Terry Smith - Fundsmith
As of Q1 2026, this manager reported 34 long-equity positions worth $12.83B in aggregate.
As of Q1 2026, Terry Smith's Fundsmith held 34 long-equity positions with a reported value of $12.83B.
Get email alerts when Terry Smith files a new 13F — sign in or create a free account.
Updated 2026-05-07 from SEC 13F data.
Live quotes available for 38 of 41 rows. Rows without a quote are marked unavailable.
| 1 | META | META PLATFORMS INC | 11.44% | Reduce -8.1% | 3,568,752 | $2.63B | $738.09 | |
| 2 | MSFT | MICROSOFT CORP | 10.68% | Reduce -8.0% | 4,941,509 | $2.46B | $497.41 | |
| 3 | SYK | STRYKER CORPORATION | 8.04% | Reduce -7.7% | 4,677,007 | $1.85B | $395.63 | |
| 4 | PM | PHILIP MORRIS INTL INC | 7.18% | Reduce -16.0% | 9,074,195 | $1.65B | $182.13 | |
| 5 | IDXX | IDEXX LABS INC | 6.15% | Reduce -0.3% | 2,639,289 | $1.42B | $536.34 | |
| 6 | V | VISA INC | 5.95% | Reduce -6.8% | 3,854,071 | $1.37B | $355.05 | |
| 7 | ADP | AUTOMATIC DATA PROCESSING IN | 5.84% | Reduce -3.4% | 4,362,099 | $1.35B | $308.40 | |
| 8 | WAT | WATERS CORP | 5.47% | Reduce -0.1% | 3,608,407 | $1.26B | $349.04 | |
| 9 | GOOGL | ALPHABET INC | 5.21% | Reduce -0.6% | 6,803,454 | $1.2B | $176.23 | |
| 10 | MAR | MARRIOTT INTL INC NEW | 5.03% | Reduce -0.3% | 4,236,599 | $1.16B | $273.21 | |
| 11 | FTNT | FORTINET INC | 3.87% | Reduce -1.2% | 8,418,362 | $889.99M | $105.72 | |
| 12 | PG | PROCTER AND GAMBLE CO | 3.16% | Reduce -1.0% | 4,572,280 | $728.46M | $159.32 | |
| 13 | MTD | METTLER TOLEDO INTERNATIONAL | 3.01% | Reduce -0.1% | 590,037 | $693.13M | $1174.72 | |
| 14 | CHD | CHURCH & DWIGHT CO INC | 2.85% | Reduce -0.3% | 6,824,289 | $655.88M | $96.11 | |
| 15 | OTIS | OTIS WORLDWIDE CORP | 2.50% | Reduce -0.8% | 5,819,151 | $576.21M | $99.02 | |
| 16 | TXN | TEXAS INSTRS INC | 2.45% | Reduce -0.2% | 2,720,290 | $564.79M | $207.62 | |
| 17 | ZTS | ZOETIS INC | 1.95% | Add +13.3% | 2,884,831 | $449.89M | $155.95 | |
| 18 | NKE | NIKE INC | 1.89% | Reduce -0.1% | 6,129,483 | $435.44M | $71.04 | |
| 19 | INTU | INTUIT | 1.26% | Add +102.9% | 368,540 | $290.27M | $787.63 | |
| 20 | ODD | ODDITY TECH LTD | 0.46% | Reduce -12.3% | 1,416,956 | $106.94M | $75.47 | |
| 21 | QLYS | QUALYS INC | 0.45% | - | 718,602 | $102.67M | $142.87 | |
| 22 | MSCI | MSCI INC | 0.42% | - | 166,619 | $96.1M | $576.74 | |
| 23 | PAYC | PAYCOM SOFTWARE INC | 0.42% | - | 413,510 | $95.69M | $231.40 | |
| 24 | CHH | CHOICE HOTELS INTL INC | 0.40% | - | 733,892 | $93.12M | $126.88 | |
| 25 | VRT | VERTIV HOLDINGS CO | 0.40% | New | 724,923 | $93.09M | $128.41 | |
| 26 | ROL | ROLLINS INC | 0.36% | Reduce -7.4% | 1,478,629 | $83.42M | $56.42 | |
| 27 | DOCS | DOXIMITY INC | 0.36% | Add +14.0% | 1,355,944 | $83.17M | $61.34 | |
| 28 | VRSN | VERISIGN INC | 0.34% | Reduce -52.5% | 270,634 | $78.16M | $288.80 | |
| 29 | GGG | GRACO INC | 0.34% | Reduce -21.0% | 900,545 | $77.42M | $85.97 | |
| 30 | CLX | CLOROX CO DEL | 0.32% | - | 613,497 | $73.66M | $120.07 | |
| 31 | SABR | SABRE CORP | 0.30% | - | 21,499,095 | $67.94M | $3.16 | |
| 32 | CPRX | CATALYST PHARMACEUTICALS INC | 0.26% | Add +25.9% | 2,709,086 | $58.79M | $21.70 | |
| 33 | MANH | MANHATTAN ASSOCIATES INC | 0.25% | New | 288,332 | $56.94M | $197.47 | |
| 34 | EXPO | EXPONENT INC | 0.24% | Reduce -10.7% | 746,820 | $55.79M | No quote | No quote |
| 35 | VRSK | VERISK ANALYTICS INC | 0.24% | Reduce -46.7% | 176,195 | $54.88M | $311.50 | |
| 36 | MEDP | MEDPACE HLDGS INC | 0.17% | - | 127,537 | $40.03M | $313.86 | |
| 37 | HD | HOME DEPOT INC | 0.13% | Reduce -27.3% | 83,367 | $30.57M | $366.64 | |
| 38 | NSSC | NAPCO SEC TECHNOLOGIES INC | 0.12% | New | 954,912 | $28.35M | $29.69 | |
| 39 | MA | MASTERCARD INCORPORATED | 0.07% | Reduce -44.1% | 27,663 | $15.54M | $561.94 | |
| 41 | EFX | EQUIFAX INC | - | Sold | 0 | $0 | No quote | No quote |
| 40 | BF-B | BROWN FORMAN CORP | - | Sold | 0 | $0 | No quote | No quote |