Terry Smith · quarter digest
What Terry Smith did in Q1 2026
Fundsmith filed 18 moves in Q1 2026: 0 new, 0 add, 15 trim, 3 exit.
13F filed 2026-05-15. Manager quality score: q9. Philosophy: Buy good companies. Don't overpay. Do nothing.
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Remove with Pro →Trims · 15
Taking chips off
MARMARRIOTT INTL INC NEW
TRIM -15%·8.6% book·−14
SYKSTRYKER CORPORATION
TRIM -17%·7.8% book·−11
WATWATERS CORP
TRIM -10%·7.5% book·+3
VVISA INC
TRIM -12%·7.3% book·−10
GOOGLALPHABET INC
TRIM -16%·6.6% book·−26
PFEPHILIP MORRIS INTL INC
TRIM -17%·6.6% book·−6
IBKRIDEXX LABS INC
TRIM -22%·6.4% book·−11
ADPAUTOMATIC DATA PROCESSING IN
TRIM -8%·6.1% book·−17
MSCIMSCI INC
TRIM -61%·0.3% book·+12
MEDPMEDPACE HLDGS INC
TRIM -24%·0.2% book·−15
PAYCPAYCOM SOFTWARE INC
TRIM -58%·0.2% book·−10
QLYSQUALYS INC
TRIM -65%·0.2% book·−11
VRSNVERISIGN INC
TRIM -58%·0.2% book·−12
DOCSDOXIMITY INC
TRIM -58%·0.1% book·−5
SABRESABRE CORP
TRIM -58%·0.1% book·−9
Exits · 3
Closed positions
Current top holdings
Terry Smith’s book, latest snapshot
Other quarters for Terry Smith
Not investment advice. Data from 13F filings with HoldLens parsing. Methodology.