$1.69 Billion is the total value of LA FINANCIERE DE L'ECHIQUIER's 90 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| PANW | New | PALO ALTO NETWORKS INC | $16,992,000 | – | 34,400 | +100.0% | 1.00% | – |
| KDP | New | KEURIG DR PEPPER INC | $16,444,000 | – | 464,647 | +100.0% | 0.97% | – |
| IRM | New | IRON MTN INC NEW | $8,229,000 | – | 169,003 | +100.0% | 0.49% | – |
| ORCL | New | ORACLE CORP | $6,987,000 | – | 100,000 | +100.0% | 0.41% | – |
| BRKR | New | BRUKER CORP | $6,904,000 | – | 110,000 | +100.0% | 0.41% | – |
| BDX | New | BECTON DICKINSON & CO | $1,765,000 | – | 7,157 | +100.0% | 0.10% | – |
| UNH | New | UNITEDHEALTH GROUP INC | $1,686,000 | – | 3,282 | +100.0% | 0.10% | – |
| INTU | New | INTUIT | $745,000 | – | 1,931 | +100.0% | 0.04% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-08-05
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 | 2024-04-29 |
| 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 |
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.