EdgeMarket › What La Financiere De L'Echiquier reported owning
What La Financiere De L'Echiquier reported owning
As filed on Form 13F for the quarter ending 2024-06-30, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
2.3BPositions
104Quarter
2024-06-30Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| MSFT MICROSOFT CORP | 199.0M | 8.7% | 445.3K | 483.24 | -4.4% |
| AMZN AMAZON COM INC | 197.6M | 8.6% | 1.0M | 258.63 | +15.6% |
| NVDA NVIDIA CORP | 167.8M | 7.3% | 1.4M | 214.72 | +22.4% |
| V VISA INC. | 129.8M | 5.7% | 494.5K | 371.04 | +7.9% |
| GOOGL Alphabet Inc. | 109.2M | 4.8% | 599.6K | 344.82 | +73.0% |
| TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | 101.2M | 4.4% | 582.3K | 418.95 | +83.3% |
| FMX MEXICAN ECONOMIC DEVELOPMENT INC | 83.6M | 3.6% | 776.2K | 120.68 | +40.0% |
| MA Mastercard Inc | 82.5M | 3.6% | 186.9K | 580.63 | -2.0% |
| ACN Accenture plc | 71.7M | 3.1% | 236.4K | 185.28 | -27.4% |
| LIN LINDE PLC | 68.2M | 3.0% | 155.4K | 487.57 | +1.1% |
| SYK STRYKER CORP | 62.3M | 2.7% | 183.1K | 329.45 | -15.9% |
| TMO THERMO FISHER SCIENTIFIC INC. | 61.9M | 2.7% | 111.9K | 629.27 | +27.2% |
| DDOG Datadog, Inc. | 61.0M | 2.7% | 470.3K | 235.62 | +83.4% |
| CRWD CrowdStrike Holdings, Inc. | 59.5M | 2.6% | 155.2K | 191.95 | +83.2% |
| NOW ServiceNow, Inc. | 57.3M | 2.5% | 72.8K | 128.48 | -27.8% |
| BDX BECTON DICKINSON & CO | 42.0M | 1.8% | 179.7K | 192.00 | -3.6% |
| ZS Zscaler, Inc. | 40.6M | 1.8% | 211.0K | 181.75 | -33.6% |
| PANW Palo Alto Networks Inc | 40.1M | 1.7% | 118.2K | 357.87 | +94.0% |
| MELI MERCADOLIBRE INC | 39.5M | 1.7% | 24.1K | 1,922.73 | -17.7% |
| EW Edwards Lifesciences Corp | 39.5M | 1.7% | 428.0K | 89.79 | +10.3% |
| SPOT Spotify Technology S.A. | 36.9M | 1.6% | 117.4K | 533.72 | -24.2% |
| AVGO Broadcom Inc. | 34.7M | 1.5% | 21.6K | 368.45 | +26.5% |
| SNOW Snowflake Inc. | 31.2M | 1.4% | 230.6K | 332.78 | +70.8% |
| NET Cloudflare, Inc. | 30.9M | 1.3% | 372.6K | 293.14 | +51.7% |
| LLY ELI LILLY & Co | 29.4M | 1.3% | 32.5K | 1,255.40 | +78.0% |
| unmapped CUSIP 20717M103 | 28.5M | 1.2% | 966.2K | — | — |
| CAMT CAMTEK LTD | 28.5M | 1.2% | 227.4K | 146.81 | +78.1% |
| TSLA Tesla, Inc. | 27.4M | 1.2% | 138.4K | 362.86 | +12.0% |
| PLTR Palantir Technologies Inc. | 25.4M | 1.1% | 1.0M | 179.94 | +15.3% |
| CRM Salesforce, Inc. | 22.3M | 1.0% | 86.7K | 209.17 | -15.1% |
| MDB MongoDB, Inc. | 19.5M | 0.9% | 78.0K | 430.83 | +102.6% |
| ENPH Enphase Energy, Inc. | 18.9M | 0.8% | 190.0K | 38.61 | +8.2% |
| BNTX BioNTech SE | 18.8M | 0.8% | 234.5K | 116.57 | +4.7% |
| ADBE ADOBE INC. | 16.2M | 0.7% | 29.1K | 275.30 | -22.1% |
| EOG EOG RESOURCES INC | 14.2M | 0.6% | 113.0K | 153.05 | +29.3% |
| SHOP SHOPIFY INC. | 14.1M | 0.6% | 213.0K | 149.25 | +8.7% |
| ORCL ORACLE CORP | 13.3M | 0.6% | 94.3K | 146.47 | -37.7% |
| VRT Vertiv Holdings Co | 13.2M | 0.6% | 152.0K | 261.95 | +105.4% |
| PDD PDD Holdings Inc. | 11.1M | 0.5% | 83.5K | 88.38 | -25.1% |
| DOCN DigitalOcean Holdings, Inc. | 10.0M | 0.4% | 288.8K | 115.64 | +282.8% |
| DT Dynatrace, Inc. | 7.4M | 0.3% | 164.9K | 49.30 | +1.3% |
| NICE NICE Ltd. | 6.3M | 0.3% | 36.6K | 100.24 | -27.3% |
| TTD Trade Desk, Inc. | 5.8M | 0.3% | 59.1K | 13.18 | -74.9% |
| VEEV VEEVA SYSTEMS INC | 5.7M | 0.2% | 31.0K | 247.90 | -12.7% |
| RKLB Rocket Lab Corp | 5.5M | 0.2% | 1.2M | 72.57 | +78.3% |
| CBOE Cboe Global Markets, Inc. | 5.3M | 0.2% | 31.3K | 300.74 | +19.4% |
| COO COOPER COMPANIES, INC. | 5.1M | 0.2% | 58.6K | 76.22 | +3.7% |
| DHR DANAHER CORP /DE/ | 4.9M | 0.2% | 19.4K | 218.85 | +3.5% |
| BAP CREDICORP LTD | 4.7M | 0.2% | 29.0K | 378.97 | +52.2% |
| FDS FACTSET RESEARCH SYSTEMS INC | 4.1M | 0.2% | 10.0K | 299.91 | -22.6% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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