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.
LBP AM SA (CIK 1970075) reported $7.31B across 386 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: NVDA ($479.4M, 6.55%), MSFT ($456.4M, 6.24%), AMZN ($392.1M, 5.36%), AAPL ($325.9M, 4.46%), V ($235.5M, 3.22%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $479.4M | 6.55% | 2.7M | Trimmed |
| 2 | MSFT | MICROSOFT CORP | $456.4M | 6.24% | 1.2M | Added |
| 3 | AMZN | AMAZON COM INC | $392.1M | 5.36% | 1.9M | Trimmed |
| 4 | AAPL | APPLE INC | $325.9M | 4.46% | 1.3M | Trimmed |
| 5 | V | VISA INC | $235.5M | 3.22% | 779,193 | Trimmed |
| 6 | AVGO | BROADCOM INC | $189.4M | 2.59% | 611,963 | Added |
| 7 | LLY | ELI LILLY & CO | $172.0M | 2.35% | 186,999 | Trimmed |
| 8 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $170.0M | 2.32% | 503,027 | Trimmed |
| 9 | MA | MASTERCARD INCORPORATED | $166.7M | 2.28% | 333,723 | Trimmed |
| 10 | GOOGL | ALPHABET INC | $150.7M | 2.06% | 524,022 | Added |
| 11 | LIN | LINDE PLC | $122.5M | 1.67% | 247,104 | Trimmed |
| 12 | META | META PLATFORMS INC | $112.0M | 1.53% | 195,844 | Added |
| 13 | GOOG | ALPHABET INC | $107.4M | 1.47% | 374,486 | Trimmed |
| 14 | TMO | THERMO FISHER SCIENTIFIC INC | $103.9M | 1.42% | 211,481 | Trimmed |
| 15 | TSLA | TESLA INC | $97.8M | 1.34% | 262,972 | Added |
| 16 | AMD | ADVANCED MICRO DEVICES INC | $91.1M | 1.25% | 447,719 | Added |
| 17 | UBER | UBER TECHNOLOGIES INC | $86.2M | 1.18% | 1.2M | Trimmed |
| 18 | TEL | TE CONNECTIVITY PLC | $83.0M | 1.13% | 397,059 | Added |
| 19 | SYK | STRYKER CORPORATION | $76.4M | 1.04% | 232,462 | Trimmed |
| 20 | RTX | RTX CORPORATION | $68.8M | 0.94% | 356,853 | Trimmed |
| 21 | NFLX | NETFLIX INC. | $66.5M | 0.91% | 691,365 | Added |
| 22 | WELL | WELLTOWER INC | $58.7M | 0.80% | 296,651 | Added |
| 23 | VRT | VERTIV HOLDINGS CO | $57.4M | 0.79% | 229,243 | Trimmed |
| 24 | MU | MICRON TECHNOLOGY INC | $54.1M | 0.74% | 160,121 | Added |
| 25 | T | AT&T INC | $50.9M | 0.70% | 1.8M | Added |
Source: SEC Form 13F filings · as of 2026-03-31