TS
Terry Smith (Fundsmith) disclosed reduced in MICROSOFT CORP
Terry Smith (Fundsmith) filed a 13F change in MICROSOFT CORP (594918104) on 2026-02-17, covering period end 2025-12-31.
Action
Reduced
Capital
$1,005,915,575 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
37 changes from Terry Smith (Fundsmith), filed 2026-02-17 for period end 2025-12-31.
$17.1B portfolio value
| Stock | Action | Change | Current | Portfolio Impact |
|---|---|---|---|---|
02079K305 ALPHABET INC | Reduced | -$433.9M | $1.1B | 2.54% |
863667101 STRYKER CORPORATION | Reduced | -$401.2M | $1.3B | 2.34% |
45168D104 IDEXX LABS INC | Reduced | -$398.6M | $1.3B | 2.33% |
594918104 MICROSOFT CORP | Reduced | -$332.1M | $1.0B | 1.94% |
68902V107 OTIS WORLDWIDE CORP | Reduced | -$260.2M | $271.9M | 1.52% |
30303M102 META PLATFORMS INC | Reduced | -$244.6M | $900.1M | 1.43% |
53015103 AUTOMATIC DATA PROCESSING IN | Reduced | -$190.8M | $1.1B | 1.11% |
3.4959E+113 FORTINET INC | Reduced | -$190.5M | $517.4M | 1.11% |
718172109 PHILIP MORRIS INTL INC | Reduced | -$183.5M | $982.4M | 1.07% |
941848103 WATERS CORP | Increased | $165.5M | $1.4B | 0.97% |
571903202 MARRIOTT INTL INC NEW | Increased | $133.5M | $1.2B | 0.78% |
742718109 PROCTER AND GAMBLE CO | Reduced | -$94.5M | $608.8M | 0.55% |
592688105 METTLER TOLEDO INTERNATIONAL | Increased | $84.2M | $809.3M | 0.49% |
92826C839 VISA INC | Reduced | -$76.1M | $1.2B | 0.44% |
67059N108 NUTANIX INC | New | $71.2M | $71.2M | 0.42% |
654106103 NIKE INC | Reduced | -$59.8M | $367.6M | 0.35% |
882508104 TEXAS INSTRS INC | Reduced | -$44.9M | $455.2M | 0.26% |
899104 ADMA BIOLOGICS INC | New | $38.3M | $38.3M | 0.22% |
98978V103 ZOETIS INC | Reduced | -$38.2M | $490.8M | 0.22% |
171340102 CHURCH AND DWIGHT CO INC | Reduced | -$31.2M | $564.2M | 0.18% |
74758T303 QUALYS INC | Reduced | -$29.1M | $86.1M | 0.17% |
384109104 GRACO INC | Reduced | -$29.0M | $47.5M | 0.17% |
26622P107 DOXIMITY INC | Reduced | -$26.1M | $73.1M | 0.15% |
70432V102 PAYCOM SOFTWARE INC | Reduced | -$25.5M | $83.4M | 0.15% |
92537N108 VERTIV HOLDINGS CO | Reduced | -$22.6M | $66.6M | 0.13% |
58506Q109 MEDPACE HLDGS INC | Reduced | -$19.2M | $46.4M | 0.11% |
189054109 CLOROX CO DEL | Reduced | -$13.8M | $61.9M | 0.08% |
14888U101 CATALYST PHARMACEUTICALS INC | Increased | $12.2M | $78.5M | 0.07% |
78573M104 SABRE CORP | Reduced | -$10.1M | $29.2M | 0.06% |
9.2343E+106 VERISIGN INC | Reduced | -$9.9M | $65.8M | 0.06% |
562750109 MANHATTAN ASSOCIATES INC | Reduced | -$9.1M | $50.0M | 0.05% |
437076102 HOME DEPOT INC | Reduced | -$6.8M | $27.6M | 0.04% |
M7518J104 ODDITY TECH LTD | Reduced | -$4.9M | $83.3M | 0.03% |
630402105 NAPCO SEC TECHNOLOGIES INC | Reduced | -$2.2M | $74.2M | 0.01% |
775711104 ROLLINS INC | Increased | $1.9M | $88.7M | 0.01% |
461202103 INTUIT | Increased | $1.6M | $414.4M | 0.01% |
55354G100 MSCI INC | Increased | $1.1M | $95.6M | 0.01% |