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CIK: 0001970075
Total reported value
$10.0B
$10.0B
354 檔
17.3%
As reported in its official Q3 2024 Form 13F filing, Lbp Am SA's tracked investment portfolio stood at $10.0B with 354 total positions.
In Q3 2024, Lbp Am SA displayed an active expansion posture, initiating 17 new positions and adding to 33 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, NVDA, AMZN) accounted for 17.3% of total reported equity market value during Q3 2024.
Showing top 200 holdings (of 354 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 7.97% | -0.93% | +202.75% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 7.18% | -0.36% | +182.04% | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.71% | -0.30% | +252.22% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 3.15% | -0.54% | +20.20% | |
| 5 | V | Visa Inc-class A Shares | Stock-Financials | 3.02% | -0.67% | +493.79% | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.38% | +0.97% | +362.61% | |
| 7 | LIN | Linde plc | Stock-Materials | 2.29% | -0.38% | +437.23% | |
| 8 | MA | Mastercard Inc - A | Stock-Financials | 2.27% | -0.53% | +346.91% | |
| 9 | SW | Smurfit Westrock Plc | Stock-Consumer Disc | 2.16% | — | EXIT | |
| 10 | AVGO | Broadcom Inc | Stock-Tech | 2.03% | -0.14% | +2732.88% | |
| 11 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.96% | -0.11% | — | |
| 12 | ACN | Accenture plc | Stock-Tech | 1.58% | -0.03% | +515.51% | |
| 13 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.38% | -0.37% | +143.08% | |
| 14 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.27% | -0.07% | +22.01% | |
| 15 | FMX | Fomento Economico Mex-sp Adr | Stock-Other | 1.25% | -0.63% | EXIT | |
| 16 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.23% | -0.58% | +8105.53% | |
| 17 | NOW | Servicenow Inc | Stock-Tech | 1.17% | -0.18% | +690.97% | |
| 18 | SYK | Stryker CORP | Stock-Healthcare | 1.09% | -0.29% | — | |
| 19 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.02% | +0.13% | +10.85% | |
| 20 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.96% | +0.37% | +67.81% | |
| 21 | ADBE | Adobe Inc | Stock-Tech | 0.90% | -0.08% | +358.09% | |
| 22 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.89% | +0.20% | +84.49% | |
| 23 | BDX | Becton Dickinson And Co | Stock-Healthcare | 0.83% | — | NEW | |
| 24 | ZS | Zscaler Inc | Stock-Tech | 0.82% | +0.30% | +6250.48% | |
| 25 | VRT | Vertiv Holdings Co-a | Stock-Industrials | 0.80% | — | — | |
| 26 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 0.77% | -0.40% | +2763.54% | |
| 27 | DDOG | Datadog Inc - Class A | Stock-Tech | 0.77% | +0.13% | — | |
| 28 | ORCL | Oracle CORP | Stock-Tech | 0.76% | -0.03% | +224.03% | |
| 29 | XYL | Xylem Inc | Stock-Industrials | 0.73% | -0.07% | +337.40% | |
| 30 | AMD | Advanced Micro Devices | Stock-Tech | 0.73% | +1.18% | +248.35% | |
| 31 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.68% | +0.16% | +77.00% | |
| 32 | CSCO | Cisco Systems Inc | Stock-Tech | 0.67% | +0.11% | +85.03% | |
| 33 | SPOT | Spotify Technology S.A. | Stock-Comm Services | 0.66% | -0.12% | — | |
| 34 | CRM | Salesforce Inc | Stock-Tech | 0.66% | -0.15% | +181.99% | |
| 35 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.66% | -0.58% | +6117.99% | |
| 36 | T | At&t Inc | Stock-Comm Services | 0.64% | -0.31% | +269.02% | |
| 37 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.63% | +0.05% | -2.92% | |
| 38 | EMR | Emerson Electric Co | Stock-Industrials | 0.61% | -0.03% | +254.59% | |
| 39 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.58% | +0.15% | +6.96% | |
| 40 | MDB | Mongodb Inc | Stock-Tech | 0.55% | -0.17% | EXIT | |
| 41 | ABT | Abbott Laboratories | Stock-Healthcare | 0.55% | +0.02% | +103.09% | |
| 42 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.54% | +0.16% | +2234.45% | |
| 43 | SPGI | S&p Global Inc | Stock-Financials | 0.54% | -0.02% | +186.34% | |
| 44 | ABBV | Abbvie Inc | Stock-Healthcare | 0.50% | +0.10% | +36.93% | |
| 45 | ETN | Eaton Corporation plc | Stock-Industrials | 0.47% | — | +90.46% | |
| 46 | BNTX | Biontech Se-adr | Stock-Other | 0.44% | -0.11% | — | |
| 47 | BSX | Boston Scientific CORP | Stock-Healthcare | 0.43% | -0.15% | +102.41% | |
| 48 | IBM | Intl Business Machines CORP | Stock-Tech | 0.43% | +0.21% | +20.74% | |
| 49 | MDT | Medtronic plc | Stock-Healthcare | 0.42% | -0.03% | +609.88% | |
| 50 | MRVL | Marvell Technology Inc | Stock-Tech | 0.42% | +0.56% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SW | Smurfit Westrock Plc | +2.2% | NEW | New buy |
| 2 | TSM | Taiwan Semiconductor-sp Adr | +2% | NEW | New buy |
| 3 | V | Visa Inc-class A Shares | +1.7% | +493.79% | Add |
| 4 | FMX | Fomento Economico Mex-sp Adr | +1.3% | NEW | New buy |
| 5 | LIN | Linde plc | +1.2% | +437.23% | Add |
| 6 | TMO | Thermo Fisher Scientific Inc | +1.2% | +8105.53% | Add |
| 7 | SYK | Stryker CORP | +1.1% | NEW | New buy |
| 8 | MA | Mastercard Inc - A | +1% | +346.91% | Add |
| 9 | ACN | Accenture plc | +1% | +515.51% | Add |
| 10 | AMZN | Amazon.com Inc | +0.9% | +252.22% | Add |
| 11 | GOOGL | Alphabet Inc-cl A | +0.8% | +362.61% | Add |
| 12 | BDX | Becton Dickinson And Co | +0.8% | NEW | New buy |
| 13 | NOW | Servicenow Inc | +0.8% | +690.97% | Add |
| 14 | VRT | Vertiv Holdings Co-a | +0.8% | NEW | New buy |
| 15 | ZS | Zscaler Inc | +0.8% | +6250.48% | Add |
| 16 | DDOG | Datadog Inc - Class A | +0.8% | NEW | New buy |
| 17 | MELI | Mercadolibre Inc | +0.7% | +2763.54% | Add |
| 18 | SPOT | Spotify Technology S.A. | +0.7% | NEW | New buy |
| 19 | CRWD | Crowdstrike Holdings Inc - A | +0.6% | +6117.99% | Add |
| 20 | MDB | Mongodb Inc | +0.6% | NEW | New buy |
| 21 | MSFT | Microsoft CORP | +0.5% | +202.75% | Add |
| 22 | PANW | Palo Alto Networks Inc | +0.5% | +2234.45% | Add |
| 23 | BNTX | Biontech Se-adr | +0.4% | NEW | New buy |
| 24 | MRVL | Marvell Technology Inc | +0.4% | NEW | New buy |
| 25 | SNOW | Snowflake Inc | +0.4% | NEW | New buy |
| 26 | CLH | Clean Harbors Inc | +0.4% | NEW | New buy |
| 27 | PLTR | Palantir Technologies Inc-a | +0.4% | NEW | New buy |
| 28 | NET | Cloudflare Inc - Class A | +0.4% | NEW | New buy |
| 29 | ENPH | Enphase Energy Inc | +0.4% | NEW | New buy |
| 30 | ADBE | Adobe Inc | +0.3% | +358.09% | Add |
| 31 | 8QR | Confluent Inc-class A | +0.3% | NEW | New buy |
| 32 | ICE | Intercontinental Exchange In | +0.3% | +1913.78% | Add |
| 33 | MDT | Medtronic plc | +0.3% | +609.88% | Add |
| 34 | XYL | Xylem Inc | +0.3% | +337.40% | Add |
| 35 | ORCL | Oracle CORP | +0.2% | +224.03% | Add |
| 36 | T | At&t Inc | +0.2% | +269.02% | Add |
| 37 | AVGO | Broadcom Inc | +0.2% | +2732.88% | Add |
| 38 | INTU | Intuit Inc | +0.2% | +473.32% | Add |
| 39 | AMD | Advanced Micro Devices | +0.2% | +248.35% | Add |
| 40 | EMR | Emerson Electric Co | +0.1% | +254.59% | Add |
| 41 | NVDA | Nvidia CORP | +0.1% | +182.04% | Add |
| 42 | SPGI | S&p Global Inc | +0.1% | +186.34% | Add |
| 43 | CRM | Salesforce Inc | +0.1% | +181.99% | Add |
| 44 | ABT | Abbott Laboratories | -0.1% | +103.09% | Add |
| 45 | LLY | Eli Lilly & Co | -0.2% | +143.08% | Add |
| 46 | CSCO | Cisco Systems Inc | -0.2% | +85.03% | Add |
| 47 | TSLA | Tesla Inc | -0.2% | +67.81% | Add |
| 48 | JNJ | Johnson & Johnson | -0.3% | +84.49% | Add |
| 49 | META | Meta Platforms Inc-class A | -1.2% | +22.01% | Add |
| 50 | AAPL | Apple Inc | -3.3% | +20.20% | Add |
According to official SEC Form 13F filings, Lbp Am SA reported a total U.S. public equity portfolio value of $10.0B across 354 disclosed positions in Q3 2024.
During Q3 2024, Lbp Am SA's top holdings by market value included MSFT (8.0%)、NVDA (7.2%)、AMZN (4.7%). The largest single position, MSFT, represented 8.0% of total portfolio value.
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Top New Position Initiated
SW
市值: $143.9M
In Q3 2024, Lbp Am SA made 50 total portfolio adjustments, initiating 17 new buys, adding to 33 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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