$6.5 Billion is the total value of FUNDSMITH INVESTMENT SERVICES LTD.'s 25 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| MAR | New | MARRIOTT INTERNATIONAL CL Acl a | $4,652,607 | – | 28,021 | +100.0% | 0.07% | – |
| MA | New | MASTERCARD CL A ORDcl a | $4,269,341 | – | 11,748 | +100.0% | 0.07% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-05-15
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| MICROSOFT CORP | 10 | Q3 2023 | 13.8% |
| STRYKER CORPORATION | 10 | Q3 2023 | 7.8% |
| META PLATFORMS INC-CLASS A | 10 | Q3 2023 | 7.0% |
| VISA INC CLASS A SHARES | 10 | Q3 2023 | 6.1% |
| NIKE INC CL B | 10 | Q3 2023 | 4.7% |
| ZOETIS INC | 10 | Q3 2023 | 4.7% |
| HOME DEPOT ORD | 10 | Q3 2023 | 2.2% |
| LAUDER ESTEE COS INC | 9 | Q2 2023 | 6.9% |
| AMAZON COM ORD | 8 | Q1 2023 | 5.2% |
| OTIS WORLDWIDE ORD | 8 | Q3 2023 | 4.4% |
View FUNDSMITH INVESTMENT SERVICES LTD.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-11-14 |
| 13F-HR/A | 2023-08-14 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-15 |
| 13F-HR | 2022-05-16 |
| 13F-HR | 2022-02-14 |
View FUNDSMITH INVESTMENT SERVICES LTD.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.