Terry Smith — Recent Buys
Fundsmith · New and increased positions in the Q2 '26 13F filing.
Filed August 14, 2026 · Last updated
Terry Smith opened 13 new positions and increased 5 existing holdings in the Q2 '26 filing — a combined buy footprint of $4.26B. Largest new position: UBER TECHNOLOGIES INC at $645.3M.
New positions (13)
| Ticker | Company | Shares | Value | % Portfolio |
|---|---|---|---|---|
| UBER | UBER TECHNOLOGIES INC | 8943151 | $645.3M | 4.73% |
| MA | MASTERCARD INCORPORATED | 1245051 | $639.5M | 4.69% |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 1148449 | $548.5M | 4.02% |
| NFLX | NETFLIX INC. | 6990345 | $499.1M | 3.66% |
| GEV | GE VERNOVA INC | 409835 | $481.5M | 3.53% |
| APP | APPLOVIN CORP | 696568 | $358.9M | 2.63% |
| TJX | TJX COS INC NEW | 2272592 | $344.3M | 2.52% |
| NXT | NEXTPOWER INC | 2856092 | $340.3M | 2.49% |
| VEEV | VEEVA SYS INC | 816785 | $145.0M | 1.06% |
| YUM | YUM BRANDS INC | 556107 | $88.9M | 0.65% |
| FICO | FAIR ISAAC CORP | 17953 | $21.4M | 0.16% |
| IDCC | INTERDIGITAL INC | 60324 | $17.1M | 0.13% |
| ORLY | OREILLY AUTOMOTIVE INC | 162691 | $15.0M | 0.11% |