EdgeMarket › What Groupe La Francaise reported owning

What Groupe La Francaise reported owning

As filed on Form 13F for the quarter ending 2026-03-31, 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

7.3B

Positions

455

Quarter

2026-03-31

Shown below

50
largest by value
holdingvalue% of booksharesprice1y
TTE
TotalEnergies SE
683.2M9.4%7.6M89.89+42.5%
NVDA
NVIDIA CORP
435.4M6.0%2.5M214.72+22.4%
MSFT
MICROSOFT CORP
350.6M4.8%954.9K483.24-4.4%
AAPL
Apple Inc.
283.9M3.9%1.1M309.35+36.9%
AMZN
AMAZON COM INC
235.7M3.2%1.1M258.63+15.6%
GOOGL
Alphabet Inc.
211.4M2.9%742.8K344.82+73.0%
AVGO
Broadcom Inc.
204.1M2.8%663.7K368.45+26.5%
AZN
ASTRAZENECA PLC
190.8M2.6%984.6K165.98
JPM
JPMORGAN CHASE & CO
137.9M1.9%473.1K351.58+20.3%
GIB
CGI INC
124.5M1.7%1.7M74.98-20.9%
V
VISA INC.
122.2M1.7%406.8K371.04+7.9%
LLY
ELI LILLY & Co
121.0M1.7%132.2K1,255.40+78.0%
GOOG
Alphabet Inc.
118.9M1.6%415.5K341.75+70.7%
META
Meta Platforms, Inc.
112.4M1.5%197.5K549.90-26.5%
RACE
Ferrari N.V.
111.8M1.5%355.1K436.54-6.8%
ETN
Eaton Corp plc
100.5M1.4%284.0K419.20+21.1%
TSM
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD
86.3M1.2%256.0K418.95+83.3%
GE
GENERAL ELECTRIC CO
80.2M1.1%282.8K348.37+30.7%
WMT
Walmart Inc.
77.9M1.1%632.0K103.70+1.1%
KO
COCA COLA CO
67.5M0.9%900.6K91.10+28.9%
CRH
CRH PUBLIC LTD CO
66.2M0.9%671.4K95.07-14.2%
GEV
GE Vernova Inc.
63.7M0.9%73.0K956.85+58.3%
LIN
LINDE PLC
60.5M0.8%123.4K487.57+1.1%
TMUS
T-Mobile US, Inc.
60.1M0.8%286.2K183.04-29.3%
NFLX
NETFLIX INC
58.9M0.8%621.2K79.59-34.4%
ISRG
INTUITIVE SURGICAL INC
56.3M0.8%123.2K378.81-21.2%
TMO
THERMO FISHER SCIENTIFIC INC.
55.3M0.8%113.5K629.27+27.2%
AEM
AGNICO EAGLE MINES LTD
53.0M0.7%261.8K216.06+60.4%
AMAT
APPLIED MATERIALS INC /DE
52.8M0.7%154.9K492.32+205.9%
PWR
QUANTA SERVICES, INC.
51.0M0.7%92.9K639.34+70.1%
MA
Mastercard Inc
50.0M0.7%100.2K580.63-2.0%
NEM
NEWMONT Corp /DE/
48.4M0.7%448.9K131.58+90.7%
GS
GOLDMAN SACHS GROUP INC
46.6M0.6%55.1K1,039.28+44.2%
NOW
ServiceNow, Inc.
45.8M0.6%438.8K128.48-27.8%
AXP
AMERICAN EXPRESS CO
45.4M0.6%151.3K336.00+8.9%
COST
COSTCO WHOLESALE CORP /NEW
44.6M0.6%45.0K947.74-4.7%
BAC
BANK OF AMERICA CORP /DE/
42.1M0.6%866.2K61.69+27.6%
ABBV
AbbVie Inc.
42.1M0.6%193.4K264.96+26.7%
LRCX
LAM RESEARCH CORP
41.6M0.6%194.8K314.00+216.7%
PANW
Palo Alto Networks Inc
40.0M0.5%256.4K357.87+94.0%
CAT
CATERPILLAR INC
38.3M0.5%54.2K827.90+96.8%
FNV
FRANCO NEVADA Corp
38.3M0.5%155.0K265.74+49.0%
B
BARRICK MINING CORP
37.1M0.5%913.5K47.60+91.6%
BKNG
Booking Holdings Inc.
37.1M0.5%15.5K209.62-7.1%
PH
Parker-Hannifin Corp
37.0M0.5%41.3K1,001.74+34.8%
WPM
Wheaton Precious Metals Corp.
36.4M0.5%278.0K157.78+69.2%
EMR
EMERSON ELECTRIC CO
36.3M0.5%277.0K157.26+20.1%
AMD
ADVANCED MICRO DEVICES INC
35.4M0.5%174.1K473.25+186.5%
HWM
Howmet Aerospace Inc.
34.5M0.5%149.7K271.68+58.0%
APH
AMPHENOL CORP /DE/
32.8M0.4%259.2K157.01+44.5%

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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