Terry Smith · quarter digest
What Terry Smith did in Q2 2024
Fundsmith filed 3 moves in Q2 2024: 0 new, 2 add, 1 trim, 0 exit.
13F filed 2024-08-14. Manager quality score: q9. Philosophy: Buy good companies. Don't overpay. Do nothing.
Adds · 2
Adding to conviction
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Trims · 1
Taking chips off
MSFTMICROSOFT CORP
TRIM -6%·13.0% book·+6
Current top holdings
Terry Smith’s book, latest snapshot
Not investment advice. Data from 13F filings with HoldLens parsing. Methodology.