TS
Terry Smith (Fundsmith) disclosed new in VERTIV HOLDINGS CO
Terry Smith (Fundsmith) filed a 13F change in VERTIV HOLDINGS CO (92537N108) on 2025-08-14, covering period end 2025-06-30.
Action
New
Capital
$93,087,362 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
41 changes from Terry Smith (Fundsmith), filed 2025-08-14 for period end 2025-06-30.
$23.0B portfolio value
| Stock | Action | Change | Current | Portfolio Impact |
|---|---|---|---|---|
594918104 MICROSOFT CORP | Increased | $442.1M | $2.5B | 1.92% |
30303M102 META PLATFORMS INC | Increased | $395.6M | $2.6B | 1.72% |
115637209 BROWN FORMAN CORP CLASS B | Sold out | -$327.1M | $0 | 1.42% |
45168D104 IDEXX LABS INC | Increased | $303.4M | $1.4B | 1.32% |
461202103 INTUIT | Increased | $178.8M | $290.3M | 0.78% |
571903202 MARRIOTT INTL INC NEW | Increased | $144.8M | $1.2B | 0.63% |
02079K305 ALPHABET INC | Increased | $140.7M | $1.2B | 0.61% |
171340102 CHURCH & DWIGHT CO INC | Reduced | -$98.0M | $655.9M | 0.43% |
92537N108 VERTIV HOLDINGS CO | New | $93.1M | $93.1M | 0.40% |
92826C839 VISA INC | Reduced | -$81.5M | $1.4B | 0.35% |
882508104 TEXAS INSTRS INC | Increased | $75.0M | $564.8M | 0.33% |
941848103 WATERS CORP | Reduced | -$72.2M | $1.3B | 0.31% |
3.4959E+113 FORTINET INC | Increased | $69.6M | $890.0M | 0.30% |
9.2343E+106 VERISIGN INC | Reduced | -$66.6M | $78.2M | 0.29% |
718172109 PHILIP MORRIS INTL INC | Reduced | -$62.5M | $1.7B | 0.27% |
742718109 PROCTER AND GAMBLE CO | Reduced | -$59.0M | $728.5M | 0.26% |
294429105 EQUIFAX INC | Sold out | -$57.4M | $0 | 0.25% |
562750109 MANHATTAN ASSOCIATES INC | New | $56.9M | $56.9M | 0.25% |
654106103 NIKE INC | Increased | $45.9M | $435.4M | 0.20% |
92345Y106 VERISK ANALYTICS INC | Reduced | -$43.5M | $54.9M | 0.19% |
M7518J104 ODDITY TECH LTD | Increased | $37.1M | $106.9M | 0.16% |
863667101 STRYKER CORPORATION | Reduced | -$36.6M | $1.9B | 0.16% |
53015103 AUTOMATIC DATA PROCESSING IN | Reduced | -$33.9M | $1.3B | 0.15% |
98978V103 ZOETIS INC | Increased | $30.6M | $449.9M | 0.13% |
68902V107 OTIS WORLDWIDE CORP | Reduced | -$29.2M | $576.2M | 0.13% |
630402105 NAPCO SEC TECHNOLOGIES INC | New | $28.4M | $28.4M | 0.12% |
384109104 GRACO INC | Reduced | -$17.8M | $77.4M | 0.08% |
189054109 CLOROX CO DEL | Reduced | -$16.7M | $73.7M | 0.07% |
26622P107 DOXIMITY INC | Increased | $14.1M | $83.2M | 0.06% |
74758T303 QUALYS INC | Increased | $12.2M | $102.7M | 0.05% |
30214U102 EXPONENT INC | Reduced | -$12.0M | $55.8M | 0.05% |
57636Q104 MASTERCARD INCORPORATED | Reduced | -$11.6M | $15.5M | 0.05% |
437076102 HOME DEPOT INC | Reduced | -$11.5M | $30.6M | 0.05% |
78573M104 SABRE CORP | Increased | $7.5M | $67.9M | 0.03% |
14888U101 CATALYST PHARMACEUTICALS INC | Increased | $6.6M | $58.8M | 0.03% |
70432V102 PAYCOM SOFTWARE INC | Increased | $5.3M | $95.7M | 0.02% |
592688105 METTLER TOLEDO INTERNATIONAL | Reduced | -$4.6M | $693.1M | 0.02% |
169905106 CHOICE HOTELS INTL INC | Reduced | -$4.3M | $93.1M | 0.02% |
775711104 ROLLINS INC | Reduced | -$2.9M | $83.4M | 0.01% |
55354G100 MSCI INC | Increased | $1.9M | $96.1M | 0.01% |
58506Q109 MEDPACE HLDGS INC | Increased | $1.2M | $40.0M | 0.01% |