La Financiere De L'echiquier Top Holdings and 13F Report (2024) → These AI trades triggered this morning (545% return) (From Prosper Trading Academy) (Ad) About La Financiere De L'echiquierInvestment ActivityLa Financiere De L'echiquier has $2.17 billion in total holdings as of December 31, 2023.La Financiere De L'echiquier owns shares of 100 different stocks, but just 26 companies or ETFs make up 80% of its holdings.Approximately 6.07% of the portfolio was purchased this quarter.About 8.89% of the portfolio was sold this quarter.This quarter, La Financiere De L'echiquier has purchased 99 new stocks and bought additional shares in 39 stocks.La Financiere De L'echiquier sold shares of 46 stocks and completely divested from 9 stocks this quarter.Largest Holdings Microsoft $173,936,550Amazon.com $165,097,093NVIDIA $129,813,010Visa $118,924,756Alphabet $96,457,901 Largest New Holdings this Quarter Adobe $9,396,450 HoldingLantheus $1,455,326 HoldingArista Networks $635,877 HoldingEquinix $595,989 HoldingCHENIERE ENERGY INC $588,950 Holding Largest Purchases this Quarter NVIDIA 50,381 shares (about $24.95M)Eli Lilly and Company 28,500 shares (about $16.61M)Camtek 141,400 shares (about $9.81M)Adobe 15,750 shares (about $9.40M)Thermo Fisher Scientific 15,147 shares (about $8.04M) Largest Sales this Quarter Yum! Brands 355,311 shares (about $46.42M)Alphabet 84,203 shares (about $11.76M)Moderna 92,047 shares (about $9.15M)CrowdStrike 32,400 shares (about $8.27M)Microsoft 20,355 shares (about $7.65M) 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$173,936,550$7,654,294 ▼-4.2%462,5488.0%Computer and TechnologyAMZNAmazon.com$165,097,093$1,921,281 ▲1.2%1,086,5947.6%Retail/WholesaleNVDANVIDIA$129,813,010$24,949,679 ▲23.8%262,1326.0%Computer and TechnologyVVisa$118,924,756$1,500,918 ▼-1.2%456,7885.5%Business ServicesGOOGLAlphabet$96,457,901$11,762,317 ▼-10.9%690,5144.5%Communication ServicesORCLOracle$83,977,420$1,280,026 ▲1.5%796,5233.9%Computer and TechnologyLINDE PLC$80,252,324$2,035,479 ▲2.6%195,3993.7%SHSMAMastercard$79,828,598$2,340,687 ▼-2.8%187,1673.7%Business ServicesFMXFomento Económico Mexicano$79,487,822$2,519,926 ▼-3.1%609,8033.7%Consumer StaplesTSMTaiwan Semiconductor Manufacturing$77,732,928$7,463,144 ▼-8.8%747,4323.6%Computer and TechnologyACNAccenture$74,041,660$3,076,077 ▲4.3%210,9993.4%Business ServicesSYKStryker$58,072,781$1,531,139 ▲2.7%193,9252.7%MedicalTMOThermo Fisher Scientific$57,406,531$8,039,876 ▲16.3%108,1532.7%MedicalCRWDCrowdStrike$51,217,192$8,272,368 ▼-13.9%200,6002.4%Computer and TechnologyNOWServiceNow$46,554,159$635,841 ▼-1.3%65,8952.2%Computer and TechnologyDDOGDatadog$42,992,796$1,238,076 ▲3.0%354,2002.0%Computer and TechnologyZSZscaler$42,628,144$5,871,340 ▼-12.1%192,4002.0%Computer and TechnologySNOWSnowflake$40,456,700$7,223,700 ▲21.7%203,3001.9%Computer and TechnologyPANWPalo Alto Networks$39,835,340$5,307,840 ▼-11.8%135,0901.8%Computer and TechnologyMELIMercadoLibre$36,302,574$2,357,310 ▼-6.1%23,1001.7%Retail/WholesaleEWEdwards Lifesciences$34,081,692$2,050,439 ▲6.4%446,9731.6%MedicalNETCloudflare$33,936,776$1,465,376 ▲4.5%407,6001.6%Computer and TechnologyTSLATesla$30,791,145$1,713,518 ▼-5.3%123,9181.4%Auto/Tires/TrucksAVGOBroadcom$23,887,750$334,875 ▼-1.4%21,4001.1%Computer and TechnologyPDDPDD$22,604,895$3,438,285 ▼-13.2%154,5001.0%Retail/WholesaleZIZoomInfo Technologies$21,829,331$19,840 ▼-0.1%1,180,6021.0%Computer and TechnologySHOPShopify$21,586,090$303,810 ▼-1.4%277,1001.0%Computer and TechnologyENPHEnphase Energy$20,283,490$6,276,650 ▲44.8%153,5000.9%Oils/EnergyCFLTConfluent$18,373,680$5,316,480 ▲40.7%785,2000.8%Business ServicesCAMTCamtek$18,135,932$9,810,332 ▲117.8%261,4000.8%Computer and TechnologyBNTXBioNTech$18,110,453$2,853,274 ▲18.7%171,5980.8%MedicalPLTRPalantir Technologies$17,891,140$2,970,410 ▼-14.2%1,042,0000.8%Business ServicesLLYEli Lilly and Company$17,639,160$16,613,221 ▲1,619.3%30,2600.8%MedicalDOCNDigitalOcean$17,493,792$1,548,318 ▼-8.1%476,8000.8%Computer and TechnologyUUnity Software$16,339,644$3,295,734 ▲25.3%399,6000.8%Computer and TechnologyFTNTFortinet$15,428,508$3,184,032 ▼-17.1%263,6000.7%Computer and TechnologyCRMSalesforce$15,077,922$4,552,322 ▲43.3%57,3000.7%Computer and TechnologySTESTERIS$14,560,886$1,073,528 ▲8.0%66,2310.7%MedicalYUMYum! Brands$13,994,340$46,424,938 ▼-76.8%107,1050.6%Retail/WholesaleDHRDanaher$12,421,802$687,080 ▲5.9%53,6950.6%Multi-Sector ConglomeratesMSCIMSCI$12,274,605$4,977,720 ▼-28.9%21,7000.6%Computer and TechnologyVEEVVeeva Systems$12,220,978$2,398,992 ▲24.4%63,4790.6%Computer and TechnologyDTDynatrace$12,040,715$641,732 ▼-5.1%220,1630.6%Computer and TechnologyNICENICE$11,673,331$1,354,873 ▲13.1%58,5100.5%Computer and TechnologyCBOECboe Global Markets$10,854,306$5,929,442 ▼-35.3%60,7880.5%Financial ServicesPLNTPlanet Fitness$10,371,986$720,145 ▲7.5%142,0820.5%Consumer DiscretionaryADBEAdobe$9,396,450$9,396,450 ▲New Holding15,7500.4%Computer and TechnologyFDSFactSet Research Systems$9,082,555$3,367,973 ▼-27.1%19,0390.4%Business ServicesCOOPER COS INC$9,018,983$866,249 ▼-8.8%23,8320.4%COM NEWBRKRBruker$8,909,230$1,576,367 ▲21.5%121,2470.4%Computer and TechnologyHUBSHubSpot$7,012,924$1,903,591 ▲37.3%12,0800.3%Computer and TechnologyIRMIron Mountain$5,634,720$355,848 ▼-5.9%80,5190.3%FinanceBAPCredicorp$5,199,123$875,741 ▲20.3%34,6770.2%FinanceRKLBRocket Lab USA$5,048,890$547,470 ▲12.2%913,0000.2%AerospaceVRSKVerisk Analytics$4,176,706$2,498,237 ▼-37.4%17,4860.2%Business ServicesDARDarling Ingredients$3,326,6210.0%66,7460.2%Consumer StaplesIRDMIridium Communications$3,280,452$493,920 ▲17.7%79,7000.2%Computer and TechnologyROLRollins$2,850,123$227,521 ▼-7.4%65,2650.1%ConstructionPLPlanet Labs PBC$2,697,240$212,420 ▲8.5%1,092,0000.1%Computer and TechnologyANSSANSYS$2,683,135$508,032 ▼-15.9%7,3940.1%Computer and TechnologyGRMNGarmin$2,173,612$295,899 ▲15.8%16,9100.1%Computer and TechnologyNEENextEra Energy$2,135,011$182,220 ▲9.3%35,1500.1%UtilitiesAAPLApple$2,119,371$182,133 ▲9.4%11,0080.1%Computer and TechnologyMPWRMonolithic Power Systems$2,044,989$3,715,925 ▼-64.5%3,2420.1%Computer and TechnologyTMUST-Mobile US$1,980,0760.0%12,3500.1%Computer and TechnologyDEDeere & Company$1,879,3890.0%4,7000.1%Industrial ProductsASTSAST SpaceMobile$1,793,9250.0%297,5000.1%Computer and TechnologyNKENIKE$1,678,058$342,756 ▲25.7%15,4560.1%Consumer DiscretionaryTRMBTrimble$1,496,516$79,800 ▼-5.1%28,1300.1%Computer and TechnologyADSKAutodesk$1,487,663$413,916 ▼-21.8%6,1100.1%Computer and TechnologyLNTHLantheus$1,455,326$1,455,326 ▲New Holding23,4730.1%MedicalSIRISirius XM$1,444,0800.0%264,0000.1%Consumer DiscretionaryRDWRedwire$1,282,500$122,550 ▲10.6%450,0000.1%AerospaceBKSYBlackSky Technology$1,254,400$120,400 ▲10.6%896,0000.1%Business ServicesISRGIntuitive Surgical$1,148,711$84,340 ▼-6.8%3,4050.1%MedicalGILTGilat Satellite Networks$1,044,810$213,850 ▲25.7%171,0000.0%Computer and TechnologySPOTSpotify Technology$974,878$39,085 ▼-3.9%5,1880.0%Business ServicesAMATApplied Materials$794,143$307,933 ▲63.3%4,9000.0%Computer and TechnologyUNHUnitedHealth Group$731,794$500,147 ▼-40.6%1,3900.0%MedicalPLDPrologis$703,824$162,626 ▼-18.8%5,2800.0%FinanceELEstée Lauder Companies$650,082$167,310 ▼-20.5%4,4450.0%Consumer StaplesANETArista Networks$635,877$635,877 ▲New Holding2,7000.0%Computer and TechnologyRSGRepublic Services$604,561$75,694 ▼-11.1%3,6660.0%Business ServicesEQIXEquinix$595,989$595,989 ▲New Holding7400.0%FinanceCHENIERE ENERGY INC$588,950$588,950 ▲New Holding3,4500.0%COM NEWGXOGXO Logistics$480,106$24,464 ▼-4.8%7,8500.0%TransportationREGNRegeneron Pharmaceuticals$456,711$26,349 ▼-5.5%5200.0%MedicalGTLSChart Industries$451,253$92,705 ▼-17.0%3,3100.0%Industrial ProductsHASIHannon Armstrong Sustainable Infrastructure Capital$447,238$34,034 ▼-7.1%16,2160.0%FinanceBSXBoston Scientific$443,172$443,172 ▲New Holding7,6660.0%MedicalVRTXVertex Pharmaceuticals$402,822$89,516 ▼-18.2%9900.0%MedicalBMRNBioMarin Pharmaceutical$385,680$38,568 ▲11.1%4,0000.0%MedicalAGCOAGCO$376,371$242,820 ▼-39.2%3,1000.0%Industrial ProductsKDPKeurig Dr Pepper$355,392$247,701 ▼-41.1%10,6660.0%Consumer StaplesMETAMeta Platforms$353,960$353,960 ▲New Holding1,0000.0%Computer and TechnologyTERTeradyne$303,856$75,964 ▲33.3%2,8000.0%Computer and TechnologyCDNSCadence Design Systems$228,791$228,791 ▲New Holding8400.0%Computer and TechnologyMRNAModerna$218,790$9,154,074 ▼-97.7%2,2000.0%MedicalWCNWaste Connections$217,935$217,935 ▲New Holding1,4600.0%Business ServicesLRCXLam Research$215,397$215,397 ▲New Holding2750.0%Computer and TechnologyShowing largest 100 holdings. 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