Holdings
| PYPL PAYPAL HOLDINGS INC | $1.06B | 9.1% | 14,461,577 | +14,461,577 | — | New |
| MSFT MICROSOFT CORP | $948.7M | 8.1% | 11,091,160 | +14,825 | +0.1% | Added |
| DR PEPPER SNAPPLE GROUP INC | $848.5M | 7.3% | 8,742,447 | +1,252,556 | +16.7% | Added |
| WAT WATERS CORP | $843.3M | 7.2% | 4,365,313 | +9,557 | +0.2% | Added |
| BCRUSD CR BARD INC | $822.8M | 7.1% | 2,483,956 | −44,313 | −1.8% | Reduced |
| SYK STRYKER CORP | $795.6M | 6.8% | 5,138,240 | −36,389 | −0.7% | Reduced |
| PM PHILIP MORRIS INTERNATIONAL | $793.2M | 6.8% | 7,507,597 | +1,255,808 | +20.1% | Added |
| PEP PEPSICO INC | $696.0M | 6.0% | 5,803,600 | +243,278 | +4.4% | Added |
| IDXX IDEXX LABORATORIES INC | $688.8M | 5.9% | 4,404,756 | −14,088,162 | −76.2% | Reduced |
| V VISA INC-CLASS A SHARES | $653.6M | 5.6% | 5,732,658 | +516,508 | +9.9% | Added |
| ADP AUTOMATIC DATA PROCESSING | $647.3M | 5.5% | 5,523,192 | −30,045 | −0.5% | Reduced |
| MMM 3M CO | $633.1M | 5.4% | 2,689,620 | +73,696 | +2.8% | Added |
| JNJ JOHNSON & JOHNSON | $605.2M | 5.2% | 4,331,856 | −42,335 | −1.0% | Reduced |
| BDX BECTON DICKINSON AND CO | $492.7M | 4.2% | 2,301,915 | — | — | Held |
| EL ESTEE LAUDER COMPANIES-CL A | $489.2M | 4.2% | 3,844,901 | — | — | Held |
| INTU INTUIT INC | $435.1M | 3.7% | 2,757,670 | +572,816 | +26.2% | Added |
| CL COLGATE-PALMOLIVE CO | $188.3M | 1.6% | 2,495,261 | +17,359 | +0.7% | Added |
| MAR MARRIOTT INTERNATIONAL -CL A | $19.0M | 0.2% | 139,695 | −44,995 | −24.4% | Reduced |
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.