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Built from publicly disclosed institutional and insider activity. Informational purposes only - not investment advice.OpenStocks · v0.1
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  1. Home/
  2. Super Investors/
  3. Terry Smith (Fundsmith)
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  • Portfolio37
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Terry Smith

Fundsmith
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  • Asset Manager · CIK 0001569205
  • Large Fund

Terry Smith runs Fundsmith, an asset manager overseeing $17.12B in disclosed equity holdings (SEC CIK 0001569205). The latest portfolio (2025Q4) discloses 37 positions across 7 sectors, with the largest positions in WAT, SYK and IDXX. On a mark-to-market basis the tracked portfolio has returned 10.6% since 2024Q1. OpenStocks tracks 8 consecutive quarterly snapshots for this manager — every position change, new entry, and exit is logged below.

Track Terry's filingsView holdings↓
Portfolio
$17.12B
Positions
37
Quarter
2025Q4
Filings tracked
8
Since filing+10.6%Full performance →
Quarter
2025Q42025Q32025Q22025Q12024Q42024Q32024Q22024Q1
Activity composition
2024Q2
  • New positions—$0
  • Added to3 pos$223M20.6%
  • Trimmed37 pos$860M79.4%
  • Fully sold—$0
Buys (NEW+ADD)
$223M
Sells (TRIM+SOLD)
$860M
Net flow
-$637M

Quarter activity

What changed in 2024Q2 - net new, added, trimmed, exited.
New positions0 names
—
Added to3 names
  • FTNTFORTINET INC
    +2,110,679
    $127.2M
  • TXNTEXAS INSTRS INC
    +433,475
    $84.3M
  • M7518JODDITY TECH LTD
    +287,845
    $11.3M
Trimmed37 names
  • MSFTMICROSOFT CORP
    −477,288
    $213.3M
  • MKCMCCORMICK & CO INC
    −2,181,066
    $154.7M
  • METAMETA PLATFORMS INC
    −98,185
    $49.5M
  • ADPAUTOMATIC DATA PROCESSING IN
    −180,108
    $43.0M
  • SYKSTRYKER CORPORATION
    −122,802
    $41.8M
  • VVISA INC
    −138,076
    $36.2M
  • PMPHILIP MORRIS INTL INC
    −347,792
    $35.2M
  • WATWATERS CORP
    −111,801
    $32.4M
  • CHDCHURCH & DWIGHT CO INC
    −257,074
    $26.7M
  • MTDMETTLER TOLEDO INTERNATIONAL
    −18,521
    $25.9M
  • IDXXIDEXX LABS INC
    −51,570
    $25.1M
  • PGPROCTER AND GAMBLE CO
    −151,864
    $25.0M
  • + 25 more…
Exited0 names
—

Recent transactions

Last 20 moves
TRIM
M
Terry Smith (Fundsmith) trimmed MTD
METTLER TOLEDO INTERNATIONAL
−10,147
~$1394.19 · 2025Q4
2026-02-17
TRIM
P
Terry Smith (Fundsmith) trimmed PM
PHILIP MORRIS INTL INC
−1,063,547
~$160.40 · 2025Q4
2026-02-17
ADD
I
Terry Smith (Fundsmith) added to INTU
INTUIT
+21,163
~$662.42 · 2025Q4
2026-02-17
TRIM
M
Terry Smith (Fundsmith) trimmed MEDP
MEDPACE HLDGS INC
−44,970
~$561.65 · 2025Q4
2026-02-17
TRIM
N
Terry Smith (Fundsmith) trimmed NKE
NIKE INC
−359,302
~$63.71 · 2025Q4
2026-02-17
TRIM
O
Terry Smith (Fundsmith) trimmed OTIS
OTIS WORLDWIDE CORP
−2,706,771
~$87.35 · 2025Q4
2026-02-17
TRIM
M
Terry Smith (Fundsmith) trimmed META
META PLATFORMS INC
−195,125
~$660.09 · 2025Q4
2026-02-17
TRIM
I
Terry Smith (Fundsmith) trimmed IDXX
IDEXX LABS INC
−734,422
~$676.53 · 2025Q4
2026-02-17
TRIM
F
Terry Smith (Fundsmith) trimmed FTNT
FORTINET INC
−1,904,081
~$79.41 · 2025Q4
2026-02-17
TRIM
M
Terry Smith (Fundsmith) trimmed MAR
MARRIOTT INTL INC NEW
−248,371
~$310.24 · 2025Q4
2026-02-17
TRIM
C
Terry Smith (Fundsmith) trimmed CHD
CHURCH & DWIGHT CO INC
−66,240
~$83.85 · 2025Q4
2026-02-17
TRIM
M
Terry Smith (Fundsmith) trimmed MSFT
MICROSOFT CORP
−503,398
~$483.62 · 2025Q4
2026-02-17
TRIM
H
Terry Smith (Fundsmith) trimmed HD
HOME DEPOT INC
−4,654
~$344.10 · 2025Q4
2026-02-17
NEW
N
Terry Smith (Fundsmith) opened a new position in NTNX
NUTANIX INC
+1,377,158
~$51.69 · 2025Q4
2026-02-17
TRIM
G
Terry Smith (Fundsmith) trimmed GOOGL
ALPHABET INC
−2,790,833
~$313.00 · 2025Q4
2026-02-17
TRIM
A
Terry Smith (Fundsmith) trimmed ADP
AUTOMATIC DATA PROCESSING IN
−133,634
~$257.23 · 2025Q4
2026-02-17
NEW
A
Terry Smith (Fundsmith) opened a new position in ADMA
ADMA BIOLOGICS INC
+2,102,054
~$18.24 · 2025Q4
2026-02-17
TRIM
G
Terry Smith (Fundsmith) trimmed GGG
GRACO INC
−321,529
~$81.97 · 2025Q4
2026-02-17
ADD
D
Terry Smith (Fundsmith) added to DOCS
DOXIMITY INC
+294,058
~$44.28 · 2025Q4
2026-02-17
TRIM
P
Terry Smith (Fundsmith) trimmed PG
PROCTER AND GAMBLE CO
−328,992
~$143.31 · 2025Q4
2026-02-17