Fundsmith

Author
Discussion

Phooey

12,617 posts

170 months

Saturday 27th April
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Not really, Meta will be back up soon enough.

2Btoo

3,432 posts

204 months

Sunday 28th April
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Does anyone happen to have an up-to-date listing of the FS holdings? Bonus points from me if it also has a %age allocation to each one.

Thanks.

Stedman

7,228 posts

193 months

Sunday 28th April
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Would the 13F be suitable?

NowWatchThisDrive

695 posts

105 months

Sunday 28th April
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They don't publish the full holdings in any of the UK investor documents, but you can see them in the semi-annual longform reports to EU SICAV investors (latest, as of 31-Dec-23, here). Looking at that and tracking the Top 10s in the monthly factsheets since then will pretty much get you there.

ukwill

8,918 posts

208 months

Sheepshanks

32,855 posts

120 months

Monday 29th April
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A few sites show a list, I think gathered from the 13F submissions, but they show 40 stocks and the Fundsmith fact sheet says they hold 25 companies. The 40 might be all stocks Fundsmith holds, as they also have Smithson, holding smaller companies.