LBP Am SA
13F holdings for Q2 2026 · Paris, I0 · filed July 24, 2026
LBP Am SA reported $10.0B in 13F securities across 423 holdings for Q2 2026, in a Form 13F filed July 24, 2026. The largest positions were NVDA (6.3%), MSFT (5.4%), AMZN (5.2%). Reported value rose 36.8% from the quarter before. It opened 36 new positions, added to 212, trimmed 114 and sold out of 32.
- 13F value Q2 2026
- $10.0B
- Holdings
- 423
- Change vs prior quarter
- +36.8%
- Rank by 13F value
- #554
Holdings as of June 30, 2026, the end of Q2 2026. Managers have 45 days after a quarter ends to file Form 13F (by August 14, 2026 for Q2 2026), so positions may have changed since.
Top holdings
| Stock | Value | Weight | Shares | Change in shares | Move |
|---|---|---|---|---|---|
| NVDA NVIDIA Corporation | $620M | 6.3% | 3,096,627 | +12.7% | Added |
| MSFT Microsoft Corporation | $531M | 5.4% | 1,423,828 | +15.5% | Added |
| AMZN Amazon.com Inc. | $506M | 5.2% | 2,124,441 | +12.8% | Added |
| AAPL Apple Inc. | $392M | 4.0% | 1,355,303 | +5.5% | Added |
| GOOGL Alphabet Inc. | $303M | 3.1% | 846,920 | +61.6% | Added |
| V Visa Inc. | $255M | 2.6% | 744,671 | -4.4% | Trimmed |
| AVGO Broadcom Inc. | $246M | 2.5% | 650,117 | +6.2% | Added |
| AMD Advanced Micro Devices Inc. | $243M | 2.5% | 417,746 | -6.7% | Trimmed |
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | $221M | 2.3% | 463,710 | -7.8% | Trimmed |
| LLY Eli Lilly and Company | $198M | 2.0% | 164,898 | -11.8% | Trimmed |
| INTC Intel Corporation | $196M | 2.0% | 1,400,812 | +202.6% | Added |
| MA Mastercard Incorporated | $175M | 1.8% | 341,055 | +2.2% | Added |
| TSLA Tesla Inc. | $171M | 1.7% | 406,049 | +54.4% | Added |
| GOOG Alphabet Inc. | $160M | 1.6% | 452,985 | +21.0% | Added |
| MU Micron Technology Inc. | $149M | 1.5% | 128,696 | -19.6% | Trimmed |
| META Meta Platforms Inc. | $146M | 1.5% | 260,037 | +32.8% | Added |
| Linde PLC SHS | $130M | 1.3% | 250,040 | +1.2% | Added |
| MRVL Marvell Technology Inc. | $101M | 1.0% | 339,453 | +2.8% | Added |
| RTX RTX Corporation | $90.9M | 0.9% | 479,123 | +34.3% | Added |
| UBER Uber Technologies Inc. | $88.8M | 0.9% | 1,230,577 | +2.7% | Added |
| Te Connectivity PLC Ord SHS | $88.3M | 0.9% | 437,808 | +10.3% | Added |
| AMAT Applied Materials Inc. | $85.6M | 0.9% | 118,355 | +125.4% | Added |
| TMO Thermo Fisher Scientific Inc | $83.8M | 0.9% | 167,179 | -20.9% | Trimmed |
| JNJ Johnson & Johnson | $79.7M | 0.8% | 313,735 | +76.2% | Added |
| VRT Vertiv Holdings LLC | $79.4M | 0.8% | 237,009 | +3.4% | Added |
Share positions only, at the value reported for the end of Q2 2026. Weight is the share of $9.8B in share positions; options and bonds count in the 13F value but not here.
Biggest buys in Q2 2026
- INTC Intel Corporation Added+$131M
- GOOGL Alphabet Inc. Added+$115M
- MSFT Microsoft Corporation Added+$71.2M
- NVDA NVIDIA Corporation Added+$69.6M
- TSLA Tesla Inc. Added+$60.2M
- AMZN Amazon.com Inc. Added+$57.6M
- SPCX Space Exploration Technologies Corp. New+$49.3M
- AMAT Applied Materials Inc. Added+$47.6M
- COST Costco Wholesale Corporation Added+$44.3M
- CRWV CoreWeave Inc. Added+$43.8M
Biggest sells in Q2 2026
- CRWD CrowdStrike Holdings Inc. Trimmed-$83.6M
- Credicorp LTD Trimmed-$48.5M
- FMX Fomento Economico Mexicano S.A.B. de C.V. Sold out-$46.0M
- VRTX Vertex Pharmaceuticals Incorporated Trimmed-$41.4M
- Honeywell Intl Inc Sold out-$38.9M
- MU Micron Technology Inc. Trimmed-$36.3M
- ISRG Intuitive Surgical Inc. Trimmed-$33.1M
- MELI MercadoLibre Inc. Trimmed-$28.4M
- LLY Eli Lilly and Company Trimmed-$26.5M
- TMO Thermo Fisher Scientific Inc Trimmed-$22.2M
The change in shares since Q1 2026, adjusted for stock splits and priced at the Q2 2026 value per share. 36 new, 212 added, 114 trimmed, 32 sold out.
Sector mix
- Technology47.5%
- Consumer Discretionary16.2%
- Industrials10.1%
- Health Care8.1%
- Not listed with us5.6%
- Finance4.9%
- Telecommunications2.4%
- Real Estate1.7%
- Utilities1.6%
- Consumer Staples0.9%
- Basic Materials0.7%
- Energy0.4%
13F value by quarter
More holdings
| Stock | Value | Weight | Shares | Change in shares | Move |
|---|---|---|---|---|---|
| SYK Stryker Corporation | $75.4M | 0.8% | 239,514 | +3.0% | Added |
| GEV GE Vernova Inc. | $73.4M | 0.8% | 62,451 | +29.9% | Added |
| ABBV AbbVie Inc. | $71.4M | 0.7% | 283,892 | +39.0% | Added |
| KLAC KLA Corporation | $71.0M | 0.7% | 235,251 | +19.9% | Added |
| CSCO Cisco Systems Inc. | $70.6M | 0.7% | 600,741 | +6.9% | Added |
| Seagate Technology Hldngs PLC Ord SHS | $65.0M | 0.7% | 67,319 | +1.9% | Added |
| ECL Ecolab Inc. | $63.1M | 0.6% | 226,612 | +74.2% | Added |
| COST Costco Wholesale Corporation | $60.1M | 0.6% | 64,251 | +281.3% | Added |
| JPM JP Morgan Chase & Co. | $59.7M | 0.6% | 182,506 | +34.3% | Added |
| LITE Lumentum Holdings Inc. | $56.4M | 0.6% | 65,704 | +128.4% | Added |
| PANW Palo Alto Networks Inc. | $55.9M | 0.6% | 163,833 | -9.5% | Trimmed |
| WELL Welltower Inc. | $53.5M | 0.5% | 235,506 | -20.6% | Trimmed |
| SPCX Space Exploration Technologies Corp. | $49.3M | 0.5% | 288,381 | New | New |
| ZS Zscaler Inc. | $49.1M | 0.5% | 348,151 | +258.2% | Added |
| IBM International Business Machines Corporation | $48.0M | 0.5% | 170,629 | +106.2% | Added |
| CRWV CoreWeave Inc. | $47.9M | 0.5% | 480,730 | +1087% | Added |
| ORCL Oracle Corporation | $47.8M | 0.5% | 326,165 | +29.1% | Added |
| MRK Merck & Company Inc. | $47.5M | 0.5% | 369,803 | +87.8% | Added |
| CAT Caterpillar Inc. | $44.9M | 0.5% | 42,175 | +117.0% | Added |
| Eaton Corp PLC SHS | $44.7M | 0.5% | 104,882 | +14.7% | Added |
| RKLB Rocket Lab Corporation | $44.4M | 0.5% | 436,950 | +14.2% | Added |
| LHX L3Harris Technologies Inc. | $44.0M | 0.5% | 151,534 | +50.0% | Added |
| VSAT ViaSat Inc. | $41.5M | 0.4% | 462,365 | +119.1% | Added |
| CEG Constellation Energy Corporation | $41.0M | 0.4% | 165,173 | +19.5% | Added |
| ANET Arista Networks Inc. | $40.0M | 0.4% | 235,180 | +12.4% | Added |
Showing the 50 largest of 392 share positions. The full filing on SEC EDGAR
Questions about LBP Am SA
- What does LBP Am SA own?
- In its Form 13F for Q2 2026, LBP Am SA reported 423 holdings worth $10.0B. The five largest were NVDA, MSFT, AMZN, AAPL, GOOGL.
- What did LBP Am SA buy and sell in Q2 2026?
- LBP Am SA opened 36 new positions, added to 212, trimmed 114 and sold out of 32 compared with the quarter before.
- When did LBP Am SA file its latest 13F?
- Form 13F is due 45 days after each quarter ends. The Q2 2026 report was due August 14, 2026 and was filed July 24, 2026.
From Form 13F filed by LBP Am SA (SEC CIK 0001970075) for the quarter ended June 30, 2026, via the SEC's Form 13F data sets. Amendments that restate a report replace it; amendments that add holdings are included. View on SEC EDGAR · All funds