Smart Money Radar / Whales / Terry Smith
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Terry Smith

Fundsmith LLP · Holdings as of Jun 30, 2023, filed by Aug 15, 2023 · US long stock positions only

Buy quality

Reported value
$24B
39 positions shown
Copycat since 2016
3.00x
11% per year
vs SPY
behind
SPY 3.57x same window
Top position
MSFT
13% of book

Copying these filings vs SPY

$1 at every deadline since 2016
SPY 3.57x Terry Smith 3.00x
Price returns, dividends excluded on both lines. A copycat of public filings traded at each deadline, not the fund's actual performance.
Mar 2026 Dec 2025 Sep 2025 Jun 2025 Mar 2025 Dec 2024 Sep 2024 Jun 2024 Mar 2024 Dec 2023 Sep 2023 Jun 2023

The book

tile = share of the filed book · tap a tile for the ticker · Jun 2023
MSFT 13% SYK 7% META 7% PM 6% IDXX 6% V 6% MKC 6% PEP 5% ADP 5% EL 4% WAT 4% GOOGL 4% BF.B 3% NKE 3%
+24 more 17%
SymbolValue% of bookvs prior quarter
MSFT $3.1B 13% unchanged
SYK $1.7B 7% unchanged
META $1.6B 7% unchanged
PM $1.5B 6% trimmed
IDXX $1.5B 6% unchanged
V $1.4B 6% added
MKC $1.3B 6% unchanged
PEP $1.2B 5% unchanged
ADP $1.2B 5% unchanged
EL $1.1B 4% unchanged
WAT $1.0B 4% added
GOOGL $912M 4% unchanged
BF.B $814M 3% unchanged
MTD $747M 3% unchanged
NKE $741M 3% unchanged
PG $736M 3% added
CHD $668M 3% trimmed
OTIS $575M 2% added
AAPL $258M 1% unchanged
FTNT $175M 1% unchanged
VRSN $152M 1% unchanged
unlisted $120M 1% trimmed
VRSK $120M 1% unchanged
EFX $117M 0% unchanged
CGNX $115M 0% unchanged
GGG $106M 0% added
EXPO $103M 0% new
MSCI $99M 0% unchanged
QLYS $85M 0% unchanged
IEX $84M 0% added
IPGP $76M 0% trimmed
ROL $74M 0% unchanged
SABR $72M 0% unchanged
PAYC $52M 0% unchanged
HD $46M 0% trimmed
JNJ $45M 0% unchanged
ZTS $38M 0% unchanged
MAR $35M 0% added
MA $25M 0% added
Positions built under SEC confidential treatment appear only after the SEC releases them. Cash, foreign listings and shorts never appear in these filings.