La Financiere De L'echiquier

La Financiere De L'echiquier as of March 31, 2021

Portfolio Holdings for La Financiere De L'echiquier

La Financiere De L'echiquier holds 74 positions in its portfolio as reported in the March 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Amazon (AMZN) 4.8 $120M 39k 3094.10
Microsoft Corporation (MSFT) 4.6 $113M 479k 235.77
Walt Disney Company (DIS) 3.6 $89M 484k 184.52
Visa Com Cl A (V) 3.5 $86M 405k 211.73
Becton, Dickinson and (BDX) 3.0 $74M 306k 243.15
Alteryx Com Cl A 3.0 $73M 883k 82.96
Cloudflare Cl A Com (NET) 2.8 $70M 996k 70.26
Zoominfo Technologies Com Cl A (ZI) 2.7 $67M 1.4M 48.90
Zscaler Incorporated (ZS) 2.7 $67M 388k 171.67
Accenture Plc Ireland Shs Class A (ACN) 2.7 $67M 241k 276.25
Adobe Systems Incorporated (ADBE) 2.5 $63M 132k 475.37
Thermo Fisher Scientific (TMO) 2.4 $60M 131k 456.38
Stryker Corporation (SYK) 2.4 $60M 246k 243.58
Te Connectivity Reg Shs (TEL) 2.4 $60M 464k 129.11
Servicenow (NOW) 2.2 $55M 109k 500.12
Twilio Cl A (TWLO) 2.2 $55M 160k 340.76
Hilton Worldwide Holdings (HLT) 2.1 $52M 430k 120.92
NVIDIA Corporation (NVDA) 2.0 $50M 93k 533.93
Palantir Technologies Cl A (PLTR) 1.9 $48M 2.0M 23.29
Truist Financial Corp equities (TFC) 1.9 $47M 801k 58.32
Fomento Economico Mexicano S Spon Adr Units (FMX) 1.9 $47M 617k 75.33
Stoneco Com Cl A (STNE) 1.8 $45M 729k 61.22
Okta Cl A (OKTA) 1.7 $43M 193k 220.43
Snowflake Cl A (SNOW) 1.7 $42M 182k 229.28
Mastercard Incorporated Cl A (MA) 1.6 $39M 108k 356.06
Cummins (CMI) 1.5 $38M 145k 259.11
Credicorp (BAP) 1.5 $37M 273k 136.57
Marriott Intl Cl A (MAR) 1.5 $37M 251k 148.11
GDS HLDGS Sponsored Ads (GDS) 1.5 $37M 452k 81.09
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 1.5 $36M 308k 118.28
Vertex Pharmaceuticals Incorporated (VRTX) 1.4 $35M 163k 214.89
Affirm Hldgs Com Cl A (AFRM) 1.3 $33M 460k 70.72
Mongodb Cl A (MDB) 1.3 $31M 117k 267.43
Lemonade (LMND) 1.2 $30M 325k 93.13
Expeditors International of Washington (EXPD) 1.2 $30M 277k 107.69
Dynatrace Com New (DT) 1.2 $29M 608k 48.24
MercadoLibre (MELI) 1.1 $28M 19k 1472.19
Crowdstrike Hldgs Cl A (CRWD) 1.1 $28M 153k 182.52
Guardant Health (GH) 1.1 $28M 181k 152.66
Datadog Cl A Com (DDOG) 1.1 $26M 314k 83.34
Applied Materials (AMAT) 1.0 $25M 186k 133.60
Farfetch Ord Sh Cl A (FTCHF) 1.0 $24M 447k 53.02
Shake Shack Cl A (SHAK) 1.0 $24M 209k 112.77
Shopify Cl A (SHOP) 0.9 $23M 21k 1106.50
Pinduoduo Sponsored Ads (PDD) 0.9 $23M 169k 133.88
Oneconnect Finl Technology C Sponsored Ads 0.9 $22M 1.5M 14.78
Netflix (NFLX) 0.9 $21M 41k 521.67
Zillow Group Cl A (ZG) 0.8 $21M 159k 131.38
Bumble Com Cl A (BMBL) 0.8 $20M 317k 62.38
Zendesk 0.8 $20M 148k 132.62
Match Group (MTCH) 0.8 $19M 140k 137.39
Peloton Interactive Cl A Com (PTON) 0.8 $19M 168k 112.45
Intuitive Surgical Com New (ISRG) 0.7 $18M 24k 738.97
Teladoc (TDOC) 0.7 $18M 97k 181.75
Unity Software (U) 0.7 $16M 162k 100.31
Cognex Corporation (CGNX) 0.6 $16M 192k 82.99
Kingsoft Cloud Hldgs Ads (KC) 0.6 $14M 346k 39.32
Alibaba Group Hldg Sponsored Ads (BABA) 0.5 $13M 58k 226.74
C3 Ai Cl A (AI) 0.5 $13M 195k 65.91
Agora Ads (API) 0.4 $9.5M 188k 50.27
JPMorgan Chase & Co. (JPM) 0.2 $6.1M 40k 152.25
Honeywell International (HON) 0.2 $5.3M 24k 217.10
Johnson & Johnson (JNJ) 0.2 $4.1M 25k 164.36
Caterpillar (CAT) 0.1 $2.8M 12k 231.92
Nike CL B (NKE) 0.1 $1.9M 14k 132.93
Nxp Semiconductors N V (NXPI) 0.1 $1.3M 6.7k 201.38
Teradyne (TER) 0.0 $1.2M 9.7k 121.71
Lam Research Corporation (LRCX) 0.0 $1.1M 1.9k 595.62
Monolithic Power Systems (MPWR) 0.0 $1.1M 3.0k 353.33
Apple (AAPL) 0.0 $866k 7.1k 122.23
Garmin SHS (GRMN) 0.0 $792k 6.0k 131.87
Cadence Design Systems (CDNS) 0.0 $773k 5.6k 137.11
Lauder Estee Cos Cl A (EL) 0.0 $589k 2.0k 291.01
Autodesk (ADSK) 0.0 $487k 1.8k 277.49