LA FINANCIERE DE L ECHIQUIER
Q2 2024 Form 13-F
PARIS, FRANCE
CIK 0001673995
· CRD 157916
· Exempt reporting adviser
$2.3B Reported Value Total
Exempt Reporting Adviser
Discretionary Manager
Source: Form ADV filed 2014-03-31
Reported value
$2.3B
Quarter over quarter
+5.1%
Holdings
104
Top-10 concentration
52.8%
Filing Structure
Holdings reported by
- La Banque Postale Asset Management SA · Q3 2024 – Q1 2025 · declared by one filing
Key People
Form ADV owners & control persons
Christian Y Gueugnier
SHAREHOLDER
Didier M Le Menestrel
SHAREHOLDER
Maurice E Tchenio
SHAREHOLDER
Filing Navigation
13F Metrics
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Q2 2024 13F record
Q2 2024 13F filing summary
| Period of report | June 30, 2024 |
|---|---|
| Filed | July 18, 2024 |
| Form | 13F-HR |
| Reported value | $2.3B |
| Positions | 104 |
| Change in reported value | -1.2% |
| New positions | 16 |
| Exited positions | 15 |
| Position turnover | 26.1% |
| Top-10 concentration | 52.8% |
13F filings by quarter
| Quarter | Positions | Value |
|---|---|---|
|
Q2 2024 13F
Filed Jul 18, 2024
|
104 | $2.3B |
|
Q1 2024 13F
Filed Apr 29, 2024
|
103 | $2.3B |
|
Q4 2023 13F
Filed Jan 25, 2024
|
100 | $2.2B |
|
Q3 2023 13F
Filed Nov 9, 2023
|
99 | $1.9B |
|
Q2 2023 13F
Filed Aug 10, 2023
|
98 | $2.0B |
|
Q1 2023 13F
Filed May 3, 2023
|
95 | $1.9B |
|
Q4 2022 13F
Filed Feb 9, 2023
|
90 | $1.6B |
|
Q3 2022 13F
Filed Nov 2, 2022
|
85 | $1.6B |
|
Q2 2022 13F
Filed Aug 5, 2022
|
90 | $1.7B |
|
Q1 2022 13F
Filed May 5, 2022
|
93 | $2.4B |
|
Q4 2021 13F
Filed Feb 8, 2022
|
92 | $3.0B |
|
Q3 2021 13F
Filed Oct 29, 2021
|
96 | $3.0B |
|
Q2 2021 13F
Filed Aug 5, 2021
|
91 | $2.6B |
|
Q1 2021 13F
Filed May 5, 2021
|
74 | $2.5B |
|
Q4 2020 13F
Filed Feb 4, 2021
|
77 | $2.1B |
|
Q3 2020 13F
Filed Nov 4, 2020
|
76 | $1.4B |
|
Q2 2020 13F
Filed Jul 31, 2020
|
67 | $1.3B |
|
Q1 2020 13F
Filed May 7, 2020
|
63 | $831.4M |
|
Q4 2019 13F
Filed Feb 7, 2020
|
61 | $845.7M |
|
Q3 2019 13F
Filed Nov 5, 2019
|
59 | $833.6M |
14 earlier quarters on file — choose one from the quarter menu above.
Top 20 holdings · Q2 2024
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | MSFT MICROSOFT CORP | $199.0M | 8.68% |
| 2 | AMZN AMAZON COM INC | $197.6M | 8.62% |
| 3 | NVDA NVIDIA CORPORATION | $167.8M | 7.32% |
| 4 | V VISA INC | $129.8M | 5.66% |
| 5 | GOOGL ALPHABET INC | $109.2M | 4.76% |
| 6 | TSM TAIWAN SEMICONDUCTOR MFG LTD | $101.2M | 4.41% |
| 7 | FMX FOMENTO ECONOMICO MEXICANO S | $83.6M | 3.64% |
| 8 | MA MASTERCARD INCORPORATED | $82.5M | 3.59% |
| 9 | ACN ACCENTURE PLC IRELAND | $71.7M | 3.13% |
| 10 | LIN LINDE PLC | $68.2M | 2.97% |
| 11 | SYK STRYKER CORPORATION | $62.3M | 2.72% |
| 12 | TMO THERMO FISHER SCIENTIFIC INC | $61.9M | 2.7% |
| 13 | DDOG DATADOG INC | $61.0M | 2.66% |
| 14 | CRWD CROWDSTRIKE HLDGS INC | $59.5M | 2.59% |
| 15 | NOW SERVICENOW INC | $57.3M | 2.5% |
| 16 | BDX BECTON DICKINSON & CO | $42.0M | 1.83% |
| 17 | ZS ZSCALER INC | $40.6M | 1.77% |
| 18 | PANW PALO ALTO NETWORKS INC | $40.1M | 1.75% |
| 19 | MELI MERCADOLIBRE INC | $39.5M | 1.72% |
| 20 | EW EDWARDS LIFESCIENCES CORP | $39.5M | 1.72% |
Values as reported on the Q2 2024 Form 13F. Every position is in the holdings table below.