MAJOR GURUS:
 David Einhorn
 Bill Ackman
 Bill Miller
 Steven Cohen
 Jim Simons
|
 |
INSTITUTION : AXA S.A. |
| |
|
AXA S.A. Portfolio (reported on 2021-02-12)
| Company (links to holding history) |
Ticker |
Value On
2020-12-31 |
No of Shares |
% of portfolio |
| Apple Inc (COM) |
AAPL |
1,255,892,000 |
9,464,855 |
3.94% |
| Microsoft Corp (COM) |
MSFT |
973,369,000 |
4,376,265 |
3.05% |
| Amazon.com Inc (COM) |
AMZN |
960,430,000 |
294,888 |
3.01% |
| Alphabet Inc (CAP STK CL A) |
GOOGL |
457,232,000 |
260,882 |
1.43% |
| Facebook Inc (CL A) |
FB |
421,533,000 |
1,543,171 |
1.32% |
| Visa Inc (COM CL A) |
V |
417,856,000 |
1,910,380 |
1.31% |
| Alphabet Inc (CAP STK CL C) |
GOOG |
403,638,000 |
230,403 |
1.26% |
| Alibaba Group Holding Ltd (SPONSORED ADS) |
BABA |
392,739,000 |
1,687,531 |
1.23% |
| Ferrari NV (COM) |
RACE |
370,321,000 |
1,613,459 |
1.16% |
| Thermo Fisher Scientific Inc (COM) |
TMO |
361,000,000 |
775,045 |
1.13% |
| QUALCOMM Inc (COM) |
QCOM |
320,403,000 |
2,103,216 |
1.00% |
| UnitedHealth Group Inc (COM) |
UNH |
286,934,000 |
818,223 |
0.90% |
| PayPal Holdings Inc (COM) |
PYPL |
280,641,000 |
1,198,297 |
0.88% |
| Intuitive Surgical Inc (COM NEW) |
ISRG |
267,295,000 |
326,727 |
0.83% |
| ServiceNow Inc (COM) |
NOW |
262,594,000 |
477,070 |
0.82% |
| Autodesk Inc (COM) |
ADSK |
247,834,000 |
811,662 |
0.77% |
| Linde PLC (SHS) |
|
238,810,000 |
906,263 |
0.74% |
| Adobe Inc (COM) |
ADBE |
237,088,000 |
474,060 |
0.74% |
| salesforce.com Inc (COM) |
CRM |
211,151,000 |
948,864 |
0.66% |
| Costco Wholesale Corp (COM) |
COST |
210,301,000 |
558,153 |
0.66% |
| Teradyne Inc (COM) |
TER |
209,983,000 |
1,751,466 |
0.65% |
| DexCom Inc (COM) |
DXCM |
203,122,000 |
549,392 |
0.63% |
| Johnson & Johnson (COM) |
JNJ |
192,630,000 |
1,223,978 |
0.60% |
| Global Payments Inc (COM) |
GPN |
191,683,000 |
889,811 |
0.60% |
| Lemonade Inc (COM) |
|
188,743,000 |
1,540,763 |
0.59% |
| Oracle Corp (COM) |
ORCL |
179,380,000 |
2,772,920 |
0.56% |
| NVIDIA Corp (COM) |
NVDA |
177,403,000 |
339,725 |
0.55% |
| Texas Instruments Inc (COM) |
TXN |
177,112,000 |
1,079,097 |
0.55% |
| Cisco Systems Inc (COM) |
CSCO |
176,945,000 |
3,954,087 |
0.55% |
| Medtronic PLC (SHS) |
MDT |
173,936,000 |
1,484,856 |
0.54% |
| Fidelity National Information Services Inc (COM) |
FIS |
172,166,000 |
1,217,069 |
0.54% |
| Merck & Co Inc (COM) |
MRK |
171,896,000 |
2,101,429 |
0.53% |
| Prologis Inc (COM) |
PLD |
170,678,000 |
1,712,601 |
0.53% |
| NIKE Inc (CL B) |
NKE |
160,190,000 |
1,132,324 |
0.50% |
| Silicon Laboratories Inc (COM) |
SLAB |
159,301,000 |
1,250,988 |
0.49% |
| Advanced Micro Devices Inc (COM) |
AMD |
153,409,000 |
1,672,757 |
0.48% |
| Verizon Communications Inc (COM) |
VZ |
152,302,000 |
2,592,365 |
0.47% |
| Activision Blizzard Inc (COM) |
ATVI |
150,935,000 |
1,625,589 |
0.47% |
| Procter & Gamble Co/The (COM) |
PG |
145,972,000 |
1,049,100 |
0.45% |
| Cadence Design Systems Inc (COM) |
CDNS |
143,239,000 |
1,049,904 |
0.44% |
| Becton Dickinson and Co (COM) |
BDX |
139,871,000 |
558,988 |
0.43% |
| PTC Inc (COM) |
PMTC |
138,971,000 |
1,161,871 |
0.43% |
| Zoetis Inc (CL A) |
ZTS |
138,764,000 |
838,454 |
0.43% |
| Accenture PLC (SHS CLASS A) |
ACN |
136,110,000 |
521,071 |
0.42% |
| Proofpoint Inc (COM) |
PFPT |
130,875,000 |
959,420 |
0.41% |
| Tesla Inc (COM) |
TSLA |
130,134,000 |
184,413 |
0.40% |
| Trimble Inc (COM) |
TRMB |
129,923,000 |
1,945,833 |
0.40% |
| MSCI Inc (COM) |
MXB |
129,667,000 |
290,388 |
0.40% |
| Abbott Laboratories (COM) |
ABT |
128,849,000 |
1,176,810 |
0.40% |
| Colgate-Palmolive Co (COM) |
CL |
128,499,000 |
1,502,724 |
0.40% |
| American Tower Corp (COM) |
AMT |
125,264,000 |
558,069 |
0.39% |
| Taiwan Semiconductor Manufacturing Co Ltd (SPONSORED ADS) |
TSM |
124,356,000 |
1,140,458 |
0.39% |
| American Express Co (COM) |
AXP |
122,346,000 |
1,011,871 |
0.38% |
| Coca-Cola Co/The (COM) |
KO |
122,285,000 |
2,229,862 |
0.38% |
| PepsiCo Inc (COM) |
PEP |
121,830,000 |
821,514 |
0.38% |
| Amgen Inc (COM) |
AMGN |
121,145,000 |
526,896 |
0.38% |
| Danaher Corp (COM) |
DHR |
120,723,000 |
543,453 |
0.37% |
| Berkshire Hathaway Inc (CL B NEW) |
BRK/B |
120,391,000 |
519,218 |
0.37% |
| Edwards Lifesciences Corp (COM) |
EW |
117,810,000 |
1,291,355 |
0.36% |
| Home Depot Inc/The (COM) |
HD |
117,725,000 |
443,213 |
0.36% |
| Mastercard Inc (CL A) |
MA |
110,754,000 |
310,287 |
0.34% |
| Applied Materials Inc (COM) |
AMAT |
109,899,000 |
1,273,458 |
0.34% |
| UBS Group AG (SHS) |
UBS |
106,151,000 |
7,512,456 |
0.33% |
| Microchip Technology Inc (COM) |
MCHP |
103,016,000 |
745,904 |
0.32% |
| Intuit Inc (COM) |
INTU |
102,525,000 |
269,910 |
0.32% |
| NextEra Energy Inc (COM) |
NEE |
102,052,000 |
1,322,785 |
0.32% |
| Roper Technologies Inc (COM) |
ROP |
101,640,000 |
235,774 |
0.31% |
| Union Pacific Corp (COM) |
UNP |
101,320,000 |
486,599 |
0.31% |
| Automatic Data Processing Inc (COM) |
ADP |
101,008,000 |
573,256 |
0.31% |
| Ecolab Inc (COM) |
ECL |
100,698,000 |
465,419 |
0.31% |
| AT&T Inc (COM) |
T |
99,312,000 |
3,453,135 |
0.31% |
| Palo Alto Networks Inc (COM) |
PANW |
98,125,000 |
276,106 |
0.30% |
| IPG Photonics Corp (COM) |
IPGP |
98,034,000 |
438,064 |
0.30% |
| NXP Semiconductors NV (COM) |
NXPI |
96,881,000 |
609,277 |
0.30% |
| Aptiv PLC (SHS) |
|
96,275,000 |
738,928 |
0.30% |
| Alexion Pharmaceuticals Inc (COM) |
ALXN |
94,421,000 |
604,335 |
0.29% |
| 3M Co (COM) |
MMM |
92,503,000 |
529,226 |
0.29% |
| Pfizer Inc (COM) |
PFE |
90,536,000 |
2,459,540 |
0.28% |
| Five9 Inc (COM) |
FIVN |
89,745,000 |
514,589 |
0.28% |
| Estee Lauder Cos Inc/The (CL A) |
EL |
89,006,000 |
334,371 |
0.27% |
| TJX Cos Inc/The (COM) |
TJX |
87,708,000 |
1,284,343 |
0.27% |
| Quidel Corp (COM) |
QDEL |
87,611,000 |
487,673 |
0.27% |
| Verisk Analytics Inc (COM) |
VRSK |
87,583,000 |
421,900 |
0.27% |
| Honeywell International Inc (COM) |
HON |
87,107,000 |
409,531 |
0.27% |
| Zimmer Biomet Holdings Inc (COM) |
ZMH |
86,979,000 |
564,474 |
0.27% |
| Globus Medical Inc (CL A) |
GMED |
86,880,000 |
1,332,101 |
0.27% |
| BlackRock Inc (COM) |
BLK |
86,729,000 |
120,199 |
0.27% |
| Netflix Inc (COM) |
NFLX |
85,242,000 |
157,642 |
0.26% |
| Intercontinental Exchange Inc (COM) |
ICE |
84,468,000 |
732,666 |
0.26% |
| ANSYS Inc (COM) |
ANSS |
84,087,000 |
231,135 |
0.26% |
| Eli Lilly and Co (COM) |
LLY |
83,516,000 |
494,644 |
0.26% |
| Stryker Corp (COM) |
SYK |
83,508,000 |
340,789 |
0.26% |
| AbbVie Inc (COM) |
ABBV |
82,558,000 |
770,493 |
0.25% |
| Walmart Inc (COM) |
WMT |
82,088,000 |
569,464 |
0.25% |
| Cognex Corp (COM) |
CGNX |
82,023,000 |
1,021,650 |
0.25% |
| HDFC Bank Ltd (SPONSORED ADS) |
HDB |
80,888,000 |
1,119,407 |
0.25% |
| Equinix Inc (COM) |
EQIX |
80,601,000 |
112,858 |
0.25% |
| Comcast Corp (CL A) |
CMCSA |
80,123,000 |
1,529,069 |
0.25% |
| Sherwin-Williams Co/The (COM) |
SHW |
79,302,000 |
107,906 |
0.24% |
| CONMED Corp (COM) |
CNMD |
79,188,000 |
707,036 |
0.24% |
| Lowe's Cos Inc (COM) |
LOW |
78,678,000 |
490,171 |
0.24% |
| Fiserv Inc (COM) |
FISV |
78,498,000 |
689,423 |
0.24% |
| S&P Global Inc (COM) |
SPGI |
77,874,000 |
236,891 |
0.24% |
| Moody's Corp (COM) |
MCO |
77,109,000 |
265,674 |
0.24% |
| Starbucks Corp (COM) |
SBUX |
76,390,000 |
714,054 |
0.23% |
| Axonics Modulation Technologies Inc (COM) |
|
75,982,000 |
1,522,069 |
0.23% |
| SPDR S&P China ETF (S&P CHINA ETF) |
GXC |
75,590,000 |
580,524 |
0.23% |
| EPAM Systems Inc (COM) |
EPAM |
74,815,000 |
208,779 |
0.23% |
| Vertex Pharmaceuticals Inc (COM) |
VRTX |
73,049,000 |
309,085 |
0.22% |
| Pagseguro Digital Ltd (COM CL A) |
|
72,819,000 |
1,280,230 |
0.22% |
| Bank of New York Mellon Corp/The (COM) |
BK |
72,669,000 |
1,712,271 |
0.22% |
| Pinduoduo Inc (SPONSORED ADS) |
|
72,045,000 |
405,498 |
0.22% |
| Emerson Electric Co (COM) |
EMR |
71,518,000 |
889,865 |
0.22% |
| Workday Inc (CL A) |
WDAY |
70,476,000 |
294,129 |
0.22% |
| Illumina Inc (COM) |
ILMN |
70,444,000 |
190,386 |
0.22% |
| Mettler-Toledo International Inc (COM) |
MTD |
70,324,000 |
61,704 |
0.22% |
| JPMorgan Chase & Co (COM) |
JPM |
70,042,000 |
551,208 |
0.21% |
| Zendesk Inc (COM) |
ZEN |
69,977,000 |
488,939 |
0.21% |
| Anthem Inc (COM) |
ANTM |
68,309,000 |
212,740 |
0.21% |
| TAL Education Group (SPONSORED ADS) |
XRS |
66,499,000 |
929,923 |
0.20% |
| General Mills Inc (COM) |
GIS |
66,489,000 |
1,130,762 |
0.20% |
| Mondelez International Inc (CL A) |
MDLZ |
66,237,000 |
1,132,830 |
0.20% |
| Cree Inc (COM) |
CREE |
64,584,000 |
609,854 |
0.20% |
| Zscaler Inc (COM) |
|
64,522,000 |
323,077 |
0.20% |
| ABIOMED Inc (COM) |
ABMD |
64,236,000 |
198,134 |
0.20% |
| TE Connectivity Ltd (REG SHS) |
TEL |
64,160,000 |
529,944 |
0.20% |
| Lumentum Holdings Inc (COM) |
|
61,969,000 |
653,679 |
0.19% |
| Gilead Sciences Inc (COM) |
GILD |
60,716,000 |
1,042,146 |
0.19% |
| Booking Holdings Inc (COM) |
|
59,640,000 |
26,777 |
0.18% |
| Regeneron Pharmaceuticals Inc (COM) |
REGN |
59,637,000 |
123,445 |
0.18% |
| Akamai Technologies Inc (COM) |
AKAM |
58,279,000 |
555,094 |
0.18% |
| Walt Disney Co/The (COM) |
DIS |
58,014,000 |
320,197 |
0.18% |
| General Motors Co (COM) |
GM |
57,737,000 |
1,386,555 |
0.18% |
| Waste Management Inc (COM) |
WMI |
57,709,000 |
489,347 |
0.18% |
| Ameriprise Financial Inc (COM) |
AMP |
56,799,000 |
292,280 |
0.17% |
| United Parcel Service Inc (CL B) |
UPS |
56,540,000 |
335,750 |
0.17% |
| Duke Realty Corp (COM NEW) |
DRE |
56,534,000 |
1,414,429 |
0.17% |
| Novanta Inc (COM) |
|
56,346,000 |
476,619 |
0.17% |
| Amedisys Inc (COM) |
AMED |
54,762,000 |
186,689 |
0.17% |
| Dropbox Inc (CL A) |
|
53,579,000 |
2,414,532 |
0.16% |
| Monster Beverage Corp (COM) |
MNST |
53,290,000 |
576,234 |
0.16% |
| Intel Corp (COM) |
INTC |
52,596,000 |
1,055,723 |
0.16% |
| Q2 Holdings Inc (COM) |
QTWO |
52,249,000 |
412,931 |
0.16% |
| Ambarella Inc (SHS) |
AMBA |
51,873,000 |
564,938 |
0.16% |
| Johnson Controls International plc (SHS) |
|
51,376,000 |
1,102,740 |
0.16% |
| Royal Bank of Canada (COM) |
RY |
51,327,000 |
625,484 |
0.16% |
| CME Group Inc (COM) |
CME |
50,880,000 |
279,484 |
0.15% |
| Take-Two Interactive Software Inc (COM) |
TTWO |
50,621,000 |
243,616 |
0.15% |
| American Homes 4 Rent (CL A) |
AMH |
50,594,000 |
1,686,472 |
0.15% |
| Hologic Inc (COM) |
HOLX |
50,366,000 |
691,564 |
0.15% |
| Target Corp (COM) |
TGT |
50,304,000 |
284,960 |
0.15% |
| Toronto-Dominion Bank/The (COM NEW) |
TD |
49,942,000 |
885,181 |
0.15% |
| Welltower Inc (COM) |
HCN |
49,171,000 |
760,921 |
0.15% |
| Twilio Inc (CL A) |
|
48,977,000 |
144,685 |
0.15% |
| Aspen Technology Inc (COM) |
AZPN |
48,407,000 |
371,645 |
0.15% |
| Everbridge Inc (COM) |
|
48,349,000 |
324,340 |
0.15% |
| Globant SA (COM) |
GLOB |
48,184,000 |
221,421 |
0.15% |
| CNH Industrial NV (SHS) |
CNHI |
48,047,000 |
3,741,922 |
0.15% |
| Bright Horizons Family Solutions Inc (COM) |
BFAM |
47,975,000 |
277,325 |
0.15% |
| Deere & Co (COM) |
DE |
47,407,000 |
176,201 |
0.14% |
| IDEXX Laboratories Inc (COM) |
IDXX |
47,333,000 |
94,690 |
0.14% |
| Kimberly-Clark Corp (COM) |
KMB |
46,763,000 |
346,828 |
0.14% |
| Kellogg Co (COM) |
K |
46,356,000 |
744,920 |
0.14% |
| Sempra Energy (COM) |
SRE |
46,321,000 |
363,554 |
0.14% |
| NuVasive Inc (COM) |
NUVA |
46,315,000 |
822,196 |
0.14% |
| Alcon Inc (ORD SHS) |
|
46,259,000 |
701,118 |
0.14% |
| Illinois Tool Works Inc (COM) |
ITW |
45,751,000 |
224,400 |
0.14% |
| Marvell Technology Group Ltd (ORD) |
MRVL |
45,740,000 |
962,146 |
0.14% |
| Fortinet Inc (COM) |
FTNT |
45,573,000 |
306,824 |
0.14% |
| Boston Scientific Corp (COM) |
BSX |
45,379,000 |
1,262,277 |
0.14% |
| Invitation Homes Inc (COM) |
|
45,264,000 |
1,524,039 |
0.14% |
| Masco Corp (COM) |
MAS |
45,152,000 |
821,979 |
0.14% |
| Horizon Therapeutics Plc (SHS) |
|
44,661,000 |
610,539 |
0.14% |
| Best Buy Co Inc (COM) |
BBY |
44,170,000 |
442,620 |
0.13% |
| New Oriental Education & Technology Group Inc (SPON ADR) |
EDU |
42,865,000 |
230,696 |
0.13% |
| Caterpillar Inc (COM) |
CAT |
42,284,000 |
232,300 |
0.13% |
| Paychex Inc (COM) |
PAYX |
41,992,000 |
450,644 |
0.13% |
| Bank of America Corp (COM) |
BAC |
41,970,000 |
1,384,717 |
0.13% |
| HubSpot Inc (COM) |
HUBS |
41,074,000 |
103,607 |
0.12% |
| Kraft Heinz Co/The (COM) |
KHC |
40,923,000 |
1,180,677 |
0.12% |
| HP Inc (COM) |
HPQ |
40,899,000 |
1,663,219 |
0.12% |
| Archer-Daniels-Midland Co (COM) |
ADM |
40,626,000 |
805,920 |
0.12% |
| Envestnet Inc (COM) |
ENV |
40,488,000 |
492,020 |
0.12% |
| Ford Motor Co (COM) |
F |
40,449,000 |
4,601,742 |
0.12% |
| Teladoc Health Inc (COM) |
|
40,309,000 |
201,588 |
0.12% |
| American Water Works Co Inc (COM) |
AWK |
39,761,000 |
259,082 |
0.12% |
| Hartford Financial Services Group Inc/The (COM) |
HIG |
39,640,000 |
809,303 |
0.12% |
| Omnicom Group Inc (COM) |
OMC |
39,587,000 |
634,700 |
0.12% |
| Check Point Software Technologies Ltd (ORD) |
CHKP |
39,505,000 |
297,228 |
0.12% |
| SVB Financial Group (COM) |
SIVB |
39,178,000 |
101,020 |
0.12% |
| Hewlett Packard Enterprise Co (COM) |
HPE |
39,003,000 |
3,291,442 |
0.12% |
| Kansas City Southern (COM NEW) |
KSU |
38,980,000 |
190,960 |
0.12% |
| Kroger Co/The (COM) |
KR |
38,867,000 |
1,223,752 |
0.12% |
| JD.com Inc (SPON ADR CL A) |
JD |
38,765,000 |
441,020 |
0.12% |
| Veeva Systems Inc (CL A COM) |
VEEV |
38,566,000 |
141,655 |
0.12% |
| Cigna Corp (COM) |
|
38,213,000 |
183,555 |
0.11% |
| Micron Technology Inc (COM) |
MU |
37,985,000 |
505,250 |
0.11% |
| Edison International (COM) |
EIX |
37,876,000 |
602,928 |
0.11% |
| Copart Inc (COM) |
CPRT |
37,596,000 |
295,449 |
0.11% |
| Baidu Inc (SPON ADR REP A) |
BIDU |
37,322,000 |
172,598 |
0.11% |
* Portfolios do not reflect changes after reporting
|
|
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AXA S.A.
MAJOR GURUS:
 Warren Buffett
 John Paulson
 George Soros
|
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