Holdings
| IDXX IDEXX LABORATORIES INC | $1.58B | 15.3% | 18,492,918 | +14,046,878 | +315.9% | Added |
| MSFT MICROSOFT CORP | $818.0M | 7.9% | 11,076,335 | +355,610 | +3.3% | Added |
| BCRUSD CR BARD INC | $807.2M | 7.8% | 2,528,269 | −18,871 | −0.7% | Reduced |
| WAT WATERS CORP | $778.5M | 7.5% | 4,355,756 | +521,801 | +13.6% | Added |
| SYK STRYKER CORP | $725.5M | 7.0% | 5,174,629 | −1,376 | −0.0% | Reduced |
| PM PHILIP MORRIS INTERNATIONAL | $698.9M | 6.8% | 6,251,789 | +1,010,877 | +19.3% | Added |
| DR PEPPER SNAPPLE GROUP INC | $661.7M | 6.4% | 7,489,891 | +2,197,994 | +41.5% | Added |
| PEP PEPSICO INC | $621.7M | 6.0% | 5,560,322 | +225,363 | +4.2% | Added |
| ADP AUTOMATIC DATA PROCESSING | $605.4M | 5.9% | 5,553,237 | +376,897 | +7.3% | Added |
| JNJ JOHNSON & JOHNSON | $566.1M | 5.5% | 4,374,191 | +295,714 | +7.3% | Added |
| MMM 3M CO | $548.1M | 5.3% | 2,615,924 | +461,859 | +21.4% | Added |
| V VISA INC-CLASS A SHARES | $545.3M | 5.3% | 5,216,150 | −1,473 | −0.0% | Reduced |
| BDX BECTON DICKINSON AND CO | $445.7M | 4.3% | 2,301,915 | −675 | −0.0% | Reduced |
| EL ESTEE LAUDER COMPANIES-CL A | $408.9M | 4.0% | 3,844,901 | −608 | −0.0% | Reduced |
| INTU INTUIT INC | $310.9M | 3.0% | 2,184,854 | +1,094,420 | +100.4% | Added |
| CL COLGATE-PALMOLIVE CO | $181.2M | 1.8% | 2,477,902 | +372,583 | +17.7% | Added |
| MAR MARRIOTT INTERNATIONAL -CL A | $20.3M | 0.2% | 184,690 | −60 | −0.0% | Reduced |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| PYPL PAYPAL HOLDINGS INC | 14,051,261 | $754.1M |
| SJM JM SMUCKER CO | 2,043,846 | $240.3M |
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.