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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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  • Activity211
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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
Capital flow per quarter
BuysSellsNet
+$1.86B+$931M$0-$931M-$1.86B'24Q2'24Q3'24Q4
Latest · 2024Q4
-$1.78B
Lifetime buys
$347M
Lifetime sells
$3.96B

Quarter activity

What changed in 2024Q4 - net new, added, trimmed, exited.
New positions2 names
  • MEDPMEDPACE HLDGS INC
    +127,537
    $42.4M
  • DOCSDOXIMITY INC
    +710,502
    $37.9M
Added to0 names
—
Trimmed21 names
  • MSFTMICROSOFT CORP
    −713,242
    $300.6M
  • VVISA INC
    −924,264
    $292.1M
  • METAMETA PLATFORMS INC
    −310,012
    $181.5M
  • ADPAUTOMATIC DATA PROCESSING IN
    −558,108
    $163.4M
  • FTNTFORTINET INC
    −1,587,870
    $150.0M
  • PMPHILIP MORRIS INTL INC
    −767,484
    $92.4M
  • OTISOTIS WORLDWIDE CORP
    −174,451
    $16.2M
  • BF/BBROWN FORMAN CORP
    −372,626
    $14.2M
  • NKENIKE INC
    −163,864
    $12.4M
  • PEPPEPSICO INC
    −76,311
    $11.6M
  • WATWATERS CORP
    −11,477
    $4.3M
  • MARMARRIOTT INTL INC NEW
    −11,315
    $3.2M
  • + 9 more…
Exited4 names
  • AAPLAPPLE INC
    −1,558,589
    $363.2M
  • MKCMCCORMICK & CO INC
    −1,728,157
    $142.2M
  • CGNXCOGNEX CORP
    −1,906,276
    $77.2M
  • MCDMCDONALDS CORP
    −94,403
    $28.7M

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