La Financiere De L'echiquier as of Dec. 31, 2020
Portfolio Holdings for La Financiere De L'echiquier
La Financiere De L'echiquier holds 77 positions in its portfolio as reported in the December 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 4.5 | $94M | 424k | 222.42 | |
| Alteryx Com Cl A | 4.3 | $90M | 742k | 121.79 | |
| Becton, Dickinson and (BDX) | 4.2 | $89M | 355k | 250.22 | |
| Visa Com Cl A (V) | 4.2 | $88M | 403k | 218.73 | |
| Amazon (AMZN) | 3.9 | $83M | 26k | 3256.97 | |
| Stryker Corporation (SYK) | 3.9 | $82M | 335k | 245.04 | |
| Accenture Plc Ireland Shs Class A (ACN) | 3.1 | $66M | 251k | 261.21 | |
| Zscaler Incorporated (ZS) | 2.9 | $61M | 306k | 199.71 | |
| Walt Disney Company (DIS) | 2.9 | $61M | 335k | 181.18 | |
| Adobe Systems Incorporated (ADBE) | 2.9 | $60M | 121k | 500.12 | |
| Thermo Fisher Scientific (TMO) | 2.5 | $54M | 115k | 465.79 | |
| Stoneco Com Cl A (STNE) | 2.4 | $50M | 600k | 83.92 | |
| Mongodb Cl A (MDB) | 2.4 | $50M | 138k | 359.04 | |
| Twilio Cl A (TWLO) | 2.3 | $49M | 144k | 338.50 | |
| Mastercard Incorporated Cl A (MA) | 2.3 | $49M | 136k | 356.94 | |
| Cloudflare Cl A Com (NET) | 2.3 | $48M | 633k | 75.99 | |
| Facebook Cl A (META) | 2.3 | $47M | 173k | 273.16 | |
| Servicenow (NOW) | 2.2 | $47M | 86k | 550.43 | |
| Yum China Holdings (YUMC) | 2.0 | $43M | 749k | 57.09 | |
| Zoominfo Technologies Com Cl A (ZI) | 2.0 | $42M | 875k | 48.23 | |
| Fomento Economico Mexicano S Spon Adr Units (FMX) | 2.0 | $41M | 544k | 75.77 | |
| NVIDIA Corporation (NVDA) | 2.0 | $41M | 79k | 522.21 | |
| Palantir Technologies Cl A (PLTR) | 2.0 | $41M | 1.8M | 23.55 | |
| Okta Cl A (OKTA) | 1.9 | $40M | 158k | 254.27 | |
| Lemonade (LMND) | 1.8 | $39M | 317k | 122.50 | |
| Te Connectivity Reg Shs (TEL) | 1.7 | $35M | 289k | 121.07 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 1.6 | $34M | 143k | 236.35 | |
| Snowflake Cl A (SNOW) | 1.5 | $32M | 115k | 281.41 | |
| MercadoLibre (MELI) | 1.5 | $31M | 19k | 1675.24 | |
| Pinduoduo Sponsored Ads (PDD) | 1.4 | $30M | 169k | 177.68 | |
| GDS HLDGS Sponsored Ads (GDS) | 1.4 | $30M | 320k | 93.64 | |
| Zillow Group Cl A (ZG) | 1.3 | $28M | 207k | 135.94 | |
| BlackRock (BLK) | 1.3 | $27M | 37k | 721.56 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 1.2 | $26M | 237k | 109.04 | |
| Hilton Worldwide Holdings (HLT) | 1.2 | $26M | 231k | 111.26 | |
| Oneconnect Finl Technology C Sponsored Ads | 1.2 | $25M | 1.3M | 19.71 | |
| Applied Materials (AMAT) | 1.1 | $24M | 277k | 86.30 | |
| Match Group (MTCH) | 1.1 | $23M | 153k | 151.20 | |
| Netflix (NFLX) | 1.0 | $21M | 39k | 540.75 | |
| Datadog Cl A Com (DDOG) | 1.0 | $21M | 213k | 98.44 | |
| Intuitive Surgical Com New (ISRG) | 1.0 | $21M | 26k | 818.12 | |
| Crowdstrike Hldgs Cl A (CRWD) | 0.9 | $19M | 89k | 211.83 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.8 | $16M | 69k | 232.74 | |
| Vmware Cl A Com | 0.7 | $14M | 102k | 140.26 | |
| Dynatrace Com New (DT) | 0.7 | $14M | 318k | 43.27 | |
| Sea Sponsord Ads (SE) | 0.6 | $12M | 61k | 199.06 | |
| Shake Shack Cl A (SHAK) | 0.5 | $11M | 129k | 84.78 | |
| Credicorp (BAP) | 0.5 | $11M | 67k | 164.03 | |
| Peloton Interactive Cl A Com (PTON) | 0.5 | $11M | 69k | 151.73 | |
| Guardant Health (GH) | 0.5 | $9.9M | 77k | 128.89 | |
| Teladoc (TDOC) | 0.5 | $9.9M | 49k | 199.98 | |
| Kingsoft Cloud Hldgs Ads (KC) | 0.4 | $9.2M | 210k | 43.55 | |
| Farfetch Ord Sh Cl A (FTCHF) | 0.4 | $8.9M | 139k | 63.81 | |
| Unity Software (U) | 0.4 | $7.5M | 49k | 153.49 | |
| Zendesk | 0.3 | $7.3M | 51k | 143.12 | |
| Cognex Corporation (CGNX) | 0.3 | $6.5M | 81k | 80.29 | |
| JPMorgan Chase & Co. (JPM) | 0.3 | $5.6M | 44k | 127.09 | |
| Honeywell International (HON) | 0.2 | $5.2M | 24k | 212.72 | |
| Illumina (ILMN) | 0.2 | $5.0M | 14k | 370.00 | |
| Tencent Music Entmt Group Spon Ads (TME) | 0.2 | $4.9M | 256k | 19.24 | |
| Starbucks Corporation (SBUX) | 0.1 | $3.0M | 28k | 107.00 | |
| Cummins (CMI) | 0.1 | $2.7M | 12k | 227.17 | |
| Johnson & Johnson (JNJ) | 0.1 | $2.7M | 17k | 157.41 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $2.6M | 1.5k | 1752.67 | |
| Caterpillar (CAT) | 0.1 | $2.4M | 13k | 182.08 | |
| Monolithic Power Systems (MPWR) | 0.1 | $2.2M | 6.0k | 366.33 | |
| Nike CL B (NKE) | 0.1 | $2.1M | 15k | 141.51 | |
| Teradyne (TER) | 0.1 | $1.2M | 10k | 119.98 | |
| Nxp Semiconductors N V (NXPI) | 0.1 | $1.1M | 6.7k | 159.12 | |
| Lam Research Corporation (LRCX) | 0.0 | $885k | 1.9k | 472.76 | |
| Cadence Design Systems (CDNS) | 0.0 | $770k | 5.6k | 136.57 | |
| Edwards Lifesciences (EW) | 0.0 | $687k | 7.5k | 91.28 | |
| Xilinx | 0.0 | $683k | 4.8k | 141.85 | |
| Garmin SHS (GRMN) | 0.0 | $486k | 4.1k | 119.73 | |
| Autodesk (ADSK) | 0.0 | $455k | 1.5k | 305.99 | |
| Lauder Estee Cos Cl A (EL) | 0.0 | $379k | 1.4k | 266.71 | |
| Apple (AAPL) | 0.0 | $376k | 2.8k | 133.00 |
