CAPITAL COUNSEL LLC/NY — 13F holdings

CAPITAL COUNSEL LLC/NY reported 58 holdings worth $2.56B in its 13F filing for Q2 2026, filed August 12, 2026.

Largest positions

1. ANET ARISTA NETWORKS INC — $319M (12.5%)
2. GOOG ALPHABET INC — $319M (12.5%)
3. V Visa Inc — $250M (9.8%)
4. IDXX IDEXX LABS INC — $221M (8.6%)
5. COST COSTCO WHSL CORP NEW — $219M (8.6%)
6. MSFT MICROSOFT CORP — $184M (7.2%)
7. MTD METTLER TOLEDO INTERNATIONAL — $179M (7.0%)
8. CME CME GROUP INC — $174M (6.8%)
9. ADP AUTOMATIC DATA PROCESSING IN — $161M (6.3%)
10. HD HOME DEPOT INC — $99.7M (3.9%)