TS
Terry Smith (Fundsmith) disclosed increased in WATERS CORP
Terry Smith (Fundsmith) filed a 13F change in WATERS CORP (941848103) on 2024-11-14, covering period end 2024-09-30.
Action
Increased
Capital
$1,312,158,580 current disclosed value
Institutional 13F Signals1 evidence source
Why it matters
This signal is selected by portfolio impact within the manager filing, while the full filing change list remains available in the briefing.
Full Filing Changes
40 changes from Terry Smith (Fundsmith), filed 2024-11-14 for period end 2024-09-30.
$25.3B portfolio value
| Stock | Action | Change | Current | Portfolio Impact |
|---|---|---|---|---|
579780206 MCCORMICK & CO NON VTG SHRS | Reduced | -$570.6M | $142.2M | 2.26% |
30303M102 META PLATFORMS INC-CLASS A | Increased | $332.3M | $2.8B | 1.31% |
941848103 WATERS CORP | Increased | $251.9M | $1.3B | 1.00% |
594918104 MICROSOFT CORP | Reduced | -$222.3M | $3.0B | 0.88% |
53015103 AUTOMATIC DATA PROCESSING | Increased | $208.6M | $1.5B | 0.83% |
3.4959E+113 FORTINET ORD | Increased | $164.8M | $784.7M | 0.65% |
02079K305 ALPHABET CL A ORD | Reduced | -$111.2M | $1.1B | 0.44% |
863667101 STRYKER CORP | Increased | $105.5M | $1.9B | 0.42% |
654106103 NIKE INC CL B | Increased | $82.1M | $556.9M | 0.32% |
92826C839 VISA INC CLASS A SHARES | Increased | $67.7M | $1.5B | 0.27% |
592688105 METTLER TOLEDO ORD | Increased | $60.9M | $887.7M | 0.24% |
882508104 TEXAS INSTRUMENTS INC | Increased | $50.8M | $351.3M | 0.20% |
45168D104 IDEXX LABORATORIES INC | Increased | $48.5M | $1.3B | 0.19% |
68902V107 OTIS WORLDWIDE ORD | Increased | $47.4M | $638.3M | 0.19% |
742718109 PROCTER & GAMBLE ORD | Increased | $36.1M | $802.5M | 0.14% |
37833100 Apple | Increased | $34.9M | $363.2M | 0.14% |
571903202 MARRIOTT INTERNATIONAL CL A | Increased | $29.7M | $1.1B | 0.12% |
713448108 PEPSICO INC | Increased | $25.9M | $976.1M | 0.10% |
189054109 CLOROX COMPANY | Increased | $22.1M | $99.9M | 0.09% |
78573M104 SABRE CORP | Increased | $21.5M | $78.9M | 0.09% |
55354G100 MSCI INC | Increased | $16.9M | $97.1M | 0.07% |
92345Y106 VERISK ANALYTICS INC | Reduced | -$13.2M | $111.9M | 0.05% |
192422103 COGNEX CORP | Reduced | -$11.9M | $77.2M | 0.05% |
115637209 BROWN FORMAN CORP CLASS B | Increased | $11.4M | $492.5M | 0.05% |
437076102 HOME DEPOT ORD | Increased | $9.6M | $59.9M | 0.04% |
384109104 GRACO ORD | Increased | $9.4M | $99.7M | 0.04% |
718172109 PHILIP MORRIS INTERNATIONAL | Reduced | -$8.4M | $1.5B | 0.03% |
169905106 CHOICE HOTELS INTERNATIONAL ORD | Increased | $8.3M | $95.6M | 0.03% |
74758T303 QUALYS INC | Reduced | -$7.7M | $70.4M | 0.03% |
9.2343E+106 VERISIGN INC | Increased | $7.6M | $118.6M | 0.03% |
70432V102 PAYCOM SOFTWARE INC | Increased | $7.6M | $53.7M | 0.03% |
98978V103 ZOETIS CL A ORD | Increased | $5.5M | $45.1M | 0.02% |
580135101 MCDONALD S ORD | Increased | $5.0M | $28.7M | 0.02% |
45167R104 IDEX ORD | Increased | $4.8M | $77.8M | 0.02% |
294429105 EQUIFAX INC | Reduced | -$4.4M | $106.8M | 0.02% |
171340102 CHURCH AND DWIGHT ORD | Increased | $3.9M | $720.8M | 0.02% |
57636Q104 MASTERCARD CL A ORD | Increased | $3.7M | $32.1M | 0.01% |
775711104 ROLLINS ORD | Increased | $2.9M | $80.8M | 0.01% |
M7518J104 ODDITY TECH LTD | Increased | $1.8M | $65.2M | 0.01% |
30214U102 EXPONENT INC | Reduced | -$412,413 | $96.4M | 0.00% |