Terry Smith / Portfolio / 2020-Q3

    Company Shares Market value Share price
    Microsoft Corporation 12M $2.5B $210
    PayPal Holdings, Inc. 12M $2.4B $197
    Meta Platforms, Inc. 6.4M $1.7B $262
    IDEXX Laboratories, Inc. 4.2M $1.7B $393
    Intuit Inc. 4.6M $1.5B $326
    The Estée Lauder Companies Inc. 6.8M $1.5B $218
    McCormick & Company, Incorporated 7.5M $1.5B $194
    Philip Morris International Inc. 20M $1.5B $75
    Stryker Corporation 6.3M $1.3B $208
    PepsiCo, Inc. 8.9M $1.2B $139
    Visa Inc. 6.1M $1.2B $200
    Becton, Dickinson and Company 4.3M $1B $233
    NIKE, Inc. 7.8M $973M $126
    Automatic Data Processing, Inc. 6.9M $965M $139
    Johnson & Johnson 6.4M $955M $149
    Starbucks Corporation 10M $892M $86
    Waters Corporation 4.3M $840M $196
    Brown-Forman Corporation 10M $772M $75
    Verisk Analytics, Inc. 607K $113M $185
    ANSYS, Inc. 335K $110M $327
    IPG Photonics Corporation 626K $106M $170
    Cognex Corporation 1.6M $104M $65
    Masimo Corporation 429K $101M $236
    Equifax Inc. 577K $90M $157
    VeriSign, Inc. 430K $88M $205
    Qualys, Inc. 814K $80M $98
    A. O. Smith Corporation 1.5M $79M $53
    MSCI Inc. 207K $74M $357
    Paycom Software, Inc. 215K $67M $311
    Sabre Corporation 10M $66M $6.5
    CHECK POINT SOFTWARE TECH 335K $40M $120
    MercadoLibre, Inc. 30K $32M $1.1K
    Marriott International, Inc. 280K $26M $93
    Fortinet, Inc. 212K $25M $118
    XP CLASS A 253K $11M $42
    Colgate-Palmolive Company 107K $8.3M $77

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