Terry Smith - Fundsmith
As of Q2 2026, Terry Smith reported 41 long-equity positions worth $13.65B in aggregate.
Copy-investor backtest
- Latest quarter
- +9.13%
- 1-year
- +5.28%
- 3-year
- +33.99%
- 5-year
- +13.82%
- 3-year vs S&P 500
- -39.25%
- 5-year vs S&P 500
- -60.27%
- 5-year top 5
- -13.81%
Return from mechanically copying the disclosed 13F equity portfolio after each filing and rebalancing at the next. The vs S&P 500 figures subtract SPY over that manager's own rebalance dates, so both sides cover the same days; both are price return, excluding dividends. Method & limitations.
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Updated 2026-08-14 from SEC 13F data.
Live quotes available for 41 of 47 rows. Rows without a quote are marked unavailable.
| 1 | MAR | MARRIOTT INTL INC NEW | 7.02% | Reduce -23.3% | 2,585,757 | $958.26M | $370.59 | |
| 2 | SYK | STRYKER CORPORATION | 6.72% | Reduce -4.8% | 2,913,833 | $917.39M | $314.84 | |
| 3 | WAT | WATERS CORP | 6.25% | Reduce -29.2% | 2,273,632 | $852.7M | $375.04 | |
| 4 | V | VISA INC | 5.08% | Reduce -34.9% | 2,019,810 | $692.98M | $343.09 | |
| 5 | UBER | UBER TECHNOLOGIES INC | 4.73% | New | 8,943,151 | $645.34M | $72.16 | |
| 6 | MA | MASTERCARD INCORPORATED | 4.68% | New | 1,245,051 | $639.46M | $513.60 | |
| 7 | GOOGL | ALPHABET INC | 4.64% | Reduce -40.0% | 1,773,354 | $633.74M | $357.37 | |
| 8 | CHD | CHURCH & DWIGHT CO INC | 4.58% | Reduce -2.8% | 6,456,634 | $625.52M | $96.88 | |
| 9 | PG | PROCTER & GAMBLE CO | 4.38% | Reduce -2.9% | 4,078,371 | $598.05M | $146.64 | |
| 10 | MSFT | MICROSOFT CORP | 4.36% | Reduce -23.2% | 1,596,737 | $595.61M | $373.02 | |
| 11 | META | META PLATFORMS INC | 4.34% | Reduce -20.4% | 1,051,876 | $592.51M | $563.29 | |
| 12 | ADP | AUTOMATIC DATA PROCESSING IN | 4.27% | Reduce -32.5% | 2,601,567 | $582.62M | $223.95 | |
| 13 | FTNT | FORTINET INC | 4.09% | Reduce -41.0% | 3,629,938 | $557.63M | $153.62 | |
| 14 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 4.02% | New | 1,148,449 | $548.46M | $477.57 | |
| 15 | IDXX | IDEXX LABS INC | 3.93% | Reduce -30.4% | 1,019,887 | $536.91M | $526.44 | |
| 16 | TXN | TEXAS INSTRS INC | 3.93% | Reduce -31.4% | 1,799,182 | $536.28M | $298.07 | |
| 17 | PM | PHILIP MORRIS INTL INC | 3.86% | Reduce -43.0% | 2,913,693 | $527.12M | $180.91 | |
| 18 | NFLX | NETFLIX INC. | 3.66% | New | 6,990,345 | $499.11M | $71.40 | |
| 19 | GEV | GE VERNOVA INC | 3.53% | New | 409,835 | $481.5M | $1174.86 | |
| 20 | APP | APPLOVIN CORP | 2.63% | New | 696,568 | $358.89M | $515.23 | |
| 21 | TJX | TJX COS INC NEW | 2.52% | New | 2,272,592 | $344.3M | $151.50 | |
| 22 | NXT | NEXTPOWER INC | 2.49% | New | 2,856,092 | $340.27M | $119.14 | |
| 23 | VEEV | VEEVA SYS INC | 1.06% | New | 816,785 | $144.95M | $177.47 | |
| 24 | YUM | YUM BRANDS INC | 0.65% | New | 556,107 | $88.9M | $159.86 | |
| 25 | MSCI | MSCI INC | 0.22% | Reduce -17.3% | 53,580 | $30.01M | $560.04 | |
| 26 | MEDP | MEDPACE HLDGS INC | 0.20% | Reduce -16.4% | 52,372 | $27.74M | $529.59 | |
| 27 | NTNX | NUTANIX INC | 0.20% | Reduce -6.8% | 538,281 | $27.43M | $50.96 | |
| 28 | BMI | BADGER METER INC | 0.19% | Add +22.6% | 174,627 | $25.91M | $148.38 | |
| 29 | CLX | CLOROX CO DEL | 0.19% | Add +5.5% | 271,318 | $25.89M | $95.44 | |
| 30 | ROL | ROLLINS INC | 0.19% | - | 619,935 | $25.88M | $41.74 | |
| 31 | MANH | MANHATTAN ASSOCIATES INC | 0.18% | Add +43.1% | 172,977 | $24.09M | $139.25 | |
| 32 | NSSC | NAPCO SEC TECHNOLOGIES INC | 0.17% | Add +58.2% | 606,974 | $23.05M | $37.98 | |
| 33 | FICO | FAIR ISAAC CORP | 0.16% | New | 17,953 | $21.45M | $1194.78 | |
| 34 | SABR | SABRE CORP | 0.14% | - | 9,013,783 | $18.84M | $2.09 | |
| 35 | IDCC | INTERDIGITAL INC | 0.13% | New | 60,324 | $17.08M | $283.13 | |
| 36 | ORLY | OREILLY AUTOMOTIVE INC | 0.11% | New | 162,691 | $14.98M | $92.09 | |
| 37 | VRT | VERTIV HOLDINGS CO | 0.10% | Reduce -54.1% | 41,893 | $14.03M | $334.82 | |
| 38 | VRSN | VERISIGN INC | 0.10% | Reduce -50.9% | 55,713 | $14.02M | $251.56 | |
| 39 | ADMA | ADMA BIOLOGICS INC | 0.10% | - | 1,649,493 | $13.81M | $8.37 | |
| 40 | DOCS | DOXIMITY INC | 0.10% | Reduce -5.6% | 653,324 | $13.55M | $20.74 | |
| 41 | PAYC | PAYCOM SOFTWARE INC | 0.09% | Reduce -54.1% | 100,763 | $12.66M | $125.68 | |
| 47 | ZTS | ZOETIS INC | - | Sold | 0 | $0 | No quote | No quote |
| 46 | QLYS | QUALYS INC | - | Sold | 0 | $0 | No quote | No quote |
| 45 | OTIS | OTIS WORLDWIDE CORP | - | Sold | 0 | $0 | No quote | No quote |
| 44 | MTD | METTLER TOLEDO INTERNATIONAL | - | Sold | 0 | $0 | No quote | No quote |
| 43 | HD | HOME DEPOT INC | - | Sold | 0 | $0 | No quote | No quote |
| 42 | CPRX | CATALYST PHARMACEUTICALS INC | - | Sold | 0 | $0 | No quote | No quote |