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
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Trims · 4
Taking chips off
Exits · 3
Closed positions
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.