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
ADD +6%·9.0% book·+6
“Novo Nordisk add.”
TXNTEXAS INSTRUMENTS INC
ADD +39%·1.2% book·−2
HoldLens Pro · Founders pricing
Email alerts + conviction scores + alpha attribution
€9/mo founders · cancel anytime
See pricing →
Trims · 1
Taking chips off
MSFTMICROSOFT CORP
TRIM -6%·13.0% book·+2
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.