BRISTOL JOHN W & CO INC /NY/ Q1 2024 Filing

Filed May 2, 2024

Portfolio Value

$5.9B

Holdings

57

Report Date

Q1 2024

Filing Type

13F-HR

All Holdings (57 positions)

#StockSharesValue% PortfolioType
1
MSFTMICROSOFT CORP
814,733$342.8B5836.93%
2
AMZNAMAZON COM INC
1,805,423$325.7B5545.53%
3
METAMETA PLATFORMS INC
610,480$296.4B5047.87%
4
ANETEURARISTA NETWORKS INC
806,356$233.8B3981.72%
5
MAMASTERCARD INCORPORATED
431,541$207.8B3538.81%
6
JPMJPMORGAN CHASE & CO
990,243$198.3B3377.53%
7
AAPLAPPLE INC
1,151,846$197.5B3363.44%
8
GOOGLALPHABET INC
1,180,649$178.2B3034.40%
9
TMOTHERMO FISHER SCIENTIFIC INC
305,633$177.6B3024.89%
10
COSTCOSTCO WHSL CORP NEW
227,954$167.0B2843.86%
11
NFLXNETFLIX INC
259,916$157.9B2688.03%
12
BRK/BBERKSHIRE HATHAWAY INC DEL
361,341$152.0B2587.50%
13
FDXFEDEX CORP
522,374$151.4B2577.31%
14
CMGCHIPOTLE MEXICAN GRILL INC
51,962$151.0B2572.01%
15
ISRGINTUITIVE SURGICAL INC
360,897$144.0B2452.62%
16
GOOGALPHABET INC
908,153$138.3B2354.62%
17
WDAYWORKDAY INC
500,698$136.6B2325.50%
18
WABWABTEC
904,860$131.8B2244.69%
19
DGDOLLAR GEN CORP NEW
777,299$121.3B2065.65%
20
T7DTRANSDIGM GROUP INC
97,964$120.7B2054.53%
21
NSRGYNESTLE SA ADR
1,134,394$120.5B2051.47%
22
TMUST-MOBILE US INC
712,848$116.4B1981.28%
23
UNHUNITEDHEALTH GROUP INC
234,626$116.1B1976.49%
24
BDXBECTON DICKINSON & CO
454,210$112.4B1913.90%
25
CPCANADIAN PACIFIC KANSAS CITY
1,265,220$111.6B1899.60%
26
TXNTEXAS INSTRS INC
602,681$105.0B1787.87%
27
CMCSACOMCAST CORP NEW
2,347,753$101.8B1733.08%
28
SBACSBA COMMUNICATIONS CORP NEW
442,802$96.0B1633.97%
29
APDAIR PRODS & CHEMS INC
389,241$94.3B1605.81%
30
DALDELTA AIR LINES INC DEL
1,960,586$93.9B1598.18%
31
ROSTROSS STORES INC
638,606$93.7B1595.94%
32
ADIANALOG DEVICES INC
439,516$86.9B1480.32%
33
TJXTJX COS INC NEW
831,916$84.4B1436.74%
34
JNJJOHNSON & JOHNSON
532,850$84.3B1435.36%
35
YUMYUM BRANDS INC
599,497$83.1B1415.41%
36
IFNNYINFINEON TECHNOLOGIES-ADR
2,407,208$81.9B1394.52%
37
NKENIKE INC
849,544$79.8B1359.56%
38
PGRPROGRESSIVE CORP
371,108$76.8B1306.98%
39
MCOMOODYS CORP
187,197$73.6B1252.85%
40
SPGIS&P GLOBAL INC
164,451$70.0B1191.41%
41
SCHWSCHWAB CHARLES CORP
932,528$67.5B1148.73%
42
NVSNNOVARTIS AG
638,558$61.8B1051.81%
43
CHTRCHARTER COMMUNICATIONS INC N
208,392$60.6B1031.33%
44
TSLATESLA INC
335,924$59.1B1005.57%
45
ADBEADOBE INC
4,812$2.4B41.35%
46
UNPUNION PAC CORP
7,444$1.8B31.17%
47
ROPROPER TECHNOLOGIES INC
2,831$1.6B27.04%
48
BKNGBOOKING HOLDINGS INC
346$1.3B21.37%
49
ECLECOLAB INC
4,927$1.1B19.37%
50
ILMNILLUMINA INC
5,639$774.3M13.19%
51
AXPAMERICAN EXPRESS CO
2,851$649.1M11.05%
52
NSCNORFOLK SOUTHN CORP
2,070$527.6M8.98%
53
DISDISNEY WALT CO
3,512$429.7M7.32%
54
ORCLORACLE CORP
3,408$428.1M7.29%
55
KLACKLA CORP
512$357.7M6.09%
56
RHHBYROCHE HOLDINGS LTD-SPONS ADR
275$8.8M0.15%
57
SDZNYSANDOZ GROUP AG-ADR
37$1.1M0.02%