LBP AM SA Q2 2025 Filing
Filed July 18, 2025
Portfolio Value
$7.1B
Holdings
367
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (367 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MSFTMICROSOFT CORP | 1,124,162 | $559.2M | 7.87% | |
| 2 | NVDANVIDIA CORPORATION | 2,909,176 | $459.6M | 6.47% | |
| 3 | AMZNAMAZON COM INC | 1,678,403 | $368.2M | 5.18% | |
| 4 | VVISA INC | 692,971 | $246.0M | 3.46% | |
| 5 | AAPLAPPLE INC | 936,031 | $192.0M | 2.70% | |
| 6 | MAMASTERCARD INCORPORATED | 312,408 | $175.6M | 2.47% | |
| 7 | AVGOBROADCOM INC | 632,207 | $174.3M | 2.45% | |
| 8 | LINLINDE PLC | 363,962 | $170.8M | 2.40% | |
| 9 | LLYELI LILLY & CO | 193,184 | $150.6M | 2.12% | |
| 10 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 519,951 | $117.8M | 1.66% | |
| 11 | METAMETA PLATFORMS INC | 147,753 | $109.1M | 1.53% | |
| 12 | TMOTHERMO FISHER SCIENTIFIC INC | 261,038 | $105.8M | 1.49% | |
| 13 | VRTVERTIV HOLDINGS CO | 808,943 | $103.9M | 1.46% | |
| 14 | UBERUBER TECHNOLOGIES INC | 1,066,998 | $99.5M | 1.40% | |
| 15 | SYKSTRYKER CORPORATION | 239,334 | $94.7M | 1.33% | |
| 16 | ACNACCENTURE PLC IRELAND | 293,125 | $87.6M | 1.23% | |
| 17 | GOOGLALPHABET INC | 482,213 | $85.0M | 1.20% | |
| 18 | ORCLORACLE CORP | 374,402 | $81.9M | 1.15% | |
| 19 | ZSZSCALER INC | 248,896 | $78.1M | 1.10% | |
| 20 | GOOGALPHABET INC | 388,710 | $69.0M | 0.97% | |
| 21 | ADBEADOBE INC | 175,890 | $68.0M | 0.96% | |
| 22 | AMDADVANCED MICRO DEVICES INC | 461,429 | $65.5M | 0.92% | |
| 23 | SPOTSPOTIFY TECHNOLOGY S A | 77,104 | $59.2M | 0.83% | |
| 24 | DDOGDATADOG INC | 433,751 | $58.3M | 0.82% | |
| 25 | CRMSALESFORCE INC | 208,220 | $56.8M | 0.80% | |
| 26 | CLHCLEAN HARBORS INC | 240,850 | $55.7M | 0.78% | |
| 27 | BDXBECTON DICKINSON & CO | 318,287 | $54.8M | 0.77% | |
| 28 | NEENEXTERA ENERGY INC | 776,183 | $53.9M | 0.76% | |
| 29 | PANWPALO ALTO NETWORKS INC | 259,753 | $53.2M | 0.75% | |
| 30 | MLB1MERCADOLIBRE INC | 20,134 | $52.6M | 0.74% | |
| 31 | TSLATESLA INC | 161,398 | $51.3M | 0.72% | |
| 32 | EQIXEQUINIX INC | 61,340 | $48.8M | 0.69% | |
| 33 | NDAQNASDAQ INC | 514,858 | $46.0M | 0.65% | |
| 34 | SNOWSNOWFLAKE INC | 199,300 | $44.6M | 0.63% | |
| 35 | FMXFOMENTO ECONOMICO MEXICANO S | 424,535 | $43.7M | 0.62% | |
| 36 | MRVLMARVELL TECHNOLOGY INC | 562,205 | $43.5M | 0.61% | |
| 37 | RTXRTX CORPORATION | 287,418 | $42.0M | 0.59% | |
| 38 | CSCOCISCO SYS INC | 593,832 | $41.2M | 0.58% | |
| 39 | NOWSERVICENOW INC | 39,772 | $40.9M | 0.58% | |
| 40 | JPMJPMORGAN CHASE & CO. | 138,172 | $40.1M | 0.56% | |
| 41 | GEVGE VERNOVA INC | 75,294 | $39.8M | 0.56% | |
| 42 | XYLXYLEM INC | 280,934 | $36.3M | 0.51% | |
| 43 | ABBVABBVIE INC | 193,058 | $35.8M | 0.50% | |
| 44 | DTDYNATRACE INC | 631,495 | $34.9M | 0.49% | |
| 45 | CDNSCADENCE DESIGN SYSTEM INC | 110,106 | $33.9M | 0.48% | |
| 46 | BNTXBIONTECH SE | 305,470 | $32.5M | 0.46% | |
| 47 | IBMINTERNATIONAL BUSINESS MACHS | 109,484 | $32.3M | 0.45% | |
| 48 | ETNEATON CORP PLC | 89,536 | $32.0M | 0.45% | |
| 49 | HDHOME DEPOT INC | 86,043 | $31.5M | 0.44% | |
| 50 | ESTCELASTIC N V | 373,156 | $31.5M | 0.44% | |
| 51 | ECLECOLAB INC | 116,183 | $31.3M | 0.44% | |
| 52 | BSXBOSTON SCIENTIFIC CORP | 290,276 | $31.2M | 0.44% | |
| 53 | AEMAGNICO EAGLE MINES LTD | 260,177 | $30.9M | 0.44% | |
| 54 | BALLBALL CORP | 537,765 | $30.2M | 0.42% | |
| 55 | JNJJOHNSON & JOHNSON | 196,850 | $30.1M | 0.42% | |
| 56 | BIRKBIRKENSTOCK HOLDING PLC | 606,184 | $29.8M | 0.42% | |
| 57 | CFLTCONFLUENT INC | 1,104,700 | $27.5M | 0.39% | |
| 58 | SPGIS&P GLOBAL INC | 51,864 | $27.3M | 0.38% | |
| 59 | MRKMERCK & CO INC | 335,911 | $26.6M | 0.37% | |
| 60 | VENVENTAS INC | 408,054 | $25.8M | 0.36% | |
| 61 | UNPUNION PAC CORP | 104,821 | $24.1M | 0.34% | |
| 62 | MDBMONGODB INC | 108,737 | $22.8M | 0.32% | |
| 63 | GEGE AEROSPACE | 87,607 | $22.5M | 0.32% | |
| 64 | EMREMERSON ELEC CO | 165,397 | $22.1M | 0.31% | |
| 65 | NEMNEWMONT CORP | 376,641 | $21.9M | 0.31% | |
| 66 | QCOMQUALCOMM INC | 132,936 | $21.2M | 0.30% | |
| 67 | CRWDCROWDSTRIKE HLDGS INC | 41,141 | $21.0M | 0.29% | |
| 68 | NFLXNETFLIX INC | 15,597 | $20.9M | 0.29% | |
| 69 | AXPAMERICAN EXPRESS CO | 63,619 | $20.3M | 0.29% | |
| 70 | ADPAUTOMATIC DATA PROCESSING IN | 64,868 | $20.0M | 0.28% | |
| 71 | CHDCHURCH & DWIGHT CO INC | 201,600 | $19.4M | 0.27% | |
| 72 | CLCOLGATE PALMOLIVE CO | 212,083 | $19.3M | 0.27% | |
| 73 | ISRGINTUITIVE SURGICAL INC | 35,422 | $19.2M | 0.27% | |
| 74 | ADSKAUTODESK INC | 61,797 | $19.1M | 0.27% | |
| 75 | ABGCENCORA INC | 62,767 | $18.8M | 0.26% | |
| 76 | CEGCONSTELLATION ENERGY CORP | 57,828 | $18.7M | 0.26% | |
| 77 | WBDWARNER BROS DISCOVERY INC | 1,602,918 | $18.4M | 0.26% | |
| 78 | KDPKEURIG DR PEPPER INC | 549,178 | $18.2M | 0.26% | |
| 79 | COSTCOSTCO WHSL CORP NEW | 18,302 | $18.1M | 0.25% | |
| 80 | BMYBRISTOL-MYERS SQUIBB CO | 390,539 | $18.1M | 0.25% | |
| 81 | ZTSZOETIS INC | 112,534 | $17.5M | 0.25% | |
| 82 | VRTXVERTEX PHARMACEUTICALS INC | 39,341 | $17.5M | 0.25% | |
| 83 | SPGSIMON PPTY GROUP INC NEW | 107,997 | $17.4M | 0.24% | |
| 84 | SHOPSHOPIFY INC | 147,793 | $17.0M | 0.24% | |
| 85 | CBRECBRE GROUP INC | 119,610 | $16.8M | 0.24% | |
| 86 | ARMARM HOLDINGS PLC | 102,469 | $16.6M | 0.23% | |
| 87 | CVSCVS HEALTH CORP | 238,759 | $16.5M | 0.23% | |
| 88 | INTCINTEL CORP | 734,813 | $16.5M | 0.23% | |
| 89 | SHWSHERWIN WILLIAMS CO | 47,863 | $16.4M | 0.23% | |
| 90 | PLTRPALANTIR TECHNOLOGIES INC | 119,823 | $16.3M | 0.23% | |
| 91 | RSGREPUBLIC SVCS INC | 65,704 | $16.2M | 0.23% | |
| 92 | GILDGILEAD SCIENCES INC | 145,594 | $16.1M | 0.23% | |
| 93 | STXSEAGATE TECHNOLOGY HLDNGS PL | 110,139 | $15.9M | 0.22% | |
| 94 | ROKROCKWELL AUTOMATION INC | 47,606 | $15.8M | 0.22% | |
| 95 | AMTAMERICAN TOWER CORP NEW | 70,391 | $15.6M | 0.22% | |
| 96 | PGPROCTER AND GAMBLE CO | 96,230 | $15.3M | 0.22% | |
| 97 | SCHWSCHWAB CHARLES CORP | 164,623 | $15.0M | 0.21% | |
| 98 | BSYBENTLEY SYS INC | 266,326 | $14.4M | 0.20% | |
| 99 | GENGEN DIGITAL INC | 482,239 | $14.2M | 0.20% | |
| 100 | MDLZMONDELEZ INTL INC | 205,751 | $13.9M | 0.20% |
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