LBP AM SA Q4 2025 Filing
Filed January 26, 2026
Portfolio Value
$8.6B
Holdings
408
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (408 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MSFTMICROSOFT CORP | 1,195,004 | $577.9M | 6.70% | |
| 2 | NVDANVIDIA CORPORATION | 3,001,702 | $559.8M | 6.49% | |
| 3 | AMZNAMAZON COM INC | 2,043,679 | $471.7M | 5.47% | |
| 4 | AAPLAPPLE INC | 1,471,769 | $400.1M | 4.64% | |
| 5 | VVISA INC | 803,802 | $281.9M | 3.27% | |
| 6 | LLYELI LILLY & CO | 224,166 | $240.9M | 2.79% | |
| 7 | MAMASTERCARD INCORPORATED | 374,065 | $213.5M | 2.48% | |
| 8 | AVGOBROADCOM INC | 573,276 | $198.4M | 2.30% | |
| 9 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 541,521 | $164.6M | 1.91% | |
| 10 | GOOGLALPHABET INC | 513,199 | $160.6M | 1.86% | |
| 11 | METAMETA PLATFORMS INC | 195,010 | $128.7M | 1.49% | |
| 12 | GOOGALPHABET INC | 404,254 | $126.9M | 1.47% | |
| 13 | TMOTHERMO FISHER SCIENTIFIC INC | 214,300 | $124.2M | 1.44% | |
| 14 | LINLINDE PLC | 291,108 | $124.1M | 1.44% | |
| 15 | TSLATESLA INC | 256,507 | $115.4M | 1.34% | |
| 16 | UBERUBER TECHNOLOGIES INC | 1,269,460 | $103.7M | 1.20% | |
| 17 | AMDADVANCED MICRO DEVICES INC | 414,383 | $88.7M | 1.03% | |
| 18 | SYKSTRYKER CORPORATION | 240,681 | $84.6M | 0.98% | |
| 19 | VRTVERTIV HOLDINGS CO | 503,993 | $81.7M | 0.95% | |
| 20 | RTXRTX CORPORATION | 421,915 | $77.4M | 0.90% | |
| 21 | ZSZSCALER INC | 322,488 | $72.5M | 0.84% | |
| 22 | ORCLORACLE CORP | 350,246 | $68.3M | 0.79% | |
| 23 | TELTE CONNECTIVITY PLC | 293,671 | $66.8M | 0.77% | |
| 24 | PANWPALO ALTO NETWORKS INC | 304,035 | $56.0M | 0.65% | |
| 25 | FMXFOMENTO ECONOMICO MEXICANO S | 529,380 | $53.5M | 0.62% | |
| 26 | EQIXEQUINIX INC | 69,066 | $52.9M | 0.61% | |
| 27 | SNOWSNOWFLAKE INC | 236,949 | $52.0M | 0.60% | |
| 28 | SPGIS&P GLOBAL INC | 96,531 | $50.4M | 0.58% | |
| 29 | ADBEADOBE INC | 143,357 | $50.2M | 0.58% | |
| 30 | APPAPPLOVIN CORP | 73,248 | $49.4M | 0.57% | |
| 31 | GEVGE VERNOVA INC | 75,214 | $49.2M | 0.57% | |
| 32 | COSTCOSTCO WHSL CORP NEW | 56,408 | $48.6M | 0.56% | |
| 33 | NOWSERVICENOW INC | 314,063 | $48.1M | 0.56% | |
| 34 | MLB1MERCADOLIBRE INC | 23,784 | $47.9M | 0.56% | |
| 35 | MDBMONGODB INC | 109,909 | $46.1M | 0.53% | |
| 36 | DDOGDATADOG INC | 307,645 | $41.8M | 0.49% | |
| 37 | NDAQNASDAQ INC | 427,955 | $41.6M | 0.48% | |
| 38 | BSXBOSTON SCIENTIFIC CORP | 434,393 | $41.4M | 0.48% | |
| 39 | JNJJOHNSON & JOHNSON | 199,498 | $41.3M | 0.48% | |
| 40 | MRVLMARVELL TECHNOLOGY INC | 473,060 | $40.2M | 0.47% | |
| 41 | CSCOCISCO SYS INC | 517,437 | $39.9M | 0.46% | |
| 42 | MRKMERCK & CO INC | 377,424 | $39.7M | 0.46% | |
| 43 | XYLXYLEM INC | 287,535 | $39.2M | 0.45% | |
| 44 | INTUINTUIT | 58,723 | $38.9M | 0.45% | |
| 45 | NEENEXTERA ENERGY INC | 479,886 | $38.5M | 0.45% | |
| 46 | CDNSCADENCE DESIGN SYSTEM INC | 121,725 | $38.0M | 0.44% | |
| 47 | PEPPEPSICO INC | 249,558 | $35.8M | 0.42% | |
| 48 | JPMJPMORGAN CHASE & CO. | 111,077 | $35.8M | 0.41% | |
| 49 | HDHOME DEPOT INC | 103,860 | $35.7M | 0.41% | |
| 50 | BNTXBIONTECH SE | 368,584 | $35.1M | 0.41% | |
| 51 | ETNEATON CORP PLC | 109,918 | $35.0M | 0.41% | |
| 52 | ABBVABBVIE INC | 152,359 | $34.8M | 0.40% | |
| 53 | DTDYNATRACE INC | 776,955 | $33.7M | 0.39% | |
| 54 | SPOTSPOTIFY TECHNOLOGY S A | 57,627 | $33.5M | 0.39% | |
| 55 | CRMSALESFORCE INC | 122,998 | $32.6M | 0.38% | |
| 56 | VRTXVERTEX PHARMACEUTICALS INC | 67,197 | $30.5M | 0.35% | |
| 57 | IBMINTERNATIONAL BUSINESS MACHS | 98,830 | $29.3M | 0.34% | |
| 58 | QCOMQUALCOMM INC | 164,946 | $28.2M | 0.33% | |
| 59 | INTCINTEL CORP | 764,558 | $28.2M | 0.33% | |
| 60 | LHXL3HARRIS TECHNOLOGIES INC | 95,137 | $27.9M | 0.32% | |
| 61 | HONHONEYWELL INTL INC | 141,148 | $27.5M | 0.32% | |
| 62 | GILDGILEAD SCIENCES INC | 223,304 | $27.4M | 0.32% | |
| 63 | NFLXNETFLIX INC | 290,971 | $27.3M | 0.32% | |
| 64 | ABGCENCORA INC | 80,106 | $27.1M | 0.31% | |
| 65 | NEMNEWMONT CORP | 270,482 | $27.0M | 0.31% | |
| 66 | TAT&T INC | 1,069,072 | $26.6M | 0.31% | |
| 67 | ECLECOLAB INC | 100,461 | $26.4M | 0.31% | |
| 68 | ESTCELASTIC N V | 346,319 | $26.1M | 0.30% | |
| 69 | MUMICRON TECHNOLOGY INC | 90,173 | $25.7M | 0.30% | |
| 70 | PFEPFIZER INC | 1,016,663 | $25.3M | 0.29% | |
| 71 | ACNACCENTURE PLC IRELAND | 92,913 | $24.9M | 0.29% | |
| 72 | VENVENTAS INC | 318,258 | $24.6M | 0.29% | |
| 73 | FFORD MTR CO | 1,873,354 | $24.6M | 0.28% | |
| 74 | FSLRFIRST SOLAR INC | 91,584 | $23.9M | 0.28% | |
| 75 | AXPAMERICAN EXPRESS CO | 64,185 | $23.7M | 0.28% | |
| 76 | GEHCGE HEALTHCARE TECHNOLOGIES I | 286,040 | $23.5M | 0.27% | |
| 77 | INCYINCYTE CORP | 231,427 | $22.9M | 0.27% | |
| 78 | WABWABTEC | 102,678 | $21.9M | 0.25% | |
| 79 | EMREMERSON ELEC CO | 164,449 | $21.8M | 0.25% | |
| 80 | AEMAGNICO EAGLE MINES LTD | 128,510 | $21.8M | 0.25% | |
| 81 | CHDCHURCH & DWIGHT CO INC | 259,370 | $21.7M | 0.25% | |
| 82 | ADPAUTOMATIC DATA PROCESSING IN | 82,369 | $21.2M | 0.25% | |
| 83 | TTTRANE TECHNOLOGIES PLC | 54,112 | $21.1M | 0.24% | |
| 84 | GEGE AEROSPACE | 67,981 | $20.9M | 0.24% | |
| 85 | CLCOLGATE PALMOLIVE CO | 262,102 | $20.7M | 0.24% | |
| 86 | GENGEN DIGITAL INC | 738,272 | $20.1M | 0.23% | |
| 87 | ISRGINTUITIVE SURGICAL INC | 35,043 | $19.8M | 0.23% | |
| 88 | CVSCVS HEALTH CORP | 249,459 | $19.8M | 0.23% | |
| 89 | MCOMOODYS CORP | 38,751 | $19.8M | 0.23% | |
| 90 | TRMBTRIMBLE INC | 252,044 | $19.7M | 0.23% | |
| 91 | CRWDCROWDSTRIKE HLDGS INC | 40,735 | $19.1M | 0.22% | |
| 92 | DWDMORGAN STANLEY | 106,880 | $19.0M | 0.22% | |
| 93 | CBRECBRE GROUP INC | 117,700 | $18.9M | 0.22% | |
| 94 | SPGSIMON PPTY GROUP INC NEW | 101,439 | $18.8M | 0.22% | |
| 95 | WELLWELLTOWER INC | 99,444 | $18.5M | 0.21% | |
| 96 | ROKROCKWELL AUTOMATION INC | 47,243 | $18.4M | 0.21% | |
| 97 | AMTAMERICAN TOWER CORP NEW | 104,398 | $18.3M | 0.21% | |
| 98 | TDYTELEDYNE TECHNOLOGIES INC | 34,983 | $17.9M | 0.21% | |
| 99 | SCHWSCHWAB CHARLES CORP | 174,974 | $17.5M | 0.20% | |
| 100 | ADSKAUTODESK INC | 58,636 | $17.4M | 0.20% |
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