OpenStocks
Smart money
  • Super investors
  • Most popular stocks
  • Biggest buys
  • Biggest sells
  • New positions
  • Smart-money signals
Insiders
  • Insider trading
  • Browse insiders
  • Transactions feed
  • Insider trading RSS
Congress
  • Congress stock trades
  • All members of Congress
  • Trades by committee
  • Congress trades RSS
Markets
  • ETFs
  • Sectors
  • Industries
  • Stock screener
  • Daily market digest
  • Blog
Built from publicly disclosed institutional and insider activity. Informational purposes only - not investment advice.OpenStocks · v0.1
Logos by elbstream.com
  1. Home/
  2. Super Investors/
  3. Terry Smith (Fundsmith)
  • Overview
  • Portfolio37
  • Performance8Q
  • Options
  • Activity211
  • News

Terry Smith

Fundsmith
Share
  • 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
+$3.44B+$1.72B$0-$1.72B-$3.44B'24Q2'24Q3'24Q4'25Q1'25Q2'25Q3
Latest · 2025Q3
-$2.97B
Lifetime buys
$2.01B
Lifetime sells
$11.35B

Quarter activity

What changed in 2025Q3 - net new, added, trimmed, exited.
New positions0 names
—
Added to13 names
  • INTUINTUIT
    +235,916
    $161.1M
  • ZTSZOETIS INC
    +730,300
    $106.9M
  • WATWATERS CORP
    +347,091
    $104.1M
  • NSSCNAPCO SEC TECHNOLOGIES INC
    +824,945
    $35.4M
  • PAYCPAYCOM SOFTWARE INC
    +109,923
    $22.9M
  • QLYSQUALYS INC
    +152,257
    $20.1M
  • CPRXCATALYST PHARMACEUTICALS INC
    +654,721
    $12.9M
  • MTDMETTLER TOLEDO INTERNATIONAL
    +617
    $757K
  • PGPROCTER AND GAMBLE CO
    +4,760
    $731K
  • HDHOME DEPOT INC
    +1,493
    $605K
  • TXNTEXAS INSTRS INC
    +1,591
    $292K
  • FTNTFORTINET INC
    +1,730
    $145K
  • + 1 more…
Trimmed10 names
  • METAMETA PLATFORMS INC
    −2,010,088
    $1.48B
  • MSFTMICROSOFT CORP
    −2,358,140
    $1.22B
  • PMPHILIP MORRIS INTL INC
    −1,886,051
    $305.9M
  • GOOGLALPHABET INC
    −514,102
    $125.0M
  • SYKSTRYKER CORPORATION
    −85,714
    $31.7M
  • VRTVERTIV HOLDINGS CO
    −133,473
    $20.1M
  • IDXXIDEXX LABS INC
    −28,832
    $18.4M
  • ADPAUTOMATIC DATA PROCESSING IN
    −50,496
    $14.8M
  • CHDCHURCH & DWIGHT CO INC
    −29,645
    $2.6M
  • MARMARRIOTT INTL INC NEW
    −8,301
    $2.2M
Exited4 names
  • CHHCHOICE HOTELS INTL INC
    −733,892
    $93.1M
  • EXPOEXPONENT INC
    −746,820
    $55.8M
  • VRSKVERISK ANALYTICS INC
    −176,195
    $54.9M
  • MAMASTERCARD INCORPORATED
    −27,663
    $15.5M

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