Terry Smith Portfolio Analysis: Concentration in Top Holdings as of March 31, 2026
An analysis of Terry Smith's portfolio concentration as of March 31, 2026, highlighting key holdings and their allocation percentages.
Terry Smith's investment portfolio, as of March 31, 2026, shows significant concentration in a select group of holdings. The portfolio, valued at approximately $4.4 billion, is dominated by a few key stocks, with Marriott International Inc New (MAR) leading the way at an 8.9% allocation.
MARRIOTT INTL INC NEW (MAR) stands as the largest holding, representing a substantial portion of the portfolio. Other major positions include STRYKER CORPORATION (SYK) at 8.85%, WATERS CORP (WAT) at 7.41%, and ALPHABET INC (GOOGL) at 7.4%. The portfolio demonstrates a clear tilt towards specific sectors, with multiple holdings in Healthcare and Communication Services.
The investor's position in STRYKER CORPORATION (SYK) is particularly noteworthy, holding nearly 9% of the portfolio. Similarly, MARRIOTT INTL INC NEW (MAR) and WATERS CORP (WAT) each represent significant portions of the assets. The portfolio also includes notable positions in VISA INC (V) and METTLER TOLEDO INTERNATIONAL (MTD).
Terry Smith's portfolio exhibits significant concentration in specific sectors, primarily Healthcare and Communication Services. The top ten holdings account for a substantial portion of the total portfolio value, reflecting a focused investment approach.
The investor's stake in ALPHABET INC (GOOGL) has decreased significantly, with a 41.72% reduction in shares during the prior period. Similarly, META PLATFORMS INC (META) saw a substantial reduction of 33.7% in share holdings. These changes highlight dynamic shifts within the concentrated portfolio.
For more information on Terry Smith's investment profile, visit https://www.insiderset.com/investor/terry-smith-fundsmith-investment-services. Detailed analysis of individual holdings can be found at MAR, SYK, WAT, and other relevant stock pages.