Terry Smith · quarter digest
What Terry Smith did in Q2 2025
Fundsmith filed 9 moves in Q2 2025: 0 new, 1 add, 8 trim, 0 exit.
13F filed 2025-08-14. Manager quality score: q9. Philosophy: Buy good companies. Don't overpay. Do nothing.
Adds · 1
Adding to conviction
INTUINTUIT
ADD +103%·1.3% book·−8
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Trims · 8
Taking chips off
METAMETA PLATFORMS INC
TRIM -8%·11.4% book·+5
MSFTMICROSOFT CORP
TRIM -8%·10.7% book·+6
PFEPHILIP MORRIS INTL INC
TRIM -16%·7.2% book·−5
VVISA INC
TRIM -7%·5.9% book·+8
GRACOGRACO INC
TRIM -21%·0.3% book·−3
VRSNVERISIGN INC
TRIM -53%·0.3% book·−1
VRSKVERISK ANALYTICS INC
TRIM -47%·0.2% book·−15
MAMASTERCARD INCORPORATED
TRIM -44%·0.1% book·+17
Current top holdings
Terry Smith’s book, latest snapshot
Not investment advice. Data from 13F filings with HoldLens parsing. Methodology.