Superinvestor · snapshot Q4 2025
Terry Smith
Fundsmith LLP
qualitygrowth
UK-based global quality investor. Three rules: only invest in good companies, don't overpay, do nothing. Long-term ownership of a small set of high-ROCE franchises.
Prism interpretation
“Global high-ROCE franchises — consumer staples, software, and payments.”
Concentration profile
Positions
7
Top 1
19%
Top 5
78%
Top 10
100%
Effective N
6.7
Holdings · 7
Curated summaryClick any ticker for the full Prism report.
How this book compares
5 of Terry Smith's holdings also appear in at least one other tracked portfolio. Cross-held names are flagged above with the +N others mark. The full consensus book is available on the Grand Portfolio page.
Tracked alongside 29 other superinvestors.