13F
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BRISTOL JOHN W & CO INC /NY/

13F equity value
$6.1B
Positions
61
Top 10 concentration
41.0%
Quarters / total new picks
27 / 123
13F equity value over time
$0M$3B$7B2017201820192020202120222023202420252026

"13F equity value" = market value of this filer's US-listed long equity positions only. It excludes cash, bonds, non-US and short positions, so it understates a fund's true assets under management — often by a lot.

Not significant Verdict

13F holdings are disclosed ~45 days after quarter-end, and they never reveal when within the quarter a fund actually bought. So any 13F-based summary is structurally late and blurred — this applies to every fund, including this one.

We backtested copying it anyway. Buying this fund's new positions the day each filing went public, over 27 quarters, returned +4.3% per quarter — versus +3.5% per quarter from simply owning every 13F stock. It beat that baseline in only 37.0% of quarters (excess t = 1.50, not statistically significant). Its filings tell you what it bought — not what you should buy.

Avg 2Q excess
+8.8%
t-stat
1.50
Quarterly win rate
37%
Annualized excess
+0.2%
$1 → follow vs universe
$2.41 vs $2.37
Cumulative return: $1 invested in new picks vs universe
1.00 20180331: universe 1.04120180630: universe 0.95920180930: universe 1.00320181231: universe 0.99220190331: universe 0.97520190630: universe 1.04820190930: universe 1.12720200630: universe 1.24520200930: universe 1.52720201231: universe 1.59620210331: universe 1.61120210630: universe 1.73920210930: universe 1.56120211231: universe 1.32920220331: universe 1.42720220930: universe 1.53220221231: universe 1.42320230331: universe 1.50020230630: universe 1.44620230930: universe 1.64120240331: universe 1.67820240630: universe 1.83020240930: universe 1.81520250331: universe 1.97820250630: universe 2.04020250930: universe 2.29520251231: universe 2.374 20180331: follow 1.03020180630: follow 0.98220180930: follow 1.04620181231: follow 1.06720190331: follow 0.92620190630: follow 0.89820190930: follow 0.95320200630: follow 1.01920200930: follow 1.03320201231: follow 0.79620210331: follow 0.78220210630: follow 0.79220210930: follow 0.81620211231: follow 1.09820220331: follow 1.16720220930: follow 1.16720221231: follow 1.29720230331: follow 1.37720230630: follow 1.25120230930: follow 1.09720240331: follow 1.37720240630: follow 1.46420240930: follow 1.54120250331: follow 1.45920250630: follow 1.45820250930: follow 2.33820251231: follow 2.406 0.72 1.66 2.60 20182019202020212022202320242025 Follow Universe

Quarterly compounding, invested quarters only · entry 47 days after quarter-end (when 13F data becomes public)

Listed as facts. See the verdict above before treating this as signal.

Top 20 holdings of 61 · 2026 Q1

Ticker Value Weight QoQ
AMZN $342M
5.6%
ADD
AAPL $305M
5.0%
ADD
GOOGL $295M
4.9%
HOLD
ANET $281M
4.6%
HOLD
META $268M
4.4%
HOLD
MSFT $268M
4.4%
HOLD
NFLX $196M
3.2%
HOLD
MA $190M
3.1%
HOLD
JPM $178M
2.9%
TRIM
TMO $168M
2.8%
HOLD
ISRG $166M
2.7%
HOLD
NVDA $160M
2.6%
HOLD
CP $144M
2.4%
HOLD
DE $131M
2.2%
HOLD
BRK/B $130M
2.1%
HOLD
TDG $127M
2.1%
HOLD
FDX $124M
2.1%
TRIM
SBUX $117M
1.9%
TRIM
TMUS $115M
1.9%
HOLD
SCHW $110M
1.8%
HOLD

QoQ vs previous quarter's share count · NEW = new position · ADD/TRIM = ±2% shares · HOLD = unchanged.

Listed as facts. See the verdict above before treating this as signal.

New positions in 2026 Q1

COFSHOPSHWVRSKWAT

Method & Limitations

Method: a "new position" = held this quarter, absent last quarter (options excluded; stocks with <50 prior holders excluded to filter spin-off artifacts). Entry 47 days after quarter-end — the first day the public could act on the filing. Benchmark = equal-weighted universe of all 13F-held stocks. Limitations: quarterly snapshots can't see intra-quarter trades; survivorship bias — funds that shut down are absent, which flatters the sample. Statistics, not advice.