Smart Money Radar / Whales / Terry Smith
T

Terry Smith

Fundsmith LLP · Holdings as of Mar 31, 2024, filed by May 16, 2024 · US long stock positions only

Buy quality

Reported value
$26B
40 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 · Mar 2024
MSFT 13% META 9% SYK 8% V 6% IDXX 6% ADP 6% PM 5% WAT 5% MAR 4% PEP 4% MKC 4% MTD 3% CHD 3%
+25 more 17%
SymbolValue% of bookvs prior quarter
MSFT $3.2B 13% new
META $2.4B 9% new
SYK $2.0B 8% new
V $1.6B 6% new
IDXX $1.5B 6% new
ADP $1.4B 6% new
PM $1.4B 5% new
WAT $1.3B 5% new
MAR $1.1B 4% new
GOOGL $1.1B 4% new
PEP $1.0B 4% new
MKC $939M 4% new
MTD $812M 3% new
PG $779M 3% new
CHD $748M 3% new
OTIS $625M 2% new
NKE $612M 2% new
BF.B $592M 2% new
FTNT $558M 2% new
AAPL $274M 1% new
TXN $194M 1% new
EFX $126M 0% new
VRSN $122M 0% new
VRSK $113M 0% new
GGG $110M 0% new
MSCI $96M 0% new
CHH $96M 0% new
QLYS $94M 0% new
IEX $91M 0% new
CLX $90M 0% new
EXPO $87M 0% new
CGNX $83M 0% new
ROL $76M 0% new
PAYC $65M 0% new
ODD $58M 0% new
HD $56M 0% new
SABR $52M 0% new
ZTS $39M 0% new
MA $31M 0% new
MCD $26M 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.