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 075887109 - Becton, Dickinson and Company $42,002,128 Holding60937P106 - MongoDB $19,496,880 Holding92537N108 - Vertiv $13,158,640 Holding98419M100 - Xylem $3,002,442 Holding40415F101 - HDFC 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 Economico 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%TechnologyAMZNAmazon.com$197,645,472$13,498,899 ▼-6.4%1,022,7458.6%Consumer DiscretionaryNVDANVIDIA$167,835,391$143,828,233 ▲599.1%1,358,5517.3%TechnologyVVisa$129,791,415$8,028,957 ▼-5.8%494,5005.7%FinanceGOOGLAlphabet$109,214,226$16,228,472 ▼-12.9%599,5844.8%Communication ServicesTSMTaiwan Semiconductor Manufacturing$101,205,740$13,161,936 ▼-11.5%582,2784.4%TechnologyFMXFomento Economico 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%FinanceACNAccenture$71,724,304$1,167,825 ▲1.7%236,3943.1%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%HealthcareTMOThermo Fisher Scientific$61,867,981$2,027,851 ▲3.4%111,8772.7%HealthcareDDOGDatadog$60,992,818$17,608,919 ▲40.6%470,2972.7%TechnologyCRWDCrowdStrike$59,487,182$5,685,390 ▼-8.7%155,2422.6%TechnologyNOWServiceNow$57,255,416$5,354,863 ▲10.3%72,7822.5%TechnologyBDXBecton, Dickinson and Company$42,002,128$42,002,128 ▲New Holding179,7191.8%HealthcareZSZscaler$40,552,090$916,746 ▲2.3%211,0001.8%TechnologyPANWPalo Alto Networks$40,069,287$4,592,907 ▼-10.3%118,1951.7%TechnologyMELIMercadoLibre$39,531,987$402,633 ▼-1.0%24,0551.7%Consumer DiscretionaryEWEdwards Lifesciences$39,531,682$921,021 ▼-2.3%427,9711.7%HealthcareSPOTSpotify Technology$36,854,008$12,955,762 ▲54.2%117,4481.6%Communication ServicesAVGOBroadcom$34,676,237$317,895 ▲0.9%21,5981.5%TechnologySNOWSnowflake$31,151,754$1,931,787 ▲6.6%230,6001.4%TechnologyNETCloudflare$30,862,458$828,300 ▼-2.6%372,6001.3%TechnologyLLYEli Lilly and Company$29,424,850$1,204,155 ▼-3.9%32,5001.3%HealthcareCFLTConfluent$28,531,886$5,492,580 ▲23.8%966,2001.2%TechnologyCAMTCamtek$28,479,576$1,127,160 ▼-3.8%227,4001.2%TechnologyTSLATesla$27,381,843$415,548 ▲1.5%138,3761.2%Consumer DiscretionaryPALANTIR 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%TechnologyMDBMongoDB$19,496,880$19,496,880 ▲New Holding78,0000.9%TechnologyENPHEnphase Energy$18,944,900$1,794,780 ▼-8.7%190,0000.8%TechnologyBNTXBioNTech$18,847,555$1,641,514 ▲9.5%234,5390.8%HealthcareADBEAdobe$16,166,214$1,222,188 ▼-7.0%29,1000.7%TechnologyEOGEOG Resources$14,223,310$5,412,410 ▲61.4%113,0000.6%EnergySHOPIFY INC$14,068,650$4,233,805 ▼-23.1%213,0000.6%CL AORCLOracle$13,317,137$63,895,401 ▼-82.8%94,3140.6%TechnologyVRTVertiv$13,158,640$13,158,640 ▲New Holding152,0000.6%IndustrialsPDDPDD$11,101,325$2,127,200 ▼-16.1%83,5000.5%Consumer DiscretionaryDIGITALOCEAN 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%TechnologyNICENiCE$6,299,434$2,545,328 ▼-28.8%36,6310.3%TechnologyTTDTrade Desk$5,774,349$406,796 ▼-6.6%59,1210.3%Communication ServicesVEEVVeeva Systems$5,682,095$4,253,336 ▼-42.8%31,0480.2%HealthcareRKLBRocket Lab$5,525,712$473,486 ▲9.4%1,151,1900.2%IndustrialsCBOECboe Global Markets$5,318,287$2,570,627 ▼-32.6%31,2730.2%FinanceCOOPER COS INC$5,119,709$1,811,650 ▲54.8%58,6450.2%COMDHRDanaher$4,855,336$902,458 ▼-15.7%19,4330.2%HealthcareBAPCredicorp$4,680,829$947,814 ▼-16.8%29,0140.2%FinanceFDSFactSet Research Systems$4,102,706$2,933,421 ▼-41.7%10,0490.2%FinanceSTESTERIS$3,960,722$5,084,987 ▼-56.2%18,0410.2%HealthcareBRKRBruker$3,552,558$2,932,070 ▼-45.2%55,6740.2%HealthcareBZKANZHUN$3,121,520$466,695 ▼-13.0%165,9500.1%IndustrialsNBIXNeurocrine Biosciences$3,030,806$2,741,699 ▲948.3%22,0150.1%HealthcareXYLXylem$3,002,442$3,002,442 ▲New Holding22,1370.1%IndustrialsYUMYum! Brands$2,980,086$9,701,373 ▼-76.5%22,4980.1%Consumer DiscretionaryRDWRedwire$2,961,2100.0%413,0000.1%IndustrialsHDBHDFC 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%TechnologyGRABGrab$2,441,840$2,441,840 ▲New Holding687,8420.1%IndustrialsNEENextEra 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%Consumer DiscretionaryCYBRCyberArk Software$2,244,232$2,244,232 ▲New Holding8,2080.1%TechnologyVRSKVerisk Analytics$2,215,162$72,239 ▲3.4%8,2180.1%IndustrialsLDOSLeidos$2,042,320$743,988 ▲57.3%14,0000.1%IndustrialsINFYInfosys$2,018,408$2,018,408 ▲New Holding108,4000.1%TechnologyIRDMIridium Communications$1,945,922$274,798 ▼-12.4%73,1000.1%Communication ServicesPLPlanet Labs PBC$1,863,7200.0%1,002,0000.1%IndustrialsTMUST-Mobile US$1,838,6150.0%10,4360.1%Communication ServicesDEDeere & Company$1,830,7870.0%4,9000.1%IndustrialsMMYTMakeMyTrip$1,808,150$1,808,150 ▲New Holding21,5000.1%Consumer DiscretionaryKTOSKratos Defense & Security Solutions$1,762,881$1,002,501 ▲131.8%88,1000.1%IndustrialsKBKB Financial Group$1,698,300$1,698,300 ▲New Holding30,0000.1%FinanceTRMBTrimble$1,581,9770.0%28,2900.1%TechnologyNXTNextpower$1,561,104$1,561,104 ▲New Holding33,3000.1%IndustrialsIRMIron Mountain$1,316,070$1,782,094 ▼-57.5%14,6850.1%Real EstateNUNU$1,250,330$1,250,330 ▲New Holding97,0000.1%FinanceASTSAST SpaceMobile$1,161,000$1,787,940 ▼-60.6%100,0000.1%Communication ServicesISRGIntuitive Surgical$1,133,478$46,264 ▲4.3%2,5480.0%HealthcareSPIRE 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%IndustrialsSCIENCE APPLICATIONS INTL CO$846,360$846,360 ▲New Holding7,2000.0%COMGILTGilat Satellite Networks$843,936$143,040 ▲20.4%188,8000.0%TechnologyUNHUnitedHealth Group$631,483$160,926 ▼-20.3%1,2400.0%HealthcareMETAMeta Platforms$579,853$112,945 ▲24.2%1,1500.0%Communication ServicesRSGRepublic Services$537,545$174,906 ▼-24.5%2,7660.0%IndustrialsBSXBoston Scientific$415,546$174,813 ▼-29.6%5,3960.0%HealthcareREGNRegeneron Pharmaceuticals$373,116$89,338 ▼-19.3%3550.0%HealthcareVRTXVertex Pharmaceuticals$370,289$46,872 ▼-11.2%7900.0%HealthcareGTLSChart Industries$354,2110.0%2,4540.0%IndustrialsANETArista Networks$345,223$207,134 ▼-37.5%9850.0%TechnologyELEstee Lauder Companies$336,1180.0%3,1590.0%Consumer StaplesBMRNBioMarin Pharmaceutical$321,087$24,699 ▼-7.1%3,9000.0%HealthcareTOLToll Brothers$299,4680.0%2,6000.0%Consumer DiscretionaryTERTeradyne$295,987$119,225 ▼-28.7%1,9960.0%TechnologyWMBWilliams Companies$280,500$280,500 ▲New Holding6,6000.0%EnergyMRNAModerna$267,188$23,750 ▼-8.2%2,2500.0%HealthcareVZVerizon Communications$266,7000.0%6,4670.0%Communication ServicesShowing largest 100 holdings. 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