La Financiere De L'echiquier as of Dec. 31, 2019
Portfolio Holdings for La Financiere De L'echiquier
La Financiere De L'echiquier holds 61 positions in its portfolio as reported in the December 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amazon (AMZN) | 9.7 | $82M | 44k | 1847.84 | |
| salesforce (CRM) | 7.7 | $65M | 399k | 162.64 | |
| Visa (V) | 7.6 | $64M | 342k | 187.90 | |
| Interxion Holding | 7.4 | $62M | 745k | 83.81 | |
| Microsoft Corporation (MSFT) | 7.2 | $61M | 387k | 157.70 | |
| Alibaba Group Holding (BABA) | 6.7 | $57M | 267k | 212.10 | |
| Walt Disney Company (DIS) | 5.2 | $44M | 304k | 144.63 | |
| EOG Resources (EOG) | 4.9 | $41M | 492k | 83.76 | |
| BlackRock (BLK) | 4.8 | $41M | 81k | 502.70 | |
| Yum China Holdings (YUMC) | 4.1 | $35M | 722k | 48.01 | |
| Accenture (ACN) | 4.1 | $34M | 163k | 210.57 | |
| Becton, Dickinson and (BDX) | 4.0 | $33M | 123k | 271.97 | |
| MasterCard Incorporated (MA) | 3.3 | $28M | 94k | 298.59 | |
| Adobe Systems Incorporated (ADBE) | 3.3 | $28M | 86k | 329.81 | |
| Fomento Economico Mexicano SAB (FMX) | 3.3 | $28M | 295k | 94.51 | |
| Thermo Fisher Scientific (TMO) | 3.1 | $27M | 82k | 324.87 | |
| Fidelity National Information Services (FIS) | 2.9 | $25M | 178k | 139.09 | |
| Alteryx | 1.2 | $10M | 103k | 100.07 | |
| Servicenow (NOW) | 0.7 | $6.1M | 22k | 282.30 | |
| Intuitive Surgical (ISRG) | 0.6 | $5.4M | 9.1k | 591.13 | |
| Twilio Inc cl a (TWLO) | 0.6 | $5.0M | 51k | 98.29 | |
| NVIDIA Corporation (NVDA) | 0.6 | $4.7M | 20k | 235.29 | |
| Okta Inc cl a (OKTA) | 0.5 | $3.9M | 34k | 115.36 | |
| Square Inc cl a (SQ) | 0.4 | $3.2M | 52k | 62.56 | |
| Mongodb Inc. Class A (MDB) | 0.4 | $3.2M | 24k | 131.62 | |
| Match | 0.4 | $3.0M | 37k | 82.12 | |
| JPMorgan Chase & Co. (JPM) | 0.3 | $2.9M | 21k | 139.38 | |
| Honeywell International (HON) | 0.3 | $2.9M | 17k | 177.02 | |
| Gds Holdings ads (GDS) | 0.3 | $2.8M | 54k | 51.58 | |
| Stoneco (STNE) | 0.3 | $2.7M | 69k | 39.89 | |
| Pinduoduo (PDD) | 0.3 | $2.5M | 66k | 37.82 | |
| Appian Corp cl a (APPN) | 0.3 | $2.4M | 62k | 38.21 | |
| stock | 0.3 | $2.3M | 15k | 149.80 | |
| Stryker Corporation (SYK) | 0.2 | $2.0M | 9.4k | 209.92 | |
| Monolithic Power Systems (MPWR) | 0.2 | $2.0M | 11k | 178.03 | |
| Fortive (FTV) | 0.2 | $1.9M | 25k | 76.40 | |
| Autodesk (ADSK) | 0.2 | $1.8M | 9.7k | 183.49 | |
| Starbucks Corporation (SBUX) | 0.2 | $1.8M | 20k | 87.90 | |
| Applied Materials (AMAT) | 0.2 | $1.8M | 29k | 61.04 | |
| Netflix (NFLX) | 0.2 | $1.8M | 5.5k | 323.54 | |
| Palo Alto Networks (PANW) | 0.2 | $1.8M | 7.6k | 231.31 | |
| Zillow Group Inc Cl A (ZG) | 0.2 | $1.8M | 39k | 45.74 | |
| MercadoLibre (MELI) | 0.2 | $1.7M | 2.9k | 571.92 | |
| Caterpillar (CAT) | 0.2 | $1.5M | 10k | 147.70 | |
| Intuit (INTU) | 0.1 | $1.3M | 5.0k | 262.00 | |
| Illumina (ILMN) | 0.1 | $1.1M | 3.4k | 331.76 | |
| Workday Inc cl a (WDAY) | 0.1 | $909k | 5.5k | 164.38 | |
| Cognex Corporation (CGNX) | 0.1 | $515k | 9.2k | 56.02 | |
| Nxp Semiconductors N V (NXPI) | 0.1 | $543k | 4.3k | 127.35 | |
| Cadence Design Systems (CDNS) | 0.0 | $320k | 4.6k | 69.34 | |
| Lam Research Corporation (LRCX) | 0.0 | $339k | 1.2k | 292.24 | |
| Edwards Lifesciences (EW) | 0.0 | $255k | 1.1k | 233.52 | |
| Tiffany & Co. | 0.0 | $235k | 1.8k | 133.83 | |
| Apple (AAPL) | 0.0 | $249k | 847.00 | 293.98 | |
| Nike (NKE) | 0.0 | $238k | 2.4k | 101.10 | |
| Estee Lauder Companies (EL) | 0.0 | $292k | 1.4k | 206.36 | |
| Teradyne (TER) | 0.0 | $259k | 3.8k | 68.14 | |
| Ralph Lauren Corp (RL) | 0.0 | $275k | 2.3k | 117.17 | |
| Sea Ltd Adr Isin Us81141r1005 (SE) | 0.0 | $214k | 5.3k | 40.30 | |
| Guardant Health (GH) | 0.0 | $278k | 3.6k | 78.11 | |
| Tencent Music Entertco L spon ad (TME) | 0.0 | $146k | 12k | 11.74 |
