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LBP AM SA 13F holdings

Filed 2026-07-24 · LBP AM SA · 514 positions · $10.0B

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TickerCompanySharesValue% of portfolio
NVDANVIDIA CORPORATION1.7M$342.8M3.4%
MSFTMICROSOFT CORP795.8K$296.9M3.0%
AMZNAMAZON COM INC1.2M$292.6M2.9%
AAPLAPPLE INC975.7K$282.3M2.8%
NVDANVIDIA CORPORATION1.4M$276.8M2.8%
MSFTMICROSOFT CORP628.0K$234.3M2.3%
TSMTAIWAN SEMICONDUCTOR MANUFAC463.7K$221.5M2.2%
AMZNAMAZON COM INC896.8K$213.7M2.1%
VVISA INC600.1K$205.9M2.1%
GOOGLALPHABET INC500.5K$178.9M1.8%
INTCINTEL CORP1.3M$176.3M1.8%
AVGOBROADCOM INC363.2K$137.2M1.4%
MAMASTERCARD INCORPORATED263.9K$135.5M1.4%
GOOGALPHABET INC371.2K$131.1M1.3%
LLYELI LILLY & CO107.5K$128.9M1.3%
TSLATESLA INC304.5K$128.1M1.3%
GOOGLALPHABET INC346.4K$123.8M1.2%
AMDADVANCED MICRO DEVICES INC209.9K$121.9M1.2%
AMDADVANCED MICRO DEVICES INC207.8K$120.7M1.2%
AAPLAPPLE INC379.6K$109.8M1.1%
AVGOBROADCOM INC287.0K$108.4M1.1%
MUMICRON TECHNOLOGY INC90.8K$104.8M1.0%
LINLINDE PLC199.6K$103.6M1.0%
—TE CONNECTIVITY PLC434.4K$87.6M0.9%
MRVLMARVELL TECHNOLOGY INC289.9K$86.4M0.9%
METAMETA PLATFORMS INC139.2K$78.4M0.8%
JNJJOHNSON & JOHNSON302.3K$76.8M0.8%
VRTVERTIV HOLDINGS CO228.3K$76.4M0.8%
SYKSTRYKER CORPORATION239.4K$75.4M0.8%
AMATAPPLIED MATLS INC102.7K$74.3M0.7%
TMOTHERMO FISHER SCIENTIFIC INC142.6K$71.5M0.7%
RTXRTX CORPORATION372.4K$70.7M0.7%
LLYELI LILLY & CO57.4K$68.9M0.7%
METAMETA PLATFORMS INC120.9K$68.1M0.7%
UBERUBER TECHNOLOGIES INC912.2K$65.8M0.7%
JPMJPMORGAN CHASE & CO178.9K$58.6M0.6%
KLACKLA CORP186.3K$56.2M0.6%
ABBVABBVIE INC214.0K$53.8M0.5%
CSCOCISCO SYS INC452.5K$53.2M0.5%
ECLECOLAB INC181.5K$50.6M0.5%
VVISA INC144.6K$49.6M0.5%
SPCXSPACE EXPLORATION TECHN CORP286.8K$49.0M0.5%
IBMINTERNATIONAL BUSINESS MACHS170.6K$48.0M0.5%
LITELUMENTUM HLDGS INC54.5K$46.8M0.5%
CATCATERPILLAR INC42.2K$44.9M0.4%
RKLBROCKET LAB CORP436.9K$44.4M0.4%
MRKMERCK & CO INC343.3K$44.1M0.4%
LHXL3HARRIS TECHNOLOGIES INC151.5K$44.0M0.4%
CRWVCOREWEAVE INC440.2K$43.8M0.4%
MUMICRON TECHNOLOGY INC37.9K$43.8M0.4%
TSLATESLA INC101.5K$42.7M0.4%
VSATVIASAT INC462.4K$41.5M0.4%
PANWPALO ALTO NETWORKS INC119.2K$40.6M0.4%
STXSEAGATE TECHNOLOGY HLDNGS PL41.3K$39.9M0.4%
GEVGE VERNOVA INC33.8K$39.7M0.4%
MAMASTERCARD INCORPORATED77.2K$39.6M0.4%
PLPLANET LABS PBC1.1M$37.3M0.4%
GEGE AEROSPACE99.8K$37.3M0.4%
ZSZSCALER INC258.8K$36.5M0.4%
ARMARM HOLDINGS PLC102.9K$36.5M0.4%
Top Fund Holdings
13F
Top Fund Holdings

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