Terry Smith

Fundsmith

Terry Smith (Fundsmith) is tracked through public portfolio filings, disclosed holdings, and institutional investment activity. This Terry Smith (Fundsmith) portfolio page tracks Fundsmith holdings, stock picks, latest portfolio moves, and historical 13F filing changes so readers can see which public companies Fundsmith owns and how disclosed positions change over time. Terry Smith (Fundsmith)'s public portfolio can help investors study position sizing, sector exposure, concentration, new buys, trims, exits, and the market themes behind reported capital allocation decisions. Top disclosed holdings and portfolio changes shown on this page include IDEXX Laboratories Inc (IDXX). Investors use Fundsmith 13F filings to study portfolio concentration, new buys, trims, exits, sector exposure, and the market evidence behind the latest disclosed holdings.

Biggest Wins

PositionReported PriceCurrent PriceEst. P/LReturnEst. Value
Texas Instruments IncTXN · Q1 2026$194.14$290.90+$254M+49.8%$763M
Catalyst Pharmaceuticals, Inc.CPRX · Q1 2026$24.76$31.32+$5.5M+26.5%$26M
Alphabet IncGOOGL · Q1 2026$287.56$361.21+$218M+25.6%$1.1B
Nutanix IncNTNX · Q1 2026$38.01$46.57+$4.9M+22.5%$27M
Waters CorpWAT · Q1 2026$297.80$363.34+$211M+22.0%$1.2B
Vertiv Holdings CoVRT · Q1 2026$250.58$300.57+$4.6M+19.9%$27M
Marriott International - Class A Common StockMAR · Q1 2026$327.07$391.42+$217M+19.7%$1.3B
Visa IncV · Q1 2026$302.24$351.08+$152M+16.2%$1.1B
Sabre CorporationSABR · Q1 2026$1.45$1.66+$1.9M+14.5%$15M
Automatic Data Processing IncADP · Q1 2026$203.18$229.08+$100M+12.7%$883M
Qualys, Inc.QLYS · Q1 2026$87.85$98.32+$2.4M+11.9%$22M
MSCI IncMSCI · Q1 2026$539.01$602.94+$4.1M+11.9%$39M
Paycom Software, Inc.PAYC · Q1 2026$121.54$132.28+$2.4M+8.84%$29M
Medpace Holdings IncMEDP · Q1 2026$480.19$512.79+$2.0M+6.79%$32M
Philip Morris International IncPM · Q1 2026$165.34$176.06+$55M+6.48%$900M
Church & Dwight Co., Inc.CHD · Q1 2026$93.32$97.41+$27M+4.38%$647M
Home Depot, Inc. (The) Common StockHD · Q1 2026$328.89$342.86+$400k+4.25%$9.8M
Manhattan Associates IncMANH · Q1 2026$133.12$138.55+$656k+4.08%$17M
The Procter & Gamble CoPG · Q1 2026$144.44$149.05+$19M+3.19%$626M
Meta Platforms IncMETA · Q1 2026$572.13$585.39+$18M+2.32%$774M
Microsoft CorpMSFT · Q1 2026$370.17$372.97+$5.8M+0.76%$776M