Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

AXA S.A. 13F Holdings -- Portfolio & Top Positions (2026-03-31)

AXA S.A. (CIK 898427) reported $256.4M across 74 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: BABA ($58.9M, 22.97%), SPY ($44.2M, 17.23%), TTFNF ($15.8M, 6.14%), IEMG ($10.8M, 4.20%), NVDA ($9.4M, 3.65%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1BABAALIBABA GROUP HLDG LTD$58.9M22.97%469,432Added
2SPYSTATE STR SPDR S&P 500 ETF T$44.2M17.23%67,929Hold
3TTFNFTOTALENERGIES SE$15.8M6.14%194,661Trimmed
4IEMGISHARES INC$10.8M4.20%154,400Hold
5NVDANVIDIA CORPORATION$9.4M3.65%53,714Trimmed
6BRK/BBERKSHIRE HATHAWAY INC DEL$9.1M3.56%19,060Added
7MSFTMICROSOFT CORP$7.9M3.09%21,380Added
8AAPLAPPLE INC$7.4M2.90%29,279Trimmed
9AMZNAMAZON COM INC$6.5M2.55%31,339Trimmed
10TSMTAIWAN SEMICONDUCTOR MANUFAC$5.8M2.26%17,145Added
11GOOGALPHABET INC$5.0M1.94%17,372Trimmed
12GOOGLALPHABET INC$4.6M1.81%16,110Trimmed
13LFTLUMENT FINANCE TRUST INC$4.2M1.64%3.3MHold
14RACEFERRARI N V$3.9M1.51%11,455Added
15KOCOCA COLA CO$3.7M1.44%48,555Trimmed
16METAMETA PLATFORMS INC$3.4M1.33%5,957Added
17STLASTELLANTIS N.V$3.0M1.19%501,042Trimmed
18AVGOBROADCOM INC$2.7M1.04%8,600Trimmed
19VVISA INC$2.5M0.98%8,315Trimmed
20BACBANK AMERICA CORP$1.7M0.67%35,202Trimmed
21LLYELI LILLY & CO$1.6M0.64%1,780Trimmed
22NFLXNETFLIX INC.$1.6M0.61%16,199Trimmed
23AMDADVANCED MICRO DEVICES INC$1.6M0.61%7,687Trimmed
24ETNEATON CORP PLC$1.5M0.60%4,295Added
25NEENEXTERA ENERGY INC$1.5M0.60%16,605Trimmed

Source: SEC Form 13F filings · as of 2026-03-31