LBP AM SA 13F Holdings

CIK 0001970075 · Paris, I0

As of Sep 30, 2025, LBP AM SA reported 468 positions worth $7.4B in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
MICROSOFT CORPMSFTTechnology1,196,339$619.6M8.39%
NVIDIA CORPNVDATechnology2,992,572$558.4M7.56%
AMAZON.COM INCAMZNEquity1,895,427$416.2M5.64%
APPLE INCAAPLTechnology1,328,155$338.2M4.58%
VISA INC-CLASS A SHARESVFinancial Services762,453$260.3M3.52%
BROADCOM INCAVGOTechnology647,905$213.8M2.89%
MASTERCARD INCMAFinancial Services344,378 95.9M2.65%
ELI LILLY & COLLYHealthcare215,059 64.1M2.22%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSMTechnology558,207 55.9M2.11%
ALPHABET INCGOOGLEquity547,457 33.1M1.80%
LINDE PLCLINBasic Materials279,192 32.6M1.80%
THERMO FISHER SCIENTIFIC INCTMOHealthcare270,490 31.2M1.78%
META PLATFORMS INCMETACommunication Services173,843 27.7M1.73%
ORACLE CORPORCLTechnology380,677 07.1M1.45%
UBER TECHNOLOGIES INCUBERTechnology1,073,388 05.2M1.42%
ALPHABET INCGOOGEquity431,349 05.1M1.42%
TESLA INCTSLAConsumer Cyclical219,891$97.8M1.32%
VERTIV HOLDINGS COVRTIndustrials575,534$86.8M1.18%
STRYKER CORPSYKHealthcare233,042$86.1M1.17%
RTX CORPRTXEquity440,005$73.6M1.00%
ZSCALER INCZSTechnology237,371$71.1M0.96%
PALO ALTO NETWORKS INCPANWTechnology305,744$62.3M0.84%
BECTON DICKINSON & COBDXHealthcare327,976$61.4M0.83%
NEXTERA ENERGY INCNEEUtilities777,786$58.7M0.80%
ADVANCED MICRO DEVICES INCAMDEquity345,031$55.8M0.76%