Bristol John W & Co Inc /ny/
Bristol John W & Co Inc /ny/ reported 62 stocks worth $6.8B in its 13F filing for Q2 2026, filed Aug 13, 2026. Its largest holdings are ANET (5.5%), AMZN (5.2%) and AAPL (5.1%). Compared with Q1 2026, the fund opened new positions in MRVL, SAIA and FDXF, added to NVDA, ISRG and VRSK, trimmed ANET, AMZN and AAPL and sold out of ROST, NSC and BKNG.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  ANET Arista Networks Inc | $373M | 5.5% | 2.2M | −96K (−4%) | 7 of 8 | |
| 2 |  AMZN Amazon Com Inc | $352M | 5.2% | 1.5M | −165K (−10%) | 8 of 8 | |
| 3 |  AAPL Apple Inc | $345M | 5.1% | 1.2M | −8,993 (−1%) | 8 of 8 | |
| 4 |  GOOGL Alphabet Inc | $339M | 5.0% | 948K | −76K (−7%) | 8 of 8 | |
| 5 |  MSFT Microsoft Corp | $267M | 4.0% | 716K | −7,327 (−1%) | 8 of 8 | |
| 6 |  META Meta Platforms Inc | $261M | 3.9% | 464K | −4,606 (−1%) | 8 of 8 | |
| 7 |  NVDA Nvidia Corporation | $244M | 3.6% | 1.2M | +300K (+33%) | 8 of 8 | |
| 8 |  IFNNY Infineon Technologies | $212M | 3.1% | 2.3M | −718K (−24%) | 5 of 8 | |
| 9 |  JPM Jpmorgan Chase & Co. | $196M | 2.9% | 599K | −4,806 (−1%) | 8 of 8 | |
| 10 |  MA Mastercard Incorporated | $193M | 2.9% | 375K | −4,279 (−1%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 13, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Bristol John W & Co Inc /ny/ 13F FAQ
What does Bristol John W & Co Inc /ny/ own?
Bristol John W & Co Inc /ny/ reported 62 stocks worth $6.8B in its 13F filing for Q2 2026, filed Aug 13, 2026. Its largest holdings are ANET (5.5%), AMZN (5.2%) and AAPL (5.1%). The table above lists every position in the filing (the top 10 without an account).
What did Bristol John W & Co Inc /ny/ buy and sell in Q2 2026?
Compared with Q1 2026: 4 new positions, 4 added to, 46 trimmed and 3 sold out. New positions include MRVL, SAIA and FDXF. It sold all of ROST, NSC and BKNG.
When will Bristol John W & Co Inc /ny/ file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Bristol John W & Co Inc /ny/'s portfolio worth?
The Q2 2026 filing reports $6.8B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.