CAPITAL COUNSEL LLC/NY: 13F holdings
CIK 11149282026Q2
| Positions | 58 |
|---|
| Reported value | $2.6bn |
|---|
| Filed | 2026-08-12 |
|---|
Change since last quarter
| Positions | 58 (-4 vs prior quarter) |
|---|
| Reported value | $2.6bn (+8.8%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| ANET ARISTA NETWORKS, INC. | 1,877,641 | $319.0m | 12.5% |
| GOOG ALPHABET INC CL C | 902,248 | $318.8m | 12.5% |
| V VISA INC COM CL A | 727,439 | $249.6m | 9.8% |
| IDXX IDEXX LABS INC COM | 419,151 | $220.7m | 8.6% |
| COST COSTCO WHSL CORP NEW COM | 234,577 | $219.4m | 8.6% |
| MSFT MICROSOFT CORP COM | 493,099 | $183.9m | 7.2% |
| MTD METTLER TOLEDO INTERNATIONAL C | 139,818 | $178.6m | 7.0% |
| CME CME GROUP INC COM | 788,122 | $174.0m | 6.8% |
| ADP AUTOMATIC DATA PROCESSING INC | 719,563 | $161.1m | 6.3% |
| HD HOME DEPOT INC COM | 282,553 | $99.7m | 3.9% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1114928")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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