Lbp Am Sa Portfolio Stock Holdings
According to the SEC 13F filed on July 24, 2026, Lbp Am Sa disclosed 384 stock positions valued at approximately $10.00B as of quarter-end June 30, 2026. The largest holdings include NVIDIA CORPORATION, MICROSOFT CORP, and AMAZON COM INC.
- Report Period
- June 30, 2026
- No. of Stocks
- 384
- Portfolio Value
- $10.00B
Holdings by Sector
Lbp Am Sa Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| NVIDIA CORPORATION | NVDA | Technology | 6.19% | 3,096,627 | +347,998 | +12.66% | $619,604,097 |
| MICROSOFT CORP | MSFT | Technology | 5.31% | 1,423,828 | +190,796 | +15.47% | $531,116,321 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 5.06% | 2,124,441 | +241,766 | +12.84% | $506,339,269 |
| APPLE INC | AAPL | Technology | 3.92% | 1,355,303 | +71,077 | +5.53% | $392,170,476 |
| ALPHABET INC | GOOGL | Communication Services | 3.03% | 846,920 | +322,898 | +61.62% | $302,663,801 |
| VISA INC | V | Financial Services | 2.55% | 744,671 | -34,522 | -4.43% | $255,489,174 |
| BROADCOM INC | AVGO | Technology | 2.45% | 650,117 | +38,154 | +6.23% | $245,581,697 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 2.43% | 417,746 | -29,973 | -6.69% | $242,672,829 |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | Technology | 2.21% | 463,710 | -39,317 | -7.82% | $221,453,985 |
| ELI LILLY & CO | LLY | Healthcare | 1.98% | 164,898 | -22,101 | -11.82% | $197,783,609 |
| INTEL CORP | INTC | Technology | 1.96% | 1,400,812 | +937,942 | +202.64% | $195,595,380 |
| MASTERCARD INCORPORATED | MA | Financial Services | 1.75% | 341,055 | +7,332 | +2.20% | $175,165,848 |
| TESLA INC | TSLA | Consumer Cyclical | 1.71% | 406,049 | +143,077 | +54.41% | $170,784,210 |
| ALPHABET INC | GOOG | Communication Services | 1.60% | 452,985 | +78,499 | +20.96% | $160,053,190 |
| MICRON TECHNOLOGY INC | MU | Technology | 1.48% | 128,696 | -31,425 | -19.63% | $148,552,506 |
| META PLATFORMS INC | META | Communication Services | 1.46% | 260,037 | +64,193 | +32.78% | $146,476,242 |
| LINDE PLC | LIN | Other | 1.30% | 250,040 | +2,936 | +1.19% | $129,755,758 |
| MARVELL TECHNOLOGY INC | MRVL | Technology | 1.01% | 339,453 | +9,134 | +2.77% | $101,119,655 |
| RTX CORPORATION | RTX | Industrials | 0.91% | 479,123 | +122,270 | +34.26% | $90,904,007 |
| UBER TECHNOLOGIES INC | UBER | Technology | 0.89% | 1,230,577 | +32,704 | +2.73% | $88,798,437 |
| TE CONNECTIVITY PLC | TEL | Other | 0.88% | 437,808 | +40,749 | +10.26% | $88,266,471 |
| APPLIED MATLS INC | AMAT | Technology | 0.86% | 118,355 | +65,846 | +125.40% | $85,570,665 |
| THERMO FISHER SCIENTIFIC INC | TMO | Healthcare | 0.84% | 167,179 | -44,302 | -20.95% | $83,816,864 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.80% | 313,735 | +135,691 | +76.21% | $79,679,278 |
| VERTIV HOLDINGS CO | VRT | Industrials | 0.79% | 237,009 | +7,766 | +3.39% | $79,355,354 |
| STRYKER CORPORATION | SYK | Healthcare | 0.75% | 239,514 | +7,052 | +3.03% | $75,408,588 |
| GE VERNOVA INC | GEV | Utilities | 0.73% | 62,451 | +14,366 | +29.88% | $73,371,182 |
| ABBVIE INC | ABBV | Healthcare | 0.71% | 283,892 | +79,610 | +38.97% | $71,438,583 |
| KLA CORP | KLAC | Technology | 0.71% | 235,251 | +215,634 | +1099.22% | $70,977,580 |
| CISCO SYS INC | CSCO | Technology | 0.71% | 600,741 | +38,737 | +6.89% | $70,563,038 |
Showing 30 of 384 holdings in the latest reporting period.