La Financiere De L'echiquier as of Dec. 31, 2022
Portfolio Holdings for La Financiere De L'echiquier
La Financiere De L'echiquier holds 90 positions in its portfolio as reported in the December 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Visa Com Cl A (V) | 9.9 | $157M | 757k | 207.76 | |
| Microsoft Corporation (MSFT) | 9.1 | $144M | 600k | 239.82 | |
| Mastercard Incorporated Cl A (MA) | 7.9 | $126M | 361k | 347.73 | |
| Amazon (AMZN) | 5.0 | $80M | 947k | 84.00 | |
| UnitedHealth (UNH) | 4.6 | $73M | 137k | 530.18 | |
| Accenture Plc Ireland Shs Class A (ACN) | 3.5 | $56M | 210k | 266.84 | |
| Thermo Fisher Scientific (TMO) | 3.2 | $51M | 92k | 550.70 | |
| Stryker Corporation (SYK) | 3.1 | $50M | 203k | 244.49 | |
| Fomento Economico Mexicano S Spon Adr Units (FMX) | 3.0 | $47M | 601k | 78.12 | |
| Credicorp (BAP) | 2.9 | $47M | 344k | 135.66 | |
| Alphabet Cap Stk Cl A (GOOGL) | 2.8 | $44M | 497k | 88.23 | |
| Walt Disney Company (DIS) | 2.5 | $40M | 460k | 86.88 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 2.4 | $38M | 509k | 74.49 | |
| Yum! Brands (YUM) | 2.1 | $33M | 254k | 128.08 | |
| Keurig Dr Pepper (KDP) | 1.9 | $30M | 847k | 35.66 | |
| NVIDIA Corporation (NVDA) | 1.8 | $29M | 198k | 146.14 | |
| Zoominfo Technologies Common Stock (ZI) | 1.8 | $28M | 933k | 30.11 | |
| Alteryx Com Cl A | 1.8 | $28M | 554k | 50.67 | |
| Servicenow (NOW) | 1.7 | $27M | 69k | 388.28 | |
| Cloudflare Cl A Com (NET) | 1.7 | $27M | 587k | 45.21 | |
| Zscaler Incorporated (ZS) | 1.6 | $25M | 227k | 111.90 | |
| MercadoLibre (MELI) | 1.5 | $24M | 29k | 846.26 | |
| Datadog Cl A Com (DDOG) | 1.5 | $24M | 323k | 73.50 | |
| Snowflake Cl A (SNOW) | 1.4 | $22M | 151k | 143.54 | |
| Crowdstrike Hldgs Cl A (CRWD) | 1.3 | $21M | 198k | 105.29 | |
| Tesla Motors (TSLA) | 1.2 | $20M | 159k | 123.18 | |
| Palo Alto Networks (PANW) | 1.2 | $19M | 137k | 139.55 | |
| Oracle Corporation (ORCL) | 1.1 | $18M | 220k | 81.74 | |
| Nextera Energy (NEE) | 1.0 | $17M | 197k | 83.61 | |
| Digitalocean Hldgs (DOCN) | 1.0 | $16M | 641k | 25.47 | |
| Pinduoduo Sponsored Ads (PDD) | 0.8 | $13M | 155k | 81.55 | |
| Biontech Se Sponsored Ads (BNTX) | 0.8 | $12M | 82k | 150.22 | |
| Bruker Corporation (BRKR) | 0.8 | $12M | 178k | 68.35 | |
| Palantir Technologies Cl A (PLTR) | 0.7 | $12M | 1.8M | 6.42 | |
| Confluent Class A Com (CFLT) | 0.7 | $11M | 500k | 22.24 | |
| Shopify Cl A (SHOP) | 0.7 | $11M | 305k | 34.71 | |
| CBOE Holdings (CBOE) | 0.6 | $10M | 79k | 125.48 | |
| Hubspot (HUBS) | 0.5 | $8.4M | 29k | 289.14 | |
| Moderna (MRNA) | 0.5 | $8.2M | 46k | 179.64 | |
| Iron Mountain (IRM) | 0.5 | $7.9M | 159k | 49.85 | |
| Trimble Navigation (TRMB) | 0.5 | $7.6M | 151k | 50.56 | |
| Expeditors International of Washington (EXPD) | 0.5 | $7.5M | 72k | 103.93 | |
| Cognex Corporation (CGNX) | 0.5 | $7.4M | 157k | 47.11 | |
| Bumble Com Cl A (BMBL) | 0.4 | $7.0M | 332k | 21.05 | |
| Dynatrace Com New (DT) | 0.4 | $6.9M | 180k | 38.30 | |
| Verisk Analytics (VRSK) | 0.4 | $6.6M | 38k | 176.44 | |
| Solaredge Technologies (SEDG) | 0.4 | $6.2M | 22k | 283.27 | |
| The Trade Desk Com Cl A (TTD) | 0.3 | $5.4M | 120k | 44.83 | |
| Twilio Cl A (TWLO) | 0.3 | $5.4M | 109k | 48.97 | |
| Mattel (MAT) | 0.3 | $5.1M | 285k | 17.84 | |
| Unity Software (U) | 0.3 | $5.1M | 177k | 28.59 | |
| Steris Shs Usd (STE) | 0.3 | $5.0M | 27k | 184.70 | |
| Darling International (DAR) | 0.3 | $4.4M | 70k | 62.60 | |
| Cooper Cos Com New | 0.3 | $4.4M | 13k | 330.73 | |
| Maxar Technologies | 0.2 | $3.6M | 70k | 51.74 | |
| Iridium Communications (IRDM) | 0.2 | $3.1M | 60k | 51.40 | |
| Monolithic Power Systems (MPWR) | 0.2 | $2.8M | 8.0k | 353.62 | |
| Rocket Lab Usa (RKLB) | 0.2 | $2.6M | 681k | 3.77 | |
| Planet Labs Pbc Com Cl A (PL) | 0.2 | $2.4M | 556k | 4.35 | |
| Ansys (ANSS) | 0.2 | $2.4M | 10k | 241.59 | |
| Chargepoint Holdings Com Cl A (CHPT) | 0.1 | $1.8M | 190k | 9.53 | |
| Intuitive Surgical Com New (ISRG) | 0.1 | $1.5M | 5.5k | 265.35 | |
| Autodesk (ADSK) | 0.1 | $1.4M | 7.7k | 186.93 | |
| Deere & Company (DE) | 0.1 | $1.4M | 3.2k | 428.84 | |
| Garmin SHS (GRMN) | 0.1 | $1.3M | 14k | 92.34 | |
| Lauder Estee Cos Cl A (EL) | 0.1 | $1.2M | 4.9k | 248.17 | |
| 3-d Sys Corp Del Com New (DDD) | 0.1 | $985k | 133k | 7.40 | |
| Ball Corporation (BALL) | 0.1 | $962k | 19k | 51.17 | |
| Applied Materials (AMAT) | 0.1 | $914k | 9.4k | 97.44 | |
| Velo3d Common Stock (VLD) | 0.1 | $833k | 465k | 1.79 | |
| Danaher Corporation (DHR) | 0.0 | $744k | 2.8k | 265.71 | |
| Apple (AAPL) | 0.0 | $729k | 5.6k | 130.02 | |
| Becton, Dickinson and (BDX) | 0.0 | $687k | 2.7k | 254.44 | |
| Republic Services (RSG) | 0.0 | $636k | 4.9k | 129.14 | |
| Nike CL B (NKE) | 0.0 | $618k | 5.3k | 117.16 | |
| Dollar General (DG) | 0.0 | $616k | 2.5k | 246.40 | |
| Blacksky Technology Com Cl A (BKSY) | 0.0 | $613k | 398k | 1.54 | |
| Ast Spacemobile Com Cl A (ASTS) | 0.0 | $601k | 125k | 4.83 | |
| Spire Global Com Cl A | 0.0 | $537k | 559k | 0.96 | |
| Metropcs Communications (TMUS) | 0.0 | $532k | 3.8k | 140.00 | |
| Johnson & Johnson (JNJ) | 0.0 | $504k | 2.9k | 176.84 | |
| Prologis (PLD) | 0.0 | $463k | 4.1k | 112.93 | |
| Redwire Corporation (RDW) | 0.0 | $448k | 226k | 1.98 | |
| Tractor Supply Company (TSCO) | 0.0 | $428k | 1.9k | 225.26 | |
| Nice Sponsored Adr (NICE) | 0.0 | $370k | 1.9k | 192.71 | |
| Spotify Technology S A SHS (SPOT) | 0.0 | $354k | 4.5k | 79.04 | |
| Cadence Design Systems (CDNS) | 0.0 | $342k | 2.1k | 160.87 | |
| Teradyne (TER) | 0.0 | $265k | 3.0k | 87.46 | |
| Lam Research Corporation (LRCX) | 0.0 | $207k | 491.00 | 421.59 | |
| Gilat Satellite Networks Shs New (GILT) | 0.0 | $174k | 30k | 5.80 |
