LBP AM SA
Comparing Q1 2026 vs Q4 2025
Sorting applies to all holdings for this quarter on the server, then the page is sliced. Prior-quarter values come from the full prior-quarter filing.
Issuer ▲▼ | Shares | Value ($K) | ||||
|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | |
| WELLTOWER INC | 0 | 296,651 | +296,651 | 0 | 58,650,870 | +58,650,870 |
| NETFLIX INC. | 0 | 691,365 | +691,365 | 0 | 66,474,745 | +66,474,745 |
| CREDICORP LTD | 0 | 134,986 | +134,986 | 0 | 45,784,552 | +45,784,552 |
| CONSTELLATION ENERGY CORP | 0 | 138,277 | +138,277 | 0 | 38,613,853 | +38,613,853 |
| MICRON TECHNOLOGY INC | 0 | 160,121 | +160,121 | 0 | 54,095,279 | +54,095,279 |
| INTUITIVE SURGICAL INC | 0 | 100,480 | +100,480 | 0 | 46,320,275 | +46,320,275 |
| CROWDSTRIKE HLDGS INC | 0 | 113,420 | +113,420 | 0 | 44,280,302 | +44,280,302 |
| AT&T INC | 0 | 1,756,521 | +1,756,521 | 0 | 50,921,545 | +50,921,545 |
| WESTERN DIGITAL CORP | 0 | 80,109 | +80,109 | 0 | 21,668,684 | +21,668,684 |
| KLA CORP | 0 | 19,617 | +19,617 | 0 | 28,884,268 | +28,884,268 |
| ECHOSTAR CORP | 0 | 186,266 | +186,266 | 0 | 21,806,161 | +21,806,161 |
| KARMAN HLDGS INC | 0 | 255,225 | +255,225 | 0 | 20,430,762 | +20,430,762 |
| TE CONNECTIVITY PLC | 0 | 397,059 | +397,059 | 0 | 82,993,273 | +82,993,273 |
| LUMENTUM HLDGS INC | 0 | 28,773 | +28,773 | 0 | 20,220,513 | +20,220,513 |
| BWX TECHNOLOGIES INC | 0 | 78,570 | +78,570 | 0 | 16,066,780 | +16,066,780 |
| FIREFLY AEROSPACE INC | 0 | 740,026 | +740,026 | 0 | 21,068,541 | +21,068,541 |
| ROCKET LAB CORP | 0 | 382,554 | +382,554 | 0 | 24,567,618 | +24,567,618 |
| AST SPACEMOBILE INC | 0 | 184,120 | +184,120 | 0 | 15,258,025 | +15,258,025 |
| PROLOGIS INC. | 0 | 139,228 | +139,228 | 0 | 18,403,157 | +18,403,157 |
| COMFORT SYS USA INC | 0 | 10,855 | +10,855 | 0 | 14,968,936 | +14,968,936 |
| VERTEX PHARMACEUTICALS INC | 0 | 98,975 | +98,975 | 0 | 44,196,297 | +44,196,297 |
| INTUITIVE MACHINES INC | 0 | 1,033,725 | +1,033,725 | 0 | 19,185,936 | +19,185,936 |
| WHEATON PRECIOUS METALS CORP | 0 | 210,625 | +210,625 | 0 | 27,593,982 | +27,593,982 |
| CREDO TECHNOLOGY GROUP HOLDI | 0 | 141,466 | +141,466 | 0 | 13,279,414 | +13,279,414 |
| HOWMET AEROSPACE INC | 0 | 73,035 | +73,035 | 0 | 16,831,647 | +16,831,647 |
| ARISTA NETWORKS INC | 0 | 209,267 | +209,267 | 0 | 25,693,803 | +25,693,803 |
| MEDTRONIC PLC | 0 | 155,733 | +155,733 | 0 | 13,494,264 | +13,494,264 |
| ARM HOLDINGS PLC | 0 | 159,007 | +159,007 | 0 | 24,054,579 | +24,054,579 |
| MICROCHIP TECHNOLOGY INC. | 0 | 183,225 | +183,225 | 0 | 11,838,167 | +11,838,167 |
| APPLIED MATLS INC | 0 | 52,509 | +52,509 | 0 | 17,947,052 | +17,947,052 |
| HONEYWELL INTL INC | 0 | 172,313 | +172,313 | 0 | 38,947,908 | +38,947,908 |
| CATERPILLAR INC | 0 | 19,434 | +19,434 | 0 | 13,768,212 | +13,768,212 |
| AMERIPRISE FINL INC | 0 | 25,569 | +25,569 | 0 | 11,362,864 | +11,362,864 |
| VIASAT INC | 0 | 210,986 | +210,986 | 0 | 9,663,159 | +9,663,159 |
| ABBVIE INC | 0 | 204,282 | +204,282 | 0 | 44,429,292 | +44,429,292 |
| SEAGATE TECHNOLOGY HLDNGS PL | 0 | 66,044 | +66,044 | 0 | 25,873,398 | +25,873,398 |
| TARGET CORP | 0 | 73,817 | +73,817 | 0 | 8,946,620 | +8,946,620 |
| ECOLAB INC | 0 | 130,123 | +130,123 | 0 | 34,615,321 | +34,615,321 |
| COCA COLA CO | 0 | 142,855 | +142,855 | 0 | 10,864,123 | +10,864,123 |
| CAPITAL ONE FINL CORP | 0 | 39,465 | +39,465 | 0 | 7,199,600 | +7,199,600 |
| CITIZENS FINL GROUP INC | 0 | 118,809 | +118,809 | 0 | 7,124,976 | +7,124,976 |
| L3HARRIS TECHNOLOGIES INC | 0 | 101,036 | +101,036 | 0 | 34,872,576 | +34,872,576 |
| BLACKSKY TECHNOLOGY INC | 0 | 637,910 | +637,910 | 0 | 16,049,816 | +16,049,816 |
| AMERICAN WTR WKS CO INC NEW | 0 | 99,194 | +99,194 | 0 | 13,499,312 | +13,499,312 |
| PLANET LABS PBC | 0 | 707,453 | +707,453 | 0 | 19,773,312 | +19,773,312 |
| ANALOG DEVICES INC | 0 | 34,409 | +34,409 | 0 | 10,946,879 | +10,946,879 |
| C H ROBINSON WORLDWIDE IN | 0 | 62,481 | +62,481 | 0 | 10,376,220 | +10,376,220 |
| DEERE & CO | 0 | 27,548 | +27,548 | 0 | 15,517,789 | +15,517,789 |
| METTLER TOLEDO INTERNATIONAL | 0 | 5,891 | +5,891 | 0 | 7,429,729 | +7,429,729 |
| MARATHON PETE CORP | 0 | 41,827 | +41,827 | 0 | 10,213,317 | +10,213,317 |
| MARSH & MCLENNAN COS INC | 0 | 64,771 | +64,771 | 0 | 11,234,530 | +11,234,530 |
| WATERS CORP | 0 | 23,238 | +23,238 | 0 | 6,920,276 | +6,920,276 |
| VENTAS INC | 0 | 371,688 | +371,688 | 0 | 30,396,645 | +30,396,645 |
| PROGRESSIVE CORP | 0 | 28,998 | +28,998 | 0 | 5,748,564 | +5,748,564 |
| EXPEDITORS INTL WASH INC | 0 | 38,194 | +38,194 | 0 | 5,470,527 | +5,470,527 |
| TAIWAN SEMICONDUCTOR MANUFAC | 0 | 503,027 | +503,027 | 0 | 169,997,975 | +169,997,975 |
| LAM RESEARCH CORP | 0 | 60,788 | +60,788 | 0 | 12,987,965 | +12,987,965 |
| NEWS CORP NEW | 0 | 213,511 | +213,511 | 0 | 5,322,829 | +5,322,829 |
| TETRA TECH INC NEW | 0 | 174,171 | +174,171 | 0 | 5,246,031 | +5,246,031 |
| GILAT SATELLITE NETWORKS LTD | 0 | 1,156,838 | +1,156,838 | 0 | 17,375,707 | +17,375,707 |
| BROWN & BROWN INC | 0 | 71,629 | +71,629 | 0 | 4,670,927 | +4,670,927 |
| GARRETT MOTION INC | 0 | 245,290 | +245,290 | 0 | 4,456,919 | +4,456,919 |
| ZOOM COMMUNICATIONS INC | 0 | 52,975 | +52,975 | 0 | 4,258,660 | +4,258,660 |
| JPMORGAN CHASE & CO | 0 | 135,869 | +135,869 | 0 | 39,967,225 | +39,967,225 |
| MCDONALDS CORP | 0 | 12,594 | +12,594 | 0 | 3,914,089 | +3,914,089 |
| EBAY INC. | 0 | 157,612 | +157,612 | 0 | 14,345,844 | +14,345,844 |
| CISCO SYS INC | 0 | 562,004 | +562,004 | 0 | 43,605,891 | +43,605,891 |
| PHILLIPS 66 | 0 | 60,492 | +60,492 | 0 | 11,020,433 | +11,020,433 |
| CMS ENERGY CORP | 0 | 48,268 | +48,268 | 0 | 3,744,631 | +3,744,631 |
| NEXTPOWER INC | 0 | 29,773 | +29,773 | 0 | 3,589,136 | +3,589,136 |
| UDR INC | 0 | 103,222 | +103,222 | 0 | 3,486,839 | +3,486,839 |
| MASCO CORP | 0 | 64,141 | +64,141 | 0 | 3,872,192 | +3,872,192 |
| SYSCO CORP | 0 | 82,216 | +82,216 | 0 | 5,864,467 | +5,864,467 |
| LIVE NATION ENTERTAINMENT IN | 0 | 21,356 | +21,356 | 0 | 3,257,004 | +3,257,004 |
| ANGLOGOLD ASHANTI PLC | 0 | 33,442 | +33,442 | 0 | 3,255,913 | +3,255,913 |
| YUM CHINA HLDGS INC | 0 | 66,000 | +66,000 | 0 | 3,219,480 | +3,219,480 |
| DIGITAL RLTY TR INC | 0 | 17,842 | +17,842 | 0 | 3,215,307 | +3,215,307 |
| COREWEAVE INC | 0 | 40,500 | +40,500 | 0 | 3,137,535 | +3,137,535 |
| 3M CO | 0 | 83,468 | +83,468 | 0 | 12,122,058 | +12,122,058 |
| HEWLETT PACKARD ENTERPRISE C | 0 | 242,451 | +242,451 | 0 | 5,772,758 | +5,772,758 |
| OMNICOM GROUP INC | 0 | 199,094 | +199,094 | 0 | 14,993,769 | +14,993,769 |
| GENERAL DYNAMICS CORP | 0 | 8,470 | +8,470 | 0 | 2,907,074 | +2,907,074 |
| GE AEROSPACE | 0 | 83,647 | +83,647 | 0 | 23,736,509 | +23,736,509 |
| EVERSOURCE ENERGY | 0 | 69,409 | +69,409 | 0 | 4,808,656 | +4,808,656 |
| JACOBS SOLUTIONS INC | 0 | 30,573 | +30,573 | 0 | 3,891,331 | +3,891,331 |
| PRUDENTIAL FINL INC | 0 | 26,504 | +26,504 | 0 | 2,589,176 | +2,589,176 |
| BANK AMERICA CORP | 0 | 215,528 | +215,528 | 0 | 10,506,990 | +10,506,990 |
| ASSOCIATED BANC-CORP | 0 | 98,956 | +98,956 | 0 | 2,559,002 | +2,559,002 |
| SOUTHWEST AIRLS CO | 0 | 62,402 | +62,402 | 0 | 2,344,443 | +2,344,443 |
| ADVANCED MICRO DEVICES INC | 0 | 447,719 | +447,719 | 0 | 91,079,477 | +91,079,477 |
| GAMING & LEISURE P | 0 | 51,706 | +51,706 | 0 | 2,294,195 | +2,294,195 |
| ALBEMARLE CORP | 0 | 14,568 | +14,568 | 0 | 2,615,393 | +2,615,393 |
| TERADYNE INC | 0 | 9,266 | +9,266 | 0 | 2,746,999 | +2,746,999 |
| JOHNSON & JOHNSON | 0 | 178,044 | +178,044 | 0 | 43,521,076 | +43,521,076 |
| MCKESSON CORP | 0 | 4,518 | +4,518 | 0 | 3,909,696 | +3,909,696 |
| BLOOM ENERGY CORP | 0 | 16,283 | +16,283 | 0 | 2,206,184 | +2,206,184 |
| JOHNSON CONTROLS INTERNATION | 0 | 145,519 | +145,519 | 0 | 19,055,713 | +19,055,713 |
| HENRY JACK & ASSOC INC | 0 | 13,045 | +13,045 | 0 | 2,061,632 | +2,061,632 |
| INGERSOLL RAND INC | 0 | 25,409 | +25,409 | 0 | 2,035,770 | +2,035,770 |
| QUANTA SVCS INC | 0 | 14,836 | +14,836 | 0 | 8,145,261 | +8,145,261 |