BRISTOL JOHN W & CO INC /NY/

Position in IFNNY — Infineon Technologies AG

CIK 276101 NEW YORK, NY

Position in IFNNY

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$212,247,089

+$77,679,932 QoQ

Shares Held

2,258,909

-24.1% QoQ

Ownership

0.174%

of shares outstanding

% of Portfolio

3.19%

of 13F equity value

Holder Rank

of 24 holders

Holding Since

Jun 2021

14 quarters on record

Voting authority Sole 96% Shared 2% None 2%

Technology · as of Jun 30, 2026

BRISTOL JOHN W & CO INC /NY/ holds $731,188,404 across 4 Semiconductors names. IFNNY ranks #2 (29.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NVDA	Nvidia Corp	1,218,582	$243,826,071
2	IFNNY	Infineon Technologies AG This page	2,258,909	$212,247,089
3	TXN	Texas Instruments Inc	518,704	$154,610,101
4	MRVL	Marvell Technology, Inc.	404,529	$120,505,143

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$212,247,089	2,258,909	-24.1%	Shares	Sole	2026-08-13
2026-03-31	$134,567,157	2,976,491	-1.2%	Shares	Sole	2026-05-14
2025-12-31	$132,495,070	3,012,621	-4.5%	Shares	Sole	2026-02-13
2025-03-31	$104,429,346	3,153,060	+35.3%	Shares	Sole	2025-05-14
2024-09-30	$81,855,763	2,330,745	-0.9%	Shares	Sole	2024-11-14
2024-06-30	$86,647,753	2,352,002	-2.1%	Shares	Other	2024-08-14
2023-12-31	$100,576,347	2,403,258	-4.7%	Shares	Sole	2024-01-30
2023-09-30	$83,682,934	2,522,850	-0.8%	Shares	Sole	2023-11-08
2023-06-30	$105,098,635	2,542,914	+1.7%	Shares	Sole	2023-07-28
2023-03-31	$102,409,338	2,500,228	-2.2%	Shares	Sole	2023-04-14
2022-09-30	$56,122,468	2,555,668	+48.2%	Shares	Other	2022-11-01
2021-12-31	$79,323,504	1,724,424	-0.9%	Shares	Sole	2022-01-31
2021-09-30	$71,553,320	1,739,264	+55.4%	Shares	Sole	2021-10-29
2021-06-30	$45,110,477	1,119,089	—	Shares	Sole	2021-07-23
No filing history on record for this holder in this stock.