LBP AM SA Q1 2025 Filing
Filed April 30, 2025
Portfolio Value
$6.5B
Holdings
363
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (363 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MSFTMICROSOFT CORP | 1,297,793 | $487.2M | 7.52% | |
| 2 | NVDANVIDIA CORPORATION | 3,703,815 | $401.4M | 6.20% | |
| 3 | AMZNAMAZON COM INC | 1,603,137 | $305.0M | 4.71% | |
| 4 | VVISA INC | 672,495 | $235.7M | 3.64% | |
| 5 | AAPLAPPLE INC | 928,331 | $206.2M | 3.18% | |
| 6 | LINLINDE PLC | 379,247 | $176.6M | 2.73% | |
| 7 | MAMASTERCARD INCORPORATED | 306,281 | $167.9M | 2.59% | |
| 8 | GOOGLALPHABET INC | 906,722 | $140.2M | 2.16% | |
| 9 | TMOTHERMO FISHER SCIENTIFIC INC | 230,201 | $114.5M | 1.77% | |
| 10 | AVGOBROADCOM INC | 677,020 | $113.4M | 1.75% | |
| 11 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 675,316 | $112.1M | 1.73% | |
| 12 | METAMETA PLATFORMS INC | 163,210 | $94.1M | 1.45% | |
| 13 | LLYELI LILLY & CO | 111,256 | $91.9M | 1.42% | |
| 14 | UBERUBER TECHNOLOGIES INC | 1,211,730 | $88.3M | 1.36% | |
| 15 | SYKSTRYKER CORPORATION | 228,469 | $85.0M | 1.31% | |
| 16 | BDXBECTON DICKINSON & CO | 342,485 | $78.4M | 1.21% | |
| 17 | ADBEADOBE INC | 182,860 | $70.1M | 1.08% | |
| 18 | ACNACCENTURE PLC IRELAND | 217,227 | $67.8M | 1.05% | |
| 19 | ZSZSCALER INC | 327,399 | $65.0M | 1.00% | |
| 20 | AMDADVANCED MICRO DEVICES INC | 620,786 | $63.8M | 0.98% | |
| 21 | CRMSALESFORCE INC | 236,078 | $63.4M | 0.98% | |
| 22 | GOOGALPHABET INC | 400,742 | $62.6M | 0.97% | |
| 23 | VRTVERTIV HOLDINGS CO | 864,352 | $62.4M | 0.96% | |
| 24 | FMXFOMENTO ECONOMICO MEXICANO S | 604,417 | $59.0M | 0.91% | |
| 25 | CSCOCISCO SYS INC | 902,572 | $55.7M | 0.86% | |
| 26 | ORCLORACLE CORP | 394,459 | $55.1M | 0.85% | |
| 27 | MLB1MERCADOLIBRE INC | 23,065 | $45.0M | 0.69% | |
| 28 | TSLATESLA INC | 171,319 | $44.4M | 0.69% | |
| 29 | NOWSERVICENOW INC | 54,287 | $43.2M | 0.67% | |
| 30 | NEENEXTERA ENERGY INC | 590,623 | $41.9M | 0.65% | |
| 31 | NDAQNASDAQ INC | 549,693 | $41.7M | 0.64% | |
| 32 | DDOGDATADOG INC | 419,805 | $41.6M | 0.64% | |
| 33 | EQIXEQUINIX INC | 47,513 | $38.7M | 0.60% | |
| 34 | CLHCLEAN HARBORS INC | 193,639 | $38.2M | 0.59% | |
| 35 | RTXRTX CORPORATION | 279,179 | $37.0M | 0.57% | |
| 36 | XYLXYLEM INC | 307,050 | $36.7M | 0.57% | |
| 37 | PANWPALO ALTO NETWORKS INC | 212,581 | $36.3M | 0.56% | |
| 38 | HDHOME DEPOT INC | 94,716 | $34.7M | 0.54% | |
| 39 | JNJJOHNSON & JOHNSON | 205,951 | $34.2M | 0.53% | |
| 40 | ABBVABBVIE INC | 161,094 | $33.8M | 0.52% | |
| 41 | GEVGE VERNOVA INC | 104,539 | $31.9M | 0.49% | |
| 42 | CDNSCADENCE DESIGN SYSTEM INC | 125,464 | $31.9M | 0.49% | |
| 43 | MRKMERCK & CO INC | 344,424 | $30.9M | 0.48% | |
| 44 | SWSMURFIT WESTROCK PLC | 675,573 | $30.4M | 0.47% | |
| 45 | RSGREPUBLIC SVCS INC | 124,723 | $30.2M | 0.47% | |
| 46 | JPMJPMORGAN CHASE & CO. | 121,303 | $29.8M | 0.46% | |
| 47 | ECLECOLAB INC | 116,885 | $29.6M | 0.46% | |
| 48 | BALLBALL CORP | 566,168 | $29.5M | 0.46% | |
| 49 | UNPUNION PAC CORP | 123,432 | $29.2M | 0.45% | |
| 50 | SNOWSNOWFLAKE INC | 199,300 | $29.1M | 0.45% | |
| 51 | ISRGINTUITIVE SURGICAL INC | 58,625 | $29.0M | 0.45% | |
| 52 | BNTXBIONTECH SE | 305,221 | $27.8M | 0.43% | |
| 53 | IBMINTERNATIONAL BUSINESS MACHS | 110,366 | $27.4M | 0.42% | |
| 54 | SPGIS&P GLOBAL INC | 53,789 | $27.3M | 0.42% | |
| 55 | VRTXVERTEX PHARMACEUTICALS INC | 53,541 | $26.0M | 0.40% | |
| 56 | BMYBRISTOL-MYERS SQUIBB CO | 423,719 | $25.8M | 0.40% | |
| 57 | QCOMQUALCOMM INC | 164,807 | $25.3M | 0.39% | |
| 58 | BIRKBIRKENSTOCK HOLDING PLC | 515,996 | $23.7M | 0.37% | |
| 59 | ADPAUTOMATIC DATA PROCESSING IN | 77,021 | $23.5M | 0.36% | |
| 60 | GILDGILEAD SCIENCES INC | 205,305 | $23.0M | 0.36% | |
| 61 | PGPROCTER AND GAMBLE CO | 133,551 | $22.8M | 0.35% | |
| 62 | MMM3M CO | 153,986 | $22.6M | 0.35% | |
| 63 | DTDYNATRACE INC | 467,422 | $22.0M | 0.34% | |
| 64 | CLCOLGATE PALMOLIVE CO | 233,337 | $21.9M | 0.34% | |
| 65 | ABGCENCORA INC | 76,495 | $21.3M | 0.33% | |
| 66 | CFLTCONFLUENT INC | 876,581 | $20.5M | 0.32% | |
| 67 | INTUINTUIT | 33,061 | $20.3M | 0.31% | |
| 68 | CRWDCROWDSTRIKE HLDGS INC | 56,563 | $19.9M | 0.31% | |
| 69 | MRVLMARVELL TECHNOLOGY INC | 321,530 | $19.8M | 0.31% | |
| 70 | ABTABBOTT LABS | 148,471 | $19.7M | 0.30% | |
| 71 | MDBMONGODB INC | 111,806 | $19.6M | 0.30% | |
| 72 | SHWSHERWIN WILLIAMS CO | 55,428 | $19.4M | 0.30% | |
| 73 | SBACSBA COMMUNICATIONS CORP NEW | 86,705 | $19.1M | 0.29% | |
| 74 | OKEONEOK INC NEW | 189,726 | $18.8M | 0.29% | |
| 75 | PEPPEPSICO INC | 125,057 | $18.8M | 0.29% | |
| 76 | CBRECBRE GROUP INC | 142,631 | $18.7M | 0.29% | |
| 77 | UNHUNITEDHEALTH GROUP INC | 35,609 | $18.6M | 0.29% | |
| 78 | AEMAGNICO EAGLE MINES LTD | 170,486 | $18.5M | 0.29% | |
| 79 | BSXBOSTON SCIENTIFIC CORP | 182,071 | $18.4M | 0.28% | |
| 80 | SHOPSHOPIFY INC | 187,793 | $17.9M | 0.28% | |
| 81 | EDCONSOLIDATED EDISON INC | 160,049 | $17.7M | 0.27% | |
| 82 | UPSUNITED PARCEL SERVICE INC | 159,623 | $17.6M | 0.27% | |
| 83 | ZTSZOETIS INC | 104,787 | $17.3M | 0.27% | |
| 84 | WBDWARNER BROS DISCOVERY INC | 1,602,918 | $17.2M | 0.27% | |
| 85 | BACBANK AMERICA CORP | 408,347 | $17.0M | 0.26% | |
| 86 | GENGEN DIGITAL INC | 639,268 | $17.0M | 0.26% | |
| 87 | LYBLYONDELLBASELL INDUSTRIES N | 240,483 | $16.9M | 0.26% | |
| 88 | INTCINTEL CORP | 721,565 | $16.4M | 0.25% | |
| 89 | VENVENTAS INC | 235,941 | $16.2M | 0.25% | |
| 90 | ESTCELASTIC N V | 181,493 | $16.2M | 0.25% | |
| 91 | GEGE AEROSPACE | 80,260 | $16.1M | 0.25% | |
| 92 | BKNGBOOKING HOLDINGS INC | 3,398 | $15.7M | 0.24% | |
| 93 | NFLXNETFLIX INC | 16,707 | $15.6M | 0.24% | |
| 94 | MDTMEDTRONIC PLC | 173,266 | $15.6M | 0.24% | |
| 95 | RFREGIONS FINANCIAL CORP NEW | 703,292 | $15.3M | 0.24% | |
| 96 | COSTCOSTCO WHSL CORP NEW | 16,010 | $15.1M | 0.23% | |
| 97 | KMBKIMBERLY-CLARK CORP | 105,514 | $15.0M | 0.23% | |
| 98 | NXPINXP SEMICONDUCTORS N V | 76,901 | $14.6M | 0.23% | |
| 99 | VLTOVERALTO CORP | 149,372 | $14.6M | 0.22% | |
| 100 | SPGSIMON PPTY GROUP INC NEW | 87,488 | $14.5M | 0.22% |
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