Terry Smith · quarter digest
What Terry Smith did in Q3 2024
Fundsmith filed 5 moves in Q3 2024: 0 new, 2 add, 3 trim, 0 exit.
13F filed 2024-11-14. Manager quality score: q9. Philosophy: Buy good companies. Don't overpay. Do nothing.
Adds · 2
Adding to conviction
ADD +6%·10.5% book·+2
“Microsoft top-up.”
TXNTEXAS INSTRUMENTS INC
ADD +10%·1.4% book·−2
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Trims · 3
Taking chips off
PFEPHILIP MORRIS INTERNATIONAL
TRIM -17%·5.8% book·−4
EFXEQUIFAX INC
TRIM -21%·0.4% book·+8
VRSKVERISK ANALYTICS INC
TRIM -10%·0.4% book·−21
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.