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Terry Smith
Fundsmith Equity Fund
Quality-focused investor with mantra 'Buy good companies, don't overpay, do nothing'. Seeks resilient businesses with pricing power and high returns.
Updated: 30 Sept 2025
Top Holdings
MSFT
Microsoft Corp
14.3%
META
Meta Platforms
12.7%
GOOGL
Alphabet Inc
11.2%
V
Visa Inc
9.8%
MA
Mastercard Inc
8.5%
NVDA
NVIDIA Corp
7.6%
ASML
ASML Holding
6.4%
ADBE
Adobe Inc
5.9%
ORCL
Oracle Corp
4.7%
SAP
SAP SE
3.8%
Allocation
Portfolio Breakdown
MSFT
META
GOOGL
V
MA
NVDA
ASML
ADBE
ORCL
SAP