LBP AM SA
CIK 1970075
13F filing for Q2 2026・No. 569
- Holdings
- US$10B
- Quarter change
- +US$2.69B
- Entries
- 514
- Net bought (estimate)
- +US$1.07B
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 36
- Sold out 32
- Cut 114
- Added 213
- Corporate actions 2
- Unchanged 29
Largest holdings
392 stocks worth US$9.77B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| NVDANvidiaCOM | Added | 3,096,627 | US$619.6M | 6.34% |
| MSFTMicrosoftCOM | Added | 1,423,828 | US$531.12M | 5.43% |
| AMZNAmazonCOM | Added | 2,124,441 | US$506.34M | 5.18% |
| AAPLAppleCOM | Added | 1,355,303 | US$392.17M | 4.01% |
| GOOGLAlphabetCAP STK CL A | Added | 846,920 | US$302.66M | 3.10% |
| VVISA INCCOM CL A | Cut | 744,671 | US$255.49M | 2.61% |
| AVGOBroadcomCOM | Added | 650,117 | US$245.58M | 2.51% |
| AMDAMDCOM | Cut | 417,746 | US$242.67M | 2.48% |
| TSMTSMC ADRSPONSORED ADS | Cut | 463,710 | US$221.45M | 2.27% |
| LLYELI LILLY & COCOM | Cut | 164,898 | US$197.78M | 2.02% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 24, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.