Elite Manager Tracking

The Top 150 BSDs

Real-time 13F holding analysis for the industry's most influential institutional investors. Track conviction shifts, new entries, and structural exits.

Home Letters Funds Account

Terry Smith — Institutional Investor Profile | Buyside Digest

Terry Smith

✓ Verified

Institutional Investor • Fundsmith Equity Fund

Value

$37.2B

Stocks

41 Stocks

Turnover

100.0%

CIK

0001569205EDGAR ↗

Website ↗

Top Holdings

MAR(3.51%) STRY(3.36%) WAT(3.12%) V(2.54%) UBER(2.36%)

About Investor

Terry Smith, known as the 'English Warren Buffett,' founded Fundsmith LLP in 2010 and has served as CEO/Chief Investment Officer and portfolio manager since the fund's inception. Smith has achieved superior investment returns using strategies similar to Warren Buffett, focusing on long-term value creation through quality company selection. He demonstrates strong alignment with investor interests by investing over £250 million of his own money in the fund. Smith leads a experienced team including Mark Aubrey Seymour Laurence as Chief Operating Officer, Paul Richard Mainwaring as Chief Financial Officer, and Julian Robins as Managing Partner. Under Smith's leadership, Fundsmith LLP has grown to become the largest active equity mutual fund manager in the UK, managing £24 billion globally as of December 2025.

Investor Philosophy

Investment philosophy details pending verification.

Terry Smith Top Holdings

Ticker	P/C	Company Name	Sector	Market Value	Weight	% Chg
MAR	None	Marriott International	Consumer Discretionary	$958.3M	3.5%	No Change
STRY	None	Stryker Corporation	Industrials	$917.4M	3.4%	-99.9%
WAT	None	Waters Corporation	Health Care	$852.7M	3.1%	No Change
V	None	Visa Inc.	Financials	$693.0M	2.5%	No Change
UBER	None	Uber Technologies, Inc.	Information Technology	$645.3M	2.4%	No Change
MA	None	Mastercard Incorporated	Financials	$639.5M	2.3%	No Change
GOOG	None	Alphabet Inc.	Communication Services	$633.7M	2.3%	No Change
CHD	None	Chase	General	$625.5M	2.3%	No Change
PG	None	Procter & Gamble	Consumer Staples	$598.1M	2.2%	No Change
MSFT	None	Microsoft Corporation	Information Technology	$595.6M	2.2%	No Change

Recent Buys (13F)

Ticker	Amount	% Chg	Weight	Status
No recent buys.

Recent Sells (13F)

Ticker	Amount	% Chg	Weight	Status
SYKStryker Corporation	$917391.2M	-100.0%	0.0%	Sold Out
STRYStryker Corporation	$917.4M	-99.9%	3.4%	Decreased

13F Sector Breakdown

Information Technology12.4%

Communication Services7.6%

Health Care5.8%

Industrials5.3%

Consumer Discretionary5.3%

Sector	Stocks	Value	Exposure
Information Technology	13	$3395.2M	12.4%
Communication Services	4	$2084.3M	7.6%
Health Care	6	$1589.7M	5.8%
Industrials	4	$1436.0M	5.3%
Consumer Discretionary	5	$1432.3M	5.3%
Financials	2	$1332.4M	4.9%
General	3	$1204.0M	4.4%
Consumer Staples	3	$1151.1M	4.2%
Technology	1	$24.1M	0.1%