Terry Smith / Portfolio / 2020-Q4

    Company Shares Market value Share price
    PayPal Holdings, Inc. 12M $2.9B $234
    Microsoft Corporation 12M $2.7B $222
    IDEXX Laboratories, Inc. 4.2M $2.1B $500
    The Estée Lauder Companies Inc. 6.8M $1.8B $266
    Meta Platforms, Inc. 6.4M $1.8B $273
    Intuit Inc. 4.6M $1.7B $380
    Stryker Corporation 6.6M $1.6B $245
    Philip Morris International Inc. 19M $1.6B $83
    McCormick & Company, Incorporated 16M $1.5B $96
    PepsiCo, Inc. 9.6M $1.4B $148
    Visa Inc. 6.1M $1.3B $219
    Automatic Data Processing, Inc. 7.1M $1.2B $176
    Starbucks Corporation 10M $1.1B $107
    NIKE, Inc. 7.7M $1.1B $141
    Waters Corporation 4.4M $1.1B $247
    Becton, Dickinson and Company 4.3M $1.1B $250
    Johnson & Johnson 6.4M $1B $157
    Brown-Forman Corporation 10M $815M $79
    Church & Dwight Co., Inc. 5.6M $491M $87
    Sabre Corporation 14M $164M $12
    IPG Photonics Corporation 627K $140M $224
    ANSYS, Inc. 357K $130M $364
    Equifax Inc. 673K $130M $193
    Cognex Corporation 1.6M $129M $80
    Verisk Analytics, Inc. 608K $126M $208
    Masimo Corporation 429K $115M $268
    Qualys, Inc. 934K $114M $122
    Fortinet, Inc. 745K $111M $149
    VeriSign, Inc. 499K $108M $216
    Paycom Software, Inc. 215K $97M $452
    MSCI Inc. 208K $93M $447
    A. O. Smith Corporation 1.5M $82M $55
    MercadoLibre, Inc. 29K $48M $1.7K
    Marriott International, Inc. 278K $37M $132
    Zoetis Inc. 121K $20M $166
    Taiwan Semiconductor Manufacturing Company Limited 118K $13M $109
    XP CLASS A 253K $10M $40
    Colgate-Palmolive Company 112K $9.6M $86
    The Procter & Gamble Company 38K $5.3M $139

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