BRISTOL JOHN W & CO INC /NY/

CIK 0000276101 · NEW YORK, NY · Quarter end: 2026-06-30 · Filed on: 2026-08-13 · Open the SEC source

BRISTOL JOHN W & CO INC /NY/ reported 62 positions worth $6.76B as of June 30, 2026 (13F filed August 13, 2026). Largest holding: ANET (5.5%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$6.76B
2026 Q2
Positions
62
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
41.1%
Est. Net Flow (Q)
2026 Q2
10 / 62 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1ANETARISTA NETWORKS INCSH$373.2M5.52%2,196,682
2AMZNAMAZON COM INCSH$351.9M5.20%1,476,290
3AAPLAPPLE INCSH$345.1M5.10%1,192,491
4GOOGLALPHABET INCSH$338.8M5.01%948,035
5MSFTMICROSOFT CORPSH$267.0M3.95%715,730
6METAMETA PLATFORMS INCSH$261.2M3.86%463,636
7NVDANVIDIA CORPORATIONSH$243.8M3.61%1,218,582
8IFNNYINFINEON TECHNOLOGIES-ADRSH$212.2M3.14%2,258,909
9JPMJPMORGAN CHASE & COSH$196.2M2.90%599,431
10MAMASTERCARD INCORPORATEDSH$192.8M2.85%375,416

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does BRISTOL JOHN W & CO INC /NY/ hold as of Q2 2026?

BRISTOL JOHN W & CO INC /NY/ reported 62 positions worth $6.76B in its Q2 2026 13F filing. Largest positions: ANET (5.5%), AMZN (5.2%), AAPL (5.1%), GOOGL (5.0%) and MSFT (3.9%).

What did BRISTOL JOHN W & CO INC /NY/ buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did BRISTOL JOHN W & CO INC /NY/ sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.