13F Insight
DOSSIER · 13F-HR · Q2 2026

LBP AM SA

$10.0B in tracked AUM across 514 positions as of Q2 2026.

LA
CIK 0001970075 · last filed Jun 30, 2026
Total AUM
$10.0B
as of Q2 2026
Holdings
514
—
positions
Whale Score
63
63
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

LBP AM SA filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
NVDA
NVIDIA CORPORATION
$620M3.1M6.2%02
MSFT
MICROSOFT CORP
$531M1.4M5.3%03
AMZN
AMAZON COM INC
$506M2.1M5.1%04
AAPL
APPLE INC
$392M1.4M3.9%05
GOOGL
ALPHABET INC
$303M847K3.0%06
V
VISA INC
$255M745K2.6%07
AVGO
BROADCOM INC
$246M650K2.5%08
AMD
ADVANCED MICRO DEVICES INC
$243M418K2.4%09
TSM
TAIWAN SEMICONDUCTOR MANUFAC
$221M464K2.2%10
LLY
ELI LILLY & CO
$198M165K2.0%

Filing history

2026Q2Jun 30
$10.0B▲ 36.8%
514 positionsView →2026Q1Mar 31
$7.3B▼ 15.2%
476 positionsView →2025Q4Dec 31
$8.6B▲ 6.0%
497 positionsView →2025Q3Sep 30
$8.1B▲ 14.5%
468 positionsView →2025Q2Jun 30
$7.1B▲ 9.7%
442 positionsLocked2025Q1Mar 31
$6.5B▼ 12.5%
445 positionsLocked2024Q4Dec 31
$7.4B▲ 11.3%
442 positionsLocked2024Q3Sep 30
$6.7B▲ 173.3%
426 positionsLocked2024Q2Jun 30
$2.4B▼ 3.0%
311 positionsLocked2024Q1Mar 31
$2.5B▼ 44.7%
315 positionsLocked2023Q4Dec 31
$4.5B▲ 0.8%
420 positionsLocked2023Q3Sep 30
$4.5B▲ 6.4%
464 positionsLocked
Showing 12 of 15