Terry Smith / Portfolio / 2021-Q4

    Company Shares Market value Share price
    Microsoft Corporation 13M $4.4B $336
    IDEXX Laboratories, Inc. 4.2M $2.8B $658
    The Estée Lauder Companies Inc. 7.2M $2.7B $370
    PayPal Holdings, Inc. 13M $2.5B $189
    Intuit Inc. 3.7M $2.4B $643
    Meta Platforms, Inc. 6.8M $2.3B $336
    Philip Morris International Inc. 20M $1.9B $95
    Stryker Corporation 7.3M $1.9B $267
    McCormick & Company, Incorporated 19M $1.8B $97
    PepsiCo, Inc. 10M $1.8B $174
    Automatic Data Processing, Inc. 7.1M $1.7B $247
    Waters Corporation 4.5M $1.7B $373
    Visa Inc. 6.9M $1.5B $217
    NIKE, Inc. 8.8M $1.5B $167
    Amazon.com, Inc. 425K $1.4B $3.3K
    Starbucks Corporation 12M $1.4B $117
    Johnson & Johnson 7.2M $1.2B $171
    Alphabet Inc. 419K $1.2B $2.9K
    Church & Dwight Co., Inc. 12M $1.2B $103
    Brown-Forman Corporation 15M $1.1B $73
    Fortinet, Inc. 636K $228M $359
    Equifax Inc. 683K $200M $293
    Sabre Corporation 23M $195M $8.6
    ANSYS, Inc. 466K $187M $401
    Verisk Analytics, Inc. 794K $182M $229
    VeriSign, Inc. 695K $176M $254
    A. O. Smith Corporation 1.8M $153M $86
    Qualys, Inc. 1.1M $147M $137
    IPG Photonics Corporation 853K $147M $172
    Cognex Corporation 1.8M $141M $78
    MSCI Inc. 211K $129M $613
    Masimo Corporation 436K $128M $293
    Wingstop Inc. 564K $97M $173
    Paycom Software, Inc. 218K $91M $415
    Rollins, Inc. 2.6M $90M $34
    The Home Depot, Inc. 160K $66M $415
    Zoetis Inc. 264K $64M $244
    The Procter & Gamble Company 371K $61M $164
    MercadoLibre, Inc. 24K $33M $1.3K
    Taiwan Semiconductor Manufacturing Company Limited 142K $17M $120
    WNS (Holdings) Limited 193K $17M $88
    GENPACT LIMITED 317K $17M $53
    Colgate-Palmolive Company 129K $11M $85
    XP CLASS A 253K $7.3M $29

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