Terry Smith's Fundsmith opened a new position in Nextpower Inc (NXT) in 2026 Q2, according to the 13F-HR filed with the SEC on August 14, 2026. The filing lists 2.86M shares worth about $340.3M at June 30, 2026, 2.49% of the reported portfolio. NXT enters the book as the 22nd largest of 41 stock positions.
What did the 2026 Q2 filing report for NXT?
As of June 30, 2026, from the 13F-HR filed August 14, 2026.
| Value | |
|---|---|
| Shares | 2.86M |
| Reported value | $340.3M |
| Portfolio weight | 2.49% |
| Rank in portfolio | 22nd of 41 |
How big is the new NXT position?
Terry Smith opened 13 stock positions in 2026 Q2; NXT is the 8th largest of them by weight. An average stock position in the Terry Smith portfolio is 2% of the reported value, so the new name starts at about the fund's typical size.
Where does NXT sit in the Terry Smith portfolio?
NXT ranks 22nd of 41 stock positions in the Terry Smith portfolio at 2.49%, about the fund's average stock position of 2%. The NXT purchase was the 15th largest of the quarter's 44 position changes by percent change to portfolio. The largest stock position is MAR at 7.02%. Next come SYK at 6.72% and WAT at 6.25%. The three largest stocks together are 19.99% of the book. Across the 2026 Q2 portfolio, Terry Smith reported 41 stock positions, with 13 opened and 6 closed. The total portfolio value is about $13.6B, up 6% from the prior quarter.
Has Terry Smith held NXT before?
Terry Smith has not reported NXT before in the filings we track. Our data starts with the quarter ended June 30, 2013.
FAQ
How many NXT shares does Terry Smith hold?
Terry Smith holds 2.86M shares of NXT as of June 30, 2026, worth about $340.3M.
What is NXT's weight in the Terry Smith portfolio?
NXT is 2.49% of the Terry Smith portfolio and ranks 22nd of 41 stocks by weight.
Has Terry Smith owned NXT before?
No. Terry Smith has not reported NXT before in the filings we track, which start with the quarter ended June 30, 2013.