StockDriftsStockDriftsTop 34 FUNDSMITH LLP Holdings
| Stock | Company Name | % of Portfolio | Shares Owned | Value Owned | Latest Activity | Avg. Buy Price | Date |
|---|---|---|---|---|---|---|---|
| MAR | MARRIOTT INTL INC NEW | 8.59% | 3.37M | $1.10B | -15.30% (-609.05K) | $189.07 | 2026-03-31 |
| SYK | STRYKER CORPORATION | 7.84% | 3.06M | $1.01B | -16.98% (-626.10K) | $130.87 | 2026-03-31 |
| WAT | WATERS CORP | 7.46% | 3.21M | $956.56M | -9.72% (-345.90K) | $182.54 | 2026-03-31 |
| V | VISA INC | 7.31% | 3.10M | $938.18M | -12.18% (-430.59K) | $74.41 | 2026-03-31 |
| GOOGL | ALPHABET INC | 6.63% | 2.96M | $850.08M | -15.50% (-542.32K) | $139.20 | 2026-03-31 |
| PM | PHILIP MORRIS INTL INC | 6.59% | 5.11M | $845.41M | -16.51% (-1.01M) | $85.86 | 2026-03-31 |
| IDXX | IDEXX LABS INC | 6.42% | 1.47M | $823.61M | -21.87% (-410.25K) | $146.92 | 2026-03-31 |
| ADP | AUTOMATIC DATA PROCESSING IN | 6.11% | 3.86M | $783.28M | -7.73% (-322.86K) | $107.37 | 2026-03-31 |
| MSFT | MICROSOFT CORP | 6% | 2.08M | $769.86M | -0.01% (-234) | $73.95 | 2026-03-31 |
| META | META PLATFORMS INC | 5.89% | 1.32M | $756.00M | -3.09% (-42.16K) | $177.74 | 2026-03-31 |
| MTD | METTLER TOLEDO INTERNATIONAL | 5.59% | 568.52K | $717.01M | -2.07% (-11.99K) | $1446.72 | 2026-03-31 |
| CHD | CHURCH & DWIGHT CO INC | 4.83% | 6.64M | $619.79M | -1.29% (-86.90K) | $88.76 | 2026-03-31 |
| PG | PROCTER & GAMBLE CO | 4.73% | 4.20M | $606.64M | -1.13% (-48.13K) | $149.01 | 2026-03-31 |
| TXN | TEXAS INSTRS INC | 3.97% | 2.62M | $509.25M | -0.02% (-428) | $180.11 | 2026-03-31 |
| FTNT | FORTINET INC | 3.92% | 6.16M | $503.12M | -5.51% (-359.34K) | $56.72 | 2026-03-31 |
| ZTS | ZOETIS INC | 3.57% | 3.88M | $458.37M | -0.60% (-23.24K) | $159.35 | 2026-03-31 |
| OTIS | OTIS WORLDWIDE CORP | 1.64% | 2.73M | $210.55M | -12.23% (-380.75K) | $67.76 | 2026-03-31 |
| MSCI | MSCI INC | 0.27% | 64.79K | $34.92M | -61.12% (-101.83K) | $185.75 | 2026-03-31 |
| ROL | ROLLINS INC | 0.26% | 619.93K | $33.11M | -58.07% (-858.69K) | $36.05 | 2026-03-31 |
| MEDP | MEDPACE HLDGS INC | 0.23% | 62.67K | $30.09M | -24.10% (-19.90K) | $333.01 | 2026-03-31 |
| VRSN | VERISIGN INC | 0.22% | 113.47K | $28.18M | -58.07% (-157.17K) | $142.11 | 2026-03-31 |
| PAYC | PAYCOM SOFTWARE INC | 0.21% | 219.46K | $26.67M | -58.07% (-303.98K) | $211.63 | 2026-03-31 |
| CLX | CLOROX CO DEL | 0.21% | 257.22K | $26.66M | -58.07% (-356.28K) | $137.73 | 2026-03-31 |
| VRT | VERTIV HOLDINGS CO | 0.18% | 91.25K | $22.87M | -77.79% (-319.69K) | $101.33 | 2026-03-31 |
| NTNX | NUTANIX INC | 0.17% | 577.39K | $21.95M | -58.07% (-799.77K) | $63.04 | 2026-03-31 |
| BMI | BADGER METER INC | 0.17% | 142.49K | $21.71M | new | $163.38 | 2026-03-31 |
| CPRX | CATALYST PHARMACEUTICALS INC | 0.16% | 844.89K | $20.92M | -74.88% (-2.52M) | $22.30 | 2026-03-31 |
| QLYS | QUALYS INC | 0.15% | 226.08K | $19.86M | -65.10% (-421.73K) | $121.40 | 2026-03-31 |
| DOCS | DOXIMITY INC | 0.13% | 691.79K | $16.12M | -58.07% (-958.22K) | $53.56 | 2026-03-31 |
| MANH | MANHATTAN ASSOCIATES INC | 0.13% | 120.89K | $16.09M | -58.07% (-167.44K) | $185.47 | 2026-03-31 |
| NSSC | NAPCO SEC TECHNOLOGIES INC | 0.12% | 383.60K | $15.11M | -78.45% (-1.40M) | $31.00 | 2026-03-31 |
| ADMA | ADMA BIOLOGICS INC | 0.12% | 1.65M | $14.86M | -21.53% (-452.56K) | $16.45 | 2026-03-31 |
| SABR | SABRE CORP | 0.1% | 9.01M | $13.07M | -58.07% (-12.49M) | $12.98 | 2026-03-31 |
| HD | HOME DEPOT INC | 0.07% | 28.61K | $9.41M | -64.33% (-51.59K) | $326.28 | 2026-03-31 |
Sign up free to track FUNDSMITH LLP, see quarterly performance history, and get alerts when positions change.