Lbp Am SA

Lbp Am SA reported 514 holdings worth US$10B as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Jul 24, 2026

Lbp Am SA reported 514 holdings worth US$10B as of Jun 30, 2026. Largest: Nvidia Corporation, Microsoft Corp. and Amazon.com, Inc. Filed Jul 24, 2026 (Form 13F).

Holdings
514
Value as reported
US$10B

The filing in full

CompanySharesValue as reported% of portfolio
Nvidia Corporation3.1MUS$620M6.2%
Microsoft Corp.1.42MUS$531M5.3%
Amazon.com, Inc.2.12MUS$506M5.1%
Alphabet Inc (google) Class C1.29MUS$463M4.6%
Apple Inc1.36MUS$392M3.9%
Visa Inc.745KUS$255M2.6%
Broadcom Inc.650KUS$246M2.5%
Advanced Micro Devices Inc418KUS$243M2.4%
Taiwan Semiconductor Manufacturing Co., Ltd.464KUS$221M2.2%
Eli Lilly And Company165KUS$198M2.0%
Intel Corporation1.4MUS$196M2.0%
Mastercard Incorporated341KUS$175M1.8%
Tesla, Inc.406KUS$171M1.7%
Micron Technology, Inc.129KUS$149M1.5%
Meta Platforms, Inc.260KUS$146M1.5%
Marvell Technology, Inc.339KUS$101M1.0%
Rtx Corporation479KUS$90.9M0.91%
Uber Technologies, Inc.1.23MUS$88.8M0.89%
Applied Materials, Inc.118KUS$85.6M0.86%
Thermo Fisher Scientific Inc167KUS$83.8M0.84%
Johnson & Johnson314KUS$79.7M0.80%
Vertiv Holdings, Llc237KUS$79.4M0.79%
Stryker Corporation240KUS$75.4M0.75%
Ge Vernova Inc.62,451US$73.4M0.73%
Abbvie Inc.284KUS$71.4M0.71%
Kla Corporation235KUS$71M0.71%
Cisco Systems, Inc.601KUS$70.6M0.71%
Ecolab Inc.227KUS$63.1M0.63%
Costco Wholesale Corporation64,251US$60.1M0.60%
Jp Morgan Chase & Co.183KUS$59.7M0.60%
Lumentum Holdings Inc.65,704US$56.4M0.56%
Palo Alto Networks, Inc.164KUS$55.9M0.56%
Welltower Inc.236KUS$53.5M0.53%
Space Exploration Technologies Corp288KUS$49.3M0.49%
Zscaler Inc348KUS$49.1M0.49%
International Business Machines Corporation171KUS$48M0.48%
Coreweave, Inc.481KUS$47.9M0.48%
Oracle Corporation326KUS$47.8M0.48%
Merck & Company, Inc.370KUS$47.5M0.47%
Caterpillar, Inc.42,175US$44.9M0.45%
Rocket Lab Corporation437KUS$44.4M0.44%
L3harris Technologies, Inc.152KUS$44M0.44%
Viasat, Inc.462KUS$41.5M0.42%
Constellation Energy Corporation165KUS$41M0.41%
Arista Networks, Inc.235KUS$40M0.40%
Ventas, Inc.444KUS$39.4M0.39%
At&t Inc.1.9MUS$39.4M0.39%
Nasdaq, Inc.492KUS$38.8M0.39%
Planet Labs Pbc1.13MUS$37.3M0.37%
Ge Aerospace99,810US$37.3M0.37%
Lam Research Corporation84,420US$36.6M0.37%
Cadence Design Systems, Inc.95,806US$36M0.36%
Western Digital Corporation52,592US$33.6M0.34%
Gilead Sciences, Inc.265KUS$33.5M0.34%
Microchip Technology Incorporated365KUS$33.3M0.33%
Teledyne Technologies Incorporated48,740US$32.5M0.32%
Netflix, Inc.444KUS$31.7M0.32%
Datadog, Inc.118KUS$30.6M0.31%
Credo Technology Group Holding Ltd108KUS$29.4M0.29%
Home Depot, Inc. (the)77,029US$27.2M0.27%
Howmet Aerospace Inc.100KUS$26.9M0.27%
S&p Global Inc.65,219US$26.6M0.27%
Unitedhealth Group Incorporated63,401US$26.4M0.26%
Cloudflare, Inc.107KUS$26.3M0.26%
Equinix, Inc.24,706US$25.8M0.26%
Nextera Energy, Inc.288KUS$25.3M0.25%
Snowflake Inc.99,256US$25.3M0.25%
Wheaton Precious Metals Corp222KUS$24.9M0.25%
Citigroup, Inc.173KUS$24.3M0.24%
Analog Devices, Inc.61,089US$24.3M0.24%
Cvs Health Corporation233KUS$24.1M0.24%
Servicenow, Inc.234KUS$23.2M0.23%
Firefly Aerospace Inc.759KUS$22.3M0.22%
Teradyne, Inc.45,168US$21.9M0.22%
American Express Company64,044US$21.7M0.22%
Qualcomm Incorporated116KUS$21.5M0.21%
Sandisk Corporation9,374US$21.3M0.21%
Morgan Stanley101KUS$21.1M0.21%
Centene Corporation328KUS$21M0.21%
Deere & Company32,984US$20.9M0.21%
Automatic Data Processing, Inc.92,883US$20.8M0.21%
Huntington Bancshares Incorporated1.17MUS$20.7M0.21%
Colgate-palmolive Company226KUS$20.7M0.21%
Take-two Interactive Software, Inc.81,847US$20.5M0.20%
Church & Dwight Company, Inc.204KUS$19.8M0.20%
Solaris Energy Infrastructure, Inc.246KUS$19.8M0.20%
The Bank Of New York Mellon Corporation132KUS$19.1M0.19%
T. Rowe Price Group, Inc.168KUS$19.1M0.19%
Ge Healthcare Technologies Inc.295KUS$18.9M0.19%
Applovin Corporation35,885US$18.5M0.18%
Karman Holdings Inc.370KUS$18.5M0.18%
Fifth Third Bancorp327KUS$18.5M0.18%
Hewlett Packard Enterprise Company407KUS$18.4M0.18%
Cbre Group Inc136KUS$18.3M0.18%
Westinghouse Air Brake Technologies Corporation66,341US$17.9M0.18%
Intercontinental Exchange Inc.145KUS$17.9M0.18%
Echostar Corporation174KUS$17.7M0.18%
Netapp, Inc.114KUS$17.6M0.18%
Xylem Inc.149KUS$17.6M0.18%
Cardinal Health, Inc.73,370US$17.4M0.17%

Every holding of Lbp Am SA

Source

View original at SEC

Related