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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
  • Performance8Q
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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
+$2.25B+$1.12B$0-$1.12B-$2.25B'24Q2'24Q3'24Q4'25Q1
Latest · 2025Q1
-$1.45B
Lifetime buys
$1.15B
Lifetime sells
$6.21B

Quarter activity

What changed in 2025Q1 - net new, added, trimmed, exited.
New positions2 names
  • INTUINTUIT
    +181,628
    $111.5M
  • CPRXCATALYST PHARMACEUTICALS INC
    +2,151,274
    $52.2M
Added to5 names
  • ZTSZOETIS INC
    +2,319,158
    $381.8M
  • TXNTEXAS INSTRS INC
    +1,025,182
    $184.2M
  • DOCSDOXIMITY INC
    +479,380
    $27.8M
  • QLYSQUALYS INC
    +170,593
    $21.5M
  • PAYCPAYCOM SOFTWARE INC
    +90,899
    $19.9M
Trimmed20 names
  • METAMETA PLATFORMS INC
    −677,556
    $390.5M
  • MSFTMICROSOFT CORP
    −816,871
    $306.6M
  • VVISA INC
    −485,543
    $170.2M
  • ADPAUTOMATIC DATA PROCESSING IN
    −499,813
    $152.7M
  • SYKSTRYKER CORPORATION
    −264,790
    $98.6M
  • PMPHILIP MORRIS INTL INC
    −439,283
    $69.7M
  • EFXEQUIFAX INC
    −127,823
    $31.1M
  • VRSKVERISK ANALYTICS INC
    −87,061
    $25.9M
  • VRSNVERISIGN INC
    −54,465
    $13.8M
  • HDHOME DEPOT INC
    −30,903
    $11.3M
  • OTISOTIS WORLDWIDE CORP
    −100,040
    $10.3M
  • MAMASTERCARD INCORPORATED
    −14,579
    $8.0M
  • + 8 more…
Exited2 names
  • PEPPEPSICO INC
    −5,663,677
    $861.2M
  • IEXIDEX CORP
    −362,501
    $75.9M

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