Terry Smith - Fundsmith Portfolio Performance Analysis (Q2 2026)
Investment performance metrics based on historical 13F filings data.
Data Coverage: March 2013 to June 2026 • Initial Portfolio Value: $0.00B
Performance calculated from first filing in our database. This may not represent the investor's entire career.
Portfolio Growth (Since First Filing)
+13.65B
+9,999%+
Winning Positions
+68.24%
58 wins / 85 positions
Average Gain (Winners)
$299.37M
+9,999%+ avg per position
Active Positions
41
15 losing positions
Portfolio Value Over Time
Total Positions Tracked
85
All holdings over time
Win/Loss Ratio
3.87
58 gains / 15 losses
Active vs. Exited
41 / 44
Current positions / Exited
Position Performance
Performance calculated from first appearance in 13F filings. Initial values represent position value when first tracked, not actual purchase prices.
| Symbol | Company | Sector | Entry | Status | Initial Value | Current Value | Gain/Loss | Return % |
|---|---|---|---|---|---|---|---|---|
| EL | Estee Lauder Companies, Inc. (T | Consumer Defensive | Sep 2016 | EXITED | $303.80K | $1.06B | $1.06B | +9,999%+ |
| MAR | Marriott International | Consumer Cyclical | Mar 2015 | ACTIVE | $3.96K | $958.26M | $958.25M | +9,999%+ |
| SYK | Stryker Corporation | Healthcare | Mar 2013 | ACTIVE | $122.04K | $917.39M | $917.27M | +9,999%+ |
| PEP | Pepsico, Inc. | Consumer Defensive | Mar 2013 | EXITED | $66.14K | $861.22M | $861.15M | +9,999%+ |
| WAT | Waters Corporation | Healthcare | Mar 2013 | ACTIVE | $55.25K | $852.70M | $852.65M | +9,999%+ |
| MTD | Mettler-Toledo International, I | Healthcare | Mar 2022 | EXITED | $566.58K | $717.01M | $716.45M | +9,999%+ |
| ADBE | Adobe Inc. | Technology | Mar 2022 | EXITED | $876.25K | $709.85M | $708.98M | +9,999%+ |
| AMZN | Amazon.com, Inc. | Consumer Cyclical | Sep 2021 | EXITED | $1.21M | $700.08M | $698.87M | +9,999%+ |
| V | Visa Inc. | Financial Services | Mar 2013 | ACTIVE | $20.94K | $692.98M | $692.96M | +9,999%+ |
| GOOGL | Alphabet Inc. | Communication Services | Dec 2021 | ACTIVE | $1.21M | $633.74M | $632.53M | +9,999%+ |
Important Note: Data Limitations
These metrics are based on 13F filing data which has significant limitations:
- Quarterly Snapshots Only: 13F filings show positions at quarter-end, not actual transaction prices
- No Transaction Prices: We cannot determine actual buy/sell prices, only end-of-quarter values
- Performance Estimates: Gains/losses are calculated from first appearance to last update using quarterly values
- Missing Data: Intra-quarter trades, dividends, corporate actions, and exact timing are not captured
- Educational Only: These metrics are estimates for understanding general investment patterns, not actual realized returns
Use these metrics for informational and educational purposes only. They represent broad trends, not precise investment performance.