Terry Smith’s Top 5 Positions Represent 43.49% Of The Total Portfolio

In the most recent 13F, Terry Smith’s Fundsmith LLP reported a portfolio valued at $23.02 billion, with the top five holdings making up a substantial 43.49% of total assets. Smith, often described as a buy-and-hold investor with a focus on high-quality growth companies, continues to emphasize durable franchises with strong cash generation. Below is a detailed look at each of the top five positions.Meta Platforms Inc. (META) – 11.44%Fundsmith’s largest holding is Meta Platforms, with 3.57M shares worth $2.63 ...