§ 13F · FUND PROFILE
CAPITAL COUNSEL LLC/NY.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $2.6B (13F)Positions · 60Turnover · — · Q1Filed · May 15, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$3M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | GOOG | ALPHABET INC CL C | 1.04M | $297M | 12.6% | −7% |
| 2 | ANET | ARISTA NETWORKS, INC. | 1.98M | $243M | 10.3% | −1% |
| 3 | COST | COSTCO WHSL CORP NEW COM | 238K | $238M | 10.1% | −1% |
| 4 | IDXX | IDEXX LABS INC COM | 420K | $236M | 10.0% | −2% |
| 5 | CME | CME GROUP INC COM | 798K | $236M | 10.0% | −1% |
| 6 | V | VISA INC COM CL A | 737K | $223M | 9.5% | −1% |
| 7 | MSFT | MICROSOFT CORP COM | 492K | $182M | 7.7% | +2% |
| 8 | MTD | METTLER TOLEDO INTERNATIONAL C | 139K | $176M | 7.5% | −1% |
| 9 | ADP | AUTOMATIC DATA PROCESSING INC | 676K | $137M | 5.8% | −3% |
| 10 | HD | HOME DEPOT INC COM | 283K | $93M | 4.0% | −2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE CAPITAL SIGNAL
AC read
CAPITAL COUNSEL LLC/NY is a Other fund managing $2.6 billion in assets. The fund runs a portfolio of 60 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed