§ 13F · FUND PROFILE
BRISTOL JOHN W & CO INC /NY/.
AUM · $6.8B (13F)Positions · 113Turnover · n/a · Q2Filed · Aug 13, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$229M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | ANET | ARISTA NETWORKS INC | 2.18M | $370M | 5.5% | −4% |
| 2 | AMZN | AMAZON COM INC | 1.46M | $349M | 5.2% | −10% |
| 3 | GOOGL | ALPHABET INC | 935K | $334M | 4.9% | −7% |
| 4 | AAPL | APPLE INC | 1.15M | $333M | 4.9% | −1% |
| 5 | META | META PLATFORMS INC | 460K | $259M | 3.8% | −1% |
| 6 | MSFT | MICROSOFT CORP | 693K | $259M | 3.8% | −1% |
| 7 | NVDA | NVIDIA CORPORATION | 1.22M | $243M | 3.6% | +33% |
| 8 | IFNNY | INFINEON TECHNOLOGIES-ADR | 2.23M | $209M | 3.1% | −24% |
| 9 | JPM | JPMORGAN CHASE & CO | 595K | $195M | 2.9% | −1% |
| 10 | MA | MASTERCARD INCORPORATED | 371K | $190M | 2.8% | −1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BRISTOL SIGNAL
AC read
BRISTOL JOHN W & CO INC /NY/ is a Other fund managing $6.8 billion in assets. The fund runs a portfolio of 113 positions.
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