Terry Smith · quarter digest
What Terry Smith did in Q3 2024
Fundsmith filed 1 moves in Q3 2024: 0 new, 1 add, 0 trim, 0 exit.
13F filed 2024-11-14. Manager quality score: q9. Philosophy: Buy good companies. Don't overpay. Do nothing.
Adds · 1
Adding to conviction
ADD +6%·10.5% book·−17
“Microsoft top-up.”
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.
Deep dive
Reading for your research
Optional background reading on interpreting company disclosures and investing methods. These books do not validate a signal or predict returns.
Amazon affiliate links — as an Amazon Associate, HoldLens earns from qualifying purchases and membership trials at no extra cost to you. These are books we genuinely recommend. Not investment advice; always do your own research.
Benjamin Graham
The Intelligent Investor
The foundational text. Buffett calls it 'by far the best book about investing ever written.'
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Benjamin Graham & David Dodd
Security Analysis
The deep dive behind The Intelligent Investor — how to actually read a filing and value a business.
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See the full investing reading list
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