Smart Money Radar / Whales / Terry Smith
T

Terry Smith

Fundsmith LLP · Holdings as of Jun 30, 2024, filed by Aug 15, 2024 · US long stock positions only

Buy quality

Reported value
$25B
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 · Jun 2024
MSFT 13% META 10% SYK 7% PM 6% V 6% ADP 5% IDXX 5% GOOGL 5% WAT 4% MAR 4% PEP 4% PG 3% MKC 3%
+25 more 17%
SymbolValue% of bookvs prior quarter
MSFT $3.2B 13% trimmed
META $2.5B 10% unchanged
SYK $1.8B 7% trimmed
PM $1.5B 6% trimmed
V $1.5B 6% trimmed
ADP $1.3B 5% trimmed
IDXX $1.3B 5% unchanged
GOOGL $1.2B 5% unchanged
WAT $1.1B 4% trimmed
MAR $1.0B 4% trimmed
PEP $950M 4% unchanged
MTD $827M 3% trimmed
PG $766M 3% trimmed
CHD $717M 3% trimmed
MKC $713M 3% trimmed
FTNT $620M 3% added
OTIS $591M 2% trimmed
BF.B $481M 2% trimmed
NKE $475M 2% trimmed
AAPL $328M 1% trimmed
TXN $301M 1% added
VRSK $125M 1% trimmed
EFX $111M 0% trimmed
VRSN $111M 0% trimmed
EXPO $97M 0% trimmed
GGG $90M 0% trimmed
CGNX $89M 0% trimmed
CHH $87M 0% trimmed
MSCI $80M 0% trimmed
QLYS $78M 0% trimmed
ROL $78M 0% trimmed
CLX $78M 0% trimmed
IEX $73M 0% trimmed
ODD $63M 0% added
SABR $57M 0% unchanged
HD $50M 0% unchanged
PAYC $46M 0% unchanged
ZTS $40M 0% unchanged
MA $28M 0% unchanged
MCD $24M 0% unchanged
Positions built under SEC confidential treatment appear only after the SEC releases them. Cash, foreign listings and shorts never appear in these filings.