Institutions / Lbp Am SA

Lbp Am SA

CIK 1970075 · Institution · as of Dec 31, 2025
Portfolio value
$8.63B
Positions
408
As of
Dec 31, 2025

Top holdings

Dec 31, 2025View all 408 →
CompanyClassValueShares% of portfolio
Microsoft Corp$577.93M1,195,0046.7%
NVIDIA Corp$559.82M3,001,7026.5%
Amazon.com Inc$471.72M2,043,6795.5%
Apple Inc.$400.12M1,471,7694.6%
Visa Inc$281.90M803,8023.3%
ELI LILLY & Co$240.91M224,1662.8%
Mastercard Inc$213.55M374,0652.5%
Broadcom Inc.$198.41M573,2762.3%
Taiwan Semiconductor Manufacturing Co LtdTSMADR$164.56M541,5211.9%
Alphabet Inc.$160.63M513,1991.9%
Meta Platforms Inc$128.72M195,0101.5%
Alphabet Inc.$126.85M404,2541.5%
Thermo Fisher Scientific Inc.$124.18M214,3001.4%
Linde PLC$124.13M291,1081.4%
Tesla Inc$115.36M256,5071.3%
Uber Technologies, Inc$103.73M1,269,4601.2%
Advanced Micro Devices Inc$88.74M414,3831.0%
Stryker Corp$84.59M240,6811.0%
Vertiv Holdings Co$81.65M503,9930.9%
RTX Corp$77.38M421,9150.9%
Zscaler, Inc.$72.53M322,4880.8%
Oracle Corp$68.27M350,2460.8%
TE Connectivity PLC$66.81M293,6710.8%
Palo Alto Networks Inc$56.00M304,0350.6%
Mexican Economic Development IncFMXADR$53.50M529,3800.6%

Activity

Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.
No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.