§ 13F · FUND PROFILE
LBP AM SA.
AUM · $10.0B (13F)Positions · 514Turnover · n/a · Q2Filed · Jul 24, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$457M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 24, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | 1.71M | $343M | 3.4% | +13% |
| 2 | MSFT | MICROSOFT CORP | 796K | $297M | 3.0% | +15% |
| 3 | AMZN | AMAZON COM INC | 1.23M | $293M | 2.9% | +13% |
| 4 | AAPL | APPLE INC | 976K | $282M | 2.8% | +6% |
| 5 | NVDA | NVIDIA CORPORATION | 1.38M | $277M | 2.8% | — |
| 6 | MSFT | MICROSOFT CORP | 628K | $234M | 2.3% | — |
| 7 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 464K | $221M | 2.2% | −8% |
| 8 | AMZN | AMAZON COM INC | 897K | $214M | 2.1% | — |
| 9 | V | VISA INC | 600K | $206M | 2.1% | −4% |
| 10 | GOOGL | ALPHABET INC | 500K | $179M | 1.8% | +62% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE LBP SIGNAL
AC read
LBP AM SA is a Other fund managing $10.0 billion in assets. The fund runs a broad portfolio of 514 positions.
Read the full dossier →