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.
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Updated 2026-05-07 from SEC 13F data.
Live quotes available for 35 of 39 rows. Rows without a quote are marked unavailable.
| 1 | SYK | STRYKER CORPORATION | 8.57% | Reduce -1.8% | 4,591,293 | $1.7B | $369.67 | |
| 2 | IDXX | IDEXX LABS INC | 8.43% | Reduce -1.1% | 2,610,457 | $1.67B | $638.89 | |
| 3 | GOOGL | ALPHABET INC | 7.72% | Reduce -7.6% | 6,289,352 | $1.53B | $243.10 | |
| 4 | MSFT | MICROSOFT CORP | 6.76% | Reduce -47.7% | 2,583,369 | $1.34B | $517.95 | |
| 5 | V | VISA INC | 6.65% | Add +0.0% | 3,854,336 | $1.32B | $341.38 | |
| 6 | ADP | AUTOMATIC DATA PROCESSING IN | 6.39% | Reduce -1.2% | 4,311,603 | $1.27B | $293.50 | |
| 7 | WAT | WATERS CORP | 5.99% | Add +9.6% | 3,955,498 | $1.19B | $299.81 | |
| 8 | PM | PHILIP MORRIS INTL INC | 5.89% | Reduce -20.8% | 7,188,144 | $1.17B | $162.20 | |
| 9 | META | META PLATFORMS INC | 5.78% | Reduce -56.3% | 1,558,664 | $1.14B | $734.38 | |
| 10 | MAR | MARRIOTT INTL INC NEW | 5.56% | Reduce -0.2% | 4,228,298 | $1.1B | $260.44 | |
| 11 | MTD | METTLER TOLEDO INTERNATIONAL | 3.66% | Add +0.1% | 590,654 | $725.09M | $1227.61 | |
| 12 | FTNT | FORTINET INC | 3.58% | Add +0.0% | 8,420,092 | $707.96M | $84.08 | |
| 13 | PG | PROCTER AND GAMBLE CO | 3.55% | Add +0.1% | 4,577,040 | $703.26M | $153.65 | |
| 14 | CHD | CHURCH & DWIGHT CO INC | 3.01% | Reduce -0.4% | 6,794,644 | $595.41M | $87.63 | |
| 15 | OTIS | OTIS WORLDWIDE CORP | 2.69% | - | 5,819,151 | $532.04M | $91.43 | |
| 16 | ZTS | ZOETIS INC | 2.67% | Add +25.3% | 3,615,131 | $528.97M | $146.32 | |
| 17 | TXN | TEXAS INSTRS INC | 2.53% | Add +0.1% | 2,721,881 | $500.09M | $183.73 | |
| 18 | NKE | NIKE INC | 2.16% | - | 6,129,483 | $427.41M | $69.73 | |
| 19 | INTU | INTUIT | 2.09% | Add +64.0% | 604,456 | $412.79M | $682.91 | |
| 20 | QLYS | QUALYS INC | 0.58% | Add +21.2% | 870,859 | $115.24M | $132.33 | |
| 21 | PAYC | PAYCOM SOFTWARE INC | 0.55% | Add +26.6% | 523,433 | $108.95M | $208.14 | |
| 22 | DOCS | DOXIMITY INC | 0.50% | - | 1,355,944 | $99.19M | $73.15 | |
| 23 | MSCI | MSCI INC | 0.48% | - | 166,619 | $94.54M | $567.41 | |
| 24 | VRT | VERTIV HOLDINGS CO | 0.45% | Reduce -18.4% | 591,450 | $89.23M | $150.86 | |
| 25 | ODD | ODDITY TECH LTD | 0.45% | - | 1,416,956 | $88.28M | $62.30 | |
| 26 | ROL | ROLLINS INC | 0.44% | - | 1,478,629 | $86.85M | $58.74 | |
| 27 | GGG | GRACO INC | 0.39% | - | 900,545 | $76.51M | $84.96 | |
| 28 | NSSC | NAPCO SEC TECHNOLOGIES INC | 0.39% | Add +86.4% | 1,779,857 | $76.44M | $42.95 | |
| 29 | VRSN | VERISIGN INC | 0.38% | - | 270,634 | $75.66M | $279.57 | |
| 30 | CLX | CLOROX CO DEL | 0.38% | - | 613,497 | $75.64M | $123.30 | |
| 31 | CPRX | CATALYST PHARMACEUTICALS INC | 0.33% | Add +24.2% | 3,363,807 | $66.27M | $19.70 | |
| 32 | MEDP | MEDPACE HLDGS INC | 0.33% | - | 127,537 | $65.57M | $514.16 | |
| 33 | MANH | MANHATTAN ASSOCIATES INC | 0.30% | - | 288,332 | $59.1M | $204.98 | |
| 34 | SABR | SABRE CORP | 0.20% | - | 21,499,095 | $39.34M | $1.83 | |
| 35 | HD | HOME DEPOT INC | 0.17% | Add +1.8% | 84,860 | $34.38M | $405.19 | |
| 39 | VRSK | VERISK ANALYTICS INC | - | Sold | 0 | $0 | No quote | No quote |
| 38 | MA | MASTERCARD INCORPORATED | - | Sold | 0 | $0 | No quote | No quote |
| 37 | EXPO | EXPONENT INC | - | Sold | 0 | $0 | No quote | No quote |
| 36 | CHH | CHOICE HOTELS INTL INC | - | Sold | 0 | $0 | No quote | No quote |