Historical portfolio replay
Terry Smith / Fundsmith snapshot: 3 years replay
A normalized view of Fundsmith LLP’s six largest disclosed long equity positions at June 30, 2026. This is a manager-level SEC filing, not Terry Smith’s personal account or a complete Fundsmith Equity Fund holdings list.
Historical close-price movement · weights applied once at the start · no trades or rebalancing.
Historical result
What $10,000 would have become
- Estimated value
- $15,436
- Historical change
- +54.4%
- Data through
- Oct 9, 2026
Allocation
Terry Smith / Fundsmith snapshot holdings
| Ticker | Company | Weight |
|---|---|---|
| MAR | Marriott International | 20.4% |
| SYK | Stryker | 19.5% |
| WAT | Waters | 18.1% |
| V | Visa | 14.7% |
| UBER | Uber Technologies | 13.7% |
| MA | Mastercard | 13.6% |
Method
How this historical replay works
Each allocation weight is applied once at the beginning of the selected window. The result is a close-price illustration—not a brokerage record, trade history, rebalancing plan, recommendation, or projection.
Source: SEC Form 13F-HR · Fundsmith LLP.
Snapshot date: 2026-06-30
Source reviewed: 2026-10-03
Weights normalize Marriott, Stryker, Waters, Visa, Uber, and Mastercard by reported market value. All remaining filing positions are outside this selection. The LLP filing must not be confused with a single fund or Fundsmith Investment Services Ltd.’s separate filing. Form 13F is delayed and excludes non-reportable exposures.
Historical windows