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 2026-05-30 from SEC 13F data.
Live quotes available for 37 of 40 rows. Rows without a quote are marked unavailable.
| 1 | META | META PLATFORMS INC | 10.19% | Reduce -14.8% | 3,883,796 | $2.24B | $576.36 | |
| 2 | MSFT | MICROSOFT CORP | 9.17% | Reduce -13.2% | 5,370,162 | $2.02B | $375.39 | |
| 3 | SYK | STRYKER CORPORATION | 8.59% | Reduce -5.0% | 5,069,187 | $1.89B | $372.25 | |
| 4 | PM | PHILIP MORRIS INTL INC | 7.81% | Reduce -3.9% | 10,805,892 | $1.72B | $158.73 | |
| 5 | V | VISA INC | 6.60% | Reduce -10.5% | 4,137,024 | $1.45B | $350.46 | |
| 6 | ADP | AUTOMATIC DATA PROCESSING IN | 6.28% | Reduce -10.0% | 4,513,899 | $1.38B | $305.53 | |
| 7 | WAT | WATERS CORP | 6.06% | Reduce -0.6% | 3,613,197 | $1.33B | $368.57 | |
| 8 | IDXX | IDEXX LABS INC | 5.06% | Reduce -0.6% | 2,648,331 | $1.11B | $419.95 | |
| 9 | GOOGL | ALPHABET INC | 4.82% | Reduce -0.1% | 6,843,213 | $1.06B | $154.64 | |
| 10 | MAR | MARRIOTT INTL INC NEW | 4.61% | Reduce -0.1% | 4,251,560 | $1.01B | $238.20 | |
| 11 | FTNT | FORTINET INC | 3.73% | Reduce -0.1% | 8,523,040 | $820.43M | $96.26 | |
| 12 | PG | PROCTER AND GAMBLE CO | 3.58% | Reduce -0.1% | 4,620,406 | $787.41M | $170.42 | |
| 13 | CHD | CHURCH & DWIGHT CO INC | 3.43% | Reduce -0.1% | 6,847,486 | $753.84M | $110.09 | |
| 14 | MTD | METTLER TOLEDO INTERNATIONAL | 3.18% | Reduce -0.1% | 590,838 | $697.73M | $1180.91 | |
| 15 | OTIS | OTIS WORLDWIDE CORP | 2.76% | Reduce -1.7% | 5,866,737 | $605.45M | $103.20 | |
| 16 | TXN | TEXAS INSTRS INC | 2.23% | Add +60.3% | 2,725,812 | $489.83M | $179.70 | |
| 17 | ZTS | ZOETIS INC | 1.91% | Add +1020.2% | 2,546,487 | $419.28M | $164.65 | |
| 18 | NKE | NIKE INC | 1.77% | - | 6,135,629 | $389.49M | $63.48 | |
| 19 | BF-B | BROWN FORMAN CORP | 1.49% | - | 9,637,881 | $327.11M | $33.94 | |
| 20 | VRSN | VERISIGN INC | 0.66% | Reduce -8.7% | 570,035 | $144.71M | $253.87 | |
| 21 | INTU | INTUIT | 0.51% | New | 181,628 | $111.52M | $613.99 | |
| 22 | VRSK | VERISK ANALYTICS INC | 0.45% | Reduce -20.8% | 330,624 | $98.4M | $297.62 | |
| 23 | CHH | CHOICE HOTELS INTL INC | 0.44% | - | 733,892 | $97.45M | $132.78 | |
| 24 | GGG | GRACO INC | 0.43% | - | 1,139,641 | $95.17M | $83.51 | |
| 25 | MSCI | MSCI INC | 0.43% | - | 166,619 | $94.22M | $565.50 | |
| 26 | QLYS | QUALYS INC | 0.41% | Add +31.1% | 718,602 | $90.49M | $125.93 | |
| 27 | PAYC | PAYCOM SOFTWARE INC | 0.41% | Add +28.2% | 413,510 | $90.34M | $218.48 | |
| 28 | CLX | CLOROX CO DEL | 0.41% | - | 613,497 | $90.34M | $147.25 | |
| 29 | ROL | ROLLINS INC | 0.39% | - | 1,597,513 | $86.31M | $54.03 | |
| 30 | ODD | ODDITY TECH LTD | 0.32% | - | 1,615,158 | $69.87M | $43.26 | |
| 31 | DOCS | DOXIMITY INC | 0.31% | Add +67.5% | 1,189,882 | $69.05M | $58.03 | |
| 32 | EXPO | EXPONENT INC | 0.31% | - | 836,477 | $67.8M | No quote | No quote |
| 33 | SABR | SABRE CORP | 0.27% | - | 21,499,095 | $60.41M | $2.81 | |
| 34 | EFX | EQUIFAX INC | 0.26% | Reduce -35.2% | 235,505 | $57.36M | $243.56 | |
| 35 | CPRX | CATALYST PHARMACEUTICALS INC | 0.24% | New | 2,151,274 | $52.17M | $24.25 | |
| 36 | HD | HOME DEPOT INC | 0.19% | Reduce -21.2% | 114,736 | $42.05M | $366.49 | |
| 37 | MEDP | MEDPACE HLDGS INC | 0.18% | - | 127,537 | $38.86M | $304.69 | |
| 38 | MA | MASTERCARD INCORPORATED | 0.12% | Reduce -22.8% | 49,454 | $27.11M | $548.12 | |
| 40 | PEP | PEPSICO INC | - | Sold | 0 | $0 | No quote | No quote |
| 39 | IEX | IDEX CORP | - | Sold | 0 | $0 | No quote | No quote |