Terry Smith · quarter digest
What Terry Smith did in Q2 2025
Fundsmith filed 13 moves in Q2 2025: 0 new, 3 add, 9 trim, 1 exit.
13F filed 2025-08-14. Manager quality score: q9. Philosophy: Buy good companies. Don't overpay. Do nothing.
Adds · 3
Adding to conviction
ZTSZOETIS INC
ADD +13%·2.0% book·0
INTUINTUIT
ADD +103%·1.3% book·−16
DOCSDOXIMITY INC
ADD +14%·0.4% book·−4
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Trims · 9
Taking chips off
METAMETA PLATFORMS INC
TRIM -8%·11.4% book·−4
MSFTMICROSOFT CORP
TRIM -8%·10.7% book·+2
SYKSTRYKER CORPORATION
TRIM -8%·8.0% book·0
PFEPHILIP MORRIS INTL INC
TRIM -16%·7.2% book·−4
VVISA INC
TRIM -7%·5.9% book·+8
GRACOGRACO INC
TRIM -21%·0.3% book·−11
VRSNVERISIGN INC
TRIM -53%·0.3% book·−11
VRSKVERISK ANALYTICS INC
TRIM -47%·0.2% book·−21
MAMASTERCARD INCORPORATED
TRIM -44%·0.1% book·+13
Exits · 1
Closed positions
EFXEQUIFAX INC
EXIT·0.0% book·+8
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.