Smart Money Radar / Whales / Terry Smith
T

Terry Smith

Fundsmith LLP · Holdings as of Sep 30, 2024, filed by Nov 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
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 2024
MSFT 12% META 11% SYK 8% ADP 6% V 6% PM 6% IDXX 5% WAT 5% GOOGL 4% MAR 4% PEP 4% PG 3% CHD 3%
+25 more 16%
SymbolValue% of bookvs prior quarter
MSFT $3.0B 12% trimmed
META $2.8B 11% unchanged
SYK $1.9B 8% unchanged
ADP $1.5B 6% unchanged
V $1.5B 6% unchanged
PM $1.5B 6% trimmed
IDXX $1.3B 5% unchanged
WAT $1.3B 5% unchanged
GOOGL $1.1B 4% unchanged
MAR $1.1B 4% unchanged
PEP $976M 4% unchanged
MTD $888M 4% unchanged
PG $802M 3% unchanged
FTNT $785M 3% unchanged
CHD $721M 3% unchanged
OTIS $638M 3% unchanged
NKE $557M 2% unchanged
BF.B $493M 2% trimmed
AAPL $363M 1% unchanged
TXN $351M 1% added
MKC $142M 1% trimmed
VRSN $119M 0% unchanged
VRSK $112M 0% trimmed
EFX $107M 0% trimmed
CLX $100M 0% added
GGG $100M 0% unchanged
MSCI $97M 0% unchanged
EXPO $96M 0% trimmed
CHH $96M 0% unchanged
ROL $81M 0% unchanged
SABR $79M 0% unchanged
IEX $78M 0% unchanged
CGNX $77M 0% unchanged
QLYS $70M 0% unchanged
ODD $65M 0% unchanged
HD $60M 0% unchanged
PAYC $54M 0% unchanged
ZTS $45M 0% unchanged
MA $32M 0% unchanged
MCD $29M 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.