La Financiere De L'Echiquier has filed its 13F form on April 29, 2024 for Q1 2024 where it was disclosed a total value porftolio of $2.25 Billion distributed in 103 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Amazon Com Inc with a value of $197M, Microsoft Corp with a value of $193M, Nvidia Corp with a value of $176M, Visa Inc. with a value of $147M, and Alphabet Inc. with a value of $104M.
Examining the 13F form we can see an increase of $163M in the current position value, from $2.08B to 2.25B.
Below you can find more details about La Financiere De L'Echiquier portfolio as well as his latest detailed transactions.
Portfolio value
$2.25 Billion
Technology: $1.18 Billion
Consumer Cyclical: $295 Million
Financial Services: $268 Million
Healthcare: $254 Million
Communication Services: $130 Million
Consumer Defensive: $86 Million
Industrials: $17.7 Million
Energy: $9.24 Million
Other: $6.27 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions