Last updated Mar 8, 2026
Terry Smith runs Fundsmith LLP, a multi-strategy investment firm tracked here via SEC 13F filings. As of the Q4 2025 13F filing, the disclosed long-equity portfolio is valued at $17.1B across 37 positions. The largest holdings are WATERS CORP, STRYKER CORPORATION, and IDEXX LABS INC (WATERS CORP alone is 7.9% of the book).
New positions opened in the latest quarter include ADMA BIOLOGICS INC and NUTANIX INC.
Key takeaways
Last updated Mar 8, 2026
Terry Smith runs Fundsmith LLP, a multi-strategy investment firm tracked here via SEC 13F filings. As of the Q4 2025 13F filing, the disclosed long-equity portfolio is valued at $17.1B across 37 positions. The largest holdings are WATERS CORP, STRYKER CORPORATION, and IDEXX LABS INC (WATERS CORP alone is 7.9% of the book).
New positions opened in the latest quarter include ADMA BIOLOGICS INC and NUTANIX INC.
Key takeaways
