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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)
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  • Portfolio37
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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

Holdings

Sorted by value · 2025Q1
38 positions
1
M
METAMETA PLATFORMS INC
Communication Services·Internet Content & Information
10.19%
of portfolio
Number of shares
3,883,796 sh
Holdings current value
$2.24B
Avg closing price
$485.58
+35.7%
Last action
Trimmed 4.8%
2025Q4
Current $659.15
2
M
MSFTMICROSOFT CORP
Technology·Software - Infrastructure
9.17%
of portfolio
Number of shares
5,370,162 sh
Holdings current value
$2.02B
Avg closing price
$420.72
-1.2%
Last action
Trimmed 8.6%
2025Q4
Current $415.75
3
S
SYKSTRYKER CORPORATION
Healthcare·Medical Devices
8.59%
of portfolio
Number of shares
5,069,187 sh
Holdings current value
$1.89B
Avg closing price
$357.87
-7.9%
Last action
Trimmed 15.1%
2025Q4
Current $329.65
4
P
PMPHILIP MORRIS INTL INC
Consumer Defensive·Tobacco
7.81%
of portfolio
Number of shares
10,805,892 sh
Holdings current value
$1.72B
Avg closing price
$91.62
+84.7%
Last action
Trimmed 9.0%
2025Q4
Current $169.19
5
V
VVISA INC
Financial Services·Credit Services
6.60%
of portfolio
Number of shares
4,137,024 sh
Holdings current value
$1.45B
Avg closing price
$279.08
+10.7%
Last action
Trimmed 7.2%
2025Q4
Current $308.88
6
A
ADPAUTOMATIC DATA PROCESSING IN
Technology·Software - Application
6.28%
of portfolio
Number of shares
4,513,899 sh
Holdings current value
$1.38B
Avg closing price
$249.74
-20.5%
Last action
Trimmed 2.9%
2025Q4
Current $198.53
7
W
WATWATERS CORP
Healthcare·Diagnostics & Research
6.06%
of portfolio
Number of shares
3,613,197 sh
Holdings current value
$1.33B
Avg closing price
$340.33
-8.6%
Last action
Trimmed 9.9%
2025Q4
Current $311.20
8
I
IDXXIDEXX LABS INC
Healthcare·Diagnostics & Research
5.06%
of portfolio
Number of shares
2,648,331 sh
Holdings current value
$1.11B
Avg closing price
$539.92
+3.9%
Last action
Trimmed 21.7%
2025Q4
Current $560.93
9
G
GOOGLALPHABET INC
Communication Services·Internet Content & Information
4.82%
of portfolio
Number of shares
6,843,213 sh
Holdings current value
$1.06B
Avg closing price
$150.94
+124.5%
Last action
Trimmed 29.0%
2025Q4
Current $338.89
10
M
MARMARRIOTT INTL INC NEW
Consumer Cyclical·Lodging
4.61%
of portfolio
Number of shares
4,251,560 sh
Holdings current value
$1.01B
Avg closing price
$252.31
+45.9%
Last action
Trimmed 5.5%
2025Q4
Current $368.24
11
F
FTNTFORTINET INC
Technology·Software - Infrastructure
3.73%
of portfolio
Number of shares
8,523,040 sh
Holdings current value
$820.43M
Avg closing price
$66.66
+24.1%
Last action
Trimmed 18.3%
2025Q4
Current $82.76
12
P
PGPROCTER AND GAMBLE CO
Consumer Defensive·Household & Personal Products
3.58%
of portfolio
Number of shares
4,620,406 sh
Holdings current value
$787.41M
Avg closing price
$162.24
-10.2%
Last action
Trimmed 6.6%
2025Q4
Current $145.71
13
C
CHDCHURCH & DWIGHT CO INC
Consumer Defensive·Household & Personal Products
3.43%
of portfolio
Number of shares
6,847,486 sh
Holdings current value
$753.84M
Avg closing price
$104.31
-9.3%
Last action
Trimmed 1.0%
2025Q4
Current $94.58
14
M
MTDMETTLER TOLEDO INTERNATIONAL
Healthcare·Diagnostics & Research
3.18%
of portfolio
Number of shares
590,838 sh
Holdings current value
$697.73M
Avg closing price
$1331
-5.0%
Last action
Trimmed 1.7%
2025Q4
Current $1264
15
O
OTISOTIS WORLDWIDE CORP
Industrials·Specialty Industrial Machinery
2.76%
of portfolio
Number of shares
5,866,737 sh
Holdings current value
$605.45M
Avg closing price
$99.27
-19.9%
Last action
Trimmed 31.6%
2025Q4
Current $79.49
16
T
TXNTEXAS INSTRS INC
Technology·Semiconductors
2.23%
of portfolio
Number of shares
2,725,812 sh
Holdings current value
$489.83M
Avg closing price
$181.36
+55.6%
Last action
Trimmed 3.5%
2025Q4
Current $282.23
17
Z
ZTSZOETIS INC
Healthcare·Drug Manufacturers - Specialty & Generic
1.91%
of portfolio
Number of shares
2,546,487 sh
Holdings current value
$419.28M
Avg closing price
$157.90
-26.5%
Last action
Added 12.6%
2025Q4
Current $116.06
18
N
NKENIKE INC
Consumer Cyclical·Footwear & Accessories
1.77%
of portfolio
Number of shares
6,135,629 sh
Holdings current value
$389.49M
Avg closing price
$93.98
-52.4%
Last action
Trimmed 5.5%
2025Q4
Current $44.78
19
B
BF/BBROWN FORMAN CORP
1.49%
of portfolio
Number of shares
9,637,881 sh
Holdings current value
$327.11M
Avg closing price
$51.62
Last action
Exited
2025Q2
Current —
20
V
VRSNVERISIGN INC
Technology·Software - Infrastructure
0.66%
of portfolio
Number of shares
570,035 sh
Holdings current value
$144.71M
Avg closing price
$189.51
+46.1%
Last action
Trimmed 34.4%
2025Q2
Current $276.95
21
I
INTUINTUIT
Technology·Software - Application
0.51%
of portfolio
Number of shares
181,628 sh
Holdings current value
$111.52M
Avg closing price
$693.49
-44.7%
Last action
Added 13.2%
2025Q4
Current $383.30
22
V
VRSKVERISK ANALYTICS INC
Industrials·Consulting Services
0.45%
of portfolio
Number of shares
330,624 sh
Holdings current value
$98.40M
Avg closing price
$235.73
-24.9%
Last action
Exited
2025Q3
Current $177.14
23
C
CHHCHOICE HOTELS INTL INC
Consumer Cyclical·Lodging
0.44%
of portfolio
Number of shares
733,892 sh
Holdings current value
$97.45M
Avg closing price
$126.35
-5.0%
Last action
Exited
2025Q3
Current $120.00
24
G
GGGGRACO INC
Industrials·Specialty Industrial Machinery
0.43%
of portfolio
Number of shares
1,139,641 sh
Holdings current value
$95.17M
Avg closing price
$93.46
-12.1%
Last action
Trimmed 22.0%
2025Q4
Current $82.18
25
M
MSCIMSCI INC
Financial Services·Financial Data & Stock Exchanges
0.43%
of portfolio
Number of shares
166,619 sh
Holdings current value
$94.22M
Avg closing price
$560.45
+6.7%
Last action
Trimmed 3.0%
2024Q2
Current $598.01
26
Q
QLYSQUALYS INC
Technology·Software - Infrastructure
0.41%
of portfolio
Number of shares
718,602 sh
Holdings current value
$90.49M
Avg closing price
$152.81
-45.0%
Last action
Trimmed 23.7%
2025Q4
Current $84.04
27
P
PAYCPAYCOM SOFTWARE INC
Technology·Software - Application
0.41%
of portfolio
Number of shares
413,510 sh
Holdings current value
$90.34M
Avg closing price
$204.31
-38.6%
Last action
Added 36.2%
2025Q3
Current $125.50
28
C
CLXCLOROX CO DEL
Consumer Defensive·Household & Personal Products
0.41%
of portfolio
Number of shares
613,497 sh
Holdings current value
$90.34M
Avg closing price
$153.80
-36.5%
Last action
Added 7.6%
2024Q3
Current $97.66
29
R
ROLROLLINS INC
Consumer Cyclical·Personal Services
0.39%
of portfolio
Number of shares
1,597,513 sh
Holdings current value
$86.31M
Avg closing price
$46.27
+23.2%
Last action
Trimmed 6.9%
2025Q2
Current $56.99
30
M
M7518J104ODDITY TECH LTD
0.32%
of portfolio
Number of shares
1,615,158 sh
Holdings current value
$69.87M
Avg closing price
$41.90
Last action
Added 68.6%
2025Q4
Current —
31
D
DOCSDOXIMITY INC
Healthcare·Health Information Services
0.31%
of portfolio
Number of shares
1,189,882 sh
Holdings current value
$69.05M
Avg closing price
$53.91
-57.0%
Last action
Added 32.8%
2025Q4
Current $23.17
32
E
EXPOEXPONENT INC
Industrials·Engineering & Construction
0.31%
of portfolio
Number of shares
836,477 sh
Holdings current value
$67.80M
Avg closing price
$82.69
-19.9%
Last action
Exited
2025Q3
Current $66.27
33
S
SABRSABRE CORP
Technology·Software - Infrastructure
0.27%
of portfolio
Number of shares
21,499,095 sh
Holdings current value
$60.41M
Avg closing price
$2.42
-27.7%
Last action
Trimmed 0.8%
2024Q2
Current $1.75
34
E
EFXEQUIFAX INC
Industrials·Consulting Services
0.26%
of portfolio
Number of shares
235,505 sh
Holdings current value
$57.36M
Avg closing price
$267.52
-34.6%
Last action
Exited
2025Q2
Current $174.93
35
C
CPRXCATALYST PHARMACEUTICALS INC
Healthcare·Biotechnology
0.24%
of portfolio
Number of shares
2,151,274 sh
Holdings current value
$52.17M
Avg closing price
$22.94
+20.7%
Last action
Added 43.7%
2025Q3
Current $27.68
36
H
HDHOME DEPOT INC
Consumer Cyclical·Home Improvement Retail
0.19%
of portfolio
Number of shares
114,736 sh
Holdings current value
$42.05M
Avg closing price
$384.21
-11.5%
Last action
Trimmed 3.9%
2025Q4
Current $340.16
37
M
MEDPMEDPACE HLDGS INC
Healthcare·Diagnostics & Research
0.18%
of portfolio
Number of shares
127,537 sh
Holdings current value
$38.86M
Avg closing price
$332.23
+18.4%
Last action
Trimmed 26.1%
2025Q4
Current $393.42
38
M
MAMASTERCARD INCORPORATED
Financial Services·Credit Services
0.12%
of portfolio
Number of shares
49,454 sh
Holdings current value
$27.11M
Avg closing price
$481.70
+4.3%
Last action
Exited
2025Q3
Current $502.38

Portfolio heatmap

Box size = % of portfolio · color = return since filing
META
10.19% · +14.4%
MSFT
9.17% · +10.8%
SYK
8.59% · -11.4%
PM
7.81% · +6.6%
V
6.60% · -11.9%
ADP
6.28% · -35.0%
WAT
6.06% · -15.6%
IDXX
5.06% · +33.6%
GOOGL
4.82% · +119.1%
MAR
4.61% · +54.6%
FTNT
3.73% · -14.0%
PG
3.58% · -14.5%
CHD
3.43% · -14.1%
MTD
3.18% · +7.1%
OTIS
2.76% · -23.0%
TXN
2.23% · +57.1%
ZTS
1.91% · -29.5%
NKE
1.77% · -29.5%
BF/B
1.49%
VRSN
0.66% · +9.1%
INTU
0.51% · -37.6%
VRSK
0.45% · -40.5%
CHH
0.44% · -9.6%
GGG
0.43% · -1.6%

Sector exposure

Share of dollar value across the latest reported portfolio. Unclassified positions excluded.
  • Healthcare8 pos$5.61B26.0%
  • Technology9 pos$5.20B24.1%
  • Consumer Defensive4 pos$3.35B15.5%
  • Communication Services2 pos$3.30B15.3%
  • Consumer Cyclical5 pos$1.63B7.5%
  • Financial Services3 pos$1.57B7.3%
  • Industrials5 pos$924.2M4.3%
(1.8% unclassified, excluded from %)