La Financiere DE L'Echiquier 13F Holdings · last filed Q2 2024
La Financiere DE L'Echiquier reported 104 securities worth $2.29B in its SEC 13F filing for Q2 2024 (period ended 2024-06-30). Top holdings: MSFT (8.68%), AMZN (8.62%), NVDA (7.32%). Among its top 25 positions this quarter: 1 new, 13 added, 11 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORP | $199.0M | 8.68% | 445,256 | Trimmed |
| 2 | AMZN | AMAZON COM INC | $197.6M | 8.62% | 1.0M | Trimmed |
| 3 | NVDA | NVIDIA CORPORATION | $167.8M | 7.32% | 1.4M | Added |
| 4 | V | VISA INC | $129.8M | 5.66% | 494,500 | Trimmed |
| 5 | GOOGL | ALPHABET INC | $109.2M | 4.76% | 599,584 | Trimmed |
| 6 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $101.2M | 4.41% | 582,278 | Trimmed |
| 7 | FMX | FOMENTO ECONOMICO MEXICANO S | $83.6M | 3.64% | 776,241 | Added |
| 8 | MA | MASTERCARD INCORPORATED | $82.5M | 3.59% | 186,894 | Added |
| 9 | ACN | ACCENTURE PLC IRELAND | $71.7M | 3.13% | 236,394 | Added |
| 10 | LIN | LINDE PLC | $68.2M | 2.97% | 155,431 | Added |
| 11 | SYK | STRYKER CORPORATION | $62.3M | 2.72% | 183,058 | Added |
| 12 | TMO | THERMO FISHER SCIENTIFIC INC | $61.9M | 2.70% | 111,877 | Added |
| 13 | DDOG | DATADOG INC | $61.0M | 2.66% | 470,297 | Added |
| 14 | CRWD | CROWDSTRIKE HLDGS INC | $59.5M | 2.59% | 155,242 | Trimmed |
| 15 | NOW | SERVICENOW INC | $57.3M | 2.50% | 72,782 | Added |
| 16 | BDX | BECTON DICKINSON & CO | $42.0M | 1.83% | 179,719 | New |
| 17 | ZS | ZSCALER INC | $40.6M | 1.77% | 211,000 | Added |
| 18 | PANW | PALO ALTO NETWORKS INC | $40.1M | 1.75% | 118,195 | Trimmed |
| 19 | EW | EDWARDS LIFESCIENCES CORP | $39.5M | 1.72% | 427,971 | Trimmed |
| 20 | MELI | MERCADOLIBRE INC | $39.5M | 1.72% | 24,055 | Trimmed |
| 21 | SPOT | SPOTIFY TECHNOLOGY S A | $36.9M | 1.61% | 117,448 | Added |
| 22 | AVGO | BROADCOM INC | $34.7M | 1.51% | 21,598 | Added |
| 23 | SNOW | SNOWFLAKE INC | $31.2M | 1.36% | 230,600 | Added |
| 24 | NET | CLOUDFLARE INC | $30.9M | 1.35% | 372,600 | Trimmed |
| 25 | LLY | LILLY ELI & CO | $29.4M | 1.28% | 32,500 | Trimmed |
Source: SEC Form 13F filings · as of 2024-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR