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Terry Smith · quarter digest

What Terry Smith did in Q4 2024

Fundsmith filed 15 moves in Q4 2024: 6 new, 2 add, 4 trim, 3 exit.

13F filed 2025-02-14. Manager quality score: q9. Philosophy: Buy good companies. Don't overpay. Do nothing.

New positions · 6

Fresh money

SYKSTRYKER CORPORATION
NEW·8.2% book·0
GRACOGRACO INC
NEW·0.4% book·−11
IDEXIDEX CORP
NEW·0.3% book·−4
DOCSDOXIMITY INC
NEW·0.2% book·−4
MEDPMEDPACE HLDGS INC
NEW·0.2% book·−7
ZTSZOETIS INC
NEW·0.2% book·0
Adds · 2

Adding to conviction

ADD +7%·11.0% book·+2

Microsoft top-up.

ADD +5%·9.6% book·+13

Mastercard add.

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Trims · 4

Taking chips off

METAMETA PLATFORMS INC
TRIM -6%·11.4% book·−4
ADPAUTOMATIC DATA PROCESSING IN
TRIM -10%·6.3% book·−15
VVISA INC
TRIM -17%·6.2% book·+8
PFEPHILIP MORRIS INTL INC
TRIM -6%·5.8% book·−4
Exits · 3

Closed positions

SYKSTRYKER CORP
EXIT·0.0% book·0
AAPLApple
EXIT·0.0% book·−29
ZTSZOETIS CL A ORD
EXIT·0.0% book·0
Current top holdings

Terry Smith’s book, latest snapshot

#TickerWeight
1MSFT
Microsoft
11.2%
2MA
Mastercard
9.8%
3NOVO
Novo Nordisk
8.4%
4META
Meta Platforms
6.5%
5LLY
Eli Lilly
5.9%
6V
Visa
5.4%
Other quarters for Terry Smith

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