La Financiere De L'echiquier as of March 31, 2020
Portfolio Holdings for La Financiere De L'echiquier
La Financiere De L'echiquier holds 63 positions in its portfolio as reported in the March 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amazon (AMZN) | 9.4 | $78M | 40k | 1949.72 | |
| Microsoft Corporation (MSFT) | 9.3 | $78M | 492k | 157.71 | |
| Walt Disney Company (DIS) | 7.7 | $64M | 667k | 96.60 | |
| Visa (V) | 5.9 | $49M | 306k | 161.12 | |
| Yum China Holdings (YUMC) | 5.2 | $43M | 1.0M | 42.63 | |
| salesforce (CRM) | 5.1 | $42M | 292k | 143.98 | |
| Alibaba Group Holding (BABA) | 5.1 | $42M | 216k | 194.48 | |
| Adobe Systems Incorporated (ADBE) | 4.3 | $36M | 112k | 318.24 | |
| BlackRock (BLK) | 4.1 | $34M | 77k | 439.97 | |
| MasterCard Incorporated (MA) | 4.0 | $33M | 137k | 241.56 | |
| Stryker Corporation (SYK) | 3.8 | $32M | 192k | 166.49 | |
| Accenture (ACN) | 3.4 | $28M | 171k | 163.26 | |
| Facebook Inc cl a (META) | 3.2 | $27M | 162k | 166.80 | |
| Thermo Fisher Scientific (TMO) | 3.1 | $26M | 91k | 283.60 | |
| Fomento Economico Mexicano SAB (FMX) | 3.0 | $25M | 414k | 60.51 | |
| Becton, Dickinson and (BDX) | 3.0 | $25M | 107k | 229.77 | |
| Fidelity National Information Services (FIS) | 2.6 | $21M | 175k | 121.64 | |
| Alteryx | 1.9 | $16M | 169k | 95.17 | |
| Servicenow (NOW) | 1.2 | $10M | 36k | 286.58 | |
| NVIDIA Corporation (NVDA) | 1.2 | $10M | 38k | 263.61 | |
| Twilio Inc cl a (TWLO) | 1.0 | $8.2M | 91k | 89.49 | |
| Okta Inc cl a (OKTA) | 0.9 | $7.3M | 60k | 122.27 | |
| Intuitive Surgical (ISRG) | 0.8 | $6.7M | 14k | 495.19 | |
| VMware | 0.8 | $6.4M | 53k | 121.11 | |
| Mongodb Inc. Class A (MDB) | 0.7 | $5.8M | 42k | 136.53 | |
| Gds Holdings ads (GDS) | 0.6 | $5.1M | 88k | 57.97 | |
| Taiwan Semiconductor Mfg (TSM) | 0.6 | $4.8M | 101k | 47.79 | |
| Appian Corp cl a (APPN) | 0.5 | $4.4M | 109k | 40.23 | |
| stock | 0.5 | $4.3M | 34k | 126.24 | |
| Match | 0.5 | $4.1M | 63k | 66.04 | |
| Pinduoduo (PDD) | 0.5 | $4.0M | 110k | 36.03 | |
| Zscaler Incorporated (ZS) | 0.5 | $4.0M | 65k | 60.86 | |
| Netflix (NFLX) | 0.5 | $3.9M | 11k | 375.55 | |
| MercadoLibre (MELI) | 0.5 | $3.9M | 8.1k | 488.54 | |
| Stoneco (STNE) | 0.5 | $3.9M | 178k | 21.77 | |
| Oneconnect Financl Tch Adr Rep 3 Ord | 0.5 | $3.8M | 373k | 10.15 | |
| Square Inc cl a (SQ) | 0.4 | $3.6M | 69k | 52.37 | |
| Applied Materials (AMAT) | 0.4 | $3.1M | 67k | 45.82 | |
| Honeywell International (HON) | 0.3 | $2.7M | 21k | 133.77 | |
| Zillow Group Inc Cl A (ZG) | 0.3 | $2.5M | 73k | 33.96 | |
| JPMorgan Chase & Co. (JPM) | 0.3 | $2.4M | 27k | 90.04 | |
| Monolithic Power Systems (MPWR) | 0.3 | $2.3M | 14k | 167.43 | |
| Autodesk (ADSK) | 0.3 | $2.2M | 14k | 156.13 | |
| Caterpillar (CAT) | 0.2 | $2.0M | 17k | 116.06 | |
| Palo Alto Networks (PANW) | 0.2 | $2.0M | 12k | 163.96 | |
| Starbucks Corporation (SBUX) | 0.2 | $1.7M | 26k | 65.73 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $752k | 3.2k | 237.90 | |
| Cognex Corporation (CGNX) | 0.1 | $743k | 18k | 42.22 | |
| Guardant Health (GH) | 0.1 | $599k | 8.6k | 69.60 | |
| Sea Ltd Adr Isin Us81141r1005 (SE) | 0.1 | $588k | 13k | 44.29 | |
| Xilinx | 0.1 | $420k | 5.4k | 77.98 | |
| Edwards Lifesciences (EW) | 0.0 | $375k | 2.0k | 188.82 | |
| Nxp Semiconductors N V (NXPI) | 0.0 | $370k | 4.5k | 83.03 | |
| Lam Research Corporation (LRCX) | 0.0 | $364k | 1.5k | 239.79 | |
| Trade Desk (TTD) | 0.0 | $359k | 1.9k | 193.11 | |
| Tencent Music Entertco L spon ad (TME) | 0.0 | $359k | 36k | 10.07 | |
| Atlassian Corp Plc cl a | 0.0 | $353k | 2.6k | 137.14 | |
| Cadence Design Systems (CDNS) | 0.0 | $352k | 5.3k | 66.02 | |
| Teradyne (TER) | 0.0 | $339k | 6.3k | 54.21 | |
| Zendesk | 0.0 | $301k | 4.7k | 64.03 | |
| Estee Lauder Companies (EL) | 0.0 | $273k | 1.7k | 159.18 | |
| Illumina (ILMN) | 0.0 | $261k | 954.00 | 273.58 | |
| Apple (AAPL) | 0.0 | $215k | 847.00 | 253.84 |
