Paris, I0CIK 17286814 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
65 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Microsoft Corp | 189.9K | $81.9K | 13.5% | 0 | Held |
| 2 | Waste Connections Inc | 117.2K | $28.2K | 4.7% | 0 | Held |
| 3 | Workday Inc | 98.2K | $24.1K | 4.0% | 0 | Held |
| 4 | Servicenow Inc |
| 25.7K |
| $22.7K |
| 3.8% |
| 0 |
| Held |
| 5 | Accenture PLC Ireland | 57.2K | $20.4K | 3.4% | 0 | Held |
| 6 | Mastercard Incorporated | 39.8K | $19.6K | 3.2% | 0 | Held |
| 7 | Stellantis N.V | 1.11M | $18.5K | 3.1% | 0 | Held |
| 8 | Eli Lilly & Co | 20.2K | $18.4K | 3.0% | 0 | Held |
| 9 | Smurfit Westrock PLC | 488.7K | $18.0K | 3.0% | 0 | Held |
| 10 | Micron Technology Inc | 155.7K | $17.1K | 2.8% | 0 | Held |
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