LBP Am SA
Net buyer this quarter
$10B
391
+$1.04B
35.1%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 NVDA | $620M | 6.19% | 0.01% | +12.7% | Q4 2022 |
 MSFT | $531M | 5.31% | 0.02% | +15.5% | Q4 2022 |
 AMZN | $506M | 5.06% | 0.02% | +12.8% | Q4 2022 |
 AAPL | $392M | 3.92% | 0.01% | +5.5% | Q4 2022 |
 GOOGL | $303M | 3.03% | 0.01% | +61.6% | Q4 2022 |
 V | $255M | 2.55% | 0.04% | -4.4% | Q4 2022 |
 AVGO | $246M | 2.45% | 0.01% | +6.2% | Q4 2022 |
 AMD | $243M | 2.43% | 0.03% | -6.7% | Q4 2022 |
 TSM | $221M | 2.21% | 0.00% | -7.8% | Q4 2022 |
 LLY | $198M | 1.98% | 0.02% | -11.8% | Q4 2022 |
 INTC | $196M | 1.96% | 0.03% | +202.6% | Q4 2022 |
 MA | $175M | 1.75% | 0.03% | +2.2% | Q4 2022 |
 TSLA | $171M | 1.71% | 0.01% | +54.4% | Q4 2022 |
| GOOG | $160M | 1.60% | Not reported | +21.0% | Q4 2022 |
 MU | $149M | 1.48% | 0.01% | -19.6% | Q4 2022 |
 META | $146M | 1.46% | Not reported | +32.8% | Q4 2022 |
 LIN | $130M | 1.30% | 0.05% | +1.2% | Q1 2023 |
 MRVL | $101M | 1.01% | 0.04% | +2.8% | Q3 2023 |
 RTX | $90.9M | 0.91% | 0.04% | +34.3% | Q4 2022 |
 UBER | $88.8M | 0.89% | 0.06% | +2.7% | Q4 2022 |
 TEL | $88.3M | 0.88% | 0.15% | +10.3% | Q1 2023 |
 AMAT | $85.6M | 0.86% | 0.01% | +125.4% | Q4 2022 |
 TMO | $83.8M | 0.84% | 0.05% | -21.0% | Q4 2022 |
 JNJ | $79.7M | 0.80% | 0.01% | +76.2% | Q4 2022 |
 VRT | $79.4M | 0.79% | 0.06% | +3.4% | Q1 2024 |
 SYK | $75.4M | 0.75% | 0.06% | +3.0% | Q2 2023 |
 GEV | $73.4M | 0.73% | 0.02% | +29.9% | Q2 2024 |
 ABBV | $71.4M | 0.71% | 0.02% | +39.0% | Q4 2022 |
 KLAC | $71M | 0.71% | 0.02% | +19.9% | Q4 2022 |
 CSCO | $70.6M | 0.71% | 0.02% | +6.9% | Q4 2022 |
 STX | $65M | 0.65% | 0.03% | +1.9% | Q1 2023 |
 ECL | $63.1M | 0.63% | 0.08% | +74.2% | Q4 2022 |
 COST | $60.1M | 0.60% | 0.01% | +281.3% | Q4 2022 |
 JPM | $59.7M | 0.60% | 0.01% | +34.3% | Q4 2022 |
 LITE | $56.4M | 0.56% | 0.07% | +128.4% | Q4 2025 |
 PANW | $55.9M | 0.56% | 0.02% | -9.5% | Q4 2022 |
 WELL | $53.5M | 0.53% | 0.03% | -20.6% | Q4 2022 |
 SPCX | $49.3M | 0.49% | Not reported | New | Q2 2026 |
 ZS | $49.1M | 0.49% | 0.22% | +258.2% | Q4 2022 |
 IBM | $48M | 0.48% | 0.02% | +106.2% | Q4 2022 |
 CRWV | $47.9M | 0.48% | Not reported | +1087.0% | Q1 2026 |
 ORCL | $47.8M | 0.48% | 0.01% | +29.1% | Q4 2022 |
 MRK | $47.5M | 0.47% | 0.02% | +87.8% | Q4 2022 |
 CAT | $44.9M | 0.45% | 0.01% | +117.0% | Q4 2022 |
 ETN | $44.7M | 0.45% | 0.03% | +14.7% | Q1 2023 |
 RKLB | $44.4M | 0.44% | 0.07% | +14.2% | Q3 2024 |
 LHX | $44M | 0.44% | 0.08% | +50.0% | Q2 2023 |
 VSAT | $41.5M | 0.42% | 0.34% | +119.1% | Q1 2026 |
 CEG | $41M | 0.41% | 0.05% | +19.5% | Q4 2022 |
 ANET | $40M | 0.40% | 0.02% | +12.4% | Q4 2022 |
| Q1 2026 | |||||
| NVDA | $479M | 6.55% | 0.01% | -8.4% | Q4 2022 |
| MSFT | $456M | 6.24% | 0.02% | +3.2% | Q4 2022 |
| AMZN | $392M | 5.36% | 0.02% | -7.9% | Q4 2022 |
| AAPL | $326M | 4.46% | 0.01% | -12.7% | Q4 2022 |
| V | $236M | 3.22% | 0.04% | -3.1% | Q4 2022 |
| AVGO | $189M | 2.59% | 0.01% | +6.8% | Q4 2022 |
| LLY | $172M | 2.35% | 0.02% | -16.6% | Q4 2022 |
| TSM | $170M | 2.32% | 0.00% | -7.1% | Q4 2022 |
| MA | $167M | 2.28% | 0.03% | -10.8% | Q4 2022 |
| GOOGL | $151M | 2.06% | 0.00% | +2.1% | Q4 2022 |
| LIN | $123M | 1.67% | 0.05% | -15.1% | Q1 2023 |
| META | $112M | 1.53% | Not reported | +0.4% | Q4 2022 |
| GOOG | $107M | 1.47% | Not reported | -7.4% | Q4 2022 |
| TMO | $104M | 1.42% | 0.06% | -1.3% | Q4 2022 |
| TSLA | $97.8M | 1.34% | 0.01% | +2.5% | Q4 2022 |
| AMD | $91.1M | 1.25% | 0.03% | +8.0% | Q4 2022 |
| UBER | $86.2M | 1.18% | 0.06% | -5.6% | Q4 2022 |
| TEL | $83M | 1.13% | 0.14% | +35.2% | Q1 2023 |
| SYK | $76.4M | 1.04% | 0.06% | -3.4% | Q2 2023 |
| RTX | $68.8M | 0.94% | 0.03% | -15.4% | Q4 2022 |
 NFLX | $66.5M | 0.91% | 0.02% | +137.6% | Q4 2022 |
| WELL | $58.7M | 0.80% | 0.04% | +198.3% | Q4 2022 |
| VRT | $57.4M | 0.79% | 0.06% | -54.5% | Q1 2024 |
| MU | $54.1M | 0.74% | 0.01% | +77.6% | Q4 2022 |
 T | $50.9M | 0.70% | 0.03% | +64.3% | Q4 2022 |
 ISRG | $46.3M | 0.63% | 0.03% | +186.7% | Q4 2022 |
 FMX | $46M | 0.63% | Not reported | -21.7% | Q3 2024 |
 BAP | $45.8M | 0.63% | 0.14% | +375.1% | Q4 2022 |
| ABBV | $44.4M | 0.61% | 0.01% | +34.1% | Q4 2022 |
 CRWD | $44.3M | 0.61% | 0.05% | +178.4% | Q4 2022 |
 VRTX | $44.2M | 0.60% | 0.04% | +47.3% | Q4 2022 |
| CSCO | $43.6M | 0.60% | 0.01% | +8.6% | Q4 2022 |
| JNJ | $43.5M | 0.60% | 0.01% | -10.8% | Q4 2022 |
| GEV | $42M | 0.57% | 0.02% | -36.1% | Q2 2024 |
| JPM | $40M | 0.55% | 0.01% | +22.3% | Q4 2022 |
 HON | $38.9M | 0.53% | 0.03% | +22.1% | Q4 2022 |
| CEG | $38.6M | 0.53% | 0.04% | +621.0% | Q4 2022 |
 NDAQ | $37.7M | 0.51% | 0.08% | +3.7% | Q4 2022 |
| ORCL | $37.2M | 0.51% | 0.01% | -27.9% | Q4 2022 |
| LHX | $34.9M | 0.48% | 0.05% | +6.2% | Q2 2023 |
| ECL | $34.6M | 0.47% | 0.05% | +29.5% | Q4 2022 |
 BNTX | $34.2M | 0.47% | 0.15% | +4.5% | Q3 2024 |
 EQIX | $33.7M | 0.46% | 0.03% | -50.2% | Q4 2022 |
 CDNS | $33M | 0.45% | 0.04% | -2.3% | Q4 2022 |
| MRVL | $32.7M | 0.45% | 0.04% | -30.2% | Q3 2023 |
| ETN | $32.7M | 0.45% | 0.02% | -16.8% | Q1 2023 |
 NEE | $32.4M | 0.44% | 0.02% | -27.4% | Q4 2022 |
 SPOT | $31.1M | 0.43% | 0.03% | +11.3% | Q3 2024 |
 MELI | $30.6M | 0.42% | 0.03% | -25.7% | Q4 2022 |
 VTR | $30.4M | 0.42% | 0.08% | +16.8% | Q4 2022 |
| Q4 2025 | |||||
| MSFT | $578M | 6.70% | 0.02% | -0.1% | Q4 2022 |
| NVDA | $560M | 6.49% | 0.01% | +0.3% | Q4 2022 |
| AMZN | $472M | 5.47% | 0.02% | +7.8% | Q4 2022 |
| AAPL | $400M | 4.64% | 0.01% | +10.8% | Q4 2022 |
| V | $282M | 3.27% | 0.04% | +5.4% | Q4 2022 |
| LLY | $241M | 2.79% | 0.02% | +4.2% | Q4 2022 |
| MA | $214M | 2.48% | 0.03% | +8.6% | Q4 2022 |
| AVGO | $198M | 2.30% | 0.01% | -11.5% | Q4 2022 |
| TSM | $165M | 1.91% | 0.00% | -3.0% | Q4 2022 |
| GOOGL | $161M | 1.86% | 0.00% | -6.3% | Q4 2022 |
| META | $129M | 1.49% | Not reported | +12.2% | Q4 2022 |
| GOOG | $127M | 1.47% | Not reported | -6.3% | Q4 2022 |
| TMO | $124M | 1.44% | 0.06% | -20.8% | Q4 2022 |
| LIN | $124M | 1.44% | 0.06% | +4.3% | Q1 2023 |
| TSLA | $115M | 1.34% | 0.01% | +16.7% | Q4 2022 |
| UBER | $104M | 1.20% | 0.06% | +18.3% | Q4 2022 |
| AMD | $88.7M | 1.03% | 0.03% | +20.1% | Q4 2022 |
| SYK | $84.6M | 0.98% | 0.06% | +3.3% | Q2 2023 |
| VRT | $81.7M | 0.95% | 0.13% | -14.1% | Q1 2024 |
| RTX | $77.4M | 0.90% | 0.03% | -4.1% | Q4 2022 |
| ZS | $72.5M | 0.84% | 0.20% | +35.9% | Q4 2022 |
| ORCL | $68.3M | 0.79% | 0.01% | -8.0% | Q4 2022 |
| TEL | $66.8M | 0.77% | 0.10% | +760.1% | Q1 2023 |
| PANW | $56M | 0.65% | 0.04% | -0.6% | Q4 2022 |
| FMX | $53.5M | 0.62% | Not reported | +2.1% | Q3 2024 |
| EQIX | $52.9M | 0.61% | 0.07% | +3.5% | Q4 2022 |
 SNOW | $52M | 0.60% | 0.07% | -1.1% | Q2 2023 |
 SPGI | $50.4M | 0.58% | 0.03% | +40.2% | Q4 2022 |
 ADBE | $50.2M | 0.58% | 0.03% | -3.7% | Q4 2022 |
 APP | $49.4M | 0.57% | 0.02% | +116.5% | Q3 2024 |
| GEV | $49.2M | 0.57% | 0.03% | +17.9% | Q2 2024 |
| COST | $48.6M | 0.56% | 0.01% | +292.4% | Q4 2022 |
 NOW | $48.1M | 0.56% | 0.03% | +22.8% | Q4 2022 |
| MELI | $47.9M | 0.56% | 0.05% | +11.9% | Q4 2022 |
 MDB | $46.1M | 0.53% | 0.14% | +11.3% | Q2 2023 |
 DDOG | $41.8M | 0.49% | 0.39% | -7.0% | Q4 2022 |
| NDAQ | $41.6M | 0.48% | 0.08% | -20.4% | Q4 2022 |
 BSX | $41.4M | 0.48% | 0.03% | +8.4% | Q4 2022 |
| JNJ | $41.3M | 0.48% | 0.01% | +22.0% | Q4 2022 |
| MRVL | $40.2M | 0.47% | 0.06% | -20.9% | Q3 2023 |
| CSCO | $39.9M | 0.46% | 0.01% | -8.4% | Q4 2022 |
| MRK | $39.7M | 0.46% | 0.02% | -22.3% | Q4 2022 |
 XYL | $39.2M | 0.45% | 0.12% | +1.8% | Q4 2022 |
 INTU | $38.9M | 0.45% | 0.02% | +252.8% | Q4 2022 |
| NEE | $38.5M | 0.45% | 0.02% | -38.3% | Q4 2022 |
| CDNS | $38M | 0.44% | 0.04% | +1.9% | Q4 2022 |
 PEP | $35.8M | 0.42% | 0.02% | +39.1% | Q4 2022 |
| JPM | $35.8M | 0.41% | 0.00% | -20.5% | Q4 2022 |
 HD | $35.7M | 0.41% | 0.01% | +8.7% | Q4 2022 |
| BNTX | $35.1M | 0.41% | 0.15% | +4.3% | Q3 2024 |
| Q3 2025 | |||||
| MSFT | $620M | 7.62% | 0.02% | +6.4% | Q4 2022 |
| NVDA | $558M | 6.86% | 0.01% | +2.9% | Q4 2022 |
| AMZN | $416M | 5.12% | 0.02% | +12.9% | Q4 2022 |
| AAPL | $338M | 4.16% | 0.01% | +41.9% | Q4 2022 |
| V | $260M | 3.20% | 0.04% | +10.0% | Q4 2022 |
| AVGO | $214M | 2.63% | 0.01% | +2.5% | Q4 2022 |
| MA | $196M | 2.41% | 0.03% | +10.2% | Q4 2022 |
| LLY | $164M | 2.02% | 0.02% | +11.3% | Q4 2022 |
| TSM | $156M | 1.92% | 0.00% | +7.4% | Q4 2022 |
| GOOGL | $133M | 1.64% | 0.00% | +13.5% | Q4 2022 |
| LIN | $133M | 1.63% | 0.06% | -23.3% | Q1 2023 |
| TMO | $131M | 1.61% | 0.07% | +3.6% | Q4 2022 |
| META | $128M | 1.57% | Not reported | +17.7% | Q4 2022 |
| ORCL | $107M | 1.32% | 0.01% | +1.7% | Q4 2022 |
| UBER | $105M | 1.29% | 0.05% | +0.6% | Q4 2022 |
| GOOG | $105M | 1.29% | Not reported | +11.0% | Q4 2022 |
| TSLA | $97.8M | 1.20% | 0.01% | +36.2% | Q4 2022 |
| VRT | $88.5M | 1.09% | 0.15% | -27.5% | Q1 2024 |
| SYK | $86.1M | 1.06% | 0.06% | -2.6% | Q2 2023 |
| RTX | $73.6M | 0.91% | 0.03% | +53.1% | Q4 2022 |
| ZS | $71.1M | 0.87% | 0.15% | -4.6% | Q4 2022 |
| PANW | $62.3M | 0.77% | 0.05% | +17.7% | Q4 2022 |
 BDX | $61.4M | 0.76% | 0.11% | +3.1% | Q4 2022 |
| NEE | $58.7M | 0.72% | 0.04% | +0.2% | Q4 2022 |
| AMD | $55.8M | 0.69% | 0.02% | -25.2% | Q4 2022 |
| SNOW | $54.1M | 0.66% | 0.07% | +20.3% | Q2 2023 |
| ADBE | $52.5M | 0.65% | 0.04% | -15.4% | Q4 2022 |
| EQIX | $52.3M | 0.64% | 0.07% | +8.8% | Q4 2022 |
| FMX | $51.1M | 0.63% | Not reported | +22.1% | Q3 2024 |
| MRVL | $50.2M | 0.62% | 0.07% | +6.3% | Q3 2023 |
| MELI | $49.7M | 0.61% | 0.04% | +5.6% | Q4 2022 |
| ETN | $48M | 0.59% | 0.03% | +43.3% | Q1 2023 |
 CRM | $47.7M | 0.59% | 0.02% | -3.3% | Q4 2022 |
| NDAQ | $47.5M | 0.58% | 0.09% | +4.4% | Q4 2022 |
| DDOG | $47.1M | 0.58% | 0.42% | -23.7% | Q4 2022 |
| NOW | $47.1M | 0.58% | 0.02% | +28.6% | Q4 2022 |
 CLH | $46.8M | 0.57% | 0.38% | -16.4% | Q4 2022 |
| SPOT | $44.6M | 0.55% | 0.03% | -17.2% | Q3 2024 |
| JPM | $44.1M | 0.54% | 0.01% | +1.1% | Q4 2022 |
| CDNS | $42M | 0.52% | 0.04% | +8.5% | Q4 2022 |
| XYL | $41.7M | 0.51% | 0.12% | +0.6% | Q4 2022 |
| MRK | $40.8M | 0.50% | 0.02% | +44.6% | Q4 2022 |
| GEV | $39.2M | 0.48% | 0.02% | -15.2% | Q2 2024 |
| BSX | $39.1M | 0.48% | 0.03% | +38.1% | Q4 2022 |
| HD | $38.7M | 0.48% | 0.01% | +11.1% | Q4 2022 |
| CSCO | $38.6M | 0.48% | 0.01% | -4.9% | Q4 2022 |
| IBM | $38.6M | 0.47% | 0.01% | +24.8% | Q4 2022 |
| BNTX | $34.8M | 0.43% | 0.15% | +15.7% | Q3 2024 |
 DT | $34.3M | 0.42% | 0.23% | +12.1% | Q3 2024 |
| VTR | $33.6M | 0.41% | 0.10% | +17.6% | Q4 2022 |