$2 Billion is the total value of LA FINANCIERE DE L'ECHIQUIER's 98 reported holdings in Q2 2023. The portfolio turnover from Q1 2023 to Q2 2023 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AVGO | New | BROADCOM INC | $13,011,450 | – | 15,000 | +100.0% | 0.65% | – |
| ENPH | New | ENPHASE ENERGY INC | $11,221,160 | – | 67,000 | +100.0% | 0.56% | – |
| VEEV | New | VEEVA SYS INC | $10,840,943 | – | 54,827 | +100.0% | 0.54% | – |
| PLNT | New | PLANET FITNESS INCcl a | $5,915,635 | – | 87,717 | +100.0% | 0.30% | – |
| LLY | New | LILLY ELI & CO | $994,238 | – | 2,120 | +100.0% | 0.05% | – |
| ITW | New | ILLINOIS TOOL WKS INC | $475,304 | – | 1,900 | +100.0% | 0.02% | – |
| REGN | New | REGENERON PHARMACEUTICALS | $395,197 | – | 550 | +100.0% | 0.02% | – |
| LRCX | New | LAM RESEARCH CORP | $205,716 | – | 320 | +100.0% | 0.01% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-08-10
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.