Lbp Am Sa

Investment Portfolio & 13F Holdings Analysis

About

LBP AM SA is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 363 holdings worth $3.8 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-30
Total Holdings: 363
Total Value: 3815353005
Accession Number: 0001725547-25-001737
Form Type: 13F-HR
CIK: 0001970075
Manager Name: Lbp Am Sa

Data Enrichment

99% identified

361 identified2 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

363 positions • $3,815,353.005K total value

363 positions

Manager:

SEC FilingSEC DataHachi Filing

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Apple Inc.

AAPL|037833100

816789(-1.4%)

Value:

$181.4B(-12.6%)

MICROSOFT CORP

MSFT|594918104

427768(-5.6%)

Value:

$160.6B(-15.9%)

NVIDIA CORP

NVDA|67066G104

1414209(-5.6%)

Value:

$153.3B(-23.8%)

THERMO FISHER SCIENTIFIC INC.

TMO|883556102

230201(+43.3%)

Value:

$114.5B(+37.0%)

TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD

TSM|874039100

675316(-5.1%)

Value:

$112.1B(-20.3%)

AMAZON COM INC

AMZN|023135106

499243(-3.5%)

Value:

$95.0B(-16.3%)

STRYKER CORP

SYK|863667101

228469(+11.0%)

Value:

$85.0B(+14.8%)

Meta Platforms, Inc.

META|30303M102

116732(-8.7%)

Value:

$67.3B(-10.1%)

Zscaler, Inc.

ZS|98980G102

327399(-10.8%)

Value:

$65.0B(-1.9%)

MEXICAN ECONOMIC DEVELOPMENT INC

FMX|344419106

604417(-20.6%)

Value:

$59.0B(-9.4%)

Alphabet Inc.

GOOG|02079K107

374580(-3.3%)

Value:

$58.5B(-20.7%)

VISA INC.

V|92826C839

141947(-3.8%)

Value:

$49.7B(+6.7%)

MERCADOLIBRE INC

MELI|58733R102

23065(-29.7%)

Value:

$45.0B(-19.3%)

Broadcom Inc.

AVGO|11135F101

254116(-3.5%)

Value:

$42.5B(-30.4%)

Datadog, Inc.

DDOG|23804L103

419805(+40.2%)

Value:

$41.6B(-2.7%)

Tesla, Inc.

TSLA|88160R101

158847(-3.5%)

Value:

$41.2B(-38.1%)

Mastercard Inc

MA|57636Q104

73398(-3.8%)

Value:

$40.2B(+0.1%)

CLEAN HARBORS INC

CLH|184496107

193639(+137.4%)

Value:

$38.2B(+103.3%)

Alphabet Inc.

GOOGL|02079K305

225826(-9.8%)

Value:

$34.9B(-26.3%)

HOME DEPOT, INC.

HD|437076102

94716(-7.2%)

Value:

$34.7B(-12.5%)

Instrument	Shares		Other Manager	Value
Apple Inc.(AAPLcusip037833100)	816.8K	QoQ -1.45% (-12.1K) YoY +6.39% (+49.1K)	All Managers (Combined)	$181.4M	QoQ -12.58% (-$26.1M) YoY +37.81% (+$49.8M)
Microsoft Corp(MSFTcusip594918104)	427.8K	QoQ -5.56% (-25.2K) YoY -9.99% (-47.5K)	All Managers (Combined)	$160.6M	QoQ -15.89% (-$30.3M) YoY -19.69% (-$39.4M)
Nvidia Corp(NVDAcusip67066G104)	1.4M	QoQ -5.57% (-83.4K) YoY +731.33% (-1.2M)	All Managers (Combined)	$153.3M	QoQ -23.78% (-$47.8M) YoY -0.28% (-$434.4K)
Thermo Fisher Scientific Inc.(TMOcusip883556102)	230.2K	QoQ +43.25% (+69.5K) YoY +13928.09% (+228.6K)	All Managers (Combined)	$114.5M	QoQ +37.02% (+$31.0M) YoY +11910.07% (+$113.6M)
Taiwan Semiconductor Manufacturing Co Ltd(TSMcusip874039100)	675.3K	QoQ -5.14% (-36.6K) YoY +1021.71% (+615.1K)	All Managers (Combined)	$112.1M	QoQ -20.27% (-$28.5M) YoY +1268.64% (+$103.9M)
Amazon Com Inc(AMZNcusip023135106)	499.2K	QoQ -3.53% (-18.3K) YoY +3.65% (+17.6K)	All Managers (Combined)	$95.0M	QoQ -16.34% (-$18.6M) YoY +9.33% (+$8.1M)
Stryker Corp(SYKcusip863667101)	228.5K	QoQ +11.00% (+22.7K) YoY +5254.32% (+224.2K)	All Managers (Combined)	$85.0M	QoQ +14.77% (+$10.9M) YoY +5469.47% (+$83.5M)
Meta Platforms, Inc.(METAcusip30303M102)	116.7K	QoQ -8.68% (-11.1K) YoY -8.45% (-10.8K)	All Managers (Combined)	$67.3M	QoQ -10.10% (-$7.6M) YoY +8.66% (-$5.4M)
Zscaler, Inc.(ZScusip98980G102)	327.4K	QoQ -10.78% (-39.6K) YoY +7395.39% (+323.0K)	All Managers (Combined)	$65.0M	QoQ -1.87% (-$1.2M) YoY +7620.69% (+$64.1M)
Mexican Economic Development Inc(FMXcusip344419106)	604.4K	QoQ -20.65% (-157.3K) YoY NEW(+604.4K)	All Managers (Combined)	$59.0M	QoQ -9.42% (-$6.1M) YoY NEW(+$59.0M)
Alphabet Inc.(GOOGcusip02079K107)	374.6K	QoQ -3.34% (-13.0K) YoY -1.18% (-4.5K)	All Managers (Combined)	$58.5M	QoQ -20.71% (-$15.3M) YoY +1.38% (-$802.1K)
Visa Inc.(Vcusip92826C839)	141.9K	QoQ -3.81% (-5.6K) YoY +11.09% (+14.2K)	All Managers (Combined)	$49.7M	QoQ +6.65% (-$3.1M) YoY +39.50% (+$14.1M)
Mercadolibre Inc(MELIcusip58733R102)	23.1K	QoQ -29.67% (-9.7K) YoY +935.69% (+20.8K)	All Managers (Combined)	$45.0M	QoQ -19.32% (-$10.8M) YoY +1236.35% (+$41.6M)
Broadcom Inc.(AVGOcusip11135F101)	254.1K	QoQ -3.55% (-9.4K) YoY +723.47% (+223.3K)	All Managers (Combined)	$42.5M	QoQ -30.35% (-$18.5M) YoY +4.02% (+$1.6M)
Datadog, Inc.(DDOGcusip23804L103)	419.8K	QoQ +40.18% (-120.3K) YoY NEW(+419.8K)	All Managers (Combined)	$41.6M	QoQ -2.66% (-$1.1M) YoY NEW(+$41.6M)
Tesla, Inc.(TSLAcusip88160R101)	158.8K	QoQ -3.54% (-5.8K) YoY +10.22% (+14.7K)	All Managers (Combined)	$41.2M	QoQ -38.09% (-$25.3M) YoY +62.50% (+$15.8M)
Mastercard Inc(MAcusip57636Q104)	73.4K	QoQ -3.77% (-2.9K) YoY +2.18% (+1.6K)	All Managers (Combined)	$40.2M	QoQ +0.15% (-$64.2K) YoY +16.31% (+$5.6M)
Clean Harbors Inc(CLHcusip184496107)	193.6K	QoQ +137.40% (+112.1K) YoY +299.47% (+145.2K)	All Managers (Combined)	$38.2M	QoQ +103.31% (+$19.4M) YoY +291.12% (+$28.4M)
Alphabet Inc.(GOOGLcusip02079K305)	225.8K	QoQ -9.77% (-24.5K) YoY +10.74% (+21.9K)	All Managers (Combined)	$34.9M	QoQ -26.29% (-$12.5M) YoY +13.47% (+$4.1M)
Home Depot, Inc.(HDcusip437076102)	94.7K	QoQ -7.17% (-7.3K) YoY +18.98% (+15.1K)	All Managers (Combined)	$34.7M	QoQ -12.54% (-$5.0M) YoY +13.67% (+$4.2M)