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Terry Smith 13F portfolio summary

Terry Smith of FUNDSMITH LLP has 34 current stock holdings with a reported portfolio value of $12.83B. The portfolio 1 year return is +1.86%. Top holdings include MAR (8.59%), SYK (7.84%), WAT (7.46%), V (7.31%), GOOGL (6.63%).

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Terry Smith

FUNDSMITH LLP
Latest filing: 2026-03-31

Terry Smith runs FUNDSMITH LLP and currently holds 34 stock positions, which is fewer than the average of 496 among the investors we track. The portfolio is valued at approximately $12.83B. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. Terry Smith ranks #69 out of 75 investors tracked based on their composite Alpha Score. Their current best-performing position is VRT (VERTIV HOLDINGS CO) with returns of +54.67% from their average buy price, held for approximately 4.0 quarters. Over the past year, Terry Smith's portfolio at FUNDSMITH LLP has delivered returns of +1.86%. Their 3-year annualized return is +25.82%. Looking at the 5-year horizon, Terry Smith has achieved +19.92% annualized returns at FUNDSMITH LLP.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+1.86%
#70/75
3 Year
+25.82%
#73/75
5 Year
+19.92%
#66/75

Portfolio Value

$12.83B

Alpha Score

15.2

#69 of 75

Holdings

34

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change