Holdings
| PYPL PAYPAL HOLDINGS INC | $1.16B | 9.5% | 15,224,967 | +763,390 | +5.3% | Added |
| MSFT MICROSOFT CORP | $1.10B | 9.1% | 12,075,307 | +984,147 | +8.9% | Added |
| SYK STRYKER CORP | $887.4M | 7.3% | 5,514,447 | +376,207 | +7.3% | Added |
| PM PHILIP MORRIS INTERNATIONAL | $885.5M | 7.3% | 8,908,787 | +1,401,190 | +18.7% | Added |
| WAT WATERS CORP | $867.8M | 7.2% | 4,368,590 | +3,277 | +0.1% | Added |
| IDXX IDEXX LABORATORIES INC | $847.4M | 7.0% | 4,427,657 | +22,901 | +0.5% | Added |
| META META PLATFORMS INC-CLASS A | $821.8M | 6.8% | 5,142,881 | +5,142,881 | — | New |
| BDX BECTON DICKINSON AND CO | $781.4M | 6.4% | 3,605,906 | +1,303,991 | +56.6% | Added |
| PEP PEPSICO INC | $718.6M | 5.9% | 6,583,613 | +780,013 | +13.4% | Added |
| INTU INTUIT INC | $687.8M | 5.7% | 3,967,675 | +1,210,005 | +43.9% | Added |
| V VISA INC-CLASS A SHARES | $684.3M | 5.6% | 5,720,718 | −11,940 | −0.2% | Reduced |
| ADP AUTOMATIC DATA PROCESSING | $655.7M | 5.4% | 5,777,983 | +254,791 | +4.6% | Added |
| EL ESTEE LAUDER COMPANIES-CL A | $645.2M | 5.3% | 4,309,460 | +464,559 | +12.1% | Added |
| MMM 3M CO | $593.2M | 4.9% | 2,702,412 | +12,792 | +0.5% | Added |
| JNJ JOHNSON & JOHNSON | $554.5M | 4.6% | 4,327,311 | −4,545 | −0.1% | Reduced |
| CL COLGATE-PALMOLIVE CO | $224.2M | 1.8% | 3,127,734 | +632,473 | +25.3% | Added |
| MAR MARRIOTT INTERNATIONAL -CL A | $18.6M | 0.2% | 136,742 | −2,953 | −2.1% | Reduced |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| DR PEPPER SNAPPLE GROUP INC | 8,742,447 | $848.5M |
| BCRUSD CR BARD INC | 2,483,956 | $822.8M |
Holdings reflect long positions disclosed in 13F filings only and exclude short positions, cash, and other non-13F assets. Holdings data sourced from SEC EDGAR. Not investment advice. Full disclaimer.