← All Managers

Terry Smith

Fundsmith

Quality growth investor

🌐 Website📍 London, UKEst. 2010💰 ~$25B AUM

$17.12B

Portfolio Value

37

Holdings

Q4 '25

Period

2026-02-17

Filed

📉

Simulated 13F Return

⚠️ Approximation

Total Return

+11.2%

Q4 '24Q3 '25

Annualized

+15.26%/yr

S&P: +18.77%/yr

Alpha (vs S&P)

-2.52%

3 quarters tracked

1-Year Return

⚠️ Approximation only. 13F filings are delayed ~45 days. Options, shorts, and intra-quarter trades not captured.

📈 Recent Activity

Changes from previous quarter

WATREDUCED
7.9% of portfolio
-10% shares+1.9pp
SYKREDUCED
7.6% of portfolio
-20% shares-1.0pp
IDXXREDUCED
7.4% of portfolio
-28% shares-1.0pp
VREDUCED
7.2% of portfolio
-8% shares+0.6pp
MARREDUCED
7.2% of portfolio
-6% shares+1.7pp
GOOGLREDUCED
6.4% of portfolio
-44% shares-1.3pp
ADPREDUCED
6.3% of portfolio
-3% shares-0.1pp
MSFTREDUCED
5.9% of portfolio
-19% shares-0.9pp
PMREDUCED
5.7% of portfolio
-15% shares-0.2pp
METAREDUCED
5.3% of portfolio
-13% shares-0.5pp
MTDREDUCED
4.7% of portfolio
-2% shares+1.1pp
PGREDUCED
3.6% of portfolio
-7% shares
CHDREDUCED
3.3% of portfolio
-1% shares+0.3pp
FTNTREDUCED
3.0% of portfolio
-23% shares-0.6pp
ZBHINCREASED
2.9% of portfolio
+8% shares+0.2pp
TXNREDUCED
2.7% of portfolio
-4% shares+0.1pp
INTUINCREASED
2.4% of portfolio
+4% shares+0.3pp
NKEREDUCED
2.1% of portfolio
-6% shares-0.0pp
OTISREDUCED
1.6% of portfolio
-47% shares-1.1pp
QLYSREDUCED
0.5% of portfolio
-26% shares-0.1pp
ODDINCREASED
0.5% of portfolio
+46% shares+0.0pp
DOCSINCREASED
0.4% of portfolio
+22% shares-0.1pp
NTNXNEW
0.4% of portfolio
New position
VRTREDUCED
0.4% of portfolio
-31% shares-0.1pp
GGGREDUCED
0.3% of portfolio
-36% shares-0.1pp
MEDPINCREASED
0.3% of portfolio
-35% shares-0.1pp
ADMANEW
0.2% of portfolio
New position
HDREDUCED
0.2% of portfolio
-5% shares-0.0pp

📊 Sector Breakdown

Portfolio allocation by sector

Unknown 33.2%Technology 26.1%Consumer Staples 13.0%Healthcare 10.4%Consumer Discretionary 9.5%+1 more (7.8%)

💼 Holdings

🔍

37 of 37 positions · $17.12B

This quarter: 2 new positions, increased 5, reduced 21. Net seller.

WATREDUCED
7.9%
7.9% of portfolio (was 6.0%, trimmed)
Filed ~$380
📄
SYKREDUCED
7.6%
7.6% of portfolio (was 8.6%, trimmed)
Filed ~$351
📄
IDXXREDUCED
7.4%
7.4% of portfolio (was 8.4%, trimmed)
Filed ~$677
📄
VREDUCED
7.2%
7.2% of portfolio (was 6.6%, trimmed)
Filed ~$351
📄
MARREDUCED
7.2%
7.2% of portfolio (was 5.6%, trimmed)
Filed ~$310
📄
GOOGLREDUCED
6.4%
6.4% of portfolio (was 7.7%, trimmed)
Filed ~$313
📄
ADPREDUCED
6.3%
6.3% of portfolio (was 6.4%, trimmed)
Filed ~$257
📄
MSFTREDUCED
5.9%
5.9% of portfolio (was 6.8%, trimmed)
Filed ~$484
📄
PMREDUCED
5.7%
5.7% of portfolio (was 5.9%, trimmed)
Filed ~$160
📄
METAREDUCED
5.3%
5.3% of portfolio (was 5.8%, trimmed)
Filed ~$660
📄
MTDREDUCED
4.7%
4.7% of portfolio (was 3.7%, trimmed)
Filed ~$1394
📄
PGREDUCED
3.6%
3.6% of portfolio (was 3.6%, trimmed)
Filed ~$143
📄
CHDREDUCED
3.3%
3.3% of portfolio (was 3.0%, trimmed)
Filed ~$84
📄
FTNTREDUCED
3.0%
3.0% of portfolio (was 3.6%, trimmed)
Filed ~$79
📄
ZBHINCREASED
2.9%
2.9% of portfolio (was 2.7%, added)
Filed ~$126
📄
TXNREDUCED
2.7%
2.7% of portfolio (was 2.5%, trimmed)
Filed ~$173
📄
INTUINCREASED
2.4%
2.4% of portfolio (was 2.1%, added)
Filed ~$662
📄
NKEREDUCED
2.1%
2.1% of portfolio (was 2.2%, trimmed)
Filed ~$64
📄
OTISREDUCED
1.6%
1.6% of portfolio (was 2.7%, trimmed)
Filed ~$87
📄
0.6%
0.6% of portfolio
Filed ~$574
📄
0.5%
0.5% of portfolio
Filed ~$60
📄
QLYSREDUCED
0.5%
0.5% of portfolio (was 0.6%, trimmed)
Filed ~$133
📄
0.5%
0.5% of portfolio
Filed ~$159
📄
ODDINCREASED
0.5%
0.5% of portfolio (was 0.4%, added)
Filed ~$40
📄
0.5%
0.5% of portfolio
Filed ~$23
📄
0.4%
0.4% of portfolio
Filed ~$42
📄
DOCSINCREASED
0.4%
0.4% of portfolio (was 0.5%, added)
Filed ~$44
📄
NTNXNEW
0.4%
0.4% of portfolio (new position)
Filed ~$52
📄
VRTREDUCED
0.4%
0.4% of portfolio (was 0.5%, trimmed)
Filed ~$162
📄
0.4%
0.4% of portfolio
Filed ~$243
📄
0.4%
0.4% of portfolio
Filed ~$101
📄
0.3%
0.3% of portfolio
Filed ~$173
📄
GGGREDUCED
0.3%
0.3% of portfolio (was 0.4%, trimmed)
Filed ~$82
📄
MEDPINCREASED
0.3%
0.3% of portfolio (was 0.3%, added)
Filed ~$562
📄
ADMANEW
0.2%
0.2% of portfolio (new position)
Filed ~$18
📄
0.2%
0.2% of portfolio
Filed ~$1
📄
HDREDUCED
0.2%
0.2% of portfolio (was 0.2%, trimmed)
Filed ~$344
📄