La Financiere De L'echiquier Top Holdings and 13F Report (2024) About La Financiere De L'echiquierInvestment ActivityLa Financiere De L'echiquier has $2.29 billion in total holdings as of June 30, 2024.La Financiere De L'echiquier owns shares of 104 different stocks, but just 24 companies or ETFs make up 80% of its holdings.Approximately 14.34% of the portfolio was purchased this quarter.About 11.26% of the portfolio was sold this quarter.This quarter, La Financiere De L'echiquier has purchased 103 new stocks and bought additional shares in 32 stocks.La Financiere De L'echiquier sold shares of 44 stocks and completely divested from 15 stocks this quarter.Largest Holdings Microsoft $199,007,170Amazon.com $197,645,472NVIDIA $167,835,391Visa $129,791,415Alphabet $109,214,226 Largest New Holdings this Quarter Becton, Dickinson and Company $42,002,128 HoldingMongoDB $19,496,880 HoldingVertiv $13,158,640 HoldingXylem $3,002,442 HoldingHDFC Bank $2,894,850 Holding Largest Purchases this Quarter NVIDIA 1,164,224 shares (about $143.83M)Becton, Dickinson and Company 179,719 shares (about $42.00M)MongoDB 78,000 shares (about $19.50M)Datadog 135,777 shares (about $17.61M)Fomento Económico Mexicano 140,309 shares (about $15.10M) Largest Sales this Quarter Oracle 452,517 shares (about $63.90M)Alphabet 89,094 shares (about $16.23M)Amazon.com 69,852 shares (about $13.50M)Taiwan Semiconductor Manufacturing 75,726 shares (about $13.16M)Yum! Brands 73,240 shares (about $9.70M) Sector Allocation Over TimeMap of 500 Largest Holdings ofLa Financiere De L'echiquier Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMSFTMicrosoft$199,007,170$6,039,635 ▼-2.9%445,2568.7%Computer and TechnologyAMZNAmazon.com$197,645,472$13,498,899 ▼-6.4%1,022,7458.6%Retail/WholesaleNVDANVIDIA$167,835,391$143,828,233 ▲599.1%1,358,5517.3%Computer and TechnologyVVisa$129,791,415$8,028,957 ▼-5.8%494,5005.7%Business ServicesGOOGLAlphabet$109,214,226$16,228,472 ▼-12.9%599,5844.8%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$101,205,740$13,161,936 ▼-11.5%582,2784.4%Computer and TechnologyFMXFomento Económico Mexicano$83,562,344$15,104,264 ▲22.1%776,2413.6%Consumer StaplesMAMastercard$82,450,158$1,794,639 ▲2.2%186,8943.6%Business ServicesACNAccenture$71,724,304$1,167,825 ▲1.7%236,3943.1%Computer and TechnologyLINDE PLC$68,204,678$2,266,015 ▲3.4%155,4313.0%SHSSYKStryker$62,285,485$2,823,395 ▲4.7%183,0582.7%MedicalTMOThermo Fisher Scientific$61,867,981$2,027,851 ▲3.4%111,8772.7%MedicalDDOGDatadog$60,992,818$17,608,919 ▲40.6%470,2972.7%Computer and TechnologyCRWDCrowdStrike$59,487,182$5,685,390 ▼-8.7%155,2422.6%Computer and TechnologyNOWServiceNow$57,255,416$5,354,863 ▲10.3%72,7822.5%Computer and TechnologyBDXBecton, Dickinson and Company$42,002,128$42,002,128 ▲New Holding179,7191.8%MedicalZSZscaler$40,552,090$916,746 ▲2.3%211,0001.8%Computer and TechnologyPANWPalo Alto Networks$40,069,287$4,592,907 ▼-10.3%118,1951.7%Computer and TechnologyMELIMercadoLibre$39,531,987$402,633 ▼-1.0%24,0551.7%Retail/WholesaleEWEdwards Lifesciences$39,531,682$921,021 ▼-2.3%427,9711.7%MedicalSPOTSpotify Technology$36,854,008$12,955,762 ▲54.2%117,4481.6%Business ServicesAVGOBroadcom$34,676,237$317,895 ▲0.9%21,5981.5%Computer and TechnologySNOWSnowflake$31,151,754$1,931,787 ▲6.6%230,6001.4%Computer and TechnologyNETCloudflare$30,862,458$828,300 ▼-2.6%372,6001.3%Computer and TechnologyLLYEli Lilly and Company$29,424,850$1,204,155 ▼-3.9%32,5001.3%MedicalCFLTConfluent$28,531,886$5,492,580 ▲23.8%966,2001.2%Business ServicesCAMTCamtek$28,479,576$1,127,160 ▼-3.8%227,4001.2%Computer and TechnologyTSLATesla$27,381,843$415,548 ▲1.5%138,3761.2%Auto/Tires/TrucksPALANTIR TECHNOLOGIES INC$25,443,985$2,360,756 ▲10.2%1,004,5001.1%CL ACRMSalesforce$22,290,570$282,810 ▲1.3%86,7001.0%Computer and TechnologyMDBMongoDB$19,496,880$19,496,880 ▲New Holding78,0000.9%Computer and TechnologyENPHEnphase Energy$18,944,900$1,794,780 ▼-8.7%190,0000.8%Oils/EnergyBNTXBioNTech$18,847,555$1,641,514 ▲9.5%234,5390.8%MedicalADBEAdobe$16,166,214$1,222,188 ▼-7.0%29,1000.7%Computer and TechnologyEOGEOG Resources$14,223,310$5,412,410 ▲61.4%113,0000.6%Oils/EnergySHOPShopify$14,068,650$4,233,805 ▼-23.1%213,0000.6%Computer and TechnologyORCLOracle$13,317,137$63,895,401 ▼-82.8%94,3140.6%Computer and TechnologyVRTVertiv$13,158,640$13,158,640 ▲New Holding152,0000.6%Computer and TechnologyPDDPDD$11,101,325$2,127,200 ▼-16.1%83,5000.5%Multi-Sector ConglomeratesDIGITALOCEAN HLDGS INC$10,035,800$6,533,000 ▼-39.4%288,8000.4%COMDTDynatrace$7,378,969$4,375,975 ▼-37.2%164,9300.3%Computer and TechnologyNICENICE$6,299,434$2,545,328 ▼-28.8%36,6310.3%Computer and TechnologyTTDTrade Desk$5,774,349$406,796 ▼-6.6%59,1210.3%Computer and TechnologyVEEVVeeva Systems$5,682,095$4,253,336 ▼-42.8%31,0480.2%Computer and TechnologyRKLBRocket Lab USA$5,525,712$473,486 ▲9.4%1,151,1900.2%AerospaceCBOECboe Global Markets$5,318,287$2,570,627 ▼-32.6%31,2730.2%Financial ServicesCOOPER COS INC$5,119,709$1,811,650 ▲54.8%58,6450.2%COMDHRDanaher$4,855,336$902,458 ▼-15.7%19,4330.2%Multi-Sector ConglomeratesBAPCredicorp$4,680,829$947,814 ▼-16.8%29,0140.2%FinanceFDSFactSet Research Systems$4,102,706$2,933,421 ▼-41.7%10,0490.2%Business ServicesSTESTERIS$3,960,722$5,084,987 ▼-56.2%18,0410.2%MedicalBRKRBruker$3,552,558$2,932,070 ▼-45.2%55,6740.2%Computer and TechnologyBZKanzhun$3,121,520$466,695 ▼-13.0%165,9500.1%Computer and TechnologyNBIXNeurocrine Biosciences$3,030,806$2,741,699 ▲948.3%22,0150.1%MedicalXYLXylem$3,002,442$3,002,442 ▲New Holding22,1370.1%Business ServicesYUMYum! Brands$2,980,086$9,701,373 ▼-76.5%22,4980.1%Retail/WholesaleRDWRedwire$2,961,2100.0%413,0000.1%AerospaceHDBHDFC Bank$2,894,850$2,894,850 ▲New Holding45,0000.1%FinancePLNTPlanet Fitness$2,862,431$8,854,351 ▼-75.6%38,8970.1%Consumer DiscretionaryAAPLApple$2,606,212$327,303 ▼-11.2%12,3740.1%Computer and TechnologyGRABGrab$2,441,840$2,441,840 ▲New Holding687,8420.1%Business ServicesNEENextEra Energy$2,427,934$162,863 ▲7.2%34,2880.1%UtilitiesIBNICICI Bank$2,376,825$2,376,825 ▲New Holding82,5000.1%FinanceGRMNGarmin$2,291,959$106,387 ▲4.9%14,0680.1%Computer and TechnologyCYBRCyberArk Software$2,244,232$2,244,232 ▲New Holding8,2080.1%Computer and TechnologyVRSKVerisk Analytics$2,215,162$72,239 ▲3.4%8,2180.1%Business ServicesLDOSLeidos$2,042,320$743,988 ▲57.3%14,0000.1%AerospaceINFYInfosys$2,018,408$2,018,408 ▲New Holding108,4000.1%Computer and TechnologyIRDMIridium Communications$1,945,922$274,798 ▼-12.4%73,1000.1%Computer and TechnologyPLPlanet Labs PBC$1,863,7200.0%1,002,0000.1%Computer and TechnologyTMUST-Mobile US$1,838,6150.0%10,4360.1%Computer and TechnologyDEDeere & Company$1,830,7870.0%4,9000.1%Industrial ProductsMMYTMakeMyTrip$1,808,150$1,808,150 ▲New Holding21,5000.1%Computer and TechnologyKTOSKratos Defense & Security Solutions$1,762,881$1,002,501 ▲131.8%88,1000.1%AerospaceKBKB Financial Group$1,698,300$1,698,300 ▲New Holding30,0000.1%FinanceTRMBTrimble$1,581,9770.0%28,2900.1%Industrial ProductsNXTNextracker$1,561,104$1,561,104 ▲New Holding33,3000.1%Oils/EnergyIRMIron Mountain$1,316,070$1,782,094 ▼-57.5%14,6850.1%Business ServicesNUNU$1,250,330$1,250,330 ▲New Holding97,0000.1%FinanceASTSAST SpaceMobile$1,161,000$1,787,940 ▼-60.6%100,0000.1%Computer and TechnologyISRGIntuitive Surgical$1,133,478$46,264 ▲4.3%2,5480.0%MedicalSPIRE GLOBAL INC$1,094,840$260,160 ▲31.2%101,0000.0%COM CL A NEWBKSYBlackSky Technology$998,310$119,840 ▲13.6%933,0000.0%Business ServicesSAICScience Applications International$846,360$846,360 ▲New Holding7,2000.0%Computer and TechnologyGILTGilat Satellite Networks$843,936$143,040 ▲20.4%188,8000.0%Computer and TechnologyUNHUnitedHealth Group$631,483$160,926 ▼-20.3%1,2400.0%MedicalMETAMeta Platforms$579,853$112,945 ▲24.2%1,1500.0%Computer and TechnologyRSGRepublic Services$537,545$174,906 ▼-24.5%2,7660.0%Business ServicesBSXBoston Scientific$415,546$174,813 ▼-29.6%5,3960.0%MedicalREGNRegeneron Pharmaceuticals$373,116$89,338 ▼-19.3%3550.0%MedicalVRTXVertex Pharmaceuticals$370,289$46,872 ▼-11.2%7900.0%MedicalGTLSChart Industries$354,2110.0%2,4540.0%Industrial ProductsANETArista Networks$345,223$207,134 ▼-37.5%9850.0%Computer and TechnologyELEstée Lauder Companies$336,1180.0%3,1590.0%Consumer StaplesBMRNBioMarin Pharmaceutical$321,087$24,699 ▼-7.1%3,9000.0%MedicalTOLToll Brothers$299,4680.0%2,6000.0%ConstructionTERTeradyne$295,987$119,225 ▼-28.7%1,9960.0%Computer and TechnologyWMBWilliams Companies$280,500$280,500 ▲New Holding6,6000.0%Oils/EnergyMRNAModerna$267,188$23,750 ▼-8.2%2,2500.0%MedicalVZVerizon Communications$266,7000.0%6,4670.0%Computer and TechnologyShowing largest 100 holdings. 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