Terry Smith · quarter digest

What Terry Smith did in Q2 2024

Fundsmith filed 1 moves in Q2 2024: 0 new, 1 add, 0 trim, 0 exit.

13F filed 2024-08-14. Manager quality score: q9. Philosophy: Buy good companies. Don't overpay. Do nothing.

Adds · 1

Adding to conviction

ADD +6%·9.0% book·+6

“Novo Nordisk add.”

Current top holdings

#	Ticker	Weight	Conviction
1	MSFT Microsoft	11.2%	−8
2	MA Mastercard	9.8%	0
3	NOVO Novo Nordisk	8.4%	+6
4	META Meta Platforms	6.5%	+3
5	LLY Eli Lilly	5.9%	−6
6	V Visa	5.4%	−14

Other quarters for Terry Smith

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