Superinvestors / Fundsmith
Terry Smith
Fundsmith
Quality growth; buy good companies, don't overpay
$12.83B 13F value
34 positions · as of 2026-03-31 · filed 2026-05-15
This quarter
1 new4 exited0 added33 trimmed
Positions held steady are not reported as moves, so they are absent from these counts.
Largest positions
By weight · every resolvable issuer links to its company page · tags are this quarter's reported move
| Ticker | Issuer | % of portfolio | Value |
|---|---|---|---|
| MAR | Marriott International Inc/MDDECREASED -15.3% | 8.59% | $1.10B |
| SYK | STRYKER CORPORATIONDECREASED -17.0% | 7.84% | $1.01B |
| WAT | Waters CorpDECREASED -9.7% | 7.46% | $956.56M |
| V | VISA INCDECREASED -12.2% | 7.31% | $938.18M |
| GOOGL | ALPHABET INCDECREASED -15.5% | 6.63% | $850.08M |
Showing 5 of 34
Values are as disclosed on this manager’s own 13F for its own quarter. 13F covers US-listed long equity only, so this is not the manager’s entire portfolio.
See all 34 positions
Terry Smith's full reported portfolio with every weight, and the complete list of what they bought, sold and trimmed last quarter — free with an account, no card required.
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