Terry Smith, yang sering dijuluki sebagai "English Warren Buffett," adalah pendiri Fundsmith. Filosofi investasinya sangat sederhana namun ketat: "Buy good companies, don't overpay, do nothing." (Beli perusahaan bagus, jangan bayar kemahalan, dan jangan lakukan apa-apa).
Dia menghindari perusahaan siklikal (seperti bank atau maskapai) dan fokus pada bisnis dengan Return on Capital Employed (ROCE) yang tinggi, arus kas yang kuat, dan ketahanan terhadap perubahan teknologi.
Portofolionya mencerminkan disiplin tinggi untuk memegang saham "Compounder" dalam jangka waktu yang sangat lama, dengan preferensi kuat pada sektor kesehatan, teknologi, dan barang konsumsi.
Data Snapshot
- Portfolio Value (Est. Equity Only): $19,795,225,546 (Sekitar $19.8 Miliar) (Estimasi berdasarkan total nilai aset saham yang tertera dalam laporan).
- Top 5 Assets (Aset Terbanyak):
- Stryker Corp (SYK) - 8.57%
- IDEXX Laboratories Inc (IDXX) - 8.43%
- Alphabet Inc-Cl A (GOOGL) - 7.72%
- Microsoft Corp (MSFT) - 6.76%
- Visa Inc (V) - 6.65%
- Top Sector (Sektor Dominan): Healthcare & Technology (Terry Smith sangat percaya pada inovasi medis dan transformasi digital, terlihat dari dominasi Stryker dan IDEXX di sektor kesehatan, serta Alphabet, Microsoft, dan Visa di sektor teknologi dan pembayaran).
Portofolio
Data diupdate pada 10 Desember 2025, diambil dari Valuesider
| Ticker | Stock | % of Portfolio | Shares* | Reported Price* | % difference Current Price | Value |
|---|---|---|---|---|---|---|
| GOOGL | ALPHABET INC-CL A | 7.72% | 6,289,352 | $243.10 | 🟢 28.47% $312.30 | $1,528,941,471 |
| ADP | AUTOMATIC DATA PROCESSING | 6.39% | 4,311,603 | $293.50 | 🔴 9.88% $264.49 | $1,265,455,481 |
| CPRX | CATALYST PHARMACEUTICALS INC | 0.33% | 3,363,807 | $19.70 | 🟢 16.50% $22.95 | $66,266,998 |
| CHD | CHURCH & DWIGHT CO INC | 3.01% | 6,794,644 | $87.63 | 🔴 4.74% $83.48 | $595,414,654 |
| CLX | CLOROX COMPANY | 0.38% | 613,497 | $123.30 | 🔴 16.62% $102.81 | $75,644,180 |
| DOCS | DOXIMITY INC-CLASS A | 0.50% | 1,355,944 | $73.15 | 🔴 39.89% $43.97 | $99,187,304 |
| FTNT | FORTINET INC | 3.58% | 8,420,092 | $84.08 | 🔴 1.93% $82.46 | $707,961,335 |
| GGG | GRACO INC | 0.39% | 900,545 | $84.96 | 🔴 1.61% $83.59 | $76,510,303 |
| HD | HOME DEPOT INC | 0.17% | 84,860 | $405.19 | 🔴 11.64% $358.01 | $34,384,423 |
| IDXX | IDEXX LABORATORIES INC | 8.43% | 2,610,457 | $638.89 | 🟢 10.53% $706.17 | $1,667,794,873 |
| INTU | INTUIT INC | 2.09% | 604,456 | $682.91 | 🔴 1.03% $675.90 | $412,789,047 |
| MANH | MANHATTAN ASSOCIATES INC | 0.30% | 288,332 | $204.98 | 🔴 15.69% $172.81 | $59,102,293 |
| MAR | MARRIOTT INTERNATIONAL -CL A | 5.56% | 4,228,298 | $260.44 | 🟢 13.87% $296.56 | $1,101,217,931 |
| MEDP | MEDPACE HOLDINGS INC | 0.33% | 127,537 | $514.16 | 🟢 10.22% $566.69 | $65,574,424 |
| META | META PLATFORMS INC-CLASS A | 5.78% | 1,558,664 | $734.38 | 🔴 11.35% $651.00 | $1,144,651,668 |
| MTD | METTLER-TOLEDO INTERNATIONAL | 3.66% | 590,654 | $1,227.61 | 🟢 14.99% $1,411.66 | $725,092,757 |
| MSFT | MICROSOFT CORP | 6.76% | 2,583,369 | $517.95 | 🔴 6.66% $483.47 | $1,338,055,974 |
| MSCI | MSCI INC | 0.48% | 166,619 | $567.41 | 🔴 3.32% $548.59 | $94,541,287 |
| NSSC | NAPCO SECURITY TECHNOLOGIES | 0.39% | 1,779,857 | $42.95 | 🟢 0.56% $43.19 | $76,444,858 |
| NKE | NIKE INC -CL B | 2.16% | 6,129,483 | $69.73 | 🔴 3.23% $67.48 | $427,408,850 |
| ODD | ODDITY TECH LTD-CL A | 0.45% | 1,416,956 | $62.30 | 🔴 28.80% $44.36 | $88,276,359 |
| OTIS | OTIS WORLDWIDE CORP | 2.69% | 5,819,151 | $91.43 | 🔴 4.35% $87.45 | $532,044,976 |
| PAYC | PAYCOM SOFTWARE INC | 0.55% | 523,433 | $208.14 | 🔴 19.78% $166.96 | $108,947,345 |
| PM | PHILIP MORRIS INTERNATIONAL | 5.89% | 7,188,144 | $162.20 | 🔴 7.02% $150.82 | $1,165,916,957 |
| PG | PROCTER & GAMBLE CO/THE | 3.55% | 4,577,040 | $153.65 | 🔴 8.62% $140.41 | $703,262,196 |
| QLYS | QUALYS INC | 0.58% | 870,859 | $132.33 | 🟢 14.49% $151.51 | $115,240,771 |
| ROL | ROLLINS INC | 0.44% | 1,478,629 | $58.74 | 🟢 1.14% $59.41 | $86,854,667 |
| SABR | SABRE CORP | 0.20% | 21,499,095 | $1.83 | 🔴 14.21% $1.57 | $39,343,344 |
| SYK | STRYKER CORP | 8.57% | 4,591,293 | $369.67 | 🔴 4.43% $353.31 | $1,697,263,283 |
| TXN | TEXAS INSTRUMENTS INC | 2.53% | 2,721,881 | $183.73 | 🔴 1.45% $181.07 | $500,091,196 |
| VRSN | VERISIGN INC | 0.38% | 270,634 | $279.57 | 🔴 12.52% $244.56 | $75,661,147 |
| VRT | VERTIV HOLDINGS CO | 0.45% | 591,450 | $150.86 | 🟢 18.06% $178.10 | $89,226,147 |
| V | VISA INC-CLASS A SHARES | 6.65% | 3,854,336 | $341.38 | 🟢 1.36% $346.02 | $1,315,793,224 |
| WAT | WATERS CORP | 5.99% | 3,955,498 | $299.81 | 🟢 30.73% $391.95 | $1,185,897,855 |
| ZTS | ZOETIS INC | 2.67% | 3,615,131 | $146.32 | 🔴 19.71% $117.48 | $528,965,968 |
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Data diupdate pada 10 Desember 2025, diambil dari Valuesider
