Terry Smith

Summary

Terry Smith disclosed 27 positions in its latest 13F (2026 Q2), a portfolio value of ~$4.52B, across 7 sectors; top holdings MAR, SYK, WAT. This quarter: 9 new, 4 added, 14 trimmed, 6 closed. Data from public SEC 13F filings, delayed up to ~45 days.

Portfolio value$4.52B

Holdings27incl. options

Sectors7

Latest filing2026 Q2

New9$1.03B

Added4$330.85M

Trimmed14$949.94M

Sold6$490.35M

View original SEC filing

Guru playbook

This quarter at a glance

Balanced bookDiversifiedHigh turnover · active

Circle of competence (by value)

Technology17%

Consumer Staples13%

Communication Services12%

Biggest new buy

UBERUBER TECHNOLOGIES INC

New buy · of book 4.7%

Biggest add

TSMTAIWAN SEMICONDUCTOR-SP ADR

Added · of book 4.3%

Biggest exit

MTDMETTLER-TOLEDO INTERNATIONAL

Exited · was ~$280.94M

⚠️ Tags are auto-derived from public 13F holdings.

Position-weight treemap

By share of portfolio value (2026 Q2, common stock only, top 25).

Sector breakdown

By value (positions with no sector fall under “Uncategorized”).

Public SEC 13F filings may appear up to 45 days after quarter-end; STOCK Act / OGE trade filings are generally due within 45 days but may be late. Partial data only — research, not investment advice.