Terry Smith / Transactions / 2021-Q4

    Company Shares change Shares owned end of quarter Transaction type Price range
    Amazon.com, Inc.
    US0231351067
    +1.2M 8.5M BUY $137.39–$162.83
    ANSYS, Inc.
    US03662Q1058
    +998 466K BUY $288.70–$362.80
    Automatic Data Processing, Inc.
    US0530151036
    -1.7K 7.1M SELL $173.20–$219.65
    Brown-Forman Corporation
    US1156372096
    +1M 15M BUY $57.38–$67.46
    Church & Dwight Co., Inc.
    US1713401024
    +636K 12M BUY $69.90–$89.66
    Cognex Corporation
    US1924221039
    +186K 1.8M BUY $65.66–$78.76
    Colgate-Palmolive Company
    US1941621039
    +5.9K 129K BUY $64.00–$75.04
    Equifax Inc.
    US2944291051
    +1.5K 683K BUY $204.00–$262.00
    Meta Platforms, Inc.
    US30303M1027
    +360K 6.8M BUY $269.50–$307.45
    Fortinet, Inc.
    US34959E1091
    +6.8K 3.2M BUY $49.68–$65.00
    The Home Depot, Inc.
    US4370761029
    +11K 160K BUY $281.00–$368.90
    IPG Photonics Corporation
    US44980X1090
    +55K 853K BUY $130.65–$151.75
    IDEXX Laboratories, Inc.
    US45168D1046
    +81 4.2M BUY $511.80–$580.40
    Intuit Inc.
    US4612021034
    -850K 3.7M SELL $448.65–$617.90
    Johnson & Johnson
    US4781601046
    +16K 7.2M BUY $136.52–$152.44
    The Estée Lauder Companies Inc.
    US5184391044
    +333K 7.2M BUY $259.20–$327.50
    MSCI Inc.
    US55354G1004
    +451 211K BUY $503.20–$600.00
    Masimo Corporation
    US5747951003
    +927 436K BUY $226.90–$267.20
    McCormick & Company, Incorporated
    US5797802064
    +197K 19M BUY $67.78–$84.54
    Microsoft Corporation
    US5949181045
    +968K 13M BUY $244.25–$304.33
    NIKE, Inc.
    US6541061031
    -11K 8.8M SELL $126.10–$155.52
    Paycom Software, Inc.
    US70432V1026
    +468 218K BUY $353.60–$473.90
    PayPal Holdings, Inc.
    US70450Y1038
    +731K 13M BUY $158.64–$233.20
    PepsiCo, Inc.
    US7134481081
    +326K 10M BUY $129.74–$153.28
    Philip Morris International Inc.
    US7181721090
    +1.1M 20M BUY $75.96–$85.36
    The Procter & Gamble Company
    US7427181091
    +53K 371K BUY $119.12–$145.08
    Qualys, Inc.
    US74758T3032
    +2.3K 1.1M BUY $92.80–$124.20
    Rollins, Inc.
    US7757111049
    +371K 2.6M BUY $27.98–$33.61
    Sabre Corporation
    US78573M1045
    +2.6M 23M BUY $6.39–$10.68
    A. O. Smith Corporation
    US8318652091
    +3.8K 1.8M BUY $52.26–$75.74
    Starbucks Corporation
    US8552441094
    +832K 12M BUY $91.59–$103.86
    Stryker Corporation
    US8636671013
    +237K 7.3M BUY $210.80–$239.30
    Taiwan Semiconductor Manufacturing Company Limited
    US8740391003
    +12K 142K BUY $94.10–$111.40
    VeriSign, Inc.
    US92343E1029
    +1.5K 695K BUY $175.95–$225.30
    Verisk Analytics, Inc.
    US92345Y1064
    +1.7K 794K BUY $170.80–$204.20
    Visa Inc.
    US92826C8394
    +274K 6.9M BUY $169.20–$201.35
    WNS (Holdings) Limited
    US92932M1018
    +4.3K 193K BUY
    Waters Corporation
    US9418481035
    -315 4.5M SELL $286.00–$326.00
    Wingstop Inc.
    US9741551033
    +1.2K 564K BUY $124.00–$155.00
    Zoetis Inc.
    US98978V1035
    +23K 264K BUY $164.05–$218.50

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