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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: 2025-02-26 (Q4 2024) | Holdings: 95 | Value: $6.1B | 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 |
| AMZN - AMAZON COM INC | Reduce 1% $(2.5M) | 6.15% | $374.6M | -20.95% | |||
| META - META PLATFORMS INC | Reduce 2% $(7.8M) | 5.50% | $335.0M | -26.45% | |||
| MSFT - MICROSOFT CORP | Reduce 2% $(7.5M) | 5.43% | $330.5M | -8.34% | |||
| ANET - ARISTA NETWORKS INC | New Purchase | 5.01% | $304.7M | -27.30% | |||
| AAPL - APPLE INC | Reduce 2% $(6.3M) | 4.59% | $279.2M | -17.72% | |||
| JPM - JPMORGAN CHASE & CO. | Reduce 2% $(5.1M) | 3.65% | $221.9M | -10.30% | |||
| NFLX - NETFLIX INC | Reduce 2% $(5.0M) | 3.55% | $216.2M | -2.21% | |||
| MA - MASTERCARD INCORPORATED | 3.54% | $215.7M | -8.38% | ||||
| GOOGL - ALPHABET INC | Reduce 1% $(3.1M) | 3.53% | $215.1M | -13.02% | |||
| WAB - WABTEC | Reduce 2% $(3.7M) | 2.66% | $162.2M | -6.60% | |||
| BRK.B - BERKSHIRE HATHAWAY INC DEL | Reduce 2% $(3.5M) | 2.55% | $155.1M | +4.38% | |||
| WDAY - WORKDAY INC | Add 23% ($28.7M) | 2.51% | $152.8M | -18.14% | |||
| GOOG - ALPHABET INC | Reduce 3% $(5.4M) | 2.44% | $148.6M | -12.73% | |||
| TMO - THERMO FISHER SCIENTIFIC INC | Reduce 2% $(3.4M) | 2.44% | $148.3M | -19.29% | |||
| TMUS - T-MOBILE US INC | Reduce 2% $(3.4M) | 2.42% | $147.3M | -0.12% | |||
| ISRG - INTUITIVE SURGICAL INC | Reduce 20% $(35.3M) | 2.37% | $144.4M | -17.03% | |||
| FDX - FEDEX CORP | Reduce 2% $(3.1M) | 2.25% | $136.7M | -18.86% | |||
| COST - COSTCO WHSL CORP NEW | Reduce 2% $(2.9M) | 2.22% | $135.2M | -3.82% | |||
| TSLA - TESLA INC | Reduce 2% $(3.0M) | 2.11% | $128.5M | -17.10% | |||
| CMG - CHIPOTLE MEXICAN GRILL INC | Reduce 2% $(2.7M) | 1.97% | $119.7M | -10.41% | |||
| TDG - TRANSDIGM GROUP INC | Reduce 2% $(2.6M) | 1.90% | $115.5M | -0.24% | |||
| CP - CANADIAN PACIFIC KANSAS CITY | Add 29% ($25.3M) | 1.87% | $113.8M | -3.53% | |||
| DAL - DELTA AIR LINES INC DEL | Reduce 2% $(2.6M) | 1.82% | $110.7M | -33.96% | |||
| UNH - UNITEDHEALTH GROUP INC | Reduce 2% $(2.6M) | 1.80% | $109.8M | -2.17% | |||
| APD - AIR PRODS & CHEMS INC | Reduce 2% $(2.4M) | 1.73% | $105.2M | -15.42% | |||
| TXN - TEXAS INSTRS INC | Reduce 2% $(2.5M) | 1.71% | $104.4M | -24.84% | |||
| NVDA - NVIDIA CORPORATION | Reduce 2% $(2.3M) | 1.62% | $98.9M | -24.82% | |||
| BDX - BECTON DICKINSON & CO | Reduce 2% $(2.3M) | 1.59% | $96.7M | -12.06% | |||
| SBUX - STARBUCKS CORP | Reduce 2% $(2.1M) | 1.52% | $92.4M | -27.88% | |||
| ROST - ROSS STORES INC | Reduce 2% $(2.1M) | 1.50% | $91.3M | +0.77% | |||
| NKE - NIKE INC | Reduce 3% $(2.4M) | 1.50% | $91.3M | -31.23% | |||
| ADI - ANALOG DEVICES INC | Reduce 2% $(1.9M) | 1.41% | $85.8M | -24.42% | |||
| SBAC - SBA COMMUNICATIONS CORP NEW | Reduce 3% $(2.5M) | 1.40% | $85.0M | +8.03% | |||
| MCO - MOODYS CORP | Reduce 2% $(1.9M) | 1.38% | $83.8M | -15.00% | |||
| YUM - YUM BRANDS INC | Reduce 2% $(1.8M) | 1.23% | $75.1M | -5.44% | |||
| SPGI - S&P GLOBAL INC | Reduce 2% $(1.7M) | 1.22% | $74.0M | -12.73% | |||
| JNJ - JOHNSON & JOHNSON | Reduce 3% $(2.2M) | 1.16% | $70.8M | -2.98% | |||
| CHTR - CHARTER COMMUNICATIONS INC N | Reduce 2% $(1.6M) | 1.11% | $67.6M | -4.32% | |||
| SCHW - SCHWAB CHARLES CORP | Reduce 2% $(1.6M) | 1.08% | $65.6M | -3.61% | |||
| NVS - NOVARTIS AG | Reduce 2% $(1.4M) | 0.97% | $59.0M | +5.34% | |||
| DG - DOLLAR GEN CORP NEW | Reduce 2% $(1.4M) | 0.91% | $55.1M | +27.05% | |||
| UBER - UBER TECHNOLOGIES INC | Reduce 3% $(1.4M) | 0.87% | $52.9M | -0.93% | |||
| DE - DEERE & CO | Reduce 2% $(1.1M) | 0.79% | $47.8M | -5.94% | |||
| ANET - ARISTA NETWORKS INC | Reduce 100% | 0.00% | $0.00 | ||||
| CMCSA - COMCAST CORP NEW | Reduce 100% | 0.00% | $0.00 | ||||
| IFNNY - INFINEON TECHNOLOGIES-ADR | Reduce 100% | 0.00% | $0.00 | ||||
| N/A - NESTLE SA ADR | Reduce 100% | 0.00% | $0.00 | ||||