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

Not enough filing history to compute mark-to-market returns for Terry Smith.

We need at least one year of portfolio coverage with priceable positions.

Performance overview

We mark Terry Smith (Fundsmith)'s disclosed portfolio to current market prices and compare its growth against the S&P 500 (SPY). Terry’s portfolio is 10.6% since 2024Q1.

Portfolio growth vs SPY
Rebased to 100 at 2024Q1 · through 2025Q4
Terry Smith
+26.8%
SPY
+33.2%
Alpha
-6.4pp
961061161261362024Q12024Q42025Q4
Portfolio line is the GIPS-compliant time-weighted return chain-linked across the manager's quarterly 13F filings — unaffected by capital flows. Quarters with insufficient held-through coverage are skipped, which can briefly flatten the line.
Capital flow per quarter
BuysSellsNet
+$3.44B+$1.72B$0-$1.72B-$3.44B'24Q2'24Q3'24Q4'25Q1'25Q2'25Q3'25Q4
Latest · 2025Q4
-$3.01B
Lifetime buys
$2.21B
Lifetime sells
$14.56B
Portfolio over time
AUMPositions
$0$8.43B$16.86B$25.55B4035'24Q1'24Q4'25Q4
QoQ AUM
-13.5%
8Q lifetime AUM
-33.0%
QoQ positions
+2
8Q lifetime positions
-3
Position concentration
37 positions
Top 1
8%
of book
  • Top 18%$1.35BWAT
  • Top 2-529%$5.04BSYK, IDXX, V
  • Top 6-1030%$5.06BGOOGL, ADP, MSFT
  • Top 11-2027%$4.60BMTD, PG, CHD
  • Rest6%$1.07BRest of port