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BRISTOL JOHN W & CO INC /NY/ 13F Holdings
Holdings from the most recent 13F from BRISTOL JOHN W & CO INC /NY/
Filed: 2024-08-14 (Q2 2024) | Holdings: 101 | Value: $6.2B | Filing Link
PREMIUM
Author Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
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Filing Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
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Holding Returns | |||||||
|---|---|---|---|---|---|---|---|
| Stock | Put/Call | Change | Holding Pct | Value | Current Return | 3M Return | 1Y Return |
| MSFT - MICROSOFT CORP | Reduce 2% $(7.4M) | 5.78% | $356.7M | -7.10% | -1.14% | ||
| AMZN - AMAZON COM INC | Reduce 4% $(13.1M) | 5.44% | $335.8M | +5.72% | +15.87% | ||
| META - META PLATFORMS INC | Reduce 2% $(6.4M) | 4.83% | $298.2M | +2.49% | +4.29% | ||
| ANET - ARISTA NETWORKS INC | Reduce 14% $(38.2M) | 3.96% | $244.4M | -18.12% | +5.46% | ||
| JNJ - JOHNSON & JOHNSON | Add 216% ($164.8M) | 3.91% | $241.2M | -1.91% | -2.02% | ||
| AAPL - APPLE INC | Reduce 4% $(10.2M) | 3.76% | $232.4M | -11.58% | +0.29% | ||
| GOOGL - ALPHABET INC | Reduce 1% $(1.3M) | 3.42% | $211.0M | -1.74% | +7.61% | ||
| JPM - JPMORGAN CHASE & CO. | Reduce 2% $(4.3M) | 3.14% | $194.2M | +12.84% | +15.87% | ||
| MA - MASTERCARD INCORPORATED | Reduce 4% $(7.4M) | 2.96% | $183.0M | +10.08% | +12.36% | ||
| NFLX - NETFLIX INC | Reduce 2% $(3.8M) | 2.74% | $169.5M | +37.37% | +23.26% | ||
| TMO - THERMO FISHER SCIENTIFIC INC | Reduce 2% $(3.8M) | 2.64% | $163.3M | -27.48% | -15.21% | ||
| ISRG - INTUITIVE SURGICAL INC | Reduce 2% $(3.4M) | 2.50% | $154.7M | +3.51% | +10.64% | ||
| FDX - FEDEX CORP | Reduce 2% $(3.6M) | 2.43% | $150.1M | -26.57% | +2.99% | ||
| BRK.B - BERKSHIRE HATHAWAY INC DEL | Reduce 2% $(3.2M) | 2.32% | $143.5M | +18.63% | +6.45% | ||
| GOOG - ALPHABET INC | Reduce 12% $(20.3M) | 2.31% | $142.5M | -1.38% | +7.34% | ||
| WAB - WABTEC | Reduce 2% $(3.2M) | 2.26% | $139.8M | +8.96% | +23.66% | ||
| COST - COSTCO WHSL CORP NEW | Reduce 33% $(64.4M) | 2.09% | $129.3M | +10.64% | +4.06% | ||
| CMG - CHIPOTLE MEXICAN GRILL INC | Add 3929% ($125.3M) | 2.08% | $128.4M | -3.92% | +13.21% | ||
| TMUS - T-MOBILE US INC | Reduce 2% $(2.6M) | 1.97% | $121.7M | +33.11% | +20.40% | ||
| TDG - TRANSDIGM GROUP INC | Reduce 2% $(2.7M) | 1.95% | $120.3M | +9.40% | +4.49% | ||
| UNH - UNITEDHEALTH GROUP INC | Reduce 2% $(2.6M) | 1.85% | $114.2M | +4.63% | +2.53% | ||
| N/A - NESTLE SA ADR | Reduce 2% $(2.5M) | 1.84% | $113.5M | ||||
| TXN - TEXAS INSTRS INC | Reduce 2% $(2.5M) | 1.82% | $112.2M | -25.35% | +0.97% | ||
| WDAY - WORKDAY INC | Reduce 2% $(2.4M) | 1.76% | $108.6M | +0.29% | +14.86% | ||
| BDX - BECTON DICKINSON & CO | Reduce 2% $(2.5M) | 1.67% | $103.2M | -12.61% | -3.39% | ||
| DG - DOLLAR GEN CORP NEW | Reduce 2% $(2.1M) | 1.61% | $99.4M | -24.46% | -36.53% | ||
| CP - CANADIAN PACIFIC KANSAS CITY | Reduce 2% $(2.2M) | 1.58% | $97.4M | -5.84% | -5.63% | ||
| APD - AIR PRODS & CHEMS INC | Reduce 2% $(1.9M) | 1.56% | $96.6M | -1.29% | +14.95% | ||
| ADI - ANALOG DEVICES INC | Reduce 2% $(2.3M) | 1.54% | $95.3M | -17.71% | -6.03% | ||
| NKE - NIKE INC | Add 51% ($31.7M) | 1.52% | $94.0M | -32.78% | -6.21% | ||
| NVDA - NVIDIA CORPORATION | New Purchase | 1.52% | $93.8M | -6.57% | +19.56% | ||
| ROST - ROSS STORES INC | Reduce 2% $(2.1M) | 1.47% | $90.7M | -1.48% | -2.60% | ||
| DAL - DELTA AIR LINES INC DEL | Reduce 2% $(2.0M) | 1.46% | $90.0M | +4.50% | +63.38% | ||
| SBAC - SBA COMMUNICATIONS CORP NEW | Reduce 2% $(1.9M) | 1.38% | $85.0M | +2.63% | +2.99% | ||
| IFNNY - INFINEON TECHNOLOGIES-ADR | Reduce 2% $(2.0M) | 1.37% | $84.6M | -12.53% | -7.94% | ||
| MCO - MOODYS CORP | Reduce 2% $(1.6M) | 1.25% | $77.2M | -7.67% | +1.63% | ||
| YUM - YUM BRANDS INC | Reduce 2% $(1.8M) | 1.24% | $76.5M | +6.67% | -2.66% | ||
| TJX - TJX COS INC NEW | Reduce 20% $(17.6M) | 1.18% | $72.7M | +16.61% | +8.84% | ||
| SPGI - S&P GLOBAL INC | Reduce 2% $(1.4M) | 1.11% | $68.4M | -5.34% | +2.06% | ||
| SCHW - SCHWAB CHARLES CORP | Reduce 2% $(1.4M) | 1.09% | $67.3M | +17.39% | +22.60% | ||
| NVS - NOVARTIS AG | Reduce 2% $(1.5M) | 1.08% | $66.5M | -3.12% | -9.24% | ||
| UBER - UBER TECHNOLOGIES INC | New Purchase | 1.07% | $65.8M | -0.32% | +1.02% | ||
| TSLA - TESLA INC | Reduce 2% $(1.5M) | 1.05% | $65.0M | +23.07% | +56.43% | ||
| CHTR - CHARTER COMMUNICATIONS INC N | Reduce 2% $(1.2M) | 0.99% | $60.9M | -5.26% | +10.38% | ||
| CMCSA - COMCAST CORP NEW | Reduce 34% $(31.3M) | 0.97% | $60.1M | -11.99% | +9.98% | ||
| SBUX - STARBUCKS CORP | New Purchase | 0.90% | $55.8M | -7.62% | +5.86% | ||
| VXF - VANGUARD INDEX FDS | New Purchase | 0.14% | $8.3M | -6.29% | +11.83% | ||
| PGR - PROGRESSIVE CORP | Reduce 100% | 0.00% | $0.00 | +13.26% | +7.74% | ||