$2.1 Billion is the total value of LA FINANCIERE DE L'ECHIQUIER's 77 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| NET | New | CLOUDFLARE INC | $48,095,000 | – | 632,900 | +100.0% | 2.29% | – |
| ZI | New | ZOOMINFO TECHNOLOGIES INC | $42,221,000 | – | 875,400 | +100.0% | 2.01% | – |
| HLT | New | HILTON WORLDWIDE HLDGS INC | $25,683,000 | – | 230,835 | +100.0% | 1.22% | – |
| DDOG | New | DATADOG INC | $20,968,000 | – | 213,000 | +100.0% | 1.00% | – |
| CRWD | New | CROWDSTRIKE HLDGS INCcl a | $18,895,000 | – | 89,200 | +100.0% | 0.90% | – |
| DT | New | DYNATRACE INC | $13,747,000 | – | 317,700 | +100.0% | 0.65% | – |
| BAP | New | CREDICORP LTD | $10,907,000 | – | 66,495 | +100.0% | 0.52% | – |
| FTCH | New | FARFETCH LTDord sh cl a | $8,898,000 | – | 139,438 | +100.0% | 0.42% | – |
| U | New | UNITY SOFTWARE INC | $7,521,000 | – | 49,000 | +100.0% | 0.36% | – |
| CMI | New | CUMMINS INC | $2,726,000 | – | 12,000 | +100.0% | 0.13% | – |
| JNJ | New | JOHNSON & JOHNSON | $2,676,000 | – | 17,000 | +100.0% | 0.13% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-02-04
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VISA INC | 31 | Q3 2023 | 10.3% |
| MASTERCARD INCORPORATED | 31 | Q3 2023 | 7.9% |
| AMAZON COM INC | 30 | Q3 2023 | 11.5% |
| THERMO FISHER SCIENTIFIC INC | 27 | Q3 2023 | 5.3% |
| NVIDIA CORPORATION | 27 | Q3 2023 | 7.5% |
| FOMENTO ECONOMICO MEXICANO S | 24 | Q3 2023 | 3.6% |
| MICROSOFT CORP | 23 | Q3 2023 | 9.3% |
| ADOBE SYSTEMS INCORPORATED | 23 | Q2 2022 | 7.7% |
| ALPHABET INC | 23 | Q3 2023 | 6.7% |
| ACCENTURE PLC IRELAND | 22 | Q3 2023 | 4.2% |
View LA FINANCIERE DE L'ECHIQUIER's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-01-25 |
| 13F-HR | 2023-11-09 |
| 13F-HR | 2023-08-10 |
| 13F-HR | 2023-05-03 |
| 13F-HR | 2023-02-09 |
| SC 13G/A | 2022-12-08 |
| 13F-HR | 2022-11-02 |
| 13F-HR | 2022-08-05 |
| SC 13G | 2022-07-21 |
| 13F-HR | 2022-05-05 |
View LA FINANCIERE DE L'ECHIQUIER's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.