LBP AM SA Q3 2023 Filing

Filed November 14, 2023

Portfolio Value

$4.5B

Holdings

464

Report Date

Q3 2023

Filing Type

13F-HR

All Holdings (464 positions)

#StockSharesValue% PortfolioType
401
LITE 0.25 03/15/24LUMENTUM HLDGS INC
600,000$594.4B13202.09%
402
MRNAMODERNA INC
5,516$569.7B12655.34%
403
MOSMOSAIC CO NEW
15,536$553.1B12285.15%
404
ZSZSCALER INC
3,497$544.1B12085.59%
405
TERTERADYNE INC
5,274$529.8B11768.58%
406
QSRRESTAURANT BRANDS INTL INC
7,801$521.9B11592.39%
407
ACIALBERTSONS COS INC
22,559$513.2B11399.66%
408
SEDG 0 09/15/25SOLAREDGE TECHNOLOGIES INC
550,000$503.1B11174.85%
409
AONAON PLC
1,526$494.8B10989.69%
410
MDBMONGODB INC
1,410$487.7B10832.05%
411
YUMYUM BRANDS INC
3,768$470.8B10456.91%
412
MASMASCO CORP
8,590$459.1B10198.40%
413
WPMWHEATON PRECIOUS METALS CORP
11,218$457.3B10158.71%
414
LENLENNAR CORP
4,015$450.6B10008.87%
415
MKTXMARKETAXESS HLDGS INC
2,063$440.7B9789.77%
416
ENQENTEGRIS INC
4,635$435.3B9668.35%
417
ZMZOOM VIDEO COMMUNICATIONS IN
6,162$431.0B9572.78%
418
SEESEALED AIR CORP NEW
13,029$428.1B9509.76%
419
ILMNILLUMINA INC
3,108$426.7B9477.17%
420
FFIVF5 INC
2,640$425.4B9449.28%
421
SBACSBA COMMUNICATIONS CORP NEW
2,122$424.8B9434.86%
422
8CWCROWN CASTLE INC
4,612$424.4B9427.77%
423
QRVOQORVO INC
4,436$423.5B9406.96%
424
TTWOTAKE-TWO INTERACTIVE SOFTWAR
3,014$423.1B9398.74%
425
GRMNGARMIN LTD
4,016$422.5B9384.26%
426
BSYBENTLEY SYS INC
8,418$422.2B9379.02%
427
MARMARRIOTT INTL INC NEW
2,148$422.2B9378.22%
428
ZBHZIMMER BIOMET HOLDINGS INC
3,748$420.6B9342.46%
429
CGCARLYLE GROUP INC
13,941$420.5B9339.35%
430
AFWALIGN TECHNOLOGY INC
1,377$420.4B9338.57%
431
GILGILDAN ACTIVEWEAR INC
14,917$420.0B9329.93%
432
RBARB GLOBAL INC
6,667$419.4B9314.67%
433
EXASEXACT SCIENCES CORP
6,147$419.3B9314.63%
434
AREALEXANDRIA REAL ESTATE EQ IN
4,188$419.2B9311.76%
435
VEEVVEEVA SYS INC
2,054$417.9B9282.15%
436
CRLCHARLES RIV LABS INTL INC
2,132$417.8B9280.89%
437
AEMAGNICO EAGLE MINES LTD
9,150$417.7B9278.15%
438
CSGPCOSTAR GROUP INC
5,426$417.2B9267.03%
439
FNFFIDELITY NATIONAL FINANCIAL
10,085$416.5B9251.61%
440
PCARPACCAR INC
4,888$415.6B9230.89%
441
PPLPEMBINA PIPELINE CORP
13,746$415.2B9223.09%
442
GPNGLOBAL PMTS INC
3,588$414.0B9196.26%
443
BAHBOOZ ALLEN HAMILTON HLDG COR
3,773$412.3B9157.54%
444
CTSHCOGNIZANT TECHNOLOGY SOLUTIO
6,073$411.4B9137.75%
445
WMSADVANCED DRAIN SYS INC DEL
3,610$410.9B9127.56%
446
KKRKKR & CO INC
6,663$410.4B9116.78%
447
DGXQUEST DIAGNOSTICS INC
3,360$409.4B9094.77%
448
WPCWP CAREY INC
7,565$409.1B9087.33%
449
ERIEERIE INDTY CO
1,390$408.4B9070.74%
450
NOVAQSUNNOVA ENERGY INTL INC.
38,988$408.2B9067.09%
451
PWRQUANTA SVCS INC
2,177$407.3B9045.93%
452
INCYINCYTE CORP
7,012$405.1B8997.77%
453
MTNVAIL RESORTS INC
1,769$392.5B8718.78%
454
RUNSUNRUN INC
30,024$377.1B8376.23%
455
POOLPOOL CORP
1,032$367.5B8162.86%
456
CMGCHIPOTLE MEXICAN GRILL INC
181$331.6B7364.69%
457
MSCIMSCI INC
640$328.4B7293.83%
458
ARRYARRAY TECHNOLOGIES INC
14,345$318.3B7070.49%
459
ROKUROKU INC
4,489$316.9B7038.57%
460
SEICSEI INVTS CO
5,107$307.6B6832.35%
461
AFLAFLAC INC
3,556$272.9B6062.21%
462
SCCOSOUTHERN COPPER CORP
3,223$242.7B5390.00%
463
XYZBLOCK INC
4,933$218.3B4849.69%
464
BAPCREDICORP LTD
1,636$209.4B4650.32%
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