Terry Smith · quarter digest
What Terry Smith did in Q1 2025
Fundsmith filed 16 moves in Q1 2025: 1 new, 5 add, 8 trim, 2 exit.
13F filed 2025-05-15. Manager quality score: q9. Philosophy: Buy good companies. Don't overpay. Do nothing.
New positions · 1
Fresh money
INTUINTUIT
NEW·0.5% book·−20
Adds · 5
Adding to conviction
TXNTEXAS INSTRS INC
ADD +60%·2.2% book·−9
ZTSZOETIS INC
ADD +1020%·1.9% book·+1
PAYCPAYCOM SOFTWARE INC
ADD +28%·0.4% book·−11
QLYSQUALYS INC
ADD +31%·0.4% book·−11
DOCSDOXIMITY INC
ADD +67%·0.3% book·−5
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Remove with Pro →Trims · 8
Taking chips off
METAMETA PLATFORMS INC
TRIM -15%·10.2% book·+3
MSFTMICROSOFT CORP
TRIM -13%·9.2% book·−8
VVISA INC
TRIM -11%·6.6% book·−14
ADPAUTOMATIC DATA PROCESSING IN
TRIM -10%·6.3% book·−15
VRSNVERISIGN INC
TRIM -9%·0.7% book·−12
VRSKVERISK ANALYTICS INC
TRIM -21%·0.4% book·−16
EFXEQUIFAX INC
TRIM -35%·0.3% book·+5
MAMASTERCARD INCORPORATED
TRIM -23%·0.1% book·0
Exits · 2
Closed positions
PEPPEPSICO INC
EXIT·0.0% book·−9
IDEXIDEX CORP
EXIT·0.0% book·−4
Current top holdings
Terry Smith’s book, latest snapshot
Other quarters for Terry Smith
Not investment advice. Data from 13F filings with HoldLens parsing. Methodology.