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 2026-05-16 from SEC 13F data.
Live quotes available for 34 of 38 rows. Rows without a quote are marked unavailable.
| 1 | MAR | MARRIOTT INTL INC NEW | 8.59% | Reduce -15.3% | 3,370,872 | $1.1B | $327.07 | |
| 2 | SYK | STRYKER CORPORATION | 7.84% | Reduce -17.0% | 3,061,416 | $1.01B | $328.59 | |
| 3 | WAT | WATERS CORP | 7.46% | Reduce -9.7% | 3,212,075 | $956.56M | $297.80 | |
| 4 | V | VISA INC | 7.31% | Reduce -12.2% | 3,104,090 | $938.18M | $302.24 | |
| 5 | GOOGL | ALPHABET INC | 6.63% | Reduce -15.5% | 2,956,198 | $850.08M | $287.56 | |
| 6 | PM | PHILIP MORRIS INTL INC | 6.59% | Reduce -16.5% | 5,113,163 | $845.41M | $165.34 | |
| 7 | IDXX | IDEXX LABS INC | 6.42% | Reduce -21.9% | 1,465,786 | $823.61M | $561.89 | |
| 8 | ADP | AUTOMATIC DATA PROCESSING IN | 6.11% | Reduce -7.7% | 3,855,105 | $783.28M | $203.18 | |
| 9 | MSFT | MICROSOFT CORP | 6.00% | Reduce -0.0% | 2,079,737 | $769.86M | $370.17 | |
| 10 | META | META PLATFORMS INC | 5.89% | Reduce -3.1% | 1,321,375 | $756M | $572.13 | |
| 11 | MTD | METTLER TOLEDO INTERNATIONAL | 5.59% | Reduce -2.1% | 568,516 | $717.01M | $1261.20 | |
| 12 | CHD | CHURCH & DWIGHT CO INC | 4.83% | Reduce -1.3% | 6,641,508 | $619.79M | $93.32 | |
| 13 | PG | PROCTER & GAMBLE CO | 4.73% | Reduce -1.1% | 4,199,914 | $606.64M | $144.44 | |
| 14 | TXN | TEXAS INSTRS INC | 3.97% | Reduce -0.0% | 2,623,124 | $509.25M | $194.14 | |
| 15 | FTNT | FORTINET INC | 3.92% | Reduce -5.5% | 6,156,675 | $503.12M | $81.72 | |
| 16 | ZTS | ZOETIS INC | 3.57% | Reduce -0.6% | 3,877,559 | $458.37M | $118.21 | |
| 17 | OTIS | OTIS WORLDWIDE CORP | 1.64% | Reduce -12.2% | 2,731,635 | $210.55M | $77.08 | |
| 18 | MSCI | MSCI INC | 0.27% | Reduce -61.1% | 64,788 | $34.92M | $539.01 | |
| 19 | ROL | ROLLINS INC | 0.26% | Reduce -58.1% | 619,935 | $33.11M | $53.41 | |
| 20 | MEDP | MEDPACE HLDGS INC | 0.23% | Reduce -24.1% | 62,668 | $30.09M | $480.19 | |
| 21 | VRSN | VERISIGN INC | 0.22% | Reduce -58.1% | 113,467 | $28.18M | $248.36 | |
| 22 | PAYC | PAYCOM SOFTWARE INC | 0.21% | Reduce -58.1% | 219,457 | $26.67M | $121.54 | |
| 23 | CLX | CLOROX CO DEL | 0.21% | Reduce -58.1% | 257,217 | $26.66M | $103.63 | |
| 24 | VRT | VERTIV HOLDINGS CO | 0.18% | Reduce -77.8% | 91,254 | $22.87M | $250.58 | |
| 25 | NTNX | NUTANIX INC | 0.17% | Reduce -58.1% | 577,392 | $21.95M | $38.01 | |
| 26 | BMI | BADGER METER INC | 0.17% | New | 142,491 | $21.71M | $152.35 | |
| 27 | CPRX | CATALYST PHARMACEUTICALS INC | 0.16% | Reduce -74.9% | 844,887 | $20.92M | $24.76 | |
| 28 | QLYS | QUALYS INC | 0.15% | Reduce -65.1% | 226,077 | $19.86M | $87.85 | |
| 29 | DOCS | DOXIMITY INC | 0.13% | Reduce -58.1% | 691,786 | $16.12M | $23.30 | |
| 30 | MANH | MANHATTAN ASSOCIATES INC | 0.13% | Reduce -58.1% | 120,888 | $16.09M | $133.12 | |
| 31 | NSSC | NAPCO SEC TECHNOLOGIES INC | 0.12% | Reduce -78.5% | 383,596 | $15.11M | $39.39 | |
| 32 | ADMA | ADMA BIOLOGICS INC | 0.12% | Reduce -21.5% | 1,649,493 | $14.86M | $9.01 | |
| 33 | SABR | SABRE CORP | 0.10% | Reduce -58.1% | 9,013,783 | $13.07M | $1.45 | |
| 34 | HD | HOME DEPOT INC | 0.07% | Reduce -64.3% | 28,611 | $9.41M | $328.89 | |
| 38 | ODD | ODDITY TECH LTD | - | Sold | 0 | $0 | No quote | No quote |
| 37 | NKE | NIKE INC | - | Sold | 0 | $0 | No quote | No quote |
| 36 | INTU | INTUIT | - | Sold | 0 | $0 | No quote | No quote |
| 35 | GGG | GRACO INC | - | Sold | 0 | $0 | No quote | No quote |