Terry Smith · quarter digest
What Terry Smith did in Q1 2024
Fundsmith filed 1 moves in Q1 2024: 0 new, 1 add, 0 trim, 0 exit.
13F filed 2024-05-15. Manager quality score: q9. Philosophy: Buy good companies. Don't overpay. Do nothing.
Adds · 1
Adding to conviction
ADD +5%·10.0% book·+6
“Microsoft add.”
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Current top holdings
Terry Smith’s book, latest snapshot
Not investment advice. Data from 13F filings with HoldLens parsing. Methodology.