Terry Smith / Portfolio / 2021-Q1

    Company Shares Market value Share price
    PayPal Holdings, Inc. 12M $3B $243
    Microsoft Corporation 12M $2.8B $236
    IDEXX Laboratories, Inc. 4.2M $2.1B $489
    The Estée Lauder Companies Inc. 6.8M $2B $291
    Meta Platforms, Inc. 6.4M $1.9B $295
    Intuit Inc. 4.6M $1.8B $383
    Philip Morris International Inc. 19M $1.7B $89
    Stryker Corporation 7M $1.7B $244
    McCormick & Company, Incorporated 17M $1.5B $89
    PepsiCo, Inc. 10M $1.4B $141
    Visa Inc. 6.5M $1.4B $212
    Automatic Data Processing, Inc. 7.1M $1.3B $188
    Waters Corporation 4.4M $1.2B $284
    Starbucks Corporation 11M $1.2B $109
    Johnson & Johnson 6.6M $1.1B $164
    Becton, Dickinson and Company 4.3M $1.1B $243
    NIKE, Inc. 7.9M $1.1B $133
    Brown-Forman Corporation 11M $775M $69
    Church & Dwight Co., Inc. 6.2M $544M $87
    Sabre Corporation 15M $221M $15
    Fortinet, Inc. 748K $138M $184
    Cognex Corporation 1.6M $134M $83
    IPG Photonics Corporation 630K $133M $211
    Verisk Analytics, Inc. 700K $124M $177
    Equifax Inc. 676K $122M $181
    ANSYS, Inc. 359K $122M $340
    A. O. Smith Corporation 1.8M $119M $68
    VeriSign, Inc. 585K $116M $199
    Qualys, Inc. 1.1M $111M $105
    Masimo Corporation 431K $99M $230
    MSCI Inc. 209K $87M $419
    Paycom Software, Inc. 216K $80M $370
    Rollins, Inc. 1.8M $63M $34
    Wingstop Inc. 448K $57M $127
    Marriott International, Inc. 296K $44M $148
    MercadoLibre, Inc. 24K $36M $1.5K
    Zoetis Inc. 212K $33M $157
    Taiwan Semiconductor Manufacturing Company Limited 118K $14M $118
    The Procter & Gamble Company 85K $11M $135
    XP CLASS A 253K $9.5M $38
    Colgate-Palmolive Company 120K $9.5M $79
    The Home Depot, Inc. 5.3K $1.6M $305

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