Terry Smith's top holdings (May 2025) include Facebook Inc (META), a company that operates as a global social media and technology giant.

Terry Smith is the CEO and CIO of Fundsmith LLP, a fund management company based in London. He is known for his focus on investing in high-quality businesses with a long-term perspective. Smith's investment approach centers around identifying companies with durable competitive advantages.

Meta Platforms Inc (META)

Meta Platforms, operating as Facebook, is a dominant force in social media and digital advertising. Its platforms, including Facebook, Instagram, and WhatsApp, connect billions of users worldwide. The company's market cap currently stands at $1.38T, with the current value of Terry Smith's position at $2.5B. The company's discounted cash flow analysis suggests a value of $591.04 per share. Analysts have set a price target of $766.0 for Meta.

Here's an overview of Terry Smith's trades in Meta Platforms Inc:

Microsoft Corporation (MSFT)

Microsoft is a multinational technology corporation renowned for its software products, including the Windows operating system and the Office suite. The company also has a significant presence in cloud computing through its Azure platform. Microsoft has a market capitalization of $2.91T, and the current value of Terry Smith's holding is $2.45B. Furthermore, the company's discounted cash flow value is estimated at $364.96. Analysts have set a price target of $503.0 for Microsoft.

Here's an overview of Terry Smith's trades in Microsoft Corporation:

Stryker Corp. (SYK)

Stryker is a leading medical technology company offering a wide range of products and services in orthopaedics, medical and surgical equipment, and neurotechnology. The company serves hospitals, physicians, and other healthcare professionals. Terry Smith's position in Stryker is currently valued at $1.99B, while the company's market cap is $139.34B. The company's discounted cash flow suggests a value of $319.54 per share. Analysts have set a price target of $425.0 for Stryker.

Here's an overview of Terry Smith's trades in Stryker Corp.:

Philip Morris International Inc (PM)

Philip Morris International is a global tobacco company that manufactures and sells cigarettes, smokeless tobacco, and related products. The company's portfolio includes well-known brands like Marlboro. Philip Morris International has a market capitalization of $264.98B, with Terry Smith's position currently valued at $1.93B. The company's discounted cash flow analysis indicates a value of $227.48.

Here's an overview of Terry Smith's trades in Philip Morris International Inc:

Visa Inc (V)

Visa is a global payments technology company that facilitates electronic funds transfers worldwide. It provides transaction processing services to financial institutions, merchants, and consumers. The company's market cap stands at $654.78B, while the current value of Terry Smith's holding is $1.6B. The company's discounted cash flow suggests a value of $257.67 per share. Analysts have set a price target of $361.0 for Visa.

Here's an overview of Terry Smith's trades in Visa Inc: