Fundsmith Equity Fund, L.P. 13F Holdings · last filed Q2 2018
Fundsmith Equity Fund, L.P. reported 17 securities worth $13.44B in its SEC 13F filing for Q2 2018 (period ended 2018-06-30). Top holdings: PYPL (9.43%), MCD (8.87%), META (7.98%). Among its top 25 positions this quarter: 17 new.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | PYPL | PAYPAL HOLDINGS INC | $1.27B | 9.43% | 15.2M | New |
| 2 | MCD | MICROSOFT | $1.19B | 8.87% | 12.1M | New |
| 3 | META | $1.07B | 7.98% | 5.5M | New | |
| 4 | IDXX | IDEXX LABORATORIES | $965.3M | 7.18% | 4.4M | New |
| 5 | SYK | STRYKER CORP | $931.5M | 6.93% | 5.5M | New |
| 6 | WAT | WATERS CORP | $915.5M | 6.81% | 4.7M | New |
| 7 | BDX | BECTON DICKINSON AND CO | $894.8M | 6.66% | 3.7M | New |
| 8 | PM | PHILIP MORRIS INTERNATIONAL | $845.8M | 6.29% | 10.5M | New |
| 9 | PEP | PEPSICO INC | $836.3M | 6.22% | 7.7M | New |
| 10 | INTU | INTUI INC | $811.0M | 6.04% | 4.0M | New |
| 11 | ADP | AUTOMATIC DATA PROCESSING | $776.2M | 5.78% | 5.8M | New |
| 12 | V | VISA INC CLASS A SHARES | $757.6M | 5.64% | 5.7M | New |
| 13 | EL | ESTEE LAUDER | $701.5M | 5.22% | 4.9M | New |
| 14 | MMM | 3M CO | $668.5M | 4.98% | 3.4M | New |
| 15 | JNJ | JOHNSON & JOHNSON | $552.8M | 4.11% | 4.6M | New |
| 16 | CL | COLGATE PALMOLIVE CO | $232.5M | 1.73% | 3.6M | New |
| 17 | MAR | MARRIOTT INTERNATIONAL CL A | $17.4M | 0.13% | 137,544 | New |
Source: SEC Form 13F filings · as of 2018-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR