Terry Smith
Fundsmith · portfólio 13,6 mld. USD · 41 pozícií · stav k 30.06.2026 (hlásenie podané 14.08.2026)
Nové nákupy v poslednom štvrťroku
UBERUber Technologies Inc4.73 %
MAMastercard Incorporated4.69 %
TSMTaiwan Semiconductor Manufac4.02 %
NFLXNetflix Inc.3.66 %
GEVGe Vernova Inc3.53 %
APPApplovin Corp2.63 %
TJXTjx Cos Inc New2.52 %
NXTNextpower Inc2.49 %
VEEVVeeva Sys Inc1.06 %
YUMYum Brands Inc0.65 %
FICOFair Isaac Corp0.16 %
IDCCInterdigital Inc0.13 %
ORLYOreilly Automotive Inc0.11 %
Úplne predal v poslednom štvrťroku
Catalyst Pharmaceuticals IncCatalyst Pharmaceuticals Incpredané
HDHome Depot Incpredané
Mettler Toledo InternationalMettler Toledo Internationalpredané
Otis Worldwide CorpOtis Worldwide Corppredané
Qualys IncQualys Incpredané
Zoetis IncZoetis Incpredané
Celé portfólio
| Firma | Podiel | Zmena |
|---|---|---|
| MARMarriott Intl Inc New | 7.02 % | ▼ odpredal −23 % |
| SYKStryker Corporation | 6.72 % | ▼ odpredal −5 % |
| WATWaters Corp | 6.25 % | ▼ odpredal −29 % |
| VVisa Inc | 5.08 % | ▼ odpredal −35 % |
| UBERUber Technologies Inc | 4.73 % | nový |
| MAMastercard Incorporated | 4.69 % | nový |
| GOOGLAlphabet Inc | 4.64 % | ▼ odpredal −40 % |
| CHDChurch & Dwight Co Inc | 4.58 % | ▼ odpredal −3 % |
| PGProcter & Gamble Co | 4.38 % | ▼ odpredal −3 % |
| MSFTMicrosoft Corp | 4.36 % | ▼ odpredal −23 % |
| METAMeta Platforms Inc | 4.34 % | ▼ odpredal −20 % |
| ADPAutomatic Data Processing In | 4.27 % | ▼ odpredal −33 % |
| FTNTFortinet Inc | 4.09 % | ▼ odpredal −41 % |
| TSMTaiwan Semiconductor Manufac | 4.02 % | nový |
| IDXXIdexx Labs Inc | 3.93 % | ▼ odpredal −30 % |
| TXNTexas Instrs Inc | 3.93 % | ▼ odpredal −31 % |
| PMPhilip Morris Intl Inc | 3.86 % | ▼ odpredal −43 % |
| NFLXNetflix Inc. | 3.66 % | nový |
| GEVGe Vernova Inc | 3.53 % | nový |
| APPApplovin Corp | 2.63 % | nový |
| TJXTjx Cos Inc New | 2.52 % | nový |
| NXTNextpower Inc | 2.49 % | nový |
| VEEVVeeva Sys Inc | 1.06 % | nový |
| YUMYum Brands Inc | 0.65 % | nový |
| MSCIMsci Inc | 0.22 % | ▼ odpredal −17 % |
| Medpace Hldgs IncMedpace Hldgs Inc | 0.2 % | ▼ odpredal −16 % |
| Nutanix IncNutanix Inc | 0.2 % | ▼ odpredal −7 % |
| Badger Meter IncBadger Meter Inc | 0.19 % | ▲ prikúpil +23 % |
| Clorox Co DelClorox Co Del | 0.19 % | ▲ prikúpil +5 % |
| Rollins IncRollins Inc | 0.19 % | bez zmeny |
| Manhattan Associates IncManhattan Associates Inc | 0.18 % | ▲ prikúpil +43 % |
| Napco Sec Technologies IncNapco Sec Technologies Inc | 0.17 % | ▲ prikúpil +58 % |
| FICOFair Isaac Corp | 0.16 % | nový |
| Sabre CorpSabre Corp | 0.14 % | bez zmeny |
| IDCCInterdigital Inc | 0.13 % | nový |
| ORLYOreilly Automotive Inc | 0.11 % | nový |
| Vertiv Holdings CoVertiv Holdings Co | 0.1 % | ▼ odpredal −54 % |
| VRSNVerisign Inc | 0.1 % | ▼ odpredal −51 % |
| Adma Biologics IncAdma Biologics Inc | 0.1 % | bez zmeny |
| Doximity IncDoximity Inc | 0.1 % | ▼ odpredal −6 % |
| Paycom Software IncPaycom Software Inc | 0.09 % | ▼ odpredal −54 % |