Terry Smith’s Portfolio

Founder & CIO · Fundsmith

Britain's best-known quality investor — 'buy good companies, don't overpay, do nothing.' The 13F shows the U.S. holdings of his global equity strategy.

Fundsmith LLP reported $12.8B in 13F holdings for the quarter ending 2026-03-31, concentrated in healthcare with leading positions in MAR, SYK, WAT. Read the full Q2 2026 analysis →

Data source: Fundsmith’s SEC Form 13F-HR filings, most recently filed Aug 14, 2026. 13F filings disclose long U.S. equity positions only, with up to a 45-day lag. How we process this data →