LBP AM SA

PrivateCIK: 1970075
Location

PARIS, I0

388
Positions
$7.31B
Total AUM (reported)
51.12M
Total Shares

Allocation by class

TOTAL AUM$7.31B388 positions
COM$5.16B70.5%
CL A$421.80M5.8%
COM CL A$378.04M5.2%
SHS$249.61M3.4%
SPONSORED ADS$241.65M3.3%
COM NEW$187.83M2.6%
CAP STK CL A$150.69M2.1%

Portfolio Concentration

Top 318.2%4–1019.3%11–2516.9%Rest45.7%TOP 1037.4%0%100%
Top 3$1.33B18.2%
4–10$1.41B19.3%
11–25$1.24B16.9%
Rest$3.34B45.7%

Top 3 weight

18.2%

Top 10 weight

37.4%

Voting Authority Distribution

Total shares with voting rights: 51.12M

Sole

Full voting authority

51.12M

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole211
Shared0
Other177
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings388
Rows:

NVIDIA CORPORATION

DFND
COM
Shares2.75M
TypeSH
Market value$479.36M
6.55%
Sole
2.75M
Shared
0.00
None
0.00

MICROSOFT CORP

DFND
COM
Shares1.23M
TypeSH
Market value$456.43M
6.24%
Sole
1.23M
Shared
0.00
None
0.00

AMAZON COM INC

DFND
COM
Shares1.88M
TypeSH
Market value$392.10M
5.36%
Sole
1.88M
Shared
0.00
None
0.00

APPLE INC

DFND
COM
Shares1.28M
TypeSH
Market value$325.92M
4.46%
Sole
1.28M
Shared
0.00
None
0.00

VISA INC

DFND
COM CL A
Shares779.19K
TypeSH
Market value$235.50M
3.22%
Sole
779.19K
Shared
0.00
None
0.00

BROADCOM INC

DFND
COM
Shares611.96K
TypeSH
Market value$189.41M
2.59%
Sole
611.96K
Shared
0.00
None
0.00

ELI LILLY & CO

DFND
COM
Shares187K
TypeSH
Market value$172.00M
2.35%
Sole
187K
Shared
0.00
None
0.00

TAIWAN SEMICONDUCTOR MANUFAC

DFND
SPONSORED ADS
Shares503.03K
TypeSH
Market value$170.00M
2.32%
Sole
503.03K
Shared
0.00
None
0.00

MASTERCARD INCORPORATED

DFND
CL A
Shares333.72K
TypeSH
Market value$166.75M
2.28%
Sole
333.72K
Shared
0.00
None
0.00

ALPHABET INC

DFND
CAP STK CL A
Shares524.02K
TypeSH
Market value$150.69M
2.06%
Sole
524.02K
Shared
0.00
None
0.00

LINDE PLC

DFND
SHS
Shares247.10K
TypeSH
Market value$122.50M
1.67%
Sole
247.10K
Shared
0.00
None
0.00

META PLATFORMS INC

DFND
CL A
Shares195.84K
TypeSH
Market value$112.05M
1.53%
Sole
195.84K
Shared
0.00
None
0.00

ALPHABET INC

DFND
CAP STK CL C
Shares374.49K
TypeSH
Market value$107.43M
1.47%
Sole
374.49K
Shared
0.00
None
0.00

THERMO FISHER SCIENTIFIC INC

DFND
COM
Shares211.48K
TypeSH
Market value$103.95M
1.42%
Sole
211.48K
Shared
0.00
None
0.00

TESLA INC

DFND
COM
Shares262.97K
TypeSH
Market value$97.76M
1.34%
Sole
262.97K
Shared
0.00
None
0.00

ADVANCED MICRO DEVICES INC

DFND
COM
Shares447.72K
TypeSH
Market value$91.08M
1.25%
Sole
447.72K
Shared
0.00
None
0.00

UBER TECHNOLOGIES INC

DFND
COM
Shares1.20M
TypeSH
Market value$86.16M
1.18%
Sole
1.20M
Shared
0.00
None
0.00

TE CONNECTIVITY PLC

DFND
ORD SHS
Shares397.06K
TypeSH
Market value$82.99M
1.13%
Sole
397.06K
Shared
0.00
None
0.00

STRYKER CORPORATION

DFND
COM
Shares232.46K
TypeSH
Market value$76.38M
1.04%
Sole
232.46K
Shared
0.00
None
0.00

RTX CORPORATION

DFND
COM
Shares356.85K
TypeSH
Market value$68.84M
0.94%
Sole
356.85K
Shared
0.00
None
0.00

NETFLIX INC.

SOLE
COM
Shares691.37K
TypeSH
Market value$66.47M
0.91%
Sole
691.37K
Shared
0.00
None
0.00

WELLTOWER INC

DFND
COM
Shares296.65K
TypeSH
Market value$58.65M
0.80%
Sole
296.65K
Shared
0.00
None
0.00

VERTIV HOLDINGS CO

DFND
COM CL A
Shares229.24K
TypeSH
Market value$57.44M
0.79%
Sole
229.24K
Shared
0.00
None
0.00

MICRON TECHNOLOGY INC

DFND
COM
Shares160.12K
TypeSH
Market value$54.10M
0.74%
Sole
160.12K
Shared
0.00
None
0.00

AT&T INC

DFND
COM
Shares1.76M
TypeSH
Market value$50.92M
0.70%
Sole
1.76M
Shared
0.00
None
0.00
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