Funds › LBP AM SA
LBP AM SA
13F for Q3 2026, filed Nov 6, 2026. 498 positions worth $11.2B.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
Latest report
Q3 2026
filed Nov 6, 2026
Reported value
$11.2B
+$1.2B (12.3%) vs Q2 2026
Positions
498
392 in Q2 2026
Top 10 share
49.6%
of reported value
CheckedEach line's price per share is checked against other managers' reports of the same stock. Unit mix-ups are corrected. Reports no fix can rescue are left out.
Clean
prices match other managers' reports
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Holdings, Q3 2026
Largest first. Common shares only; puts and calls are under All positions.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | TTE TotalEnergies SE · Act | 30.37M | $2.6B | 23.2% | New | 13F ↗ |
| 2 | AZN AstraZeneca PLC | 5.29M | $863.2M | 7.7% | New | 13F ↗ |
| 3 | AAPL Apple Inc. | 1.14M | $378.3M | 3.4% | -16.2% | 13F ↗ |
| 4 | UBS UBS Group AG | 7.81M | $377.0M | 3.4% | New | 13F ↗ |
| 5 | AMZN Amazon.com, Inc. | 1.46M | $364.4M | 3.2% | -31.2% | 13F ↗ |
| 6 | MSFT Microsoft Corporation | 579,776 | $297.4M | 2.6% | -59.3% | 13F ↗ |
| 7 | TSM Taiwan Semiconductor Manufacturing Company Ltd. | 438,294 | $199.9M | 1.8% | -5.5% | 13F ↗ |
| 8 | META Meta Platforms, Inc. | 233,215 | $169.1M | 1.5% | -10.3% | 13F ↗ |
| 9 | TSLA Tesla, Inc. | 456,349 | $161.9M | 1.4% | +12.4% | 13F ↗ |
| 10 | ALC Alcon Inc. | 2.41M | $156.1M | 1.4% | New | 13F ↗ |
| 11 | GOOGL Alphabet Inc. Class A | 450,968 | $155.2M | 1.4% | -46.8% | 13F ↗ |
| 12 | GOOG Alphabet Inc. Class C | 439,375 | $149.7M | 1.3% | -3.0% | 13F ↗ |
| 13 | AVGO Broadcom Inc. | 384,035 | $134.9M | 1.2% | -40.9% | 13F ↗ |
| 14 | INTC Intel Corporation | 963,312 | $115.8M | 1.0% | -31.2% | 13F ↗ |
| 15 | V Visa Inc. | 320,417 | $115.1M | 1.0% | -57.0% | 13F ↗ |
| 16 | MU Micron Technology, Inc. | 107,652 | $114.7M | 1.0% | -16.4% | 13F ↗ |
| 17 | NVDA NVIDIA Corporation | 487,973 | $111.9M | 1.0% | -84.2% | 13F ↗ |
| 18 | AMD Advanced Micro Devices, Inc. | 168,783 | $103.3M | 0.9% | -59.6% | 13F ↗ |
| 19 | LLY Eli Lilly and Company | 73,384 | $84.9M | 0.8% | -55.5% | 13F ↗ |
| 20 | LIN Linde plc | 152,898 | $72.6M | 0.6% | -38.9% | 13F ↗ |
| 21 | TXN Texas Instruments Incorporated | 253,140 | $70.9M | 0.6% | +1209% | 13F ↗ |
| 22 | ECL Ecolab Inc. | 227,912 | $62.6M | 0.6% | +0.6% | 13F ↗ |
| 23 | SNDK Sandisk Corporation | 33,848 | $58.9M | 0.5% | +261% | 13F ↗ |
| 24 | MA Mastercard Incorporated | 105,749 | $58.3M | 0.5% | -69.0% | 13F ↗ |
| 25 | QGEN Qiagen N.V. | 1.28M | $56.2M | 0.5% | New | 13F ↗ |
| 26 | JNJ Johnson & Johnson | 210,142 | $55.6M | 0.5% | -33.0% | 13F ↗ |
| 27 | CSCO Cisco Systems, Inc. | 483,912 | $52.1M | 0.5% | -19.4% | 13F ↗ |
| 28 | NFLX Netflix, Inc. | 746,956 | $52.0M | 0.5% | +68.2% | 13F ↗ |
| 29 | IR Ingersoll Rand Inc. | 689,178 | $51.8M | 0.5% | +1799% | 13F ↗ |
| 30 | JPM JPMorgan Chase & Co. | 149,784 | $49.6M | 0.4% | -17.9% | 13F ↗ |
| 31 | NDAQ Nasdaq, Inc. | 497,443 | $45.8M | 0.4% | +1.0% | 13F ↗ |
| 32 | ABBV AbbVie Inc. | 173,621 | $45.4M | 0.4% | -38.8% | 13F ↗ |
| 33 | ZS Zscaler, Inc. | 223,682 | $44.6M | 0.4% | -35.8% | 13F ↗ |
| 34 | RKLB Rocket Lab Corporation | 613,956 | $42.8M | 0.4% | +40.5% | 13F ↗ |
| 35 | SUNB Sunbelt Rentals Holdings, Inc. | 551,244 | $40.9M | 0.4% | New | 13F ↗ |
| 36 | UBER Uber Technologies, Inc. | 578,896 | $39.7M | 0.4% | -53.0% | 13F ↗ |
| 37 | GE GE Aerospace | 126,557 | $39.5M | 0.4% | +26.8% | 13F ↗ |
| 38 | STX Seagate Technology Holdings PLC | 42,266 | $39.0M | 0.3% | -37.2% | 13F ↗ |
| 39 | SPCX Space Exploration Technologies Corp. | 257,550 | $38.9M | 0.3% | -10.7% | 13F ↗ |
| 40 | CRDO Credo Technology Group Holding Ltd | 193,141 | $37.6M | 0.3% | +79.0% | 13F ↗ |
| 41 | NKE Nike, Inc. | 1.03M | $36.6M | 0.3% | New | 13F ↗ |
| 42 | MRK Merck & Company, Inc. | 248,000 | $36.0M | 0.3% | -32.9% | 13F ↗ |
| 43 | CRWV CoreWeave, Inc. | 408,105 | $35.6M | 0.3% | -15.1% | 13F ↗ |
| 44 | TT Trane Technologies plc | 78,623 | $35.5M | 0.3% | +25.8% | 13F ↗ |
| 45 | ORCL Oracle Corporation | 253,594 | $34.8M | 0.3% | -22.2% | 13F ↗ |
| 46 | SHOP Shopify Inc. | 234,449 | $34.8M | 0.3% | +76.3% | 13F ↗ |
| 47 | GEV GE Vernova Inc. | 36,273 | $34.5M | 0.3% | -41.9% | 13F ↗ |
| 48 | CAT Caterpillar, Inc. | 41,092 | $33.3M | 0.3% | -2.6% | 13F ↗ |
| 49 | BNTX BioNTech SE · ADR | 329,270 | $32.4M | 0.3% | -15.2% | 13F ↗ |
| 50 | GILD Gilead Sciences, Inc. | 216,667 | $32.3M | 0.3% | -18.4% | 13F ↗ |
Showing the top 50 of 498 positions. Premium lists every position, plus puts and calls.
Changes since Q2 2026
131 new, 125 added to, 212 trimmed, 25 exited, 30 unchanged. By estimated dollars.
New positions (131)
| TTE TotalEnergies SE · Act | 30.37M | New | $2.6B |
| AZN AstraZeneca PLC | 5.29M | New | $863.2M |
| UBS UBS Group AG | 7.81M | New | $377.0M |
| ALC Alcon Inc. | 2.41M | New | $156.1M |
| QGEN Qiagen N.V. | 1.28M | New | $56.2M |
| SUNB Sunbelt Rentals Holdings, Inc. | 551,244 | New | $40.9M |
| NKE Nike, Inc. | 1.03M | New | $36.6M |
| WSE Wise Group plc | 1.69M | New | $19.4M |
| RDW Redwire Corporation | 1.55M | New | $16.1M |
| WMT Walmart Inc. | 141,246 | New | $14.7M |
Added to (125)
| TXN Texas Instruments Incorporated | 253,140 | +1209% | $65.5M |
| IR Ingersoll Rand Inc. | 689,178 | +1799% | $49.0M |
| SNDK Sandisk Corporation | 33,848 | +261% | $42.6M |
| BKNG Booking Holdings Inc. | 158,263 | +1231% | $23.8M |
| ASTS AST SpaceMobile, Inc. | 439,332 | +1041% | $23.6M |
| COHR Coherent Corp. | 108,175 | +213% | $21.2M |
| NFLX Netflix, Inc. | 746,956 | +68.2% | $21.1M |
| PEP PepsiCo, Inc. | 224,675 | +230% | $19.8M |
| EL Estee Lauder Companies, Inc. | 304,932 | +177% | $18.1M |
| TSLA Tesla, Inc. | 456,349 | +12.4% | $17.8M |
Trimmed (212)
| NVDA NVIDIA Corporation | 487,973 | -84.2% | -$598.2M |
| MSFT Microsoft Corporation | 579,776 | -59.3% | -$432.9M |
| AMZN Amazon.com, Inc. | 1.46M | -31.2% | -$164.9M |
| V Visa Inc. | 320,417 | -57.0% | -$152.4M |
| AMD Advanced Micro Devices, Inc. | 168,783 | -59.6% | -$152.3M |
| GOOGL Alphabet Inc. Class A | 450,968 | -46.8% | -$136.2M |
| MA Mastercard Incorporated | 105,749 | -69.0% | -$129.8M |
| TMO Thermo Fisher Scientific Inc | 2,283 | -98.6% | -$111.3M |
| LLY Eli Lilly and Company | 73,384 | -55.5% | -$105.9M |
| AVGO Broadcom Inc. | 384,035 | -40.9% | -$93.4M |
Exited (25)
| CCK Crown Holdings, Inc. | 49,341 | Exited | -$5.5M |
| NWSA News Corporation Class A | 213,511 | Exited | -$5.3M |
| AEIS Advanced Energy Industries, Inc. | 9,988 | Exited | -$3.7M |
| VKTX Viking Therapeutics, Inc. | 93,906 | Exited | -$3.7M |
| EMBJ Embraer S.A. · ADR | 50,161 | Exited | -$3.2M |
| STN Stantec Inc | 44,606 | Exited | -$3.1M |
| TTEK Tetra Tech, Inc. | 80,891 | Exited | -$2.3M |
| OC Owens Corning Inc | 13,949 | Exited | -$2.2M |
| BSY Bentley Systems, Incorporated | 62,318 | Exited | -$1.9M |
| RYAN Ryan Specialty Holdings, Inc. | 45,600 | Exited | -$1.7M |
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
All positions
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Reported value by quarter
Value and number of positions at the end of each quarter.
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Largest positions in earlier quarters
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Ten largest positions
By value, Q3 2026.
Filings
| Filing | ||||||
|---|---|---|---|---|---|---|
| Q3 2026 | Nov 6, 2026 | 13F-HR | 527 | $11.2B | Current | SEC ↗ |
| Q2 2026 | Jul 24, 2026 | 13F-HR | 423 | $10.0B | Current | SEC ↗ |
| Q1 2026 | Apr 27, 2026 | 13F-HR | 388 | $7.3B | Current | SEC ↗ |
| Q4 2025 | Jan 26, 2026 | 13F-HR | 408 | $8.6B | Current | SEC ↗ |
| Q3 2025 | Oct 31, 2025 | 13F-HR | 385 | $8.1B | Current | SEC ↗ |
| Q2 2025 | Jul 18, 2025 | 13F-HR | 367 | $7.1B | Current | SEC ↗ |
| Q1 2025 | Apr 30, 2025 | 13F-HR | 363 | $6.5B | Current | SEC ↗ |
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer