Terry Smith – Top 10 Holdings – Latest 13F

One of the best resources for investors are the publicly available 13F-HR documents that each fund is required to submit to the SEC. These documents allow investors to track their favorite superinvestors, their fund’s current holdings, plus their new buys and sold out positions. We spend a lot of time here at The Acquirer’s Multiple digging through these 13F-HR documents to find out which superinvestors hold positions in the stocks listed in our Stock Screeners.

As a new weekly feature, we’re now providing the top 10 holdings from some of our favorite superinvestors based on their latest 13F-HR documents.

This week we’ll take a look at superinvestor Terry Smith (6-30-2023). The current market value of his portfolio is $23,833,246,207 with a top 10 holdings concentration of 65.57%.

Top 10 Holdings

Symbol	Stock	Activity	%	Shares	Value
MSFT	Microsoft Corp	-18,510	13	9,012,591	$3,069,147
SYK	Stryker Corp	13,332	7	5,511,645	$1,681,547.00
META	Meta Platforms Inc	-11,134	7	5,653,137	$1,622,337
PM	Philip Morris International	-678,947	6	15,784,916	$1,540,923
IDXX	IDEXX Laboratories Inc	7,355	6	2,961,551	$1,487,379
V	Visa Inc	147,863	6	5,761,283	$1,368,189
MKC	Mccormick & Co	-31,481	6	15,467,107	$1,349,195
PEP	Pepsico Inc	-13,570	5	6,644,967	$1,230,780
ADP	Automatic Data Processing	-15,598	5	5,526,368	$1,214,640
EL	Estee Lauder Companies	-9,807	4	5,418,525	$1,064,089