StockDriftsStockDriftsTop 50 La Financiere De L'echiquier Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MSFT | MICROSOFT CORP | 8.68% | 445.3K | $199.0M | -2.95%(-13.51K) | — | 2024-06-30 | |
| AMZN | AMAZON COM INC | 8.62% | 1.02M | $197.6M | -6.39%(-69.85K) | — | 2024-06-30 | |
| NVDA | NVIDIA CORPORATION | 7.32% | 1.36M | $167.8M | +599.11%(+1.16M) | — | 2024-06-30 | |
| V | VISA INC | 5.66% | 494.5K | $129.8M | -5.83%(-30.59K) | — | 2024-06-30 | |
| GOOGL | ALPHABET INC | 4.76% | 599.6K | $109.2M | -12.94%(-89.09K) | — | 2024-06-30 | |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 4.41% | 582.3K | $101.2M | -11.51%(-75.73K) | — | 2024-06-30 | |
| FMX | FOMENTO ECONOMICO MEXICANO S | 3.64% | 776.2K | $83.6M | +22.06%(+140.31K) | — | 2024-06-30 | |
| MA | MASTERCARD INCORPORATED | 3.59% | 186.9K | $82.5M | +2.23%(+4.07K) | — | 2024-06-30 | |
| ACN | ACCENTURE PLC IRELAND | 3.13% | 236.4K | $71.7M | +1.66%(+3.85K) | — | 2024-06-30 | |
| LIN | LINDE PLC | 2.97% | 155.4K | $68.2M | +3.44%(+5.16K) | — | 2024-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
La Financiere De L'echiquier reports $2.29B in US-listed equity holdings across 104 positions in its most recent 13F filing. Its largest disclosed positions are MSFT (8.7%), AMZN (8.6%) and NVDA (7.3%). Figures reflect the Q2 2024 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from La Financiere De L'echiquier’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1673995). View La Financiere De L'echiquier’s 13F filings on SEC