Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
TIRSCHWELL & LOEWY INC (CIK 884535) reported $730.9M across 66 reported positions in its SEC 13F filing for 2019-03-31. Largest positions: MA ($37.6M, 5.14%), CGNX ($37.0M, 5.06%), TIF ($34.6M, 4.73%), ADI ($34.2M, 4.68%), DXCM ($33.6M, 4.60%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | MA | Mastercard Inc. | $37.6M | 5.14% | 159,700 | Trimmed |
| 2 | CGNX | Cognex | $37.0M | 5.06% | 727,350 | Trimmed |
| 3 | TIF | Tiffany | $34.6M | 4.73% | 327,555 | Trimmed |
| 4 | ADI | Analog Devices | $34.2M | 4.68% | 324,896 | Trimmed |
| 5 | DXCM | Dexcom Inc | $33.6M | 4.60% | 282,539 | Trimmed |
| 6 | DHR | Danaher Corp. | $32.9M | 4.50% | 249,026 | Trimmed |
| 7 | IDXX | Idex Laboratories | $31.8M | 4.35% | 142,280 | Trimmed |
| 8 | PODD | Insulet Corporation | $28.2M | 3.86% | 296,745 | Trimmed |
| 9 | XLNX | Xilinx Inc. | $27.5M | 3.76% | 216,650 | Trimmed |
| 10 | JNJ | Johnson & Johnson | $26.9M | 3.67% | 192,085 | Trimmed |
| 11 | BF/B | Brown Forman Class B | $26.8M | 3.66% | 507,221 | Trimmed |
| 12 | NEOG | Neogen Corporation | $25.0M | 3.43% | 436,426 | Trimmed |
| 13 | HON | Honeywell | $24.5M | 3.36% | 154,434 | Trimmed |
| 14 | RTN | Raytheon Company New | $24.5M | 3.35% | 134,567 | Added |
| 15 | SBUX | Starbucks | $22.7M | 3.10% | 305,056 | Trimmed |
| 16 | ABMD | Abiomed Inc. | $21.1M | 2.89% | 73,941 | Added |
| 17 | ROST | Ross Stores Inc | $20.0M | 2.73% | 214,511 | Trimmed |
| 18 | NVO | Novo Nordisk | $19.7M | 2.70% | 377,450 | Trimmed |
| 19 | MMM | Minn Mng & Mfg Co | $19.1M | 2.61% | 91,842 | Trimmed |
| 20 | MTD | Mettler Toledo | $17.1M | 2.34% | 23,665 | Trimmed |
| 21 | CJPXX | JPMorgan Chase & Co. | $15.8M | 2.16% | 156,042 | Added |
| 22 | INGN | Inogen | $15.0M | 2.06% | 157,640 | Added |
| 23 | BIIB | Biogen,Inc. | $14.9M | 2.04% | 63,141 | Trimmed |
| 24 | AMGN | Amgen Inc. | $14.0M | 1.92% | 73,850 | Trimmed |
| 25 | HSIC | Convetrus | $13.9M | 1.90% | 265,730 | Added |
Source: SEC Form 13F filings · as of 2019-03-31