La Financiere De L'echiquier

La Financiere De L'echiquier as of June 30, 2020

Portfolio Holdings for La Financiere De L'echiquier

La Financiere De L'echiquier holds 67 positions in its portfolio as reported in the June 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Microsoft Corporation (MSFT) 6.4 $81M 399k 203.51
Visa Com Cl A (V) 5.8 $73M 379k 193.17
Disney Walt Com Disney (DIS) 5.8 $73M 651k 111.51
Mastercard Incorporated Cl A (MA) 5.2 $66M 223k 295.70
Stryker Corporation (SYK) 5.2 $66M 366k 180.19
Alibaba Group Hldg Sponsored Ads (BABA) 5.1 $64M 298k 215.70
Amazon (AMZN) 4.7 $60M 22k 2758.81
Becton, Dickinson and (BDX) 3.7 $47M 197k 239.27
Accenture Plc Ireland Shs Class A (ACN) 3.6 $45M 211k 214.72
Adobe Systems Incorporated (ADBE) 3.5 $44M 100k 435.31
BlackRock (BLK) 3.4 $43M 79k 544.09
Alteryx Com Cl A 3.4 $43M 260k 164.28
Facebook Cl A (META) 2.9 $37M 161k 227.07
salesforce (CRM) 2.8 $35M 187k 187.33
Yum China Holdings (YUMC) 2.7 $34M 714k 48.07
Fomento Economico Mexicano S Spon Adr Units (FMX) 2.3 $29M 474k 62.01
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 2.3 $29M 510k 56.77
Thermo Fisher Scientific (TMO) 2.3 $29M 80k 362.35
Twilio Cl A (TWLO) 2.0 $26M 116k 219.42
Fidelity National Information Services (FIS) 1.9 $24M 182k 134.09
Servicenow (NOW) 1.9 $24M 60k 405.06
NVIDIA Corporation (NVDA) 1.7 $22M 57k 379.92
Zscaler Incorporated (ZS) 1.5 $19M 171k 109.50
Okta Cl A (OKTA) 1.4 $18M 91k 200.23
Mongodb Cl A (MDB) 1.3 $16M 71k 226.34
Vmware Cl A Com 1.2 $16M 102k 154.86
GDS HLDGS Sponsored Ads (GDS) 1.2 $16M 197k 79.66
Stoneco Com Cl A (STNE) 1.2 $15M 393k 38.76
Oneconnect Finl Technology C Sponsored Ads 1.1 $14M 785k 18.26
MercadoLibre (MELI) 1.1 $13M 14k 985.78
Applied Materials (AMAT) 1.0 $13M 215k 60.45
Square Cl A (SQ) 1.0 $12M 114k 104.94
stock 0.9 $12M 59k 198.69
Appian Corp Cl A (APPN) 0.9 $11M 214k 51.25
Zillow Group Cl A (ZG) 0.9 $11M 187k 57.48
Intuitive Surgical Com New (ISRG) 0.8 $11M 19k 569.84
Pinduoduo Sponsored Ads (PDD) 0.8 $9.9M 115k 85.84
Netflix (NFLX) 0.7 $9.0M 20k 455.03
Autodesk (ADSK) 0.5 $6.6M 28k 239.19
Palo Alto Networks (PANW) 0.4 $4.5M 20k 229.69
Workday Cl A (WDAY) 0.3 $4.2M 23k 187.38
Honeywell International (HON) 0.3 $3.6M 25k 144.59
Monolithic Power Systems (MPWR) 0.3 $3.3M 14k 237.02
JPMorgan Chase & Co. (JPM) 0.3 $3.3M 35k 94.06
Vertex Pharmaceuticals Incorporated (VRTX) 0.2 $2.7M 9.3k 290.35
Sea Sponsored Ads (SE) 0.2 $2.3M 22k 107.22
Starbucks Corporation (SBUX) 0.2 $2.2M 30k 73.60
Caterpillar (CAT) 0.2 $2.0M 16k 126.50
The Trade Desk Com Cl A (TTD) 0.2 $2.0M 4.9k 406.56
Shake Shack Cl A (SHAK) 0.1 $1.6M 31k 52.97
Guardant Health (GH) 0.1 $1.6M 20k 81.11
Cognex Corporation (CGNX) 0.1 $1.6M 27k 59.72
Synopsys (SNPS) 0.1 $1.3M 6.5k 195.01
Illumina (ILMN) 0.1 $1.1M 2.8k 370.34
Tencent Music Entmt Group Spon Ads (TME) 0.1 $1.0M 75k 13.47
Teradyne (TER) 0.1 $845k 10k 84.51
Zendesk 0.1 $830k 9.4k 88.48
Nike CL B (NKE) 0.1 $770k 7.9k 98.04
Atlassian Corp Cl A 0.1 $742k 4.1k 180.18
Nxp Semiconductors N V (NXPI) 0.1 $738k 6.5k 114.05
Cadence Design Systems convertible/ 0.0 $602k 6.3k 95.89
Lam Research Corporation (LRCX) 0.0 $573k 1.8k 323.36
Xilinx 0.0 $566k 5.8k 98.33
Lauder Estee Cos Cl A (EL) 0.0 $361k 1.9k 188.91
Apple (AAPL) 0.0 $309k 847.00 364.82
Alphabet Cap Stk Cl A (GOOGL) 0.0 $284k 200.00 1420.00
Edwards Lifesciences (EW) 0.0 $209k 3.0k 69.23