LBP AM SA

CIK 0001970075 · PARIS, I0 · Quarter end: 2026-06-30 · Filed on: 2026-07-24 · Open the SEC source

LBP AM SA reported 423 positions worth $10.00B as of June 30, 2026 (13F filed July 24, 2026). Largest holding: NVDA (6.2%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$10.00B
2026 Q2
Positions
423
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
35.1%
Est. Net Flow (Q)
2026 Q2
10 / 423 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1NVDANVIDIA CORPORATIONSH$619.6M6.19%3,096,627
2MSFTMICROSOFT CORPSH$531.1M5.31%1,423,828
3AMZNAMAZON COM INCSH$506.3M5.06%2,124,441
4AAPLAPPLE INCSH$392.2M3.92%1,355,303
5GOOGLALPHABET INCSH$302.7M3.03%846,920
6VVISA INCSH$255.5M2.55%744,671
7AVGOBROADCOM INCSH$245.6M2.45%650,117
8AMDADVANCED MICRO DEVICES INCSH$242.7M2.43%417,746
9TSMTAIWAN SEMICONDUCTOR MANUFACSH$221.5M2.21%463,710
10LLYELI LILLY & COSH$197.8M1.98%164,898

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does LBP AM SA hold as of Q2 2026?

LBP AM SA reported 423 positions worth $10.00B in its Q2 2026 13F filing. Largest positions: NVDA (6.2%), MSFT (5.3%), AMZN (5.1%), AAPL (3.9%) and GOOGL (3.0%).

What did LBP AM SA buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did LBP AM SA sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.