Terry Smith
Fundsmith
Value
17.1B
Stocks
37 Stocks (2 new)
Turnover
0.49%
CIK
1569205
Top Holdings
WAT(7.90%) SYK(7.57%) IDXX(7.42%) V(7.24%) MAR(7.21%)
About Investor
Established investor leading Fundsmith, with expertise in fundamental analysis and long-term value creation. Has built a strong track record by focusing on fundamental research and maintaining a consistent investment approach through various market environments.
Investor Philosophy
Specializes in fundamental analysis and long-term value creation through a disciplined investment approach. Emphasizes thorough research, risk management, and identifying opportunities across market cycles. Known for maintaining a consistent strategy while adapting to changing market conditions.
Terry Smith Letters
| Letter | Fund Name | Ticker | Date | View |
|---|---|---|---|---|
| 2025 Q4 | Fundsmith Equity Fund | AAPL, ADP, AMZN, BF-B, CHD, COLPF, EL.PA, FTNT, GOOGL, IDXX, INTU, META, MSFT, NVDA, NVO, PEP, PM, TSLA, WKL.AS, ZTS | Jan 09, 2026 | View |
| 2025 Q2 | Fundsmith Equity Fund | BF-B, COLOB.CO, EL.PA, GOOGL, IDXX, INTU, MC.PA, META, MSFT, NVO, OR.PA, PEP, PM, WAT, ZTS | Jul 08, 2025 | View |
| 2025 Q1 | Fundsmith Equity Fund | ADP, BF-B, IDXX, MAR, MC.PA, META, MSFT, NVO, OR.PA, OTIS, PM, SYK, UL, V, WAT | Apr 14, 2025 | View |
| 2024 Q4 | Fundsmith Equity Fund | AAPL, ADP, AMZN, ATCO-A.ST, BF-B, DEO, GOOGL, IDXX, LLY, META, MKC, MSFT, NKE, NVDA, NVO, OR.PA, PM, SAP.DE, SYK, TXN | Jan 13, 2025 | View |
| 2024 Q3 | Fundsmith Equity Fund | ADP, AMS.PA, COLOB.CO, IDXX, MAR, MC.PA, META, MSFT, NVO, OR.PA, OTIS, PM, SYK, V | Sep 30, 2024 | View |
| 2024 Q2 | Fundsmith Equity Fund | AAPL, AMZN, BF-B, GOOGL, IDXX, META, MSFT, NKE, NOVO-B.CO, NVDA, OR.PA, SYK, TXN, WAT | Jul 08, 2024 | View |
| 2024 Q1 | Fundsmith Equity Fund | ADP, AMS.PA, BF-B, GOOGL, IDXX, MC.PA, META, MKC, MSFT, NKE, NVO, OR.PA, PM, SYK, V | Apr 15, 2024 | View |
| 2023 Q4 | Fundsmith Equity Fund | AAPL, ADBE, AMZN, BF.B, DEO, EL, FTNT, GOOGL, IBM, IDXX, MAR, META, MKC, MSFT, MTD, NVDA, NVO, OR.PA, PG, TSLA | Sep 01, 2024 | View |
| 2023 Q3 | Fundsmith Equity Fund | ADP, FTNT, IDXX, MC.PA, META, MKC, MSFT, MTD, NKE, NVO, OR.PA, PG, PM, SYK, V, WAT | Oct 31, 2023 | View |
| 2023 Q2 | Fundsmith Equity Fund | AAPL, ADBE, ADP, AMS.MC, AMZN, COLOB.CO, EL, GOOGL, IDXX, MC.PA, META, MKC, MSFT, MTD, NVO, OR.PA, PEP, PG, PM, SYK, WAT | Jul 07, 2023 | View |
| 2023 Q1 | Fundsmith Equity Fund | ADBE, ADP, BF-B, EL, IDXX, MC.PA, META, MKC, MSFT, NVO, OR.PA, PM, SYK, V, WAT | Mar 31, 2023 | View |
| 2022 Q4 | Fundsmith Equity Fund | Nov 01, 2023 | View | |
| 2022 Q3 | Fundsmith Equity Fund | Sep 30, 2022 | View | |
| 2022 Q2 | Fundsmith Equity Fund | Jun 30, 2022 | View | |
| 2022 Q1 | Fundsmith Equity Fund | Mar 31, 2022 | View |
