Fundsmith LLP, under direction of Terry Smith has filed its 13F form on August 14, 2024 for Q2 2024 where it was disclosed a total value porftolio of $24 Billion distributed in 40 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $3.19B, Meta Platforms, Inc. with a value of $2.46B, Stryker Corp with a value of $1.82B, Philip Morris International Inc. with a value of $1.47B, and Visa Inc. with a value of $1.46B.

Examining the 13F form we can see an decrease of $906M in the current position value, from $24.9B to 24B.

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 $24 Billion
Healthcare: $5.05 Billion
Technology: $4.76 Billion
Consumer Defensive: $4.69 Billion
Communication Services: $3.7 Billion
Industrials: $2.42 Billion
Consumer Cyclical: $1.8 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
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 40
  • Current Value $24 Billion
  • Prior Value $24.9 Billion
  • Filing
  • Period Q2 2024
  • Filing Date August 14, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 0 stocks
  • Additional Purchases 3 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 37 stocks
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