Paris, I0CIK 17678434 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
92 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation | 256.9K | $47.92M | 6.9% | +1.8K | Added |
| 2 | Microsoft Corp | 87.5K | $42.30M | 6.1% | +271 | Added |
| 3 | Ecolab Inc | 150.0K | $39.38M | 5.7% | −6.3K | Reduced |
| 4 | Accenture PLC Ireland |
| 115.3K |
| $30.95M |
| 4.5% |
| −6.3K |
| Reduced |
| 5 | First Solar Inc | 105.8K | $27.63M | 4.0% | −26.8K | Reduced |
| 6 | Xylem Inc | 152.2K | $20.73M | 3.0% | +16 | Added |
| 7 | Eli Lilly & Co | 18.9K | $20.36M | 2.9% | −3.2K | Reduced |
| 8 | Trimble Inc | 244.7K | $19.17M | 2.8% | +16.5K | Added |
| 9 | Waste Mgmt Inc Del | 82.0K | $18.01M | 2.6% | −3.2K | Reduced |
| 10 | Visa Inc | 50.6K | $17.75M | 2.6% | −1.5K | Reduced |
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