Terry Smith / Portfolio / 2021-Q2

    Company Shares Market value Share price
    PayPal Holdings, Inc. 12M $3.6B $291
    Microsoft Corporation 12M $3.3B $271
    IDEXX Laboratories, Inc. 4.2M $2.7B $632
    Intuit Inc. 4.6M $2.2B $490
    Meta Platforms, Inc. 6.4M $2.2B $348
    The Estée Lauder Companies Inc. 6.8M $2.2B $318
    Philip Morris International Inc. 19M $1.9B $99
    Stryker Corporation 7M $1.8B $260
    McCormick & Company, Incorporated 18M $1.6B $88
    Visa Inc. 6.5M $1.5B $234
    Waters Corporation 4.4M $1.5B $346
    PepsiCo, Inc. 10M $1.5B $148
    Automatic Data Processing, Inc. 7.1M $1.4B $199
    NIKE, Inc. 8.8M $1.4B $154
    Starbucks Corporation 11M $1.2B $112
    Johnson & Johnson 7.2M $1.2B $165
    Becton, Dickinson and Company 4.3M $1.1B $243
    Brown-Forman Corporation 13M $944M $75
    Church & Dwight Co., Inc. 9.2M $786M $85
    Sabre Corporation 16M $194M $12
    Fortinet, Inc. 752K $179M $238
    Equifax Inc. 679K $163M $240
    ANSYS, Inc. 404K $140M $347
    Verisk Analytics, Inc. 790K $138M $175
    Cognex Corporation 1.6M $136M $84
    VeriSign, Inc. 589K $134M $228
    IPG Photonics Corporation 633K $134M $211
    A. O. Smith Corporation 1.8M $127M $72
    MSCI Inc. 210K $112M $533
    Qualys, Inc. 1.1M $107M $101
    Masimo Corporation 433K $105M $242
    Wingstop Inc. 561K $88M $158
    Paycom Software, Inc. 217K $79M $363
    Rollins, Inc. 2.2M $77M $34
    Zoetis Inc. 221K $41M $186
    Marriott International, Inc. 297K $41M $137
    The Procter & Gamble Company 300K $41M $135
    MercadoLibre, Inc. 24K $38M $1.6K
    Taiwan Semiconductor Manufacturing Company Limited 130K $16M $120
    XP CLASS A 253K $11M $44
    Colgate-Palmolive Company 122K $9.9M $81
    WNS (Holdings) Limited 119K $9.5M $80
    The Home Depot, Inc. 4.3K $1.4M $319

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