Terry Smith Portfolio Holdings

Fundsmith LLP

  • $21.6 Billion
  • Q1 2025

Fundsmith LLP, under direction of Terry Smith has filed its 13F form on May 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $21.6 Billion distributed in 38 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Meta Platforms, Inc. with a value of $2.24B, Microsoft Corp with a value of $2.02B, Stryker Corp with a value of $1.89B, Philip Morris International Inc. with a value of $1.72B, and Visa Inc. with a value of $1.45B.

Examining the 13F form we can see an decrease of $1.44B in the current position value, from $23.1B to 21.6B.

Fundsmith LLP is based out at London, X0

Below you can find more details about Terry Smith portfolio as well as his latest detailed transactions.

Portfolio value $21.6 Billion
Healthcare: $5.61 Billion
Technology: $3.8 Billion
Consumer Defensive: $3.35 Billion
Communication Services: $3.3 Billion
Industrials: $2.3 Billion
Consumer Cyclical: $1.69 Billion
Financial Services: $1.57 Billion

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$6.89B
$97.4 Million 0.45% of portfolio
733,892
Q2 2024 Reduced 3.05%
$5.34B
$90.5 Million 0.42% of portfolio
718,602
Q1 2025 Added 31.13%
$6.18B
$69 Million 0.32% of portfolio
1,189,882
Q1 2025 Added 67.47%
$3.88B
$67.8 Million 0.31% of portfolio
836,477
Q3 2024 Reduced 17.84%
$2.61B
$52.2 Million 0.24% of portfolio
2,151,274
Q1 2025 New
$9.36B
$38.9 Million 0.18% of portfolio
127,537
Q4 2024 New
Terry Smith

Terry Smith

Terry Smith is the founder and CEO of Fundsmith, a successful investment firm that focuses on value investing. Smith is known for his expertise in value investing and his disciplined approach to investing. He has generated strong returns for his clients over the long term.
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Summary

  • Portfolio
  • No. of Stocks 38
  • Current Value $21.6 Billion
  • Prior Value $23.1 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 15, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 2 stocks
  • Additional Purchases 5 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 20 stocks
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