-312026-02-17 NTNX NUTANIX INC1.4M sharesnew addition2025-12-312026-02-17 VRT VERTIV HOLDINGS CO410.9K shares-30.52%2025-12-312026-02-17 VRSN VERISIGN INC270.6K shares0.00%2025-12-312026-02-17 CLX CLOROX CO DEL613.5K shares0.00%2025-12-312026-02-17 MANH MANHATTAN ASSOCIATES INC288.3K shares0.00%2025-12-312026-02-17 GGG GRACO INC579.0K shares-35.70%2025-12-312026-02-17 MEDP MEDPACE HLDGS INC82.6K shares-35.26%2025-12-312026-02-17 ADMA ADMA BIOLOGICS INC2.1M sharesnew addition2025-12-312026-02-17 SABR SABRE CORP21.5M shares0.00%2025-12-312026-02-17 HD HOME DEPOT INC80.2K shares-5.48%2025-12-312026-02-17 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available