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Lbp Am SA

All holdings · as of Dec 31, 2025

408 positions

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%
Equinix Inc—$52.92M69,0660.6%
Snowflake Inc.—$51.98M236,9490.6%
S&P Global Inc.—$50.45M96,5310.6%
ADOBE INC.—$50.17M143,3570.6%
AppLovin Corp—$49.36M73,2480.6%
GE Vernova Inc.—$49.16M75,2140.6%
COSTCO WHOLESALE CORP /NEW—$48.64M56,4080.6%
ServiceNow Inc—$48.11M314,0630.6%
MercadoLibre, Inc.—$47.91M23,7840.6%
MongoDB, Inc.—$46.13M109,9090.5%
Datadog, Inc.—$41.84M307,6450.5%
NASDAQ, Inc.—$41.57M427,9550.5%
BOSTON SCIENTIFIC CORP—$41.42M434,3930.5%
JOHNSON & JOHNSON—$41.29M199,4980.5%
Marvell Technology, Inc.—$40.20M473,0600.5%
CISCO SYSTEMS, INC.—$39.86M517,4370.5%
Merck & Co., Inc.—$39.73M377,4240.5%
Xylem Inc.—$39.16M287,5350.5%
INTUIT INC.—$38.90M58,7230.5%
NEXTERA ENERGY INC—$38.53M479,8860.4%
CADENCE DESIGN SYSTEMS INC—$38.05M121,7250.4%
PEPSICO INC—$35.82M249,5580.4%
JPMORGAN CHASE & CO—$35.79M111,0770.4%
HOME DEPOT, INC.—$35.74M103,8600.4%
BioNTech SEBNTXADR$35.09M368,5840.4%
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