HolderBook

TIRSCHWELL & LOEWY INC

Reported holdings as of Q1 2019, from 2 quarterly filings.

This filer last reported in Q1 2019; the most recent quarter on file across all filers is Q2 2026. Firms that restructure stop filing under one CIK and start under another, so a successor entity may hold these positions now under a similar name.

CIK
884535
Reported value
$730.9M
Positions
66
Top 10 weight
44.4%
Filed
2019-04-03
Days after quarter end
3

Holdings

SecurityTickerValue SharesWeightWeight change Held Change
MASTERCARD INCORPORATEDMA$37.6M159,7005.14%+0.57pp2qHELD
COGNEX CORPCGNX$37.0M727,3505.06%+0.77pp2q-0.6%-$213.6K
TIFFANY & CO NEWTIF$34.6M327,5554.73%+0.69pp2q-1.2%-$409.0K
ANALOG DEVICES INCADI$34.2M324,8964.68%+0.39pp2q-1.4%-$501.1K
DEXCOM INCDXCM$33.6M282,5394.60%-0.54pp2qHELD
DANAHER CORP DELDHR$32.9M249,0264.50%+0.59pp2qHELD
IDEXX LABS INCIDXX$31.8M142,2804.35%+0.31pp2q-0.9%-$287.3K
INSULET CORPPODD$28.2M296,7453.86%+0.28pp2qHELD
Xilinx Inc.$27.5M216,6503.76%+0.92pp2qDEBT
JOHNSON & JOHNSONJNJ$26.9M192,0853.67%-0.11pp2q-0.8%-$216.7K
BROWN FORMAN CORPBFB$26.8M507,2213.66%-0.06pp2q-1.8%-$498.3K
NEOGEN CORPNEOG$25.0M436,4263.43%-0.35pp2qHELD
HONEYWELL INTL INCHONZZZZ$24.5M154,4343.36%+0.25pp2q-0.6%-$143.0K
RAYTHEON CORTN$24.5M134,5673.35%+0.26pp2q+1.2%+$282.2K
STARBUCKS CORPSBUX$22.7M305,0563.10%+0.11pp2qHELD
ABIOMED INCABMD$21.1M73,9412.89%-0.75pp2qHELD
ROSS STORES INCROST$20.0M214,5112.73%+0.02pp2qHELD
NOVO-NORDISK A SNVO$19.7M377,4502.70%+0.04pp2q-1.0%-$201.4K
3M COMPANY$19.1M91,8422.61%-0.08pp2q-1.4%-$271.2K
METTLER TOLEDO INTERNATIONALMTD$17.1M23,6652.34%+0.29pp2q-1.1%-$184.4K
JPMorgan Chase & Co.$15.8M156,0422.16%-0.13pp2q+0.6%+$98.2K
INOGEN INCINGN$15.0M157,6402.06%-0.85pp2q+1.9%+$286.6K
BIOGEN INCBIIB$14.9M63,1412.04%-0.94pp2q-3.4%-$518.1K
AMGEN INCAMGN$14.0M73,8501.92%-0.29pp2q-1.4%-$199.5K
SCHEIN HENRY INCHSIC$13.9M265,7301.90%-0.43pp2q+35.5%+$3.6M
PAYPAL HLDGS INCPYPL$12.8M123,2451.75%+0.22pp2q+2.8%+$342.7K
SALESFORCE INCCRM$11.9M75,2001.63%+0.07pp2qHELD
ILLINOIS TOOL WKS INCITW$11.2M78,0011.53%+0.04pp2qHELD
ILLUMINA INCILMN$7.3M23,5301.00%+0.45pp2q+94.7%+$3.6M
UNITED PARCEL SVCS INCUPS$6.1M54,5250.83%+0.03pp2qHELD
STATE STR CORPSTT$6.1M92,1560.83%-0.07pp2q-2.5%-$153.3K
WILLIAMS SONOMA INCWSM$5.6M99,9500.77%flat2q-1.0%-$56.3K
TRIMBLE INCTRMB$5.1M127,1800.70%+0.06pp2q-1.9%-$99.0K
Dow Dupont UNVERIFIED ID$4.7M87,5000.64%-0.11pp2q-5.7%-$283.7K
Merck & Co Inc$3.2M38,7910.44%-0.01pp2qHELD
DISNEY WALT CODIS$3.2M28,8320.44%-0.02pp2q+3.7%+$113.9K
Rockwell Automation Inc.$2.9M16,4100.39%+0.02pp2qHELD
United Technologies Corp$2.9M22,1570.39%+0.03pp2qDEBT
HOME DEPOT INCHD$2.6M13,3000.35%flat2qHELD
VERIZON COMMUNICATIONS INCVZ$2.5M42,6380.34%-0.02pp2qHELD
PAYCHEX INCPAYX$2.2M27,2130.30%+0.03pp2qHELD
BERKSHIRE HATHAWAY INC DELBRKA$1.8M60.25%-0.03pp2qHELD
COLGATE PALMOLIVE COCL$1.8M26,0500.24%flat2q-2.3%-$41.1K
EXXON MOBIL CORPXOMXXXX$1.7M21,4230.24%+0.02pp2qHELD
UNILEVER PLCULXXXX$1.7M29,5000.23%flat2q+1.0%+$17.3K
PEPSICO INCPEP$1.6M13,2020.22%flat2qHELD
MCDONALDS CORPMCD$1.5M7,7000.20%-0.01pp2qHELD
SYSCO CORPSYY$1.3M19,6550.18%-0.01pp2q+0.5%+$6.7K
Berkshire Hathaway Cl BBRK-A$1.3M6,2620.17%-0.02pp2qHELD
BANK NEW YORK CO INC$1.2M23,5790.16%-0.01pp2q-3.3%-$40.3K
BOEING COBA$1.1M3,0090.16%+0.01pp2qHELD
INTERNATIONAL BUSINESS MACHSIBM$1.1M7,9560.15%+0.02pp2qHELD
ZYNGA INCZNGA$746.0K139,8780.10%+0.02pp2qHELD
SLB LIMITEDSLB$698.0K16,0280.10%+0.01pp2q+1.3%+$8.7K
EMERSON ELEC COEMR$524.0K7,6520.07%flat2q-5.0%-$27.4K
BRISTOL-MYERS SQUIBB COBMY$520.0K10,9000.07%-0.01pp2qHELD
CATERPILLAR INCCAT$495.0K3,6500.07%-0.01pp2q-4.6%-$23.7K
APPLE INCAAPL$491.0K2,5830.07%+0.01pp2qHELD
AUTOMATIC DATA PROCESSING INADP$479.0K3,0000.07%+0.01pp2qHELD
PROCTER & GAMBLE COPG$399.0K3,8320.05%flat2qHELD
NORFOLK SOUTHN CORPNSC$374.0K2,0000.05%+0.01pp2qHELD
TRAVELERS COMPANIES INCTRV$332.0K2,4170.05%flat2qHELD
AMERICAN EXPRESS COAXP$306.0K2,8000.04%flat2qHELD
WW GRAINGER INCGWW$251.0K8350.03%flat2qHELD
AT&T INCT$215.0K6,8710.03%-newNEW
PFIZER INCPFE$212.0K4,9980.03%flat2qHELD

By sector

Industry comes from the SIC code on each company's own SEC filings, which is self-reported and sometimes out of date. Derivative exposure is counted with the shares. Securities the SEC assigns no industry - funds, trusts, foreign issues - are shown as not classified rather than dropped.

Biotech & Pharma 21.6%Medical Devices 10.5%Instruments & Controls 10.3%Business Services 7.2%Retail & Consumer 7.2%Semiconductors & Electronics 4.8%Food, Drink & Tobacco 3.9%Wholesale & Distribution 2.1%Software & IT Services 1.7%Industrials 1.6%Other sectors 3.6%Not classified 25.6%
 
SectorValueShare
Biotech & Pharma$157.6M21.6%
Medical Devices$76.9M10.5%
Instruments & Controls$75.0M10.3%
Business Services$52.6M7.2%
Retail & Consumer$52.3M7.2%
Semiconductors & Electronics$34.7M4.8%
Food, Drink & Tobacco$28.4M3.9%
Wholesale & Distribution$15.4M2.1%
Software & IT Services$12.4M1.7%
Industrials$11.7M1.6%
Other sectors$26.6M3.6%
Not classified$187.3M25.6%

Quarter by quarter

QuarterValuePositions NewAddedTrimmed ExitedTop 10 Days to file
Q1 2019$730.9M6611022344.4%3
Q4 2018$659.9M68000041.6%31

Rows marked UNVERIFIED ID, PLACEHOLDER ID, TICKER AS ID or NON-CUSIP ID carry an identifier that is not a valid CUSIP. They are shown because the filer reported that money, but treat the security named with caution - hover the chip for what is wrong with it, and see the methodology.

Held counts consecutive filings in which this manager reported the position, and can reach further back than the quarters listed above: the tabs begin at Q4 2018 because earlier coverage is too sparse to describe a market, but tenure is counted over every filing we hold, some reaching to 2007. A position sold and later rebought starts again from one.

Weight change is the shift in this position's share of the whole book, in percentage points. It is the more useful column: when money flows into or out of a broad fund, almost every holding is bought or sold at once, so added and trimmed largely track flows. A weight that rose while the book shrank is a decision. Both compare with the previous quarter this filer reported, not the previous calendar quarter.