Q3 2025 · 13F-HR
FUNDSMITH INVESTMENT SERVICES LTD.holdings as filed
Filed 2025-11-14 · accession 0001868537-25-000015
$6.42B
Reported value
23
Positions
2025-09-30
Period end
The Brief · FUNDSMITH INVESTMENT SERVICES LTD. · Q3 2025
AI · grounded in 13F
FUNDSMITH INVESTMENT SERVICES LTD. established a new position in Stryker Corporation SYK valued at $574.4M. The fund also initiated new stakes in Microsoft Corp MSFT for $520.9M and Meta Platforms Inc META for $519.6M. Additional new positions include Alphabet Inc GOOGL at $473.2M, Idexx Labs Inc IDXX at $439.8M, and Visa Inc V at $426.6M.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 863667101 | SYK | STRYKER CORPORATION | $574.4M | 8.95% | 1,553,780 | Common | SOLE |
| 594918104 | MSFT | MICROSOFT CORP | $520.9M | 8.12% | 1,005,633 | Common | SOLE |
| 30303M102 | META | META PLATFORMS INC | $519.6M | 8.10% | 707,481 | Common | SOLE |
| 02079K305 | GOOGL | ALPHABET INC | $473.2M | 7.37% | 1,946,411 | Common | SOLE |
| 45168D104 | IDXX | IDEXX LABS INC | $439.8M | 6.85% | 688,357 | Common | SOLE |
| 92826C839 | V | VISA INC | $426.6M | 6.65% | 1,249,649 | Common | SOLE |
| 053015103 | ADP | AUTOMATIC DATA PROCESSING IN | $424.1M | 6.61% | 1,444,865 | Common | SOLE |
| 941848103 | WAT | WATERS CORP | $406.6M | 6.34% | 1,356,289 | Common | SOLE |
| 571903202 | MAR | MARRIOTT INTL INC NEW | $381.2M | 5.94% | 1,463,561 | Common | SOLE |
| 718172109 | PM | PHILIP MORRIS INTL INC | $362.4M | 5.65% | 2,234,140 | Common | SOLE |
| 592688105 | MTD | METTLER TOLEDO INTERNATIONAL | $311.6M | 4.86% | 253,786 | Common | SOLE |
| 742718109 | PG | PROCTER AND GAMBLE CO | $290.2M | 4.52% | 1,888,975 | Common | SOLE |
| 171340102 | CHD | CHURCH & DWIGHT CO INC | $245.9M | 3.83% | 2,806,229 | Common | SOLE |
| 34959E109 | FTNT | FORTINET INC | $191.7M | 2.99% | 2,279,732 | Common | SOLE |
| 882508104 | TXN | TEXAS INSTRS INC | $181.1M | 2.82% | 985,861 | Common | SOLE |
| 98978V103 | ZTS | ZOETIS INC | $172.0M | 2.68% | 1,175,723 | Common | SOLE |
| 654106103 | NKE | NIKE INC | $161.4M | 2.52% | 2,314,508 | Common | SOLE |
| 68902V107 | OTIS | OTIS WORLDWIDE CORP | $150.3M | 2.34% | 1,644,103 | Common | SOLE |
| 461202103 | INTU | INTUIT | $128.7M | 2.01% | 188,514 | Common | SOLE |
| 22266T109 | CPNG | COUPANG INC | $20.4M | 0.32% | 634,547 | Common | SOLE |
| 94106L109 | WM | WASTE MGMT INC DEL | $15.6M | 0.24% | 70,475 | Common | SOLE |
| 44951W106 | IESC | IES HLDGS INC | $13.3M | 0.21% | 33,400 | Common | SOLE |
| 437076102 | HD | HOME DEPOT INC | $5.7M | 0.09% | 14,051 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.