Portfolio Value Over Time
Current Holdings for Fundsmith
|
Stock
Click to search
|
Shares | Value | % of Portfolio | Change | Est. Return |
|---|---|---|---|---|---|
|
SYK|STRYKER CORPORATION
|
4.6M | $1.7B | TRIM -1.8% | — | |
|
IDXX|IDEXX LABS INC
|
2.6M | $1.7B | TRIM -1.1% | — | |
|
GOOGL|ALPHABET INC
|
6.3M | $1.5B | TRIM -7.6% | +190.88% | |
|
MSFT|MICROSOFT CORP
|
2.6M | $1.3B | TRIM -47.7% | +259.23% | |
|
V|VISA INC
|
3.9M | $1.3B | ADD +0.0% | — | |
|
ADP|AUTOMATIC DATA PROCESSING IN
|
4.3M | $1.3B | TRIM -1.2% | — | |
|
WAT|WATERS CORP
|
4.0M | $1.2B | ADD +9.6% | — | |
|
4I1|PHILIP MORRIS INTL INC
|
7.2M | $1.2B | TRIM -20.8% | — | |
|
META|META PLATFORMS INC
|
1.6M | $1.1B | TRIM -56.3% | +245.05% | |
|
MAR|MARRIOTT INTL INC NEW
|
4.2M | $1.1B | TRIM -0.2% | +61.90% | |
|
MTD|METTLER TOLEDO INTERNATIONAL
|
590.7K | $725.1M | ADD +0.1% | +5.42% | |
|
FTNT|FORTINET INC
|
8.4M | $708.0M | ADD +0.0% | +35.13% | |
|
PG|PROCTER AND GAMBLE CO
|
4.6M | $703.3M | ADD +0.1% | +1.86% | |
|
CHD|CHURCH & DWIGHT CO INC
|
6.8M | $595.4M | TRIM -0.4% | +6.58% | |
|
OTIS|OTIS WORLDWIDE CORP
|
5.8M | $532.0M | — | +23.57% | |
|
ZTS|ZOETIS INC
|
3.6M | $529.0M | ADD +25.3% | -23.51% | |
|
TXN|TEXAS INSTRS INC
|
2.7M | $500.1M | ADD +0.1% | +8.31% | |
|
NKE|NIKE INC
|
6.1M | $427.4M | — | -34.02% | |
|
INTU|INTUIT
|
604.5K | $412.8M | ADD +64.0% | -17.31% | |
|
QLYS|QUALYS INC
|
870.9K | $115.2M | ADD +21.2% | +19.76% | |
|
PAYC|PAYCOM SOFTWARE INC
|
523.4K | $108.9M | ADD +26.6% | — | |
|
DOCS|DOXIMITY INC
|
1.4M | $99.2M | — | -24.76% | |
|
MSCI|MSCI INC
|
166.6K | $94.5M | — | — | |
|
VRT|VERTIV HOLDINGS CO
|
591.5K | $89.2M | TRIM -18.4% | +65.68% | |
|
ODD|ODDITY TECH LTD
|
1.4M | $88.3M | — | -8.38% | |
|
ROL|ROLLINS INC
|
1.5M | $86.9M | — | +73.84% | |
|
GGG|GRACO INC
|
900.5K | $76.5M | — | +18.06% | |
|
NSSC|NAPCO SEC TECHNOLOGIES INC
|
1.8M | $76.4M | ADD +86.4% | +35.59% | |
|
VRSN|VERISIGN INC
|
270.6K | $75.7M | — | — | |
|
CLX|CLOROX CO DEL
|
613.5K | $75.6M | — | -18.85% | |
|
CPRX|CATALYST PHARMACEUTICALS INC
|
3.4M | $66.3M | ADD +24.2% | +2.81% | |
|
MEDP|MEDPACE HLDGS INC
|
127.5K | $65.6M | — | +81.44% | |
|
MANH|MANHATTAN ASSOCIATES INC
|
288.3K | $59.1M | — | -6.04% | |
|
SABR|SABRE CORP
|
21.5M | $39.3M | — | — | |
|
HD|HOME DEPOT INC
|
84.9K | $34.4M | ADD +1.8% | +15.14% |
Trading Activity for Fundsmith
|
Stock
Click to search
|
Action | Change | Shares After | Value | Est. Return |
|---|---|---|---|---|---|
| 2025-Q3 | |||||
|
META|META PLATFORMS INC
|
SELL | -56.32% | 1.6M | $1.1B | +299.6% |
|
MSFT|MICROSOFT CORP
|
SELL | -47.72% | 2.6M | $1.3B | +305.5% |
|
SYK|STRYKER CORPORATION
|
SELL | -1.83% | 4.6M | $1.7B | — |
|
IDXX|IDEXX LABS INC
|
SELL | -1.09% | 2.6M | $1.7B | — |
|
4I1|PHILIP MORRIS INTL INC
|
SELL | -20.78% | 7.2M | $1.2B | — |
|
GOOGL|ALPHABET INC
|
SELL | -7.56% | 6.3M | $1.5B | +77.4% |
|
V|VISA INC
|
BUY | +0.01% | 3.9M | $1.3B | — |
|
ADP|AUTOMATIC DATA PROCESSING IN
|
SELL | -1.16% | 4.3M | $1.3B | — |
|
WAT|WATERS CORP
|
BUY | +9.62% | 4.0M | $1.2B | — |
|
MAR|MARRIOTT INTL INC NEW
|
SELL | -0.20% | 4.2M | $1.1B | +34.8% |
|
FTNT|FORTINET INC
|
BUY | +0.02% | 8.4M | $708M | — |
|
PG|PROCTER AND GAMBLE CO
|
BUY | +0.10% | 4.6M | $703M | — |
|
MTD|METTLER TOLEDO INTERNATIONAL
|
BUY | +0.10% | 590.7K | $725M | — |
|
CHD|CHURCH & DWIGHT CO INC
|
SELL | -0.43% | 6.8M | $595M | +7.5% |
|
TXN|TEXAS INSTRS INC
|
BUY | +0.06% | 2.7M | $500M | — |
|
ZTS|ZOETIS INC
|
BUY | +25.32% | 3.6M | $529M | — |
|
INTU|INTUIT
|
BUY | +64.01% | 604.5K | $413M | — |
|
QLYS|QUALYS INC
|
BUY | +21.19% | 870.9K | $115M | — |
|
PAYC|PAYCOM SOFTWARE INC
|
BUY | +26.58% | 523.4K | $109M | — |
|
CHH|CHOICE HOTELS INTL INC
|
SELL | EXIT | — | — | +2.6% |
|
VRT|VERTIV HOLDINGS CO
|
SELL | -18.41% | 591.5K | $89M | +27.2% |
|
NSSC|NAPCO SEC TECHNOLOGIES INC
|
BUY | +86.39% | 1.8M | $76M | — |
|
CPRX|CATALYST PHARMACEUTICALS INC
|
BUY | +24.17% | 3.4M | $66M | — |
|
EXPO|EXPONENT INC
|
SELL | EXIT | — | — | -24.5% |
|
VRSK|VERISK ANALYTICS INC
|
SELL | EXIT | — | — | +95.9% |
|
HD|HOME DEPOT INC
|
BUY | +1.79% | 84.9K | $34M | — |
|
MA|MASTERCARD INCORPORATED
|
SELL | EXIT | — | — | +54.5% |
| 2025-Q2 | |||||
|
META|META PLATFORMS INC
|
SELL | -8.11% | 3.6M | $2.6B | +239.2% |
|
MSFT|MICROSOFT CORP
|
SELL | -7.98% | 4.9M | $2.5B | +258.5% |
|
SYK|STRYKER CORPORATION
|
SELL | -7.74% | 4.7M | $1.9B | — |
|
4I1|PHILIP MORRIS INTL INC
|
SELL | -16.03% | 9.1M | $1.7B | — |
|
V|VISA INC
|
SELL | -6.84% | 3.9M | $1.4B | — |
|
IDXX|IDEXX LABS INC
|
SELL | -0.34% | 2.6M | $1.4B | — |
|
ADP|AUTOMATIC DATA PROCESSING IN
|
SELL | -3.36% | 4.4M | $1.3B | — |
|
WAT|WATERS CORP
|
SELL | -0.13% | 3.6M | $1.3B | — |
|
GOOGL|ALPHABET INC
|
SELL | -0.58% | 6.8M | $1.2B | +44.4% |
|
MAR|MARRIOTT INTL INC NEW
|
SELL | -0.35% | 4.2M | $1.2B | +29.8% |
|
FTNT|FORTINET INC
|
SELL | -1.23% | 8.4M | $890M | +77.7% |
|
PG|PROCTER AND GAMBLE CO
|
SELL | -1.04% | 4.6M | $728M | +10.5% |
|
CHD|CHURCH & DWIGHT CO INC
|
SELL | -0.34% | 6.8M | $656M | +12.7% |
|
MTD|METTLER TOLEDO INTERNATIONAL
|
SELL | -0.14% | 590.0K | $693M | -16.4% |
|
OTIS|OTIS WORLDWIDE CORP
|
SELL | -0.81% | 5.8M | $576M | +32.0% |
|
TXN|TEXAS INSTRS INC
|
SELL | -0.20% | 2.7M | $565M | +1.6% |
|
ZTS|ZOETIS INC
|
BUY | +13.29% | 2.9M | $450M | — |
|
NKE|NIKE INC
|
SELL | -0.10% | 6.1M | $435M | -39.5% |
|
BF-A|BROWN FORMAN CORP
|
SELL | EXIT | — | — | -44.7% |
|
INTU|INTUIT
|
BUY | +102.91% | 368.5K | $290M | — |
|
VRSN|VERISIGN INC
|
SELL | -52.52% | 270.6K | $78M | +51.5% |
|
ODD|ODDITY TECH LTD
|
SELL | -12.27% | 1.4M | $107M | +68.0% |
|
VRSK|VERISK ANALYTICS INC
|
SELL | -46.71% | 176.2K | $55M | +123.4% |
|
GGG|GRACO INC
|
SELL | -20.98% | 900.5K | $77M | +13.1% |
|
VRT|VERTIV HOLDINGS CO
|
BUY | NEW | 724.9K | $93M | — |
|
ROL|ROLLINS INC
|
SELL | -7.44% | 1.5M | $83M | +57.9% |
|
DOCS|DOXIMITY INC
|
BUY | +13.96% | 1.4M | $83M | — |
|
EXPO|EXPONENT INC
|
SELL | -10.72% | 746.8K | $56M | -17.8% |
|
CPRX|CATALYST PHARMACEUTICALS INC
|
BUY | +25.93% | 2.7M | $59M | — |
|
EFX|EQUIFAX INC
|
SELL | EXIT | — | — | +125.2% |
|
MANH|MANHATTAN ASSOCIATES INC
|
BUY | NEW | 288.3K | $57M | — |
|
HD|HOME DEPOT INC
|
SELL | -27.34% | 83.4K | $31M | +10.1% |
|
NSSC|NAPCO SEC TECHNOLOGIES INC
|
BUY | NEW | 954.9K | $28M | — |
|
MA|MASTERCARD INCORPORATED
|
SELL | -44.06% | 27.7K | $16M | +51.7% |
| 2025-Q1 | |||||
|
META|META PLATFORMS INC
|
SELL | -14.85% | 3.9M | $2.2B | +235.8% |
|
MSFT|MICROSOFT CORP
|
SELL | -13.20% | 5.4M | $2.0B | +226.3% |
|
SYK|STRYKER CORPORATION
|
SELL | -4.96% | 5.1M | $1.9B | — |
|
4I1|PHILIP MORRIS INTL INC
|
SELL | -3.91% | 10.8M | $1.7B | — |
|
ADP|AUTOMATIC DATA PROCESSING IN
|
SELL | -9.97% | 4.5M | $1.4B | — |
|
V|VISA INC
|
SELL | -10.50% | 4.1M | $1.4B | — |
|
WAT|WATERS CORP
|
SELL | -0.59% | 3.6M | $1.3B | — |
|
GOOGL|ALPHABET INC
|
SELL | -0.07% | 6.8M | $1.1B | +63.0% |
|
MAR|MARRIOTT INTL INC NEW
|
SELL | -0.09% | 4.3M | $1.0B | +39.3% |
|
IDXX|IDEXX LABS INC
|
SELL | -0.55% | 2.6M | $1.1B | — |
|
PEP|PEPSICO INC
|
SELL | EXIT | — | — | — |
|
FTNT|FORTINET INC
|
SELL | -0.09% | 8.5M | $820M | +73.7% |
|
PG|PROCTER AND GAMBLE CO
|
SELL | -0.13% | 4.6M | $787M | +13.9% |
|
CHD|CHURCH & DWIGHT CO INC
|
SELL | -0.14% | 6.8M | $754M | +22.4% |
|
MTD|METTLER TOLEDO INTERNATIONAL
|
SELL | -0.10% | 590.8K | $698M | -6.7% |
|
OTIS|OTIS WORLDWIDE CORP
|
SELL | -1.68% | 5.9M | $605M | +33.8% |
|
TXN|TEXAS INSTRS INC
|
BUY | +60.28% | 2.7M | $490M | — |
|
ZTS|ZOETIS INC
|
BUY | NEW | 2.5M | $419M | — |
|
VRSN|VERISIGN INC
|
SELL | -8.72% | 570.0K | $145M | +24.8% |
|
VRSK|VERISK ANALYTICS INC
|
SELL | -20.84% | 330.6K | $98M | +111.3% |
|
INTU|INTUIT
|
BUY | NEW | 181.6K | $112M | — |
|
EFX|EQUIFAX INC
|
SELL | -35.18% | 235.5K | $57M | +113.8% |
|
QLYS|QUALYS INC
|
BUY | +31.13% | 718.6K | $90M | — |
|
PAYC|PAYCOM SOFTWARE INC
|
BUY | +28.18% | 413.5K | $90M | — |
|
IEX|IDEX CORP
|
SELL | EXIT | — | — | -9.2% |
|
DOCS|DOXIMITY INC
|
BUY | +67.47% | 1.2M | $69M | — |
|
HD|HOME DEPOT INC
|
SELL | -21.22% | 114.7K | $42M | +18.7% |
|
CPRX|CATALYST PHARMACEUTICALS INC
|
BUY | NEW | 2.2M | $52M | — |
|
MA|MASTERCARD INCORPORATED
|
SELL | -22.77% | 49.5K | $27M | +48.4% |
| 2024-Q4 | |||||
|
MSFT|MICROSOFT CORP
|
SELL | -10.34% | 6.2M | $2.6B | +237.2% |
|
META|META PLATFORMS INC
|
SELL | -6.36% | 4.6M | $2.7B | +211.6% |
|
SYK|STRYKER CORPORATION
|
SELL | -0.05% | 5.3M | $1.9B | — |
|
ADP|AUTOMATIC DATA PROCESSING IN
|
SELL | -10.02% | 5.0M | $1.5B | — |
|
V|VISA INC
|
SELL | -16.66% | 4.6M | $1.5B | — |
|
4I1|PHILIP MORRIS INTL INC
|
SELL | -6.39% | 11.2M | $1.4B | — |
|
WAT|WATERS CORP
|
SELL | -0.31% | 3.6M | $1.3B | — |
|
IDXX|IDEXX LABS INC
|
SELL | -0.05% | 2.7M | $1.1B | — |
|
GOOGL|ALPHABET INC
|
SELL | -0.06% | 6.8M | $1.3B | +50.8% |
|
MAR|MARRIOTT INTL INC NEW
|
SELL | -0.27% | 4.3M | $1.2B | +40.6% |
|
PEP|PEPSICO INC
|
SELL | -1.33% | 5.7M | $861M | — |
|
MTD|METTLER TOLEDO INTERNATIONAL
|
SELL | -0.08% | 591.5K | $724M | -6.4% |
|
FTNT|FORTINET INC
|
SELL | -15.69% | 8.5M | $806M | +61.0% |
|
PG|PROCTER AND GAMBLE CO
|
SELL | -0.15% | 4.6M | $776M | +15.3% |
|
CHD|CHURCH & DWIGHT CO INC
|
SELL | -0.37% | 6.9M | $718M | +21.1% |
|
OTIS|OTIS WORLDWIDE CORP
|
SELL | -2.84% | 6.0M | $553M | +38.1% |
|
NKE|NIKE INC
|
SELL | -2.60% | 6.1M | $464M | -21.4% |
|
BF-A|BROWN FORMAN CORP
|
SELL | -3.72% | 9.6M | $366M | -29.1% |
|
AAPL|Apple
|
SELL | EXIT | — | — | +47.4% |
|
MKC|MCCORMICK & CO NON VTG SHRS
|
SELL | EXIT | — | — | -7.3% |
|
CGNX|COGNEX CORP
|
SELL | EXIT | — | — | -21.7% |
|
HD|HOME DEPOT INC
|
SELL | -1.47% | 145.6K | $57M | +24.3% |
|
ZTS|ZOETIS INC
|
SELL | -1.47% | 227.3K | $37M | +4.3% |
|
MEDP|MEDPACE HLDGS INC
|
BUY | NEW | 127.5K | $42M | — |
|
DOCS|DOXIMITY INC
|
BUY | NEW | 710.5K | $38M | — |
|
MA|MASTERCARD INCORPORATED
|
SELL | -1.47% | 64.0K | $34M | +41.1% |
|
MCD|MCDONALD S ORD
|
SELL | EXIT | — | — | +4.0% |
| 2024-Q3 | |||||
|
MSFT|MICROSOFT CORP
|
SELL | -3.37% | 6.9M | $3.0B | +238.3% |
|
SYK|STRYKER CORP
|
SELL | -0.36% | 5.3M | $1.9B | — |
|
ADP|AUTOMATIC DATA PROCESSING
|
SELL | -0.25% | 5.6M | $1.5B | — |
|
V|VISA INC CLASS A SHARES
|
SELL | -0.10% | 5.5M | $1.5B | — |
|
4I1|PHILIP MORRIS INTERNATIONAL
|
SELL | -17.01% | 12.0M | $1.5B | — |
|
IDXX|IDEXX LABORATORIES INC
|
BUY | +0.04% | 2.7M | $1.3B | — |
|
WAT|WATERS CORP
|
SELL | -0.23% | 3.6M | $1.3B | — |
|
GOOGL|ALPHABET CL A ORD
|
BUY | +0.04% | 6.9M | $1.1B | — |
|
MAR|MARRIOTT INTERNATIONAL CL A
|
BUY | +0.05% | 4.3M | $1.1B | — |
|
PEP|PEPSICO INC
|
SELL | -0.37% | 5.7M | $976M | — |
|
MTD|METTLER TOLEDO ORD
|
BUY | +0.06% | 591.9K | $888M | — |
|
PG|PROCTER & GAMBLE ORD
|
SELL | -0.30% | 4.6M | $802M | +15.0% |
|
FTNT|FORTINET ORD
|
SELL | -1.63% | 10.1M | $785M | +26.7% |
|
CHD|CHURCH AND DWIGHT ORD
|
SELL | -0.46% | 6.9M | $721M | +17.3% |
|
MKC|MCCORMICK & CO NON VTG SHRS
|
SELL | -82.80% | 1.7M | $142M | -7.6% |
|
OTIS|OTIS WORLDWIDE ORD
|
BUY | +0.05% | 6.1M | $638M | — |
|
BF-A|BROWN FORMAN CORP CLASS B
|
SELL | -10.13% | 10.0M | $493M | -25.7% |
|
TXN|TEXAS INSTRUMENTS INC
|
BUY | +10.09% | 1.7M | $351M | — |
|
VRSK|VERISK ANALYTICS INC
|
SELL | -9.99% | 417.7K | $112M | +96.6% |
|
EFX|EQUIFAX INC
|
SELL | -20.74% | 363.3K | $107M | +151.1% |
|
CLX|CLOROX COMPANY
|
BUY | +7.59% | 613.5K | $100M | — |
|
EXPO|EXPONENT INC
|
SELL | -17.84% | 836.5K | $96M | +11.6% |
|
HD|HOME DEPOT ORD
|
BUY | +1.10% | 147.8K | $60M | — |
|
ZTS|ZOETIS CL A ORD
|
BUY | +1.10% | 230.7K | $45M | — |
|
MA|MASTERCARD CL A ORD
|
BUY | +1.10% | 65.0K | $32M | — |
|
MCD|MCDONALD S ORD
|
BUY | +1.11% | 94.4K | $29M | — |
| 2024-Q2 | |||||
|
MSFT|MICROSOFT CORP
|
SELL | -6.27% | 7.1M | $3.2B | +235.9% |
|
META|META PLATFORMS INC-CLASS A
|
SELL | -1.98% | 4.9M | $2.5B | +162.7% |
|
SYK|STRYKER CORP
|
SELL | -2.24% | 5.4M | $1.8B | — |
|
V|VISA INC CLASS A SHARES
|
SELL | -2.43% | 5.6M | $1.5B | — |
|
4I1|PHILIP MORRIS INTERNATIONAL
|
SELL | -2.35% | 14.5M | $1.5B | — |
|
IDXX|IDEXX LABORATORIES INC
|
SELL | -1.90% | 2.7M | $1.3B | — |
|
ADP|AUTOMATIC DATA PROCESSING
|
SELL | -3.12% | 5.6M | $1.3B | — |
|
WAT|WATERS CORP
|
SELL | -2.97% | 3.7M | $1.1B | — |
|
GOOGL|ALPHABET CL A ORD
|
SELL | -1.89% | 6.8M | $1.2B | +51.3% |
|
MAR|MARRIOTT INTERNATIONAL CL A
|
SELL | -2.29% | 4.3M | $1.0B | +20.0% |
|
PEP|PEPSICO INC
|
SELL | -1.45% | 5.8M | $950M | — |
|
MKC|MCCORMICK & CO NON VTG SHRS
|
SELL | -17.83% | 10.0M | $713M | -12.7% |
|
MTD|METTLER TOLEDO ORD
|
SELL | -3.04% | 591.6K | $827M | +2.6% |
|
PG|PROCTER & GAMBLE ORD
|
SELL | -3.16% | 4.6M | $766M | +12.1% |
|
CHD|CHURCH AND DWIGHT ORD
|
SELL | -3.58% | 6.9M | $717M | +22.1% |
|
OTIS|OTIS WORLDWIDE ORD
|
SELL | -2.49% | 6.1M | $591M | +32.3% |
|
FTNT|FORTINET ORD
|
BUY | +25.82% | 10.3M | $620M | — |
|
NKE|NIKE INC CL B
|
SELL | -3.27% | 6.3M | $475M | -5.9% |
|
BF-A|BROWN FORMAN CORP CLASS B
|
SELL | -2.79% | 11.1M | $481M | -20.3% |
|
AAPL|Apple
|
SELL | -2.44% | 1.6M | $328M | +18.9% |
|
TXN|TEXAS INSTRUMENTS INC
|
BUY | +39.01% | 1.5M | $301M | — |
|
EFX|EQUIFAX INC
|
SELL | -3.05% | 458.4K | $111M | +106.5% |
|
VRSK|VERISK ANALYTICS INC
|
SELL | -3.05% | 464.1K | $125M | +80.3% |
|
VRSN|VERISIGN INC
|
SELL | -3.05% | 624.5K | $111M | -2.7% |
|
GGG|GRACO ORD
|
SELL | -3.05% | 1.1M | $90M | +11.7% |
|
EXPO|EXPONENT INC
|
SELL | -3.05% | 1.0M | $97M | +0.1% |
|
MSCI|MSCI INC
|
SELL | -3.05% | 166.6K | $80M | +180.3% |
|
CHH|CHOICE HOTELS INTERNATIONAL ORD
|
SELL | -3.05% | 733.9K | $87M | -0.7% |
|
QLYS|QUALYS INC
|
SELL | -3.05% | 548.0K | $78M | +43.1% |
|
IEX|IDEX ORD
|
SELL | -3.05% | 362.5K | $73M | +2.2% |
|
CLX|CLOROX COMPANY
|
SELL | -3.05% | 570.2K | $78M | +1.5% |
|
CGNX|COGNEX CORP
|
SELL | -3.05% | 1.9M | $89M | -12.2% |
|
ROL|ROLLINS ORD
|
SELL | -3.05% | 1.6M | $78M | +29.0% |
|
PAYC|PAYCOM SOFTWARE INC
|
SELL | -0.82% | 322.6K | $46M | -8.4% |
|
ODD|ODDITY TECH LTD
|
BUY | +21.69% | 1.6M | $63M | — |
|
SABR|SABRE CORP
|
SELL | -0.82% | 21.5M | $57M | -80.9% |
|
HD|HOME DEPOT ORD
|
SELL | -0.26% | 146.2K | $50M | +3.2% |
|
ZTS|ZOETIS CL A ORD
|
SELL | -0.26% | 228.2K | $40M | -0.6% |
|
MA|MASTERCARD CL A ORD
|
SELL | -0.26% | 64.3K | $28M | +23.7% |
|
MCD|MCDONALD S ORD
|
SELL | -0.26% | 93.4K | $24M | -6.3% |
| 2024-Q1 | |||||
|
MSFT|MICROSOFT CORP
|
SELL | -4.10% | 7.6M | $3.2B | +223.7% |
|
META|META PLATFORMS INC-CLASS A
|
SELL | -0.58% | 5.0M | $2.4B | +151.3% |
|
SYK|STRYKER CORP
|
SELL | -0.61% | 5.5M | $2.0B | — |
|
V|VISA INC CLASS A SHARES
|
SELL | -0.84% | 5.7M | $1.6B | — |
|
IDXX|IDEXX LABORATORIES INC
|
SELL | -0.52% | 2.7M | $1.5B | — |
|
ADP|AUTOMATIC DATA PROCESSING
|
SELL | -0.87% | 5.8M | $1.4B | — |
|
4I1|PHILIP MORRIS INTERNATIONAL
|
SELL | -1.43% | 14.8M | $1.4B | — |
|
WAT|WATERS CORP
|
SELL | -0.91% | 3.8M | $1.3B | — |
|
PEP|PEPSICO INC
|
SELL | -11.83% | 5.8M | $1.0B | — |
|
MAR|MARRIOTT INTERNATIONAL CL A
|
SELL | -0.62% | 4.4M | $1.1B | +23.2% |
|
GOOGL|ALPHABET CL A ORD
|
SELL | -0.52% | 7.0M | $1.1B | +25.6% |
|
MKC|MCCORMICK & CO NON VTG SHRS
|
SELL | -18.96% | 12.2M | $939M | -19.4% |
|
MTD|METTLER TOLEDO ORD
|
BUY | +7.49% | 610.1K | $812M | — |
|
PG|PROCTER & GAMBLE ORD
|
SELL | -0.84% | 4.8M | $779M | +7.8% |
|
CHD|CHURCH AND DWIGHT ORD
|
SELL | -1.28% | 7.2M | $748M | +14.5% |
|
NKE|NIKE INC CL B
|
SELL | -2.59% | 6.5M | $612M | +2.7% |
|
BF-A|BROWN FORMAN CORP CLASS B
|
SELL | -1.66% | 11.5M | $592M | -4.8% |
|
OTIS|OTIS WORLDWIDE ORD
|
SELL | -2.28% | 6.3M | $625M | +25.1% |
|
FTNT|FORTINET ORD
|
BUY | +11.50% | 8.2M | $558M | — |
|
AAPL|Apple
|
BUY | +19.70% | 1.6M | $274M | — |
|
TXN|TEXAS INSTRUMENTS INC
|
BUY | NEW | 1.1M | $194M | — |
|
VRSN|VERISIGN INC
|
SELL | -2.63% | 644.1K | $122M | +6.6% |
|
EFX|EQUIFAX INC
|
SELL | -2.63% | 472.8K | $126M | +118.6% |
|
VRSK|VERISK ANALYTICS INC
|
SELL | -7.89% | 478.6K | $113M | +73.8% |
|
QLYS|QUALYS INC
|
SELL | -9.41% | 565.2K | $94M | +63.9% |
|
MSCI|MSCI INC
|
SELL | -17.04% | 171.9K | $96M | +219.6% |
|
GGG|GRACO ORD
|
SELL | -2.63% | 1.2M | $110M | +18.9% |
|
SABR|SABRE CORP
|
SELL | -2.63% | 21.7M | $52M | -72.2% |
|
CHH|CHOICE HOTELS INTERNATIONAL ORD
|
BUY | NEW | 756.9K | $96M | — |
|
EXPO|EXPONENT INC
|
SELL | -2.63% | 1.1M | $87M | -14.3% |
|
IEX|IDEX ORD
|
SELL | -2.63% | 373.9K | $91M | +5.3% |
|
CLX|CLOROX COMPANY
|
SELL | -2.59% | 588.1K | $90M | +10.4% |
|
CGNX|COGNEX CORP
|
SELL | -2.63% | 2.0M | $83M | -23.2% |
|
ROL|ROLLINS ORD
|
SELL | -2.63% | 1.6M | $76M | +22.6% |
|
PAYC|PAYCOM SOFTWARE INC
|
BUY | +106.07% | 325.3K | $65M | — |
|
IPGP|IPG PHOTONICS CORP
|
SELL | EXIT | — | — | -39.1% |
|
ODD|ODDITY TECH LTD
|
BUY | +20.18% | 1.3M | $58M | — |
|
HD|HOME DEPOT ORD
|
SELL | -2.16% | 146.6K | $56M | +10.4% |
|
ZTS|ZOETIS CL A ORD
|
BUY | +1.21% | 228.8K | $39M | — |
|
JNJ|JOHNSON & JOHNSON
|
SELL | EXIT | — | — | — |
|
MA|MASTERCARD CL A ORD
|
BUY | +1.21% | 64.4K | $31M | — |
|
MCD|MCDONALD S ORD
|
BUY | +1.21% | 93.6K | $26M | — |
| 2023-Q4 | |||||
|
MSFT|MICROSOFT CORP
|
SELL | -8.16% | 7.9M | $3.0B | +193.7% |
|
META|META PLATFORMS INC-CLASS A
|
SELL | -0.15% | 5.0M | $1.8B | +73.1% |
|
SYK|STRYKER CORP
|
SELL | -0.11% | 5.5M | $1.7B | — |
|
IDXX|IDEXX LABORATORIES INC
|
SELL | -7.95% | 2.7M | $1.5B | — |
|
V|VISA INC CLASS A SHARES
|
SELL | -0.31% | 5.7M | $1.5B | — |
|
4I1|PHILIP MORRIS INTERNATIONAL
|
SELL | -0.18% | 15.0M | $1.4B | — |
|
ADP|AUTOMATIC DATA PROCESSING
|
BUY | +5.36% | 5.8M | $1.4B | — |
|
WAT|WATERS CORP
|
SELL | -0.15% | 3.8M | $1.3B | — |
|
MKC|MCCORMICK & CO NON VTG SHRS
|
SELL | -1.45% | 15.1M | $1.0B | -22.5% |
|
PEP|PEPSICO INC
|
SELL | -0.13% | 6.6M | $1.1B | — |
|
GOOGL|ALPHABET CL A ORD
|
SELL | -7.53% | 7.0M | $980M | +19.0% |
|
MAR|MARRIOTT INTERNATIONAL CL A
|
SELL | -0.09% | 4.4M | $990M | +1.3% |
|
NKE|NIKE INC CL B
|
SELL | -0.25% | 6.7M | $726M | +7.9% |
|
PG|PROCTER & GAMBLE ORD
|
SELL | -0.14% | 4.8M | $709M | +0.7% |
|
BF-A|BROWN FORMAN CORP CLASS B
|
SELL | -3.59% | 11.7M | $665M | -2.7% |
|
MTD|METTLER TOLEDO ORD
|
SELL | -0.16% | 567.6K | $688M | -21.5% |
|
CHD|CHURCH AND DWIGHT ORD
|
SELL | -0.15% | 7.3M | $687M | +5.1% |
|
OTIS|OTIS WORLDWIDE ORD
|
SELL | -0.14% | 6.4M | $576M | +14.5% |
|
FTNT|FORTINET ORD
|
BUY | +48.89% | 7.3M | $429M | — |
|
AAPL|Apple
|
BUY | +0.10% | 1.3M | $257M | — |
|
VRSN|VERISIGN INC
|
SELL | -1.29% | 661.5K | $136M | +12.9% |
|
VRSK|VERISK ANALYTICS INC
|
SELL | -1.29% | 519.7K | $124M | +73.4% |
|
QLYS|QUALYS INC
|
SELL | -4.58% | 624.0K | $122M | +67.2% |
|
EFX|EQUIFAX INC
|
SELL | -1.29% | 485.6K | $120M | +69.7% |
|
MSCI|MSCI INC
|
SELL | -1.29% | 207.2K | $117M | +195.7% |
|
GGG|GRACO ORD
|
SELL | -1.29% | 1.2M | $105M | +7.0% |
|
SABR|SABRE CORP
|
SELL | -1.29% | 22.3M | $98M | -73.5% |
|
EXPO|EXPONENT INC
|
SELL | -1.29% | 1.1M | $95M | -11.9% |
|
CGNX|COGNEX CORP
|
SELL | -1.29% | 2.0M | $84M | -24.8% |
|
CLX|CLOROX COMPANY
|
BUY | NEW | 603.8K | $86M | — |
|
IEX|IDEX ORD
|
SELL | -1.29% | 384.0K | $83M | -6.6% |
|
ROL|ROLLINS ORD
|
SELL | -1.29% | 1.7M | $74M | +9.1% |
|
IPGP|IPG PHOTONICS CORP
|
SELL | -1.29% | 549.0K | $60M | -35.8% |
|
HD|HOME DEPOT ORD
|
BUY | +1.46% | 149.8K | $52M | — |
|
ODD|ODDITY TECH LTD
|
BUY | +92.07% | 1.1M | $51M | — |
|
ZTS|ZOETIS CL A ORD
|
BUY | +1.46% | 226.1K | $45M | — |
|
JNJ|JOHNSON & JOHNSON
|
BUY | +1.46% | 278.4K | $44M | — |
|
PAYC|PAYCOM SOFTWARE INC
|
SELL | -1.29% | 157.8K | $33M | +7.6% |
|
MCD|MCDONALD S ORD
|
BUY | +0.19% | 92.5K | $27M | — |
|
MA|MASTERCARD CL A ORD
|
BUY | +1.46% | 63.7K | $27M | — |
| 2023-Q3 | |||||
|
MSFT|MICROSOFT CORP
|
SELL | -4.04% | 8.6M | $2.7B | +162.0% |
|
SYK|STRYKER CORP
|
BUY | +0.13% | 5.5M | $1.5B | — |
|
META|META PLATFORMS INC-CLASS A
|
SELL | -11.44% | 5.0M | $1.5B | +59.9% |
|
4I1|PHILIP MORRIS INTERNATIONAL
|
SELL | -4.56% | 15.1M | $1.4B | — |
|
IDXX|IDEXX LABORATORIES INC
|
BUY | +0.10% | 3.0M | $1.3B | — |
|
V|VISA INC CLASS A SHARES
|
SELL | -0.08% | 5.8M | $1.3B | — |
|
MKC|MCCORMICK & CO NON VTG SHRS
|
SELL | -1.00% | 15.3M | $1.2B | +0.4% |
|
ADP|AUTOMATIC DATA PROCESSING
|
SELL | -0.11% | 5.5M | $1.3B | — |
|
PEP|PEPSICO INC
|
SELL | -0.09% | 6.6M | $1.1B | — |
|
EL|ESTEE LAUDER COMPANIES CL A
|
SELL | EXIT | — | — | — |
|
WAT|WATERS CORP
|
SELL | -0.08% | 3.8M | $1.0B | — |
|
GOOGL|ALPHABET CL A ORD
|
SELL | -0.35% | 7.6M | $993M | +14.3% |
|
MAR|MARRIOTT INTERNATIONAL CL A
|
BUY | NEW | 4.4M | $864M | — |
|
BF-A|BROWN FORMAN CORP CLASS B
|
SELL | -0.90% | 12.1M | $697M | +12.1% |
|
MTD|METTLER TOLEDO ORD
|
SELL | -0.11% | 568.5K | $630M | -11.1% |
|
NKE|NIKE INC CL B
|
SELL | -0.12% | 6.7M | $641M | +5.9% |
|
PG|PROCTER & GAMBLE ORD
|
SELL | -0.05% | 4.8M | $707M | +4.0% |
|
CHD|CHURCH AND DWIGHT ORD
|
BUY | +9.09% | 7.3M | $667M | — |
|
OTIS|OTIS WORLDWIDE ORD
|
SELL | -0.07% | 6.5M | $518M | +17.4% |
|
FTNT|FORTINET ORD
|
BUY | +112.87% | 4.9M | $289M | — |
|
AAPL|Apple
|
BUY | +0.05% | 1.3M | $228M | — |
|
VRSN|VERISIGN INC
|
SELL | -0.69% | 670.2K | $136M | +12.2% |
|
VRSK|VERISK ANALYTICS INC
|
SELL | -0.69% | 526.5K | $124M | +71.4% |
|
MASI|MASIMO CORP
|
SELL | EXIT | — | — | -23.1% |
|
EFX|EQUIFAX INC
|
SELL | -0.69% | 491.9K | $90M | +72.1% |
|
CGNX|COGNEX CORP
|
SELL | -0.69% | 2.0M | $87M | -5.1% |
|
MSCI|MSCI INC
|
SELL | -0.69% | 209.9K | $108M | +204.8% |
|
GGG|GRACO ORD
|
SELL | -0.51% | 1.2M | $89M | +4.5% |
|
EXPO|EXPONENT INC
|
SELL | -0.69% | 1.1M | $94M | -4.7% |
|
SABR|SABRE CORP
|
SELL | -0.69% | 22.6M | $101M | -68.5% |
|
QLYS|QUALYS INC
|
SELL | -0.69% | 653.9K | $100M | +40.6% |
|
IEX|IDEX ORD
|
SELL | -0.54% | 389.0K | $81M | +0.2% |
|
IPGP|IPG PHOTONICS CORP
|
SELL | -0.72% | 556.2K | $56M | -28.5% |
|
ROL|ROLLINS ORD
|
SELL | -0.69% | 1.7M | $64M | +12.8% |
|
PAYC|PAYCOM SOFTWARE INC
|
SELL | -0.69% | 159.9K | $41M | +54.3% |
|
HD|HOME DEPOT ORD
|
BUY | +0.19% | 147.7K | $45M | — |
|
JNJ|JOHNSON & JOHNSON
|
BUY | +0.19% | 274.4K | $43M | — |
|
ZTS|ZOETIS CL A ORD
|
BUY | +0.19% | 222.8K | $39M | — |
|
MA|MASTERCARD CL A ORD
|
BUY | +0.68% | 62.8K | $25M | — |
|
MCD|MCDONALD S ORD
|
BUY | NEW | 92.3K | $24M | — |
|
ODD|ODDITY TECH LTD
|
BUY | NEW | 575.0K | $16M | — |
| 2023-Q2 | |||||
|
MSFT|MICROSOFT CORP
|
SELL | -0.20% | 9.0M | $3.1B | +148.7% |
|
SYK|STRYKER CORP
|
BUY | +0.24% | 5.5M | $1.7B | — |
|
META|META PLATFORMS INC-CLASS A
|
SELL | -0.20% | 5.7M | $1.6B | +29.2% |
|
4I1|PHILIP MORRIS INTERNATIONAL
|
SELL | -4.12% | 15.8M | $1.5B | — |
|
IDXX|IDEXX LABORATORIES INC
|
BUY | +0.25% | 3.0M | $1.5B | — |
|
V|VISA INC CLASS A SHARES
|
BUY | +2.63% | 5.8M | $1.4B | — |
|
MKC|MCCORMICK & CO NON VTG SHRS
|
SELL | -0.20% | 15.5M | $1.3B | +4.6% |
|
EL|ESTEE LAUDER COMPANIES CL A
|
SELL | -0.18% | 5.4M | $1.1B | — |
|
ADP|AUTOMATIC DATA PROCESSING
|
SELL | -0.28% | 5.5M | $1.2B | — |
|
PEP|PEPSICO INC
|
SELL | -0.20% | 6.6M | $1.2B | — |
|
WAT|WATERS CORP
|
BUY | +3.00% | 3.8M | $1.0B | — |
|
GOOGL|ALPHABET CL A ORD
|
SELL | -0.16% | 7.6M | $912M | +4.2% |
|
MTD|METTLER TOLEDO ORD
|
BUY | +1.38% | 569.1K | $747M | — |
|
NKE|NIKE INC CL B
|
SELL | -0.23% | 6.7M | $741M | +19.8% |
|
BF-A|BROWN FORMAN CORP CLASS B
|
SELL | -0.28% | 12.2M | $814M | +6.5% |
|
CHD|CHURCH AND DWIGHT ORD
|
SELL | -21.08% | 6.7M | $668M | +8.8% |
|
PG|PROCTER & GAMBLE ORD
|
BUY | +182.51% | 4.8M | $736M | — |
|
AMZN|AMAZON COM ORD
|
SELL | EXIT | — | — | -5.4% |
|
OTIS|OTIS WORLDWIDE ORD
|
BUY | +2.77% | 6.5M | $575M | — |
|
AAPL|Apple
|
SELL | -0.70% | 1.3M | $258M | +13.6% |
|
MASI|MASIMO CORP
|
SELL | -4.44% | 730.4K | $120M | +16.1% |
|
GGG|GRACO ORD
|
BUY | +125.17% | 1.2M | $106M | — |
|
IPGP|IPG PHOTONICS CORP
|
SELL | -34.42% | 560.2K | $76M | -22.6% |
|
EXPO|EXPONENT INC
|
BUY | NEW | 1.1M | $103M | — |
|
IEX|IDEX ORD
|
BUY | +48.30% | 391.1K | $84M | — |
|
HD|HOME DEPOT ORD
|
SELL | -4.09% | 147.4K | $46M | -10.3% |
|
JNJ|JOHNSON & JOHNSON
|
SELL | -1.30% | 273.9K | $45M | — |
|
ZTS|ZOETIS CL A ORD
|
SELL | -1.30% | 222.4K | $38M | +1.6% |
|
MAR|MARRIOTT INTERNATIONAL CL A
|
BUY | +88.90% | 188.1K | $35M | — |
|
MA|MASTERCARD CL A ORD
|
BUY | +49.61% | 62.3K | $25M | — |
|
EW|EDWARDS LIFESCIENCES ORD
|
SELL | EXIT | — | — | -10.2% |
| 2023-Q1 | |||||
|
MSFT|MICROSOFT CORP
|
BUY | +0.01% | 9.0M | $2.6B | — |
|
4I1|PHILIP MORRIS INTERNATIONAL
|
SELL | -0.07% | 16.5M | $1.6B | — |
|
SYK|STRYKER CORP
|
SELL | -1.94% | 5.5M | $1.6B | — |
|
IDXX|IDEXX LABORATORIES INC
|
SELL | -14.22% | 3.0M | $1.5B | — |
|
EL|ESTEE LAUDER COMPANIES CL A
|
SELL | -4.42% | 5.4M | $1.3B | — |
|
ADP|AUTOMATIC DATA PROCESSING
|
BUY | +0.02% | 5.5M | $1.2B | — |
|
MKC|MCCORMICK & CO NON VTG SHRS
|
BUY | +0.02% | 15.5M | $1.3B | — |
|
V|VISA INC CLASS A SHARES
|
BUY | +0.02% | 5.6M | $1.3B | — |
|
WAT|WATERS CORP
|
BUY | +0.24% | 3.7M | $1.1B | — |
|
PEP|PEPSICO INC
|
BUY | +0.02% | 6.7M | $1.2B | — |
|
META|META PLATFORMS INC-CLASS A
|
BUY | +3.42% | 5.7M | $1.2B | — |
|
MTD|METTLER TOLEDO ORD
|
BUY | +0.09% | 561.4K | $859M | — |
|
BF-A|BROWN FORMAN CORP CLASS B
|
BUY | +0.69% | 12.2M | $786M | — |
|
GOOGL|ALPHABET CL A ORD
|
BUY | +0.02% | 7.6M | $791M | — |
|
CHD|CHURCH AND DWIGHT ORD
|
BUY | +0.04% | 8.4M | $747M | — |
|
ADBE|ADOBE ORD
|
SELL | EXIT | — | — | -23.9% |
|
OTIS|OTIS WORLDWIDE ORD
|
BUY | +0.02% | 6.3M | $530M | — |
|
PG|PROCTER & GAMBLE ORD
|
BUY | +444.40% | 1.7M | $255M | — |
|
AAPL|Apple
|
BUY | +185.99% | 1.3M | $221M | — |
|
JNJ|JOHNSON & JOHNSON
|
BUY | +0.60% | 277.5K | $43M | — |
|
HD|HOME DEPOT ORD
|
BUY | +0.59% | 153.7K | $45M | — |
|
GGG|GRACO ORD
|
BUY | NEW | 545.9K | $40M | — |
|
ZTS|ZOETIS CL A ORD
|
BUY | +0.60% | 225.3K | $38M | — |
|
MAR|MARRIOTT INTERNATIONAL CL A
|
BUY | NEW | 99.6K | $17M | — |
|
MA|MASTERCARD CL A ORD
|
BUY | NEW | 41.7K | $15M | — |
| 2022-Q4 | |||||
|
MSFT|MICROSOFT CORP
|
SELL | -2.74% | 9.0M | $2.2B | +92.4% |
|
4I1|PHILIP MORRIS INTERNATIONAL
|
SELL | -0.08% | 16.5M | $1.7B | — |
|
EL|ESTEE LAUDER COMPANIES CL A
|
SELL | -4.64% | 5.7M | $1.4B | — |
|
IDXX|IDEXX LABORATORIES INC
|
SELL | -4.89% | 3.4M | $1.4B | — |
|
SYK|STRYKER CORP
|
SELL | -0.38% | 5.6M | $1.4B | — |
|
ADP|AUTOMATIC DATA PROCESSING
|
SELL | -0.56% | 5.5M | $1.3B | — |
|
MKC|MCCORMICK & CO NON VTG SHRS
|
SELL | -0.07% | 15.5M | $1.3B | -1.8% |
|
WAT|WATERS CORP
|
SELL | -0.09% | 3.7M | $1.3B | — |
|
PEP|PEPSICO INC
|
SELL | -6.82% | 6.7M | $1.2B | — |
|
V|VISA INC CLASS A SHARES
|
SELL | -0.41% | 5.6M | $1.2B | — |
|
BF-A|BROWN FORMAN CORP CLASS B
|
SELL | -0.65% | 12.1M | $798M | +11.2% |
|
MTD|METTLER TOLEDO ORD
|
SELL | -0.10% | 560.9K | $811M | +1.6% |
|
NKE|NIKE INC CL B
|
SELL | -0.12% | 6.7M | $787M | +4.7% |
|
AMZN|AMAZON COM ORD
|
SELL | -0.10% | 6.8M | $569M | -21.5% |
|
META|META PLATFORMS INC-CLASS A
|
SELL | -0.06% | 5.5M | $659M | -37.7% |
|
GOOGL|ALPHABET CL A ORD
|
SELL | -0.09% | 7.6M | $673M | -15.5% |
|
ADBE|ADOBE ORD
|
SELL | -0.09% | 2.1M | $710M | -29.9% |
|
CHD|CHURCH AND DWIGHT ORD
|
SELL | -0.14% | 8.4M | $681M | -12.0% |
|
INTU|INTUIT INC
|
SELL | EXIT | — | — | -33.2% |
|
OTIS|OTIS WORLDWIDE ORD
|
SELL | -0.08% | 6.3M | $492M | +6.4% |
|
PYPL|PAYPAL HOLDINGS INC
|
SELL | EXIT | — | — | — |
|
SABR|SABRE CORP
|
SELL | -0.11% | 22.7M | $140M | -61.3% |
|
VRSN|VERISIGN INC
|
SELL | -0.11% | 674.8K | $139M | +6.4% |
|
FTNT|FORTINET ORD
|
SELL | -0.11% | 2.3M | $113M | +6.8% |
|
MASI|MASIMO CORP
|
SELL | -0.11% | 764.3K | $113M | -5.5% |
|
MSCI|MSCI INC
|
SELL | -0.11% | 211.3K | $98M | +167.8% |
|
CGNX|COGNEX CORP
|
SELL | -0.11% | 2.1M | $97M | -6.5% |
|
EFX|EQUIFAX INC
|
SELL | -0.11% | 495.3K | $96M | +64.3% |
|
VRSK|VERISK ANALYTICS INC
|
SELL | -0.11% | 530.1K | $94M | +28.2% |
|
QLYS|QUALYS INC
|
SELL | -0.46% | 658.4K | $74M | +17.9% |
|
IPGP|IPG PHOTONICS CORP
|
SELL | -0.11% | 854.3K | $81M | -39.5% |
|
AAPL|Apple
|
BUY | +2.79% | 469.2K | $61M | — |
|
ROL|ROLLINS ORD
|
SELL | -0.11% | 1.7M | $63M | +7.7% |
|
AKX|ANSYS INC
|
SELL | EXIT | — | — | — |
|
IEX|IDEX ORD
|
BUY | +174.94% | 263.7K | $60M | — |
|
PAYC|PAYCOM SOFTWARE INC
|
SELL | -0.19% | 161.0K | $50M | +69.4% |
|
JNJ|JOHNSON & JOHNSON
|
BUY | +0.35% | 275.8K | $49M | — |
|
HD|HOME DEPOT ORD
|
BUY | +0.34% | 152.8K | $48M | — |
|
PG|PROCTER & GAMBLE ORD
|
BUY | +0.35% | 315.3K | $48M | — |
|
ZTS|ZOETIS CL A ORD
|
BUY | +0.35% | 224.0K | $33M | — |
|
MELI|MERCADOLIBRE
|
SELL | EXIT | — | — | +102.3% |
|
WNS|WNS HOLDINGS - ADR
|
SELL | EXIT | — | — | — |
|
G|Genpact Ltd
|
SELL | EXIT | — | — | -8.9% |
|
TSM|Taiwan Semiconductor Manufacturing US ADR
|
SELL | EXIT | — | — | -23.2% |
|
XP|XP CLASS A
|
SELL | EXIT | — | — | -53.4% |
| 2022-Q3 | |||||
|
MSFT|MICROSOFT CORP
|
SELL | -7.34% | 9.3M | $2.2B | +109.4% |
|
4I1|PHILIP MORRIS INTERNATIONAL
|
BUY | +0.06% | 16.5M | $1.4B | — |
|
EL|ESTEE LAUDER COMPANIES CL A
|
BUY | +0.08% | 6.0M | $1.3B | — |
|
MKC|MCCORMICK & CO NON VTG SHRS
|
BUY | +0.09% | 15.5M | $1.1B | — |
|
IDXX|IDEXX LABORATORIES INC
|
BUY | +0.05% | 3.6M | $1.2B | — |
|
ADP|AUTOMATIC DATA PROCESSING
|
BUY | +0.11% | 5.6M | $1.3B | — |
|
WAT|WATERS CORP
|
BUY | +0.11% | 3.7M | $995M | — |
|
SYK|STRYKER CORP
|
SELL | -6.96% | 5.6M | $1.1B | — |
|
PEP|PEPSICO INC
|
BUY | +0.10% | 7.1M | $1.2B | — |
|
V|VISA INC CLASS A SHARES
|
BUY | +0.09% | 5.6M | $1.0B | — |
|
INTU|INTUIT INC
|
SELL | -28.45% | 1.7M | $657M | -26.7% |
|
META|META PLATFORMS INC-CLASS A
|
BUY | +0.05% | 5.5M | $744M | — |
|
BF-A|BROWN FORMAN CORP CLASS B
|
BUY | +0.11% | 12.2M | $814M | — |
|
CHD|CHURCH AND DWIGHT ORD
|
BUY | +0.16% | 8.5M | $604M | — |
|
ADBE|ADOBE ORD
|
BUY | +0.12% | 2.1M | $581M | — |
|
AMZN|AMAZON COM ORD
|
BUY | +0.08% | 6.8M | $767M | — |
|
GOOGL|ALPHABET CL A ORD
|
BUY | NEW | 7.6M | $730M | — |
|
NKE|NIKE INC CL B
|
BUY | +0.10% | 6.7M | $560M | — |
|
PYPL|PAYPAL HOLDINGS INC
|
SELL | -41.86% | 5.6M | $483M | — |
|
MTD|METTLER TOLEDO ORD
|
BUY | +3.89% | 561.5K | $609M | — |
|
OTIS|OTIS WORLDWIDE ORD
|
BUY | NEW | 6.3M | $401M | — |
|
SABR|SABRE CORP
|
BUY | +1.17% | 22.7M | $117M | — |
|
FTNT|FORTINET ORD
|
BUY | +1.17% | 2.3M | $114M | — |
|
VRSN|VERISIGN INC
|
BUY | +1.20% | 675.5K | $117M | — |
|
QLYS|QUALYS INC
|
SELL | -28.90% | 661.4K | $92M | +37.9% |
|
MASI|MASIMO CORP
|
BUY | +1.17% | 765.2K | $108M | — |
|
VRSK|VERISK ANALYTICS INC
|
BUY | +1.12% | 530.7K | $90M | — |
|
AKX|ANSYS INC
|
SELL | -27.58% | 274.6K | $61M | — |
|
EFX|EQUIFAX INC
|
BUY | +1.17% | 495.9K | $85M | — |
|
MSCI|MSCI INC
|
BUY | +1.17% | 211.6K | $89M | — |
|
CGNX|COGNEX CORP
|
BUY | +1.23% | 2.1M | $85M | — |
|
IPGP|IPG PHOTONICS CORP
|
BUY | +1.17% | 855.2K | $72M | — |
|
PAYC|PAYCOM SOFTWARE INC
|
SELL | -36.92% | 161.3K | $53M | +83.1% |
|
ROL|ROLLINS ORD
|
SELL | -8.05% | 1.7M | $60M | +1.0% |
|
AAPL|AAPL US
|
BUY | NEW | 456.5K | $63M | — |
|
WING|WINGSTOP ORD
|
SELL | EXIT | — | — | -12.1% |
|
JNJ|JOHNSON & JOHNSON
|
BUY | +0.51% | 274.8K | $45M | — |
|
PG|PROCTER & GAMBLE ORD
|
BUY | +0.51% | 314.2K | $40M | — |
|
HD|HOME DEPOT ORD
|
BUY | +0.50% | 152.3K | $42M | — |
|
ZTS|ZOETIS CL A ORD
|
BUY | +0.51% | 223.2K | $33M | — |
|
IEX|IDEX ORD
|
BUY | NEW | 95.9K | $19M | — |
|
EW|EDWARDS LIFESCIENCES ORD
|
BUY | NEW | 10.0K | $825000 | — |
| 2022-Q2 | |||||
|
MSFT|MICROSOFT CORP
|
BUY | +0.02% | 10.0M | $2.6B | — |
|
IDXX|IDEXX LABORATORIES INC
|
BUY | +0.02% | 3.6M | $1.3B | — |
|
4I1|PHILIP MORRIS INTERNATIONAL
|
BUY | +0.13% | 16.5M | $1.6B | — |
|
EL|ESTEE LAUDER COMPANIES CL A
|
BUY | +2.70% | 6.0M | $1.5B | — |
|
SYK|STRYKER CORP
|
BUY | +3.48% | 6.0M | $1.2B | — |
|
MKC|MCCORMICK & CO NON VTG SHRS
|
BUY | +0.04% | 15.5M | $1.3B | — |
|
INTU|INTUIT INC
|
SELL | -21.13% | 2.4M | $914M | -30.8% |
|
PEP|PEPSICO INC
|
SELL | -8.59% | 7.1M | $1.2B | — |
|
ADP|AUTOMATIC DATA PROCESSING
|
BUY | +0.05% | 5.6M | $1.2B | — |
|
V|VISA INC CLASS A SHARES
|
BUY | +0.04% | 5.6M | $1.1B | — |
|
WAT|WATERS CORP
|
BUY | +0.04% | 3.7M | $1.2B | — |
|
META|META PLATFORMS INC-CLASS A
|
BUY | +0.01% | 5.5M | $883M | — |
|
PYPL|PAYPAL HOLDINGS INC
|
SELL | -7.87% | 9.7M | $674M | — |
|
AMZN|AMAZON COM ORD
|
BUY | NEW | 6.8M | $720M | — |
|
GOOGL|ALPHABET CL A ORD
|
BUY | +0.22% | 381.3K | $42M | — |
|
NKE|NIKE INC CL B
|
BUY | +0.02% | 6.7M | $688M | — |
|
ADBE|ADOBE ORD
|
BUY | +9.65% | 2.1M | $772M | — |
|
BF-A|BROWN FORMAN CORP CLASS B
|
BUY | +3.64% | 12.2M | $857M | — |
|
CHD|CHURCH AND DWIGHT ORD
|
BUY | +0.07% | 8.4M | $782M | — |
|
SBUX|STARBUCKS CORP
|
SELL | EXIT | — | — | -7.0% |
|
MTD|METTLER TOLEDO ORD
|
BUY | +30.99% | 540.5K | $621M | — |
|
SABR|SABRE CORP
|
SELL | -0.90% | 22.5M | $131M | -48.0% |
|
FTNT|FORTINET ORD
|
BUY | +395.48% | 2.3M | $130M | — |
|
VRSK|VERISK ANALYTICS INC
|
SELL | -25.53% | 524.8K | $91M | +28.4% |
|
AKX|ANSYS INC
|
SELL | -18.59% | 379.1K | $91M | — |
|
CGNX|COGNEX CORP
|
BUY | +6.82% | 2.0M | $87M | — |
|
VRSN|VERISIGN INC
|
BUY | +6.54% | 667.5K | $112M | — |
|
QLYS|QUALYS INC
|
SELL | -0.92% | 930.2K | $117M | +25.2% |
|
EFX|EQUIFAX INC
|
SELL | -0.92% | 490.1K | $90M | +74.0% |
|
MASI|MASIMO CORP
|
SELL | -0.63% | 756.3K | $99M | -7.1% |
|
MSCI|MSCI INC
|
SELL | -0.90% | 209.1K | $86M | +150.7% |
|
WING|WINGSTOP ORD
|
SELL | -0.85% | 825.5K | $62M | -43.1% |
|
IPGP|IPG PHOTONICS CORP
|
SELL | -0.90% | 845.3K | $80M | -33.8% |
|
PAYC|PAYCOM SOFTWARE INC
|
SELL | -0.91% | 255.7K | $72M | +54.7% |
|
ROL|ROLLINS ORD
|
SELL | -17.65% | 1.9M | $66M | -3.5% |
|
JNJ|JOHNSON & JOHNSON
|
BUY | +12.79% | 273.5K | $49M | — |
|
PG|PROCTER & GAMBLE ORD
|
BUY | +0.74% | 312.6K | $45M | — |
|
HD|HOME DEPOT ORD
|
BUY | +2.32% | 151.5K | $42M | — |
|
ZTS|ZOETIS CL A ORD
|
BUY | +0.74% | 222.1K | $38M | — |
|
TSM|Taiwan Semiconductor Manufacturing US ADR
|
BUY | +9.76% | 155.6K | $13M | — |
| 2022-Q1 | |||||
|
MSFT|MICROSOFT CORP
|
SELL | -22.95% | 10.0M | $3.1B | +139.3% |
|
IDXX|IDEXX LABORATORIES INC
|
SELL | -14.71% | 3.6M | $2.0B | — |
|
EL|ESTEE LAUDER COMPANIES CL A
|
SELL | -19.12% | 5.8M | $1.6B | — |
|
PYPL|PAYPAL HOLDINGS INC
|
SELL | -19.53% | 10.5M | $1.2B | — |
|
INTU|INTUIT INC
|
SELL | -19.45% | 3.0M | $1.4B | -12.7% |
|
META|META PLATFORMS INC-CLASS A
|
SELL | -19.46% | 5.5M | $1.2B | +18.0% |
|
4I1|PHILIP MORRIS INTERNATIONAL
|
SELL | -19.42% | 16.5M | $1.5B | — |
|
SYK|STRYKER CORP
|
SELL | -19.39% | 5.8M | $1.6B | — |
|
MKC|MCCORMICK & CO NON VTG SHRS
|
SELL | -18.11% | 15.5M | $1.5B | +14.9% |
|
PEP|PEPSICO INC
|
SELL | -25.06% | 7.8M | $1.3B | — |
|
ADP|AUTOMATIC DATA PROCESSING
|
SELL | -21.59% | 5.6M | $1.3B | — |
|
WAT|WATERS CORP
|
SELL | -18.25% | 3.7M | $1.1B | — |
|
V|VISA INC CLASS A SHARES
|
SELL | -18.06% | 5.6M | $1.2B | — |
|
NKE|NIKE INC CL B
|
SELL | -23.16% | 6.7M | $905M | +44.0% |
|
AMZN|AMAZON COM ORD
|
SELL | -20.34% | 338.9K | $1.1B | -10.2% |
|
SBUX|STARBUCKS CORP
|
SELL | -28.88% | 8.2M | $749M | +14.1% |
|
JNJ|JOHNSON & JOHNSON
|
SELL | -96.64% | 242.4K | $43M | — |
|
GOOGL|ALPHABET CL A ORD
|
SELL | -9.23% | 380.4K | $1.1B | -6.9% |
|
CHD|CHURCH AND DWIGHT ORD
|
SELL | -27.62% | 8.4M | $839M | +14.3% |
|
BF-A|BROWN FORMAN CORP CLASS B
|
SELL | -23.74% | 11.8M | $790M | +1.7% |
|
ADBE|ADOBE ORD
|
BUY | NEW | 1.9M | $876M | — |
|
MTD|METTLER TOLEDO ORD
|
BUY | NEW | 412.6K | $567M | — |
|
SABR|SABRE CORP
|
BUY | +0.01% | 22.7M | $259M | — |
|
FTNT|FORTINET ORD
|
SELL | -27.33% | 462.0K | $158M | +144.9% |
|
EFX|EQUIFAX INC
|
SELL | -27.60% | 494.7K | $117M | +103.1% |
|
AKX|ANSYS INC
|
BUY | +0.01% | 465.7K | $148M | — |
|
VRSK|VERISK ANALYTICS INC
|
SELL | -11.27% | 704.7K | $151M | +43.9% |
|
VRSN|VERISIGN INC
|
SELL | -9.83% | 626.5K | $139M | +17.3% |
|
AOS|AO SMITH
|
SELL | EXIT | — | — | +46.9% |
|
QLYS|QUALYS INC
|
SELL | -12.49% | 938.8K | $134M | +21.9% |
|
CGNX|COGNEX CORP
|
BUY | +5.24% | 1.9M | $147M | — |
|
MSCI|MSCI INC
|
BUY | +0.01% | 211.0K | $106M | — |
|
MASI|MASIMO CORP
|
BUY | +74.59% | 761.1K | $111M | — |
|
WING|WINGSTOP ORD
|
BUY | +47.57% | 832.5K | $98M | — |
|
PAYC|PAYCOM SOFTWARE INC
|
BUY | +18.17% | 258.1K | $89M | — |
|
ROL|ROLLINS ORD
|
SELL | -12.90% | 2.3M | $80M | -8.8% |
|
HD|HOME DEPOT ORD
|
SELL | -7.25% | 148.1K | $44M | +6.1% |
|
ZTS|ZOETIS CL A ORD
|
SELL | -16.38% | 220.4K | $42M | +15.7% |
|
PG|PROCTER & GAMBLE ORD
|
SELL | -16.38% | 310.3K | $47M | +15.5% |
|
CL|COLGATE PALMOLIVE CO
|
SELL | EXIT | — | — | +3.2% |
| 2021-Q4 | |||||
|
MSFT|MICROSOFT
|
BUY | +8.04% | 13.0M | $4.4B | — |
|
PYPL|PAYPAL HOLDINGS INC
|
BUY | +5.95% | 13.0M | $2.5B | — |
|
IDXX|IDEXX LABORATORIES
|
BUY | +0.00% | 4.2M | $2.8B | — |
|
EL|ESTEE LAUDER
|
BUY | +4.88% | 7.2M | $2.7B | — |
|
INTU|INTUIT INC
|
SELL | -18.54% | 3.7M | $2.4B | +5.9% |
|
META|META PLATFORMS INC
|
BUY | +5.59% | 6.8M | $2.3B | — |
|
4I1|PHILIP MORRIS INTERNATIONAL
|
BUY | +5.53% | 20.4M | $1.9B | — |
|
SYK|STRYKER CORP
|
BUY | +3.38% | 7.3M | $1.9B | — |
|
MKC|MCCORMICK & CO NON VTG SHRS
|
BUY | +1.05% | 18.9M | $1.8B | — |
|
PEP|PEPSICO INC
|
BUY | +3.23% | 10.4M | $1.8B | — |
|
ADP|AUTOMATIC DATA PROCESSING
|
SELL | -0.02% | 7.1M | $1.7B | — |
|
WAT|WATERS CORP
|
SELL | -0.01% | 4.5M | $1.7B | — |
|
V|VISA INC CLASS A SHARES
|
BUY | +4.15% | 6.9M | $1.5B | — |
|
NKE|NIKE INC CL B
|
SELL | -0.12% | 8.8M | $1.5B | +68.2% |
|
AMZN|AMAZON COM INC
|
BUY | +15.65% | 425.4K | $1.4B | — |
|
SBUX|STARBUCKS CORP
|
BUY | +7.74% | 11.6M | $1.4B | — |
|
JNJ|JOHNSON & JOHNSON
|
BUY | +0.22% | 7.2M | $1.2B | — |
|
GOOGL|ALPHABET INC
|
BUY | NEW | 419.1K | $1.2B | — |
|
CHD|CHURCH & DWIGHT INC
|
BUY | +5.77% | 11.7M | $1.2B | — |
|
BF-A|BROWN FORMAN CORP CLASS B
|
BUY | +7.15% | 15.5M | $1.1B | — |
|
SABR|SABRE
|
BUY | +12.83% | 22.7M | $195M | — |
|
FTNT|FORTINET INC
|
BUY | +0.21% | 635.8K | $228M | — |
|
EFX|EQUIFAX
|
BUY | +0.22% | 683.2K | $200M | — |
|
AKX|ANSYS
|
BUY | +0.21% | 465.6K | $187M | — |
|
VRSK|VERISK ANALYTICS
|
BUY | +0.22% | 794.2K | $182M | — |
|
VRSN|VERISIGN
|
BUY | +0.21% | 694.8K | $176M | — |
|
AOS|AO SMITH
|
BUY | +0.21% | 1.8M | $153M | — |
|
QLYS|QUALYS
|
BUY | +0.22% | 1.1M | $147M | — |
|
IPGP|IPG PHOTONICS
|
BUY | +6.83% | 853.0K | $147M | — |
|
CGNX|COGNEX
|
BUY | +11.45% | 1.8M | $141M | — |
|
MSCI|MSCI
|
BUY | +0.21% | 211.0K | $129M | — |
|
MASI|MASIMO
|
BUY | +0.21% | 435.9K | $128M | — |
|
PAYC|PAYCOM SOFTWARE
|
BUY | +0.21% | 218.4K | $91M | — |
|
WING|WINGSTOP INC
|
BUY | +0.22% | 564.2K | $97M | — |
|
ROL|ROLLINS INC
|
BUY | +16.52% | 2.6M | $90M | — |
|
HD|HOME DEPOT INC
|
BUY | +7.62% | 159.6K | $66M | — |
|
ZTS|ZOETIS INC
|
BUY | +9.61% | 263.6K | $64M | — |
|
PG|PROCTER AND GAMBLE CO
|
BUY | +16.64% | 371.1K | $61M | — |
|
TSM|TAIWAN SEMICONDUCTOR MFG LTD
|
BUY | +9.32% | 141.7K | $17M | — |
|
WNS|WNS HLDGS LTD
|
BUY | +2.26% | 193.2K | $17M | — |
|
G|GENPACT LIMITED
|
BUY | +3.97% | 317.3K | $17M | — |
|
CL|COLGATE PALMOLIVE CO
|
BUY | +4.79% | 128.8K | $11M | — |
| 2021-Q3 | |||||
|
PYPL|PAYPAL HOLDINGS INC
|
SELL | -0.01% | 12.3M | $3.2B | — |
|
MSFT|MICROSOFT
|
SELL | -0.01% | 12.0M | $3.4B | +164.6% |
|
IDXX|IDEXX LABORATORIES
|
SELL | -0.01% | 4.2M | $2.6B | — |
|
INTU|INTUIT INC
|
SELL | -0.01% | 4.6M | $2.5B | -8.9% |
|
EL|ESTEE LAUDER
|
BUY | +0.02% | 6.8M | $2.0B | — |
|
SYK|STRYKER CORP
|
BUY | +0.02% | 7.0M | $1.9B | — |
|
WAT|WATERS CORP
|
BUY | +2.34% | 4.5M | $1.6B | — |
|
MKC|MCCORMICK & CO NON VTG SHRS
|
BUY | +5.11% | 18.7M | $1.5B | — |
|
V|VISA INC CLASS A SHARES
|
BUY | +0.90% | 6.6M | $1.5B | — |
|
PEP|PEPSICO INC
|
BUY | +0.05% | 10.1M | $1.5B | — |
|
ADP|AUTOMATIC DATA PROCESSING
|
SELL | -0.01% | 7.1M | $1.4B | — |
|
NKE|NIKE INC CL B
|
BUY | +0.10% | 8.8M | $1.3B | — |
|
AMZN|AMAZON COM INC
|
BUY | NEW | 367.9K | $1.2B | — |
|
SBUX|STARBUCKS CORP
|
SELL | -0.01% | 10.7M | $1.2B | +46.8% |
|
JNJ|JOHNSON & JOHNSON
|
BUY | +0.67% | 7.2M | $1.2B | — |
|
BDX|BECTON DICKINSON AND CO
|
SELL | EXIT | — | — | — |
|
BF-A|BROWN FORMAN CORP CLASS B
|
BUY | +14.50% | 14.4M | $966M | — |
|
CHD|CHURCH & DWIGHT INC
|
BUY | +19.50% | 11.0M | $910M | — |
|
SABR|SABRE
|
BUY | +28.96% | 20.1M | $238M | — |
|
FTNT|FORTINET INC
|
SELL | -15.64% | 634.4K | $185M | +136.2% |
|
EFX|EQUIFAX
|
BUY | +0.36% | 681.8K | $173M | — |
|
VRSK|VERISK ANALYTICS
|
BUY | +0.35% | 792.5K | $159M | — |
|
AKX|ANSYS
|
BUY | +14.93% | 464.7K | $158M | — |
|
VRSN|VERISIGN
|
BUY | +17.80% | 693.3K | $142M | — |
|
CGNX|COGNEX
|
BUY | +0.36% | 1.6M | $130M | — |
|
IPGP|IPG PHOTONICS
|
BUY | +26.05% | 798.5K | $126M | — |
|
MSCI|MSCI
|
BUY | +0.36% | 210.5K | $128M | — |
|
AOS|AO SMITH
|
BUY | +0.36% | 1.8M | $108M | — |
|
QLYS|QUALYS
|
BUY | +0.36% | 1.1M | $119M | — |
|
MASI|MASIMO
|
BUY | +0.36% | 435.0K | $118M | — |
|
PAYC|PAYCOM SOFTWARE
|
BUY | +0.36% | 217.9K | $108M | — |
|
WING|WINGSTOP INC
|
BUY | +0.36% | 563.0K | $92M | — |
|
ROL|ROLLINS INC
|
BUY | +0.35% | 2.2M | $79M | — |
|
HD|HOME DEPOT INC
|
BUY | NEW | 148.3K | $49M | — |
|
ZTS|ZOETIS INC
|
BUY | +9.04% | 240.5K | $47M | — |
|
PG|PROCTER AND GAMBLE CO
|
BUY | +5.99% | 318.2K | $44M | — |
|
MAR|MARRIOTT INTERNATIONAL CL A
|
SELL | EXIT | — | — | -28.9% |
|
WNS|WNS HLDGS LTD
|
BUY | +59.12% | 188.9K | $15M | — |
|
G|GENPACT LIMITED
|
BUY | NEW | 305.2K | $14M | — |
|
CL|COLGATE PALMOLIVE CO
|
BUY | +0.62% | 122.9K | $9M | — |
| 2021-Q2 | |||||
|
PYPL|PAYPAL HOLDINGS INC
|
SELL | -0.12% | 12.3M | $3.6B | — |
|
MSFT|MICROSOFT
|
SELL | -0.12% | 12.0M | $3.3B | +130.9% |
|
IDXX|IDEXX LABORATORIES
|
BUY | +0.52% | 4.2M | $2.7B | — |
|
INTU|INTUIT INC
|
BUY | +0.12% | 4.6M | $2.2B | — |
|
META|FACEBOOK
|
BUY | +0.10% | 6.4M | $2.2B | — |
|
EL|ESTEE LAUDER
|
BUY | +0.34% | 6.8M | $2.2B | — |
|
4I1|PHILIP MORRIS INTERNATIONAL
|
SELL | -0.18% | 19.4M | $1.9B | — |
|
SYK|STRYKER CORP
|
BUY | +0.11% | 7.0M | $1.8B | — |
|
MKC|MCCORMICK & CO NON VTG SHRS
|
BUY | +3.39% | 17.8M | $1.6B | — |
|
V|VISA INC CLASS A SHARES
|
BUY | +0.68% | 6.5M | $1.5B | — |
|
WAT|WATERS CORP
|
BUY | +0.33% | 4.4M | $1.5B | — |
|
PEP|PEPSICO INC
|
BUY | +0.54% | 10.1M | $1.5B | — |
|
ADP|AUTOMATIC DATA PROCESSING
|
SELL | -0.23% | 7.1M | $1.4B | — |
|
NKE|NIKE INC CL B
|
BUY | +10.45% | 8.8M | $1.4B | — |
|
SBUX|STARBUCKS CORP
|
BUY | +0.24% | 10.7M | $1.2B | — |
|
JNJ|JOHNSON & JOHNSON
|
BUY | +7.75% | 7.2M | $1.2B | — |
|
BDX|BECTON DICKINSON AND CO
|
SELL | -0.15% | 4.3M | $1.1B | — |
|
BF-A|BROWN FORMAN CORP CLASS B
|
BUY | +12.15% | 12.6M | $944M | — |
|
CHD|CHURCH & DWIGHT INC
|
BUY | +48.22% | 9.2M | $786M | — |
|
SABR|SABRE
|
BUY | +4.35% | 15.6M | $194M | — |
|
FTNT|FORTINET INC
|
BUY | +0.55% | 752.0K | $179M | — |
|
EFX|EQUIFAX
|
BUY | +0.55% | 679.3K | $163M | — |
|
AKX|ANSYS
|
BUY | +12.74% | 404.3K | $140M | — |
|
VRSK|VERISK ANALYTICS
|
BUY | +12.85% | 789.7K | $138M | — |
|
CGNX|COGNEX
|
BUY | +0.55% | 1.6M | $136M | — |
|
VRSN|VERISIGN
|
BUY | +0.55% | 588.5K | $134M | — |
|
IPGP|IPG PHOTONICS
|
BUY | +0.55% | 633.5K | $134M | — |
|
AOS|AO SMITH
|
BUY | +0.55% | 1.8M | $127M | — |
|
MSCI|MSCI
|
BUY | +0.55% | 209.8K | $112M | — |
|
QLYS|QUALYS
|
BUY | +0.53% | 1.1M | $107M | — |
|
MASI|MASIMO
|
BUY | +0.55% | 433.4K | $105M | — |
|
WING|WINGSTOP INC
|
BUY | +25.34% | 560.9K | $88M | — |
|
PAYC|PAYCOM SOFTWARE
|
BUY | +0.55% | 217.1K | $79M | — |
|
ROL|ROLLINS INC
|
BUY | +21.62% | 2.2M | $77M | — |
|
MAR|MARRIOTT INTERNATIONAL CL A
|
BUY | +0.42% | 297.4K | $41M | — |
|
ZTS|ZOETIS INC
|
BUY | +3.93% | 220.6K | $41M | — |
|
PG|PROCTER AND GAMBLE CO
|
BUY | +255.01% | 300.2K | $41M | — |
|
TSM|TAIWAN SEMICONDUCTOR MFG LTD
|
BUY | +9.88% | 129.6K | $16M | — |
|
CL|COLGATE PALMOLIVE CO
|
BUY | +1.75% | 122.1K | $10M | — |
|
WNS|WNS HLDGS LTD
|
BUY | NEW | 118.7K | $9M | — |
|
HD|HOME DEPOT INC
|
SELL | -17.47% | 4.3K | $1M | +15.0% |
| 2021-Q1 | |||||
|
PYPL|PAYPAL HOLDINGS INC
|
SELL | -0.24% | 12.3M | $3.0B | — |
|
MSFT|MICROSOFT
|
SELL | -0.19% | 12.0M | $2.8B | +113.2% |
|
IDXX|IDEXX LABORATORIES
|
SELL | -0.14% | 4.2M | $2.1B | — |
|
EL|ESTEE LAUDER
|
BUY | +0.30% | 6.8M | $2.0B | — |
|
META|FACEBOOK
|
BUY | +0.23% | 6.4M | $1.9B | — |
|
INTU|INTUIT INC
|
SELL | -0.23% | 4.6M | $1.8B | -35.2% |
|
4I1|PHILIP MORRIS INTERNATIONAL
|
SELL | -0.41% | 19.4M | $1.7B | — |
|
SYK|STRYKER CORP
|
BUY | +5.60% | 7.0M | $1.7B | — |
|
MKC|MCCORMICK & CO NON VTG SHRS
|
BUY | +6.73% | 17.2M | $1.5B | — |
|
PEP|PEPSICO INC
|
BUY | +3.98% | 10.0M | $1.4B | — |
|
V|VISA INC CLASS A SHARES
|
BUY | +6.05% | 6.5M | $1.4B | — |
|
ADP|AUTOMATIC DATA PROCESSING
|
BUY | +0.37% | 7.1M | $1.3B | — |
|
WAT|WATERS CORP
|
SELL | -0.37% | 4.4M | $1.2B | — |
|
SBUX|STARBUCKS CORP
|
BUY | +2.68% | 10.7M | $1.2B | — |
|
NKE|NIKE INC CL B
|
BUY | +2.51% | 7.9M | $1.1B | — |
|
JNJ|JOHNSON & JOHNSON
|
BUY | +3.88% | 6.6M | $1.1B | — |
|
BDX|BECTON DICKINSON AND CO
|
SELL | -0.24% | 4.3M | $1.1B | — |
|
BF-A|BROWN FORMAN CORP CLASS B
|
BUY | +9.52% | 11.2M | $775M | — |
|
CHD|CHURCH & DWIGHT INC
|
BUY | +10.52% | 6.2M | $544M | — |
|
SABR|SABRE
|
BUY | +9.67% | 14.9M | $221M | — |
|
IPGP|IPG PHOTONICS
|
BUY | +0.42% | 630.0K | $133M | — |
|
FTNT|FORTINET INC
|
BUY | +0.42% | 747.9K | $138M | — |
|
CGNX|COGNEX
|
BUY | +0.42% | 1.6M | $134M | — |
|
AKX|ANSYS
|
BUY | +0.42% | 358.6K | $122M | — |
|
EFX|EQUIFAX
|
BUY | +0.42% | 675.6K | $122M | — |
|
VRSK|VERISK ANALYTICS
|
BUY | +15.07% | 699.8K | $124M | — |
|
AOS|AO SMITH
|
BUY | +18.07% | 1.8M | $119M | — |
|
VRSN|VERISIGN
|
BUY | +17.40% | 585.3K | $116M | — |
|
MASI|MASIMO
|
BUY | +0.42% | 431.1K | $99M | — |
|
QLYS|QUALYS
|
BUY | +13.63% | 1.1M | $111M | — |
|
PAYC|PAYCOM SOFTWARE
|
BUY | +0.42% | 215.9K | $80M | — |
|
MSCI|MSCI
|
BUY | +0.42% | 208.6K | $87M | — |
|
ROL|ROLLINS INC
|
BUY | NEW | 1.8M | $63M | — |
|
WING|WINGSTOP INC
|
BUY | NEW | 447.6K | $57M | — |
|
MELI|MERCADOLIBRE
|
SELL | -15.00% | 24.2K | $36M | +294.3% |
|
MAR|MARRIOTT INTERNATIONAL CL A
|
BUY | +6.57% | 296.2K | $44M | — |
|
ZTS|ZOETIS INC
|
BUY | +75.37% | 212.2K | $33M | — |
|
PG|PROCTER AND GAMBLE CO
|
BUY | +121.54% | 84.6K | $11M | — |
|
CL|COLGATE PALMOLIVE CO
|
BUY | +7.09% | 120.0K | $9M | — |
|
HD|HOME DEPOT INC
|
BUY | NEW | 5.3K | $2M | — |
| 2020-Q4 | |||||
|
PYPL|PAYPAL HOLDINGS INC
|
SELL | -0.21% | 12.3M | $2.9B | — |
|
MSFT|MICROSOFT
|
BUY | +1.20% | 12.1M | $2.7B | — |
|
IDXX|IDEXX LABORATORIES
|
SELL | -0.15% | 4.2M | $2.1B | — |
|
EL|ESTEE LAUDER
|
SELL | -0.20% | 6.8M | $1.8B | — |
|
META|FACEBOOK
|
SELL | -0.14% | 6.4M | $1.8B | +53.2% |
|
INTU|INTUIT INC
|
SELL | -0.15% | 4.6M | $1.7B | -40.6% |
|
SYK|STRYKER CORP
|
BUY | +5.70% | 6.6M | $1.6B | — |
|
4I1|PHILIP MORRIS INTERNATIONAL
|
SELL | -0.18% | 19.5M | $1.6B | — |
|
MKC|MCCORMICK & CO NON VTG SHRS
|
BUY | +113.92% | 16.1M | $1.5B | — |
|
PEP|PEPSICO INC
|
BUY | +8.28% | 9.6M | $1.4B | — |
|
V|VISA INC CLASS A SHARES
|
SELL | -0.20% | 6.1M | $1.3B | — |
|
ADP|AUTOMATIC DATA PROCESSING
|
BUY | +2.42% | 7.1M | $1.2B | — |
|
SBUX|STARBUCKS CORP
|
BUY | +0.57% | 10.4M | $1.1B | — |
|
NKE|NIKE INC CL B
|
SELL | -0.24% | 7.7M | $1.1B | +37.7% |
|
WAT|WATERS CORP
|
BUY | +2.74% | 4.4M | $1.1B | — |
|
BDX|BECTON DICKINSON AND CO
|
BUY | +0.10% | 4.3M | $1.1B | — |
|
JNJ|JOHNSON & JOHNSON
|
SELL | -0.30% | 6.4M | $1.0B | — |
|
BF-A|BROWN FORMAN CORP CLASS B
|
BUY | +0.02% | 10.3M | $815M | — |
|
CHD|CHURCH & DWIGHT INC
|
BUY | NEW | 5.6M | $491M | — |
|
SABR|SABRE
|
BUY | +34.06% | 13.6M | $164M | — |
|
IPGP|IPG PHOTONICS
|
BUY | +0.14% | 627.3K | $140M | — |
|
AKX|ANSYS
|
BUY | +6.59% | 357.1K | $130M | — |
|
EFX|EQUIFAX
|
BUY | +16.64% | 672.8K | $130M | — |
|
CGNX|COGNEX
|
BUY | +0.12% | 1.6M | $129M | — |
|
VRSK|VERISK ANALYTICS
|
BUY | +0.12% | 608.1K | $126M | — |
|
MASI|MASIMO
|
BUY | +0.08% | 429.3K | $115M | — |
|
QLYS|QUALYS
|
BUY | +14.76% | 933.8K | $114M | — |
|
FTNT|FORTINET INC
|
BUY | +250.57% | 744.8K | $111M | — |
|
VRSN|VERISIGN
|
BUY | +16.08% | 498.6K | $108M | — |
|
PAYC|PAYCOM SOFTWARE
|
BUY | +0.11% | 215.0K | $97M | — |
|
MSCI|MSCI
|
BUY | +0.12% | 207.7K | $93M | — |
|
AOS|AO SMITH
|
BUY | +0.12% | 1.5M | $82M | — |
|
MELI|MERCADOLIBRE
|
SELL | -5.00% | 28.5K | $48M | +205.3% |
|
CHKP|CHECK POINT SOFTWARE TECH
|
SELL | EXIT | — | — | +7.2% |
|
MAR|MARRIOTT INTERNATIONAL CL A
|
SELL | -0.58% | 277.9K | $37M | -39.1% |
|
ZTS|ZOETIS INC
|
BUY | NEW | 121.0K | $20M | — |
|
TSM|TAIWAN SEMICONDUCTOR MFG LTD
|
BUY | NEW | 118.0K | $13M | — |
|
CL|COLGATE PALMOLIVE CO
|
BUY | +4.50% | 112.1K | $10M | — |
|
PG|PROCTER AND GAMBLE CO
|
BUY | NEW | 38.2K | $5M | — |
| 2020-Q3 | |||||
|
MSFT|MICROSOFT
|
SELL | -0.21% | 11.9M | $2.5B | +92.8% |
|
PYPL|PAYPAL HOLDINGS INC
|
SELL | -0.24% | 12.4M | $2.4B | — |
|
META|FACEBOOK
|
SELL | -0.25% | 6.4M | $1.7B | +41.7% |
|
IDXX|IDEXX LABORATORIES
|
SELL | -0.19% | 4.2M | $1.7B | — |
|
INTU|INTUIT INC
|
BUY | +0.09% | 4.6M | $1.5B | — |
|
EL|ESTEE LAUDER
|
BUY | +0.62% | 6.8M | $1.5B | — |
|
MKC|MCCORMICK & CO NON VTG SHRS
|
SELL | -0.02% | 7.5M | $1.5B | +34.0% |
|
4I1|PHILIP MORRIS INTERNATIONAL
|
BUY | +0.66% | 19.5M | $1.5B | — |
|
SYK|STRYKER CORP
|
BUY | +1.17% | 6.3M | $1.3B | — |
|
PEP|PEPSICO INC
|
BUY | +1.41% | 8.9M | $1.2B | — |
|
V|VISA INC CLASS A SHARES
|
SELL | -0.26% | 6.1M | $1.2B | — |
|
BDX|BECTON DICKINSON AND CO
|
BUY | +2.33% | 4.3M | $1.0B | — |
|
NKE|NIKE INC CL B
|
BUY | +7.02% | 7.8M | $973M | — |
|
ADP|AUTOMATIC DATA PROCESSING
|
BUY | +6.77% | 6.9M | $965M | — |
|
JNJ|JOHNSON & JOHNSON
|
BUY | +0.10% | 6.4M | $955M | — |
|
SBUX|STARBUCKS CORP
|
BUY | +24.54% | 10.4M | $892M | — |
|
WAT|WATERS CORP
|
BUY | +10.23% | 4.3M | $840M | — |
|
BF-A|BROWN FORMAN CORP CLASS B
|
BUY | +3.94% | 10.3M | $772M | — |
|
IPGP|IPG PHOTONICS
|
BUY | +8.99% | 626.5K | $106M | — |
|
VRSN|VERISIGN
|
BUY | +19.08% | 429.5K | $88M | — |
|
QLYS|QUALYS
|
BUY | +30.44% | 813.7K | $80M | — |
|
SABR|SABRE
|
BUY | +10.57% | 10.2M | $66M | — |
|
PAYC|PAYCOM SOFTWARE
|
BUY | +9.63% | 214.8K | $67M | — |
|
CHKP|CHECK POINT SOFTWARE TECH
|
SELL | -38.17% | 334.7K | $40M | +9.5% |
|
MAR|MARRIOTT INTERNATIONAL CL A
|
BUY | +52.02% | 279.6K | $26M | — |
|
FTNT|FORTINET INC
|
BUY | NEW | 212.4K | $25M | — |
|
CL|COLGATE PALMOLIVE CO
|
BUY | NEW | 107.3K | $8M | — |
| 2020-Q2 | |||||
|
MSFT|MICROSOFT
|
SELL | -0.15% | 12.0M | $2.4B | +68.7% |
|
PYPL|PAYPAL HOLDINGS INC
|
SELL | -0.15% | 12.4M | $2.2B | — |
|
META|FACEBOOK
|
BUY | +0.15% | 6.4M | $1.5B | — |
|
IDXX|IDEXX LABORATORIES
|
SELL | -0.11% | 4.2M | $1.4B | — |
|
INTU|INTUIT INC
|
BUY | +2.98% | 4.6M | $1.4B | — |
|
4I1|PHILIP MORRIS INTERNATIONAL
|
BUY | +13.82% | 19.4M | $1.4B | — |
|
MKC|MCCORMICK & CO NON VTG SHRS
|
BUY | +5.89% | 7.5M | $1.4B | — |
|
EL|ESTEE LAUDER
|
BUY | +0.30% | 6.8M | $1.3B | — |
|
V|VISA INC CLASS A SHARES
|
BUY | +0.86% | 6.2M | $1.2B | — |
|
PEP|PEPSICO INC
|
BUY | +9.91% | 8.8M | $1.2B | — |
|
SYK|STRYKER CORP
|
BUY | +4.61% | 6.2M | $1.1B | — |
|
BDX|BECTON DICKINSON AND CO
|
BUY | +11.32% | 4.2M | $1.0B | — |
|
ADP|AUTOMATIC DATA PROCESSING
|
BUY | +3.29% | 6.5M | $965M | — |
|
JNJ|JOHNSON & JOHNSON
|
BUY | +19.07% | 6.4M | $901M | — |
|
WAT|WATERS CORP
|
SELL | -18.11% | 3.9M | $702M | — |
|
NKE|NIKE INC CL B
|
BUY | +212.33% | 7.2M | $710M | — |
|
BF-A|BROWN FORMAN CORP CLASS B
|
BUY | +0.21% | 9.9M | $628M | — |
|
SBUX|STARBUCKS CORP
|
BUY | +214.62% | 8.3M | $613M | — |
|
CLX|CLOROX COMPANY
|
SELL | EXIT | — | — | +35.1% |
|
VRSK|VERISK ANALYTICS
|
BUY | +1.52% | 607.4K | $103M | — |
|
EFX|EQUIFAX
|
BUY | +1.52% | 576.8K | $99M | — |
|
MASI|MASIMO
|
SELL | -9.87% | 428.9K | $98M | +91.3% |
|
AKX|ANSYS
|
BUY | +1.53% | 335.0K | $98M | — |
|
CGNX|COGNEX
|
BUY | +6.20% | 1.6M | $96M | — |
|
IPGP|IPG PHOTONICS
|
BUY | +1.52% | 574.8K | $92M | — |
|
CHKP|CHECK POINT SOFTWARE TECH
|
SELL | -37.53% | 541.3K | $58M | -5.4% |
|
VRSN|VERISIGN
|
BUY | +1.52% | 360.7K | $75M | — |
|
SABR|SABRE
|
BUY | +15.53% | 9.2M | $74M | — |
|
AOS|AO SMITH
|
BUY | +1.52% | 1.5M | $70M | — |
|
MSCI|MSCI
|
BUY | +1.52% | 207.5K | $69M | — |
|
QLYS|QUALYS
|
BUY | NEW | 623.8K | $65M | — |
|
PAYC|PAYCOM SOFTWARE
|
BUY | +12.21% | 195.9K | $61M | — |
|
MELI|MERCADOLIBRE
|
SELL | -13.80% | 30.0K | $30M | +79.6% |
|
MAR|MARRIOTT INTERNATIONAL CL A
|
BUY | +6.39% | 183.9K | $16M | — |
| 2020-Q1 | |||||
|
MSFT|MICROSOFT
|
SELL | -1.79% | 12.0M | $1.9B | +51.9% |
|
PYPL|PAYPAL HOLDINGS INC
|
SELL | -18.30% | 12.4M | $1.2B | — |
|
4I1|PHILIP MORRIS INTERNATIONAL
|
BUY | +0.73% | 17.0M | $1.2B | — |
|
EL|ESTEE LAUDER
|
SELL | -1.99% | 6.7M | $1.1B | — |
|
META|FACEBOOK
|
SELL | -2.34% | 6.4M | $1.1B | +16.6% |
|
SYK|STRYKER CORP
|
SELL | -2.49% | 5.9M | $988M | — |
|
MKC|MCCORMICK & CO NON VTG SHRS
|
SELL | -3.46% | 7.1M | $1.0B | +11.8% |
|
INTU|INTUIT INC
|
SELL | -6.02% | 4.5M | $1.0B | -53.1% |
|
V|VISA INC CLASS A SHARES
|
SELL | -4.94% | 6.1M | $983M | — |
|
IDXX|IDEXX LABORATORIES
|
SELL | -7.55% | 4.2M | $1.0B | — |
|
WAT|WATERS CORP
|
SELL | -6.89% | 4.8M | $866M | — |
|
PEP|PEPSICO INC
|
SELL | -5.60% | 8.0M | $960M | — |
|
ADP|AUTOMATIC DATA PROCESSING
|
SELL | -2.93% | 6.3M | $858M | — |
|
BDX|BECTON DICKINSON AND CO
|
SELL | -0.28% | 3.8M | $876M | — |
|
JNJ|JOHNSON & JOHNSON
|
SELL | -11.27% | 5.4M | $705M | — |
|
BF-A|BROWN FORMAN CORP CLASS B
|
BUY | +2.22% | 9.8M | $546M | — |
|
CLX|CLOROX COMPANY
|
SELL | -5.36% | 1.6M | $276M | +10.3% |
|
NKE|NIKE INC CL B
|
BUY | NEW | 2.3M | $192M | — |
|
SBUX|STARBUCKS CORP
|
BUY | NEW | 2.6M | $174M | — |
|
VRSK|VERISK ANALYTICS
|
SELL | -3.76% | 598.3K | $83M | +30.5% |
|
EFX|EQUIFAX
|
SELL | -13.17% | 568.1K | $68M | +43.2% |
|
SABR|SABRE
|
BUY | +95.33% | 8.0M | $47M | — |
|
MASI|MASIMO
|
SELL | -17.24% | 475.9K | $84M | +49.0% |
|
AKX|ANSYS
|
SELL | -4.94% | 330.0K | $77M | — |
|
CHKP|CHECK POINT SOFTWARE TECH
|
BUY | +8.06% | 866.4K | $87M | — |
|
IPGP|IPG PHOTONICS
|
BUY | +23.13% | 566.1K | $62M | — |
|
CGNX|COGNEX
|
BUY | +29.22% | 1.5M | $64M | — |
|
VRSN|VERISIGN
|
BUY | +30.20% | 355.3K | $64M | — |
|
MSCI|MSCI
|
BUY | +2.15% | 204.4K | $59M | — |
|
AOS|AO SMITH
|
BUY | +24.38% | 1.5M | $55M | — |
|
PAYC|PAYCOM SOFTWARE
|
BUY | +2.15% | 174.6K | $35M | — |
|
MAR|MARRIOTT INTERNATIONAL CL A
|
BUY | +0.63% | 172.8K | $13M | — |
|
XP|XP CLASS A
|
BUY | NEW | 253.4K | $5M | — |
| 2019-Q4 | |||||
|
MSFT|MICROSOFT
|
BUY | +0.01% | 12.2M | $1.9B | — |
|
PYPL|PAYPAL HOLDINGS INC
|
SELL | -1.41% | 15.2M | $1.6B | — |
|
4I1|PHILIP MORRIS INTERNATIONAL
|
SELL | -0.17% | 16.9M | $1.4B | — |
|
EL|ESTEE LAUDER
|
BUY | +1.61% | 6.9M | $1.4B | — |
|
META|FACEBOOK
|
BUY | +1.64% | 6.6M | $1.4B | — |
|
SYK|STRYKER CORP
|
BUY | +2.32% | 6.1M | $1.3B | — |
|
MKC|MCCORMICK & CO NON VTG SHRS
|
BUY | +1.21% | 7.4M | $1.3B | — |
|
INTU|INTUIT INC
|
BUY | +1.77% | 4.7M | $1.2B | — |
|
IDXX|IDEXX LABORATORIES
|
BUY | +0.79% | 4.6M | $1.2B | — |
|
V|VISA INC CLASS A SHARES
|
SELL | -0.47% | 6.4M | $1.2B | — |
|
WAT|WATERS CORP
|
SELL | -0.32% | 5.1M | $1.2B | — |
|
PEP|PEPSICO INC
|
BUY | +2.18% | 8.5M | $1.2B | — |
|
ADP|AUTOMATIC DATA PROCESSING
|
SELL | -0.25% | 6.5M | $1.1B | — |
|
BDX|BECTON DICKINSON AND CO
|
BUY | +0.09% | 3.8M | $1.0B | — |
|
JNJ|JOHNSON & JOHNSON
|
BUY | +1.79% | 6.1M | $884M | — |
|
BF-A|BROWN FORMAN CORP CLASS B
|
BUY | +4.19% | 9.6M | $651M | — |
|
CLX|CLOROX COMPANY
|
BUY | NEW | 1.7M | $258M | — |
|
VRSK|VERISK ANALYTICS
|
BUY | +16.30% | 621.7K | $93M | — |
|
EFX|EQUIFAX
|
BUY | +5.39% | 654.3K | $92M | — |
|
SABR|SABRE
|
BUY | +12.10% | 4.1M | $91M | — |
|
CHKP|CHECK POINT SOFTWARE TECH
|
BUY | +10.17% | 801.8K | $89M | — |
|
IPGP|IPG PHOTONICS
|
BUY | +17.03% | 459.8K | $67M | — |
|
AOS|AO SMITH
|
BUY | +38.83% | 1.2M | $56M | — |
|
MAR|MARRIOTT INTERNATIONAL CL A
|
SELL | -18.71% | 171.8K | $26M | — |
|
MELI|MERCADOLIBRE
|
BUY | +47.20% | 34.8K | $20M | — |
|
CHD|CHURCH AND DWIGHT CO INC
|
SELL | EXIT | — | — | -6.9% |
| 2019-Q3 | |||||
|
PYPL|PAYPAL HOLDINGS INC
|
BUY | +0.07% | 15.4M | $1.6B | — |
|
MSFT|MICROSOFT
|
BUY | +0.15% | 12.2M | $1.7B | — |
|
EL|ESTEE LAUDER
|
BUY | +1.59% | 6.8M | $1.3B | — |
|
SYK|STRYKER CORP
|
BUY | +2.48% | 5.9M | $1.3B | — |
|
4I1|PHILIP MORRIS INTERNATIONAL
|
BUY | +10.87% | 16.9M | $1.3B | — |
|
META|FACEBOOK
|
BUY | +0.11% | 6.5M | $1.2B | — |
|
INTU|INTUIT INC
|
BUY | +0.19% | 4.7M | $1.2B | — |
|
IDXX|IDEXX LABORATORIES
|
BUY | +1.92% | 4.6M | $1.2B | — |
|
WAT|WATERS CORP
|
BUY | +0.17% | 5.1M | $1.1B | — |
|
MKC|MCCORMICK & CO NON VTG SHRS
|
BUY | +7.18% | 7.3M | $1.1B | — |
|
PEP|PEPSICO INC
|
BUY | +0.17% | 8.3M | $1.1B | — |
|
V|VISA INC CLASS A SHARES
|
BUY | +5.26% | 6.4M | $1.1B | — |
|
ADP|AUTOMATIC DATA PROCESSING
|
BUY | +5.72% | 6.5M | $1.0B | — |
|
BDX|BECTON DICKINSON AND CO
|
BUY | +0.15% | 3.8M | $966M | — |
|
JNJ|JOHNSON & JOHNSON
|
BUY | +10.31% | 6.0M | $771M | — |
|
MMM|3M CO
|
SELL | EXIT | — | — | — |
|
BF-A|BROWN FORMAN CORP CLASS B
|
BUY | NEW | 9.2M | $580M | — |
|
VRSK|VERISK ANALYTICS
|
BUY | +1.62% | 534.5K | $85M | — |
|
CHKP|CHECK POINT SOFTWARE TECH
|
BUY | +16.73% | 727.8K | $80M | — |
|
AKX|ANSYS
|
BUY | +7.21% | 347.1K | $77M | — |
|
CDK|CDK GBL.
|
SELL | EXIT | — | — | — |
|
IPGP|IPG PHOTONICS
|
BUY | +15.96% | 392.9K | $53M | — |
|
MSCI|MSCI
|
BUY | +2.72% | 200.1K | $44M | — |
|
MAR|MARRIOTT INTERNATIONAL CL A
|
BUY | +19.59% | 211.3K | $26M | — |
|
CHD|CHURCH AND DWIGHT CO INC
|
BUY | NEW | 203.0K | $15M | — |
| 2019-Q2 | |||||
|
PYPL|PAYPAL HOLDINGS INC
|
BUY | +0.34% | 15.4M | $1.8B | — |
|
MSFT|MICROSOFT
|
BUY | +0.25% | 12.2M | $1.6B | — |
|
WAT|WATERS CORP
|
BUY | +1.74% | 5.1M | $1.1B | — |
|
META|FACEBOOK
|
BUY | +1.69% | 6.5M | $1.2B | — |
|
IDXX|IDEXX LABORATORIES
|
BUY | +0.06% | 4.5M | $1.2B | — |
|
EL|ESTEE LAUDER
|
BUY | +0.44% | 6.7M | $1.2B | — |
|
INTU|INTUIT INC
|
BUY | +3.81% | 4.7M | $1.2B | — |
|
4I1|PHILIP MORRIS INTERNATIONAL
|
BUY | +14.67% | 15.3M | $1.2B | — |
|
SYK|STRYKER CORP
|
BUY | +3.93% | 5.8M | $1.2B | — |
|
PEP|PEPSICO INC
|
BUY | +0.07% | 8.3M | $1.1B | — |
|
V|VISA INC CLASS A SHARES
|
BUY | +5.77% | 6.1M | $1.1B | — |
|
MKC|MCCORMICK & CO NON VTG SHRS
|
BUY | +30.72% | 6.8M | $1.1B | — |
|
ADP|AUTOMATIC DATA PROCESSING
|
BUY | +2.26% | 6.1M | $1.0B | — |
|
BDX|BECTON DICKINSON AND CO
|
BUY | +1.09% | 3.8M | $961M | — |
|
JNJ|JOHNSON & JOHNSON
|
BUY | +17.40% | 5.4M | $752M | — |
|
MMM|3M CO
|
SELL | -0.20% | 3.5M | $612M | — |
|
MASI|MASIMO
|
BUY | +17.18% | 575.0K | $86M | — |
|
EFX|EQUIFAX
|
BUY | +7.31% | 620.8K | $84M | — |
|
SABR|SABRE
|
BUY | +22.34% | 3.6M | $81M | — |
|
VRSK|VERISK ANALYTICS
|
BUY | +2.40% | 526.0K | $77M | — |
|
CHKP|CHECK POINT SOFTWARE TECH
|
BUY | +18.94% | 623.5K | $72M | — |
|
AKX|ANSYS
|
BUY | +10.68% | 323.8K | $66M | — |
|
CGNX|COGNEX
|
BUY | +13.03% | 1.2M | $56M | — |
|
CDK|CDK GBL.
|
BUY | +20.43% | 1.1M | $55M | — |
|
IPGP|IPG PHOTONICS
|
BUY | +54.99% | 338.8K | $52M | — |
|
MSCI|MSCI
|
BUY | +3.10% | 194.8K | $47M | — |
|
AOS|AO SMITH
|
BUY | +11.13% | 848.6K | $40M | — |
|
MAR|MARRIOTT INTERNATIONAL CL A
|
SELL | -1.89% | 176.7K | $25M | — |
|
MELI|MERCADOLIBRE
|
BUY | +29.44% | 23.6K | $14M | — |
| 2019-Q1 | |||||
|
PYPL|PAYPAL HOLDINGS INC
|
BUY | +0.90% | 15.3M | $1.6B | — |
|
MSFT|MICROSOFT
|
BUY | +0.94% | 12.1M | $1.4B | — |
|
WAT|WATERS CORP
|
BUY | +0.87% | 5.0M | $1.3B | — |
|
4I1|PHILIP MORRIS INTERNATIONAL
|
BUY | +7.30% | 13.3M | $1.2B | — |
|
INTU|INTUIT INC
|
BUY | +1.26% | 4.5M | $1.2B | — |
|
IDXX|IDEXX LABORATORIES
|
BUY | +0.79% | 4.5M | $999M | — |
|
SYK|STRYKER CORP
|
BUY | +0.95% | 5.6M | $1.1B | — |
|
EL|ESTEE LAUDER
|
BUY | +5.56% | 6.6M | $1.1B | — |
|
META|FACEBOOK
|
BUY | +4.05% | 6.4M | $1.1B | — |
|
PEP|PEPSICO INC
|
BUY | +1.22% | 8.3M | $1.0B | — |
|
BDX|BECTON DICKINSON AND CO
|
BUY | +0.95% | 3.8M | $942M | — |
|
ADP|AUTOMATIC DATA PROCESSING
|
BUY | +1.12% | 6.0M | $958M | — |
|
V|VISA INC CLASS A SHARES
|
BUY | +1.12% | 5.8M | $904M | — |
|
MKC|MCCORMICK & CO NON VTG SHRS
|
BUY | +93.55% | 5.2M | $784M | — |
|
MMM|3M CO
|
BUY | +1.44% | 3.5M | $735M | — |
|
JNJ|JOHNSON & JOHNSON
|
BUY | +0.40% | 4.6M | $643M | — |
|
CL|COLGATE PALMOLIVE CO
|
SELL | EXIT | — | — | — |
|
EFX|EQUIFAX
|
BUY | +9.62% | 578.5K | $69M | — |
|
VRSK|VERISK ANALYTICS
|
BUY | +14.04% | 513.7K | $68M | — |
|
MASI|MASIMO
|
BUY | +2.36% | 490.7K | $68M | — |
|
CHKP|CHECK POINT SOFTWARE TECH
|
BUY | +9.42% | 524.2K | $66M | — |
|
SABR|SABRE
|
BUY | +31.15% | 3.0M | $63M | — |
|
AKX|ANSYS
|
BUY | +7.14% | 292.5K | $53M | — |
|
AOS|AO SMITH
|
BUY | +10.68% | 763.6K | $41M | — |
|
MSCI|MSCI
|
BUY | +30.97% | 188.9K | $38M | — |
|
IPGP|IPG PHOTONICS
|
BUY | +29.27% | 218.6K | $33M | — |
|
MAR|MARRIOTT INTERNATIONAL CL A
|
SELL | -0.83% | 180.1K | $23M | — |
| 2018-Q4 | |||||
|
MSFT|MICROSOFT
|
SELL | -0.39% | 12.0M | $1.4B | -0.6% |
|
IDXX|IDEXX LABORATORIES
|
BUY | +0.13% | 4.4M | $1.1B | — |
|
META|FACEBOOK
|
BUY | +2.67% | 6.1M | $1.0B | — |
|
INTU|INTUIT INC
|
BUY | +8.20% | 4.4M | $1.0B | — |
|
SYK|STRYKER CORP
|
BUY | +0.14% | 5.5M | $982M | — |
|
WAT|WATERS CORP
|
SELL | -0.86% | 5.0M | $970M | — |
|
BDX|BECTON DICKINSON AND CO
|
SELL | -0.20% | 3.7M | $975M | — |
|
EL|ESTEE LAUDER
|
BUY | +6.83% | 6.3M | $913M | — |
|
ADP|AUTOMATIC DATA PROCESSING
|
BUY | +1.98% | 5.9M | $893M | — |
|
V|VISA INC CLASS A SHARES
|
BUY | +0.17% | 5.7M | $859M | — |
|
MKC|MCCORMICK & CO NON VTG SHRS
|
BUY | NEW | 2.7M | $354M | — |
|
CL|COLGATE PALMOLIVE CO
|
SELL | -56.07% | 2.2M | $149M | — |
|
MASI|MASIMO
|
BUY | NEW | 479.4K | $51M | — |
|
CHKP|CHECK POINT SOFTWARE TECH
|
BUY | NEW | 479.1K | $49M | — |
|
EFX|EQUIFAX
|
BUY | NEW | 527.7K | $49M | — |
|
VRSK|VERISK ANALYTICS
|
BUY | NEW | 450.4K | $49M | — |
|
SABR|SABRE
|
BUY | NEW | 2.3M | $49M | — |
|
CDK|CDK GBL.
|
BUY | NEW | 922.8K | $44M | — |
|
VRSN|VERISIGN
|
BUY | NEW | 272.9K | $40M | — |
|
CGNX|COGNEX
|
BUY | NEW | 1.0M | $40M | — |
|
AKX|ANSYS
|
BUY | NEW | 273.0K | $39M | — |
|
AOS|AO SMITH
|
BUY | NEW | 689.9K | $29M | — |
|
MAR|MARRIOTT INTERNATIONAL CL A
|
BUY | +13.75% | 181.6K | $24M | — |
|
MSCI|MSCI
|
BUY | NEW | 144.2K | $21M | — |
|
PAYC|PAYCOM SOFTWARE
|
BUY | NEW | 170.9K | $21M | — |
|
IPGP|IPG PHOTONICS
|
BUY | NEW | 169.1K | $19M | — |
|
MELI|MERCADOLIBRE
|
BUY | NEW | 18.3K | $5M | — |
| 2018-Q3 | |||||
|
MSFT|MICROSOFT
|
BUY | NEW | 12.1M | $1.4B | — |
|
PYPL|PAYPAL HOLDINGS INC
|
SELL | -0.05% | 15.2M | $1.3B | — |
|
MCD|MICROSOFT
|
SELL | EXIT | — | — | -1.4% |
|
IDXX|IDEXX LABORATORIES
|
SELL | -0.06% | 4.4M | $1.1B | — |
|
META|FACEBOOK
|
BUY | +8.03% | 6.0M | $980M | — |
|
4I1|PHILIP MORRIS INTERNATIONAL
|
BUY | +18.46% | 12.4M | $1.0B | — |
|
SYK|STRYKER CORP
|
BUY | +0.09% | 5.5M | $981M | — |
|
WAT|WATERS CORP
|
BUY | +6.29% | 5.0M | $979M | — |
|
BDX|BECTON DICKINSON AND CO
|
BUY | +0.21% | 3.7M | $977M | — |
|
INTU|INTUI INC
|
BUY | +3.05% | 4.1M | $930M | — |
|
PEP|PEPSICO INC
|
BUY | +6.36% | 8.2M | $913M | — |
|
ADP|AUTOMATIC DATA PROCESSING
|
BUY | +0.45% | 5.8M | $876M | — |
|
V|VISA INC CLASS A SHARES
|
SELL | -0.07% | 5.7M | $858M | — |
|
EL|ESTEE LAUDER
|
BUY | +19.62% | 5.9M | $855M | — |
|
MMM|3M CO
|
BUY | +2.61% | 3.5M | $735M | — |
|
JNJ|JOHNSON & JOHNSON
|
BUY | +0.56% | 4.6M | $633M | — |
|
CL|COLGATE PALMOLIVE CO
|
BUY | +41.12% | 5.1M | $339M | — |
|
MAR|MARRIOTT INTERNATIONAL CL A
|
BUY | +16.06% | 159.6K | $21M | — |
| 2018-Q2 | |||||
|
PYPL|PAYPAL HOLDINGS INC
|
SELL | -0.10% | 15.2M | $1.3B | — |
|
MCD|MICROSOFT
|
BUY | NEW | 12.1M | $1.2B | — |
|
MSFT|MICROSOFT CORP
|
SELL | EXIT | — | — | — |
|
META|FACEBOOK
|
BUY | +7.29% | 5.5M | $1.1B | — |
|
IDXX|IDEXX LABORATORIES
|
BUY | +0.03% | 4.4M | $965M | — |
|
SYK|STRYKER CORP
|
BUY | +0.04% | 5.5M | $932M | — |
|
WAT|WATERS CORP
|
BUY | +8.25% | 4.7M | $915M | — |
|
BDX|BECTON DICKINSON AND CO
|
BUY | +3.58% | 3.7M | $895M | — |
|
4I1|PHILIP MORRIS INTERNATIONAL
|
BUY | +17.58% | 10.5M | $846M | — |
|
PEP|PEPSICO INC
|
BUY | +16.68% | 7.7M | $836M | — |
|
INTU|INTUI INC
|
BUY | +0.04% | 4.0M | $811M | — |
|
ADP|AUTOMATIC DATA PROCESSING
|
BUY | +0.15% | 5.8M | $776M | — |
|
V|VISA INC CLASS A SHARES
|
SELL | -0.01% | 5.7M | $758M | — |
|
EL|ESTEE LAUDER
|
BUY | +14.09% | 4.9M | $702M | — |
|
MMM|3M CO
|
BUY | +25.75% | 3.4M | $668M | — |
|
JNJ|JOHNSON & JOHNSON
|
BUY | +5.27% | 4.6M | $553M | — |
|
CL|COLGATE PALMOLIVE CO
|
BUY | +14.67% | 3.6M | $232M | — |
|
MAR|MARRIOTT INTERNATIONAL CL A
|
BUY | +0.59% | 137.5K | $17M | — |
| 2018-Q1 | |||||
|
PYPL|PAYPAL HLDGS INC
|
BUY | +5.28% | 15.2M | $1.2B | — |
|
MSFT|MICROSOFT CORP
|
BUY | +8.87% | 12.1M | $1.1B | — |
|
SYK|STRYKER CORP
|
BUY | +7.32% | 5.5M | $887M | — |
|
4I1|PHILIP MORRIS INTL INC
|
BUY | +18.66% | 8.9M | $886M | — |
|
WAT|WATERS CORP
|
BUY | +0.08% | 4.4M | $868M | — |
|
DPS|DR PEPPER SNAPPLE GROUP INC
|
SELL | EXIT | — | — | — |
|
IDXX|IDEXX LABORATORIES
|
BUY | +0.52% | 4.4M | $847M | — |
|
BCRUSD|BARD C R INC
|
SELL | EXIT | — | — | — |
|
META|FACEBOOK
|
BUY | NEW | 5.1M | $822M | — |
|
BDX|BECTON DICKINSON & CO
|
BUY | +56.65% | 3.6M | $781M | — |
|
PEP|PEPSICO INC
|
BUY | +13.44% | 6.6M | $719M | — |
|
INTU|INTUIT
|
BUY | +43.88% | 4.0M | $688M | — |
|
V|VISA INC
|
SELL | -0.21% | 5.7M | $684M | — |
|
ADP|AUTOMATIC DATA PROCESSING IN
|
BUY | +4.61% | 5.8M | $656M | — |
|
EL|LAUDER ESTEE COS INC
|
BUY | +12.08% | 4.3M | $645M | — |
|
MMM|3M CO
|
BUY | +0.48% | 2.7M | $593M | — |
|
JNJ|JOHNSON & JOHNSON
|
SELL | -0.10% | 4.3M | $555M | — |
|
CL|COLGATE PALMOLIVE CO
|
BUY | +25.35% | 3.1M | $224M | — |
|
MAR|MARRIOTT INTL INC NEW
|
SELL | -2.11% | 136.7K | $19M | — |
Closed Positions for Fundsmith
|
Stock
Click to search
|
Held Period | Cost Basis | Sale Proceeds | Realized Gain | Return | CAGR |
|---|---|---|---|---|---|---|
|
VRSK|VERISK ANALYTICS INC
|
2018-Q4 → 2025-Q3 (6.7y) | $112.8M | $201.1M | $+88.3M | +78.3% | +9.0% |
|
CHH|CHOICE HOTELS INTL INC
|
2024-Q1 → 2025-Q3 (1.5y) | $89.9M | $92.1M | $+2.3M | +2.5% | +1.7% |
|
EXPO|EXPONENT INC
|
2023-Q2 → 2025-Q3 (2.2y) | $103.6M | $86.3M | $-17.4M | -16.8% | -7.8% |
|
MA|MASTERCARD INCORPORATED
|
2023-Q1 → 2025-Q3 (2.5y) | $24.0M | $36.5M | $+12.5M | +51.9% | +18.3% |
|
BF-A|BROWN FORMAN CORP
|
2019-Q3 → 2025-Q2 (5.7y) | $973.2M | $686.5M | $-286.7M | -29.5% | -5.9% |
|
EFX|EQUIFAX INC
|
2018-Q4 → 2025-Q2 (6.5y) | $89.7M | $187.4M | $+97.7M | +108.9% | +12.0% |
|
IEX|IDEX CORP
|
2022-Q3 → 2025-Q1 (2.5y) | $84.5M | $77.4M | $-7.1M | -8.4% | -3.5% |
|
MKC|MCCORMICK & CO NON VTG SHRS
|
2018-Q4 → 2024-Q4 (6.0y) | $1.6B | $1.5B | $-95.8M | -5.9% | -1.0% |
|
AAPL|Apple
|
2022-Q3 → 2024-Q4 (2.2y) | $252.7M | $370.1M | $+117.5M | +46.5% | +18.6% |
|
CGNX|COGNEX CORP
|
2018-Q4 → 2024-Q4 (6.0y) | $103.9M | $81.7M | $-22.2M | -21.4% | -3.9% |
|
IPGP|IPG PHOTONICS CORP
|
2018-Q4 → 2024-Q1 (5.2y) | $128.5M | $85.7M | $-42.9M | -33.3% | -7.5% |
|
MASI|MASIMO CORP
|
2018-Q4 → 2023-Q3 (4.7y) | $134.4M | $116.4M | $-18.0M | -13.4% | -3.0% |
|
AMZN|AMAZON COM ORD
|
2021-Q3 → 2023-Q2 (1.7y) | $824.0M | $782.6M | $-41.4M | -5.0% | -2.9% |
|
EW|EDWARDS LIFESCIENCES ORD
|
2022-Q3 → 2023-Q2 (0.7y) | $971.6K | $872.3K | $-99.3K | -10.2% | -13.4% |
|
ADBE|ADOBE ORD
|
2022-Q1 → 2023-Q1 (1.0y) | $988.2M | $752.4M | $-235.8M | -23.9% | -23.9% |
|
MELI|MERCADOLIBRE
|
2018-Q4 → 2022-Q4 (4.0y) | $15.2M | $34.5M | $+19.3M | +127.2% | +22.9% |
|
G|Genpact Ltd
|
2021-Q3 → 2022-Q4 (1.2y) | $15.8M | $14.3M | $-1.4M | -8.9% | -7.2% |
|
TSM|Taiwan Semiconductor Manufacturing US ADR
|
2020-Q4 → 2022-Q4 (2.0y) | $15.1M | $11.6M | $-3.5M | -23.2% | -12.4% |
|
XP|XP CLASS A
|
2020-Q1 → 2022-Q4 (2.7y) | $9.5M | $4.4M | $-5.1M | -53.4% | -24.3% |
|
WING|WINGSTOP ORD
|
2021-Q1 → 2022-Q3 (1.5y) | $118.5M | $103.8M | $-14.7M | -12.4% | -8.5% |
|
SBUX|STARBUCKS CORP
|
2020-Q1 → 2022-Q2 (2.2y) | $951.4M | $942.8M | $-8.6M | -0.9% | -0.4% |
|
AOS|AO SMITH
|
2018-Q4 → 2022-Q1 (3.2y) | $86.3M | $126.8M | $+40.5M | +46.9% | +12.6% |
|
CL|COLGATE PALMOLIVE CO
|
2020-Q3 → 2022-Q1 (1.5y) | $9.9M | $10.2M | $+312.7K | +3.2% | +2.1% |
|
CHKP|CHECK POINT SOFTWARE TECH
|
2018-Q4 → 2020-Q4 (2.0y) | $97.2M | $100.1M | $+2.9M | +3.0% | +1.5% |
|
CLX|CLOROX COMPANY
|
2019-Q4 → 2020-Q2 (0.5y) | $251.4M | $336.2M | $+84.8M | +33.7% | +79.2% |
|
CHD|CHURCH AND DWIGHT CO INC
|
2019-Q3 → 2019-Q4 (0.2y) | $15.3M | $14.2M | $-1.1M | -6.9% | -6.9% |
|
MCD|MICROSOFT
|
2023-Q3 → 2018-Q3 (0.2y) | $2.0B | $1.9B | $-27.9M | -1.4% | -1.4% |