Smart Money Radar / Whales / Terry Smith
T

Terry Smith

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

Buy quality

Reported value
$22B
39 positions shown
Copycat since 2016
3.00x
11% per year
vs SPY
behind
SPY 3.57x same window
Top position
MSFT
12% 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 · Sep 2023
MSFT 12% SYK 7% META 7% PM 6% ADP 6% V 6% IDXX 6% MKC 5% PEP 5% WAT 5% GOOGL 5% MAR 4% PG 3% CHD 3%
+24 more 17%
SymbolValue% of bookvs prior quarter
MSFT $2.7B 12% trimmed
SYK $1.5B 7% unchanged
META $1.5B 7% trimmed
PM $1.4B 6% trimmed
ADP $1.3B 6% unchanged
V $1.3B 6% unchanged
IDXX $1.3B 6% unchanged
MKC $1.2B 5% unchanged
PEP $1.1B 5% unchanged
WAT $1.0B 5% unchanged
GOOGL $993M 5% unchanged
MAR $864M 4% added
PG $707M 3% unchanged
BF.B $697M 3% unchanged
CHD $667M 3% added
NKE $641M 3% unchanged
MTD $630M 3% unchanged
OTIS $518M 2% unchanged
FTNT $289M 1% added
AAPL $228M 1% unchanged
VRSN $136M 1% unchanged
VRSK $124M 1% unchanged
MSCI $108M 0% unchanged
SABR $101M 0% unchanged
QLYS $100M 0% unchanged
EXPO $94M 0% unchanged
EFX $90M 0% unchanged
GGG $89M 0% unchanged
CGNX $87M 0% unchanged
IEX $81M 0% unchanged
ROL $64M 0% unchanged
IPGP $56M 0% unchanged
HD $45M 0% unchanged
JNJ $43M 0% unchanged
PAYC $41M 0% unchanged
ZTS $39M 0% unchanged
MA $25M 0% unchanged
MCD $24M 0% new
ODD $16M 0% new
Positions built under SEC confidential treatment appear only after the SEC releases them. Cash, foreign listings and shorts never appear in these filings.