CAPITAL COUNSEL LLC/NY
CIK 1114928
13F filing for Q2 2026・No. 1,421
- Holdings
- US$2.56B
- Quarter change
- +US$207.8M
- Entries
- 58
- Net bought (estimate)
- −US$45.72M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 4
- Sold out 8
- Cut 29
- Added 4
- Corporate actions 0
- Unchanged 21
Largest holdings
58 stocks worth US$2.56B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| ANETARISTA NETWORKS, INC.COM | Cut | 1,877,641 | US$318.97M | 12.47% |
| GOOGALPHABET INC CL CCOM | Cut | 902,248 | US$318.79M | 12.46% |
| VVISA INC COM CL ACOM | Cut | 727,439 | US$249.58M | 9.76% |
| IDXXIDEXX LABS INC COMCOM | Cut | 419,151 | US$220.66M | 8.62% |
| COSTCOSTCO WHSL CORP NEW COMCOM | Cut | 234,577 | US$219.44M | 8.58% |
| MSFTMicrosoftCOM | Added | 493,099 | US$183.94M | 7.19% |
| MTDMETTLER TOLEDO INTERNATIONAL CCOM | Added | 139,818 | US$178.62M | 6.98% |
| CMECME GROUP INC COMCOM | Cut | 788,122 | US$174.04M | 6.80% |
| ADPAUTOMATIC DATA PROCESSING INCCOM | Added | 719,563 | US$161.15M | 6.30% |
| HDHOME DEPOT INC COMCOM | Cut | 282,553 | US$99.65M | 3.90% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 12, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.