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Bristol Gate Capital Partners Inc. - Portfolio Stock Holdings

Bristol Gate Capital Partners Inc. disclosed 37 stock positions in a recent SEC 13F filing. $1,436,442,161 of stock holdings were filed, with the largest holdings including AMAT, KLAC, and LLY. This filing represented positions held on June 30, 2026, and was filed yesterday.

We estimate the fund has a total AUM of $1,512,642,341 and has 22 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from pooled investment vehicles.

Report Period:

June 30, 2026

No. of Stocks:

37

Est. Stock Holding Value:

$1,436,442,161

Top Stock Holdings By Sector

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Portfolio Stock Holdings - Bristol Gate Capital Partners Inc.

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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