Terry Smith / Portfolio / 2022-Q1

    Company Shares Market value Share price
    Microsoft Corporation 10M $3.1B $308
    IDEXX Laboratories, Inc. 3.6M $2B $547
    The Estée Lauder Companies Inc. 5.8M $1.6B $272
    Stryker Corporation 5.8M $1.6B $267
    Philip Morris International Inc. 16M $1.5B $94
    McCormick & Company, Incorporated 15M $1.5B $100
    Intuit Inc. 3M $1.4B $481
    PepsiCo, Inc. 7.8M $1.3B $167
    Automatic Data Processing, Inc. 5.6M $1.3B $228
    Visa Inc. 5.6M $1.2B $222
    Meta Platforms, Inc. 5.5M $1.2B $222
    PayPal Holdings, Inc. 10M $1.2B $116
    Waters Corporation 3.7M $1.1B $310
    Amazon.com, Inc. 339K $1.1B $3.3K
    Alphabet Inc. 380K $1.1B $2.8K
    NIKE, Inc. 6.7M $905M $135
    Adobe Inc. 1.9M $876M $456
    Church & Dwight Co., Inc. 8.4M $839M $99
    Brown-Forman Corporation 12M $790M $67
    Starbucks Corporation 8.2M $749M $91
    Mettler-Toledo International Inc. 413K $567M $1.4K
    Sabre Corporation 23M $259M $11
    Fortinet, Inc. 462K $158M $342
    Verisk Analytics, Inc. 705K $151M $215
    ANSYS, Inc. 466K $148M $318
    Cognex Corporation 1.9M $147M $77
    VeriSign, Inc. 627K $139M $222
    Qualys, Inc. 939K $134M $142
    Equifax Inc. 495K $117M $237
    Masimo Corporation 761K $111M $146
    MSCI Inc. 211K $106M $503
    Wingstop Inc. 833K $98M $117
    IPG Photonics Corporation 853K $94M $110
    Paycom Software, Inc. 258K $89M $346
    Rollins, Inc. 2.3M $80M $35
    The Procter & Gamble Company 310K $47M $153
    The Home Depot, Inc. 148K $44M $299
    Johnson & Johnson 242K $43M $177
    Zoetis Inc. 220K $42M $189
    MercadoLibre, Inc. 24K $29M $1.2K
    WNS (Holdings) Limited 193K $17M $85
    Taiwan Semiconductor Manufacturing Company Limited 142K $15M $104
    Genpact Ltd 317K $14M $44
    XP CLASS A 253K $7.6M $30

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