Institutional Manager · CIK 0000276101
BRISTOL JOHN W & CO INC /NY/
NEW YORK, NY · File #028-00030
Latest AUM
$6.50B
Positions
103
Top-10 Concentration
42.8%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 2025103 pos · $6.50B
- 13F HOLDINGS REPORTQ/E Sep 202596 pos · $6.34B
- 13F HOLDINGS REPORTQ/E Jun 202594 pos · $6.17B
- 13F HOLDINGS REPORTQ/E Mar 202596 pos · $5.86B
- 13F HOLDINGS REPORTQ/E Dec 202495 pos · $6.09B
- 13F HOLDINGS REPORTQ/E Sep 2024104 pos · $6.26B
- 13F HOLDINGS REPORTQ/E Jun 2024101 pos · $6.18B
- 13F HOLDINGS REPORTQ/E Mar 202494 pos · $5.87B
- 13F HOLDINGS REPORTQ/E Dec 2023109 pos · $5.06B
- 13F HOLDINGS REPORTQ/E Sep 2023110 pos · $5.28B
- 13F HOLDINGS REPORTQ/E Jun 2023124 pos · $4.86B
- 13F HOLDINGS REPORTQ/E Mar 2023120 pos · $4.20B
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | AMAZON COM INC | AMZN | 1,494,582 | $345.0M | 5.35% |
| 2 | MICROSOFT CORP | MSFT | 710,377 | $343.6M | 5.33% |
| 3 | ALPHABET INC | GOOG | 1,022,026 | $319.9M | 4.96% |
| 4 | META PLATFORMS INC | META | 470,590 | $310.6M | 4.82% |
| 5 | ARISTA NETWORKS INC | ANET | 2,299,724 | $301.3M | 4.67% |
| 6 | APPLE INC | AAPL | 1,005,160 | $273.3M | 4.24% |
| 7 | JPMORGAN CHASE & CO. | VYLD | 759,726 | $244.8M | 3.80% |
| 8 | MASTERCARD INCORPORATED | MA | 379,545 | $216.7M | 3.36% |
| 9 | INTUITIVE SURGICAL INC | ISRG | 360,877 | $204.4M | 3.17% |
| 10 | THERMO FISHER SCIENTIFIC INC | TMO | 343,538 | $199.1M | 3.09% |
| 11 | NETFLIX INC | NFLX | 2,040,304 | $191.3M | 2.97% |
| 12 | NVIDIA CORPORATION | NVDA | 929,565 | $173.4M | 2.69% |
| 13 | DELTA AIR LINES INC DEL | DAL | 2,285,133 | $158.6M | 2.46% |
| 14 | TRANSDIGM GROUP INC | TDG | 109,862 | $146.1M | 2.27% |
| 15 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 272,151 | $136.8M | 2.12% |
| 16 | CANADIAN PACIFIC KANSAS CITY | CP | 1,850,129 | $136.2M | 2.11% |
| 17 | FEDEX CORP | FDX | 457,594 | $132.2M | 2.05% |
| 18 | INFINEON TECHNOLOGIES-ADR | IFNNF | 2,975,653 | $130.9M | 2.03% |
| 19 | WORKDAY INC | WDAY | 557,632 | $119.8M | 1.86% |
| 20 | MOODYS CORP | MCO | 232,275 | $118.7M | 1.84% |