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HoldLens
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

#TickerWeight
1MSFT
Microsoft
11.2%
2MA
Mastercard
9.8%
3NOVO
Novo Nordisk
8.4%
4META
Meta Platforms
6.5%
5LLY
Eli Lilly
5.9%
6V
Visa
5.4%

Not investment advice. Data from 13F filings with HoldLens parsing. Methodology.