account_balance
Investment manager · 13F filer · SEC CIK 1970075
LBP Am SA
Reported value$11.2Bas of Sep 30, 2026
Positions527 134 new, 30 sold out
Top 10 weight49.6%TTE alone is 23%
FiledNov 637 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
TTETotalenergies Se
23.2%New
AZNAstrazeneca PLC
7.7%New
AAPLApple Inc
3.4%Trimmed −16%
UBSUBS Group AG
3.4%New
AMZNAmazon Com Inc
3.2%Trimmed −31%
MSFTMicrosoft Corp
2.6%Trimmed −59%
TSMTaiwan Semiconductor Manufac
1.8%Trimmed −5%
METAMeta Platforms Inc
1.5%Trimmed −10%
TSLA1.4%ALCAlcon AG
1.4%New
GOOGLAlphabet Inc
1.4%Trimmed −47%
GOOG1.3%TTETotalenergies Se
23.2%New
AZNAstrazeneca PLC
7.7%New
AAPL3.4%UBS3.4%AMZN3.2%MSFT2.6%TSM1.8%META1.5%TSLA1.4%ALC1.4%GOOGL1.4%GOOGBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
TTE Totalenergies Se 23.2% NewAZN Astrazeneca PLC 7.7% NewAAPL Apple Inc 3.4% Trimmed −16%UBS UBS Group AG 3.4% NewAMZN Amazon Com Inc 3.2% Trimmed −31%MSFT Microsoft Corp 2.6% Trimmed −59%TSM Taiwan Semiconductor Manufac 1.8% Trimmed −5%META Meta Platforms Inc 1.5% Trimmed −10%TSLA Tesla Inc 1.4% Added +12%ALC Alcon AG 1.4% NewGOOGL Alphabet Inc 1.4% Trimmed −47%GOOG Alphabet Inc 1.3% Trimmed −3%
What changed