Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Groupe la Francaise (CIK 2056088) reported $7.29B across 397 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: TTFNF ($683.2M, 9.37%), NVDA ($435.4M, 5.97%), MSFT ($350.6M, 4.81%), AAPL ($283.9M, 3.89%), AMZN ($235.9M, 3.23%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | TTFNF | TOTALENERGIES SE | $683.2M | 9.37% | 7.6M | Added |
| 2 | NVDA | NVIDIA CORPORATION | $435.4M | 5.97% | 2.5M | Trimmed |
| 3 | MSFT | MICROSOFT CORP | $350.6M | 4.81% | 954,895 | Added |
| 4 | AAPL | APPLE INC | $283.9M | 3.89% | 1.1M | Added |
| 5 | AMZN | AMAZON COM INC | $235.9M | 3.23% | 1.1M | Trimmed |
| 6 | GOOGL | ALPHABET INC | $211.4M | 2.90% | 742,821 | Added |
| 7 | AVGO | BROADCOM INC | $204.2M | 2.80% | 664,225 | Added |
| 8 | AZNCF | ASTRAZENECA PLC | $190.8M | 2.62% | 984,608 | New |
| 9 | JPM | JPMORGAN CHASE & CO | $139.5M | 1.91% | 478,615 | Added |
| 10 | GIB | CGI INC | $124.5M | 1.71% | 1.7M | Trimmed |
| 11 | V | VISA INC | $122.2M | 1.68% | 406,784 | Trimmed |
| 12 | LLY | ELI LILLY & CO | $121.0M | 1.66% | 132,176 | Trimmed |
| 13 | GOOG | ALPHABET INC | $118.9M | 1.63% | 415,468 | Added |
| 14 | META | META PLATFORMS INC | $112.5M | 1.54% | 197,798 | Added |
| 15 | RACE | FERRARI N V | $111.8M | 1.53% | 355,097 | Trimmed |
| 16 | ETN | EATON CORP PLC | $100.5M | 1.38% | 283,985 | Added |
| 17 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $86.3M | 1.18% | 255,969 | Trimmed |
| 18 | MSFT | MICROSOFT CORP | $85.1M | 1.17% | 230,000 | New |
| 19 | GE | GE AEROSPACE | $80.2M | 1.10% | 282,781 | Added |
| 20 | WMT | WALMART INC | $78.1M | 1.07% | 633,485 | Trimmed |
| 21 | KO | COCA COLA CO | $67.5M | 0.93% | 900,621 | Trimmed |
| 22 | CRH | CRH PLC | $66.2M | 0.91% | 671,361 | Trimmed |
| 23 | GEV | GE VERNOVA INC | $63.7M | 0.87% | 73,030 | Added |
| 24 | LIN | LINDE PLC | $60.5M | 0.83% | 123,437 | Added |
| 25 | TMUS | T-MOBILE US INC | $60.1M | 0.82% | 286,246 | Added |
Source: SEC Form 13F filings · as of 2026-03-31