Smart Money Radar / Whales / Terry Smith
T

Terry Smith

Fundsmith LLP · Holdings as of Mar 31, 2026, filed by May 16, 2026 · US long stock positions only

Buy quality

Reported value
$13B
34 positions shown
Copycat since 2016
3.00x
11% per year
vs SPY
behind
SPY 3.57x same window
Top position
MAR
9% 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 2026
MAR 9% SYK 8% WAT 7% V 7% GOOGL 7% PM 7% IDXX 6% ADP 6% MSFT 6% META 6% MTD 6% CHD 5% PG 5% TXN 4% FTNT 4%
+19 more 8%
SymbolValue% of bookvs prior quarter
MAR $1.1B 9% trimmed
SYK $1.0B 8% trimmed
WAT $957M 7% trimmed
V $938M 7% trimmed
GOOGL $850M 7% trimmed
PM $845M 7% trimmed
IDXX $824M 6% trimmed
ADP $783M 6% trimmed
MSFT $770M 6% unchanged
META $756M 6% trimmed
MTD $717M 6% trimmed
CHD $620M 5% unchanged
PG $607M 5% unchanged
TXN $509M 4% unchanged
FTNT $503M 4% trimmed
ZTS $458M 4% unchanged
OTIS $211M 2% trimmed
MSCI $35M 0% trimmed
ROL $33M 0% trimmed
MEDP $30M 0% trimmed
VRSN $28M 0% trimmed
PAYC $27M 0% trimmed
CLX $27M 0% trimmed
VRT $23M 0% trimmed
NTNX $22M 0% trimmed
BMI $22M 0% new
CPRX $21M 0% trimmed
QLYS $20M 0% trimmed
DOCS $16M 0% trimmed
MANH $16M 0% trimmed
NSSC $15M 0% trimmed
ADMA $15M 0% trimmed
SABR $13M 0% trimmed
HD $9M 0% trimmed
Positions built under SEC confidential treatment appear only after the SEC releases them. Cash, foreign listings and shorts never appear in these filings.