Holdings
Bristol Gate Capital Partners Inc.
As of Jun 30, 2026, Bristol Gate Capital Partners Inc. reported 31 positions worth US$1.37B. Largest: Applied Materials, Inc., Kla Corporation and Eli Lilly And Company. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Applied Materials, Inc. | 109K | US$79M | −117K | Jun 30, 2026 |
| Kla Corporation | 258K | US$77.9M | new | Jun 30, 2026 |
| Eli Lilly And Company | 62,345 | US$74.8M | −13,267 | Jun 30, 2026 |
| Ge Aerospace | 194K | US$72.7M | −41,123 | Jun 30, 2026 |
| Targa Resources, Inc. | 264K | US$70.7M | −126K | Jun 30, 2026 |
| Amphenol Corporation | 385K | US$67.9M | −78,464 | Jun 30, 2026 |
| Interactive Brokers Group, Inc. | 757K | US$65.9M | −378K | Jun 30, 2026 |
| W.r. Berkley Corporation | 918K | US$64.7M | new | Jun 30, 2026 |
| Visa Inc. | 187K | US$64.2M | −39,030 | Jun 30, 2026 |
| Howmet Aerospace Inc. | 237K | US$63.7M | new | Jun 30, 2026 |