Ecofi Investissements S.A. 13F annual report
Ecofi Investissements S.A. is an investment fund managing more than $180 billion ran by Lydia Kardjoudj. There are currently 41 companies in Mrs. Kardjoudj’s portfolio. The largest investments include Ecolab and Applied Matls Inc, together worth $22.8 billion.
$180 billion Assets Under Management (AUM)
As of 9th August 2024, Ecofi Investissements S.A.’s top holding is 51,050 shares of Ecolab currently worth over $11.5 billion and making up 6.4% of the portfolio value.
Relative to the number of outstanding shares of Ecolab, Ecofi Investissements S.A. owns more than approximately 0.1% of the company.
In addition, the fund holds 50,400 shares of Applied Matls Inc worth $11.3 billion.
The third-largest holding is Waste Mgmt Inc Del worth $11.2 billion and the next is Boston Scientific worth $11.1 billion, with 155,000 shares owned.
Currently, Ecofi Investissements S.A.'s portfolio is worth at least $180 billion. The total portfolio value may be much higher due to cash
assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
Careers at Ecofi Investissements S.A.
The Ecofi Investissements S.A. office and employees reside in Nanterre, France. According to the last 13-F report filed with the SEC, Lydia Kardjoudj serves as the HEAD OF COMPLIANCE at Ecofi Investissements S.A..
Recent trades
In the most recent 13F filing, Ecofi Investissements S.A. revealed that it had opened a new position in Ecolab and bought 51,050 shares worth $11.5 billion.
One of the smallest hedge funds
The two most similar investment funds to Ecofi Investissements S.A. are Edenbrook Capital and Dravo Bay. They manage $180 billion and $180 billion respectively.
Lydia Kardjoudj investment strategy
Ecofi Investissements S.A.’s portfolio is diversified across 10 sectors.
Currently, their heaviest sector is Health Care — making up 30.0% of
the total portfolio value.
The fund focuses on investments in the United States as
73.2% of the portfolio companies
are based in the United States.
The majority of the companies in the fund’s portfolio are large-cap stocks.
Stocks with a size of more than $10 billion in market cap make up
63% of the total holdings value.
On the other hand, small-cap stocks make up only 2.4% of the portfolio.
The average market cap of the portfolio companies is close to $140 billion.
The complete list of Ecofi Investissements S.A. trades based on 13F SEC filings
These positions were updated on August 16th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.
| Security | Shares Owned | Value | Allocation |
|---|---|---|---|
| Ecolab, Inc. |
Opened
51,050
|
$11,537,581,000 | 6.41% |
| Applied Matls Inc |
Opened
50,400
|
$11,264,793,000 | 6.26% |
| Waste Mgmt Inc Del |
Opened
57,100
|
$11,207,645,000 | 6.23% |
| Boston Scientific Corp. |
Opened
155,000
|
$11,057,805,000 | 6.14% |
| Xylem Inc |
Opened
85,600
|
$10,880,397,000 | 6.04% |
| IQVIA Holdings Inc |
Opened
51,400
|
$10,580,659,000 | 5.88% |
| Danaher Corp. |
Opened
45,600
|
$10,330,138,000 | 5.74% |
| Thermo Fisher Scientific Inc. |
Opened
19,700
|
$9,914,944,000 | 5.51% |
| Ansys Inc. |
Opened
30,650
|
$9,269,866,000 | 5.15% |
| Dover Corp. |
Opened
50,350
|
$8,531,297,000 | 4.74% |
| Idex Corporation |
Opened
41,950
|
$7,876,123,000 | 4.38% |
| Veralto Corp |
Opened
77,400
|
$7,019,305,000 | 3.90% |
| First Solar Inc |
Opened
30,500
|
$6,532,433,000 | 3.63% |
| Synopsys, Inc. |
Opened
11,350
|
$6,399,878,000 | 3.56% |
| Clean Harbors, Inc. |
Opened
29,800
|
$6,213,396,000 | 3.45% |
| Mettler-Toledo International, Inc. |
Opened
4,650
|
$5,803,789,000 | 3.22% |
| Zoetis Inc |
Opened
33,700
|
$5,540,540,000 | 3.08% |
| Stantec Inc |
Opened
60,500
|
$4,735,918,000 | 2.63% |
| Bentley Sys Inc |
Opened
92,200
|
$4,227,315,000 | 2.35% |
| Ge Healthcare Technologies I |
Opened
49,600
|
$3,656,463,000 | 2.03% |
| Valmont Inds Inc |
Opened
12,750
|
$3,238,078,000 | 1.80% |
| Teledyne Technologies Inc |
Opened
8,350
|
$3,021,872,000 | 1.68% |
| Allegro Microsystems Inc |
Opened
81,400
|
$2,349,313,000 | 1.31% |
| Wolfspeed Inc |
Opened
55,000
|
$1,251,010,000 | 0.70% |
| JPMorgan Chase & Co. |
Opened
4,850
|
$912,727,000 | 0.51% |
| Salesforce Inc |
Opened
3,750
|
$874,552,000 | 0.49% |
| American Express Co. |
Opened
3,800
|
$832,685,000 | 0.46% |
| Agilent Technologies Inc. |
Opened
6,400
|
$777,109,000 | 0.43% |
| Apple Inc |
Opened
3,650
|
$772,701,000 | 0.43% |
| KLA Corp. |
Opened
950
|
$748,240,000 | 0.42% |
| Parker-Hannifin Corp. |
Opened
1,500
|
$740,909,000 | 0.41% |
| Prologis Inc |
Opened
5,400
|
$595,785,000 | 0.33% |
| PayPal Holdings Inc |
Opened
8,500
|
$470,427,000 | 0.26% |
| Coca-Cola Co |
Opened
4,700
|
$274,922,000 | 0.15% |
| Air Prods & Chems Inc |
Opened
600
|
$143,972,000 | 0.08% |
| NVIDIA Corp |
Opened
1,000
|
$118,678,000 | 0.07% |
| Ashland Inc |
Opened
850
|
$73,916,000 | 0.04% |
| Equinix Inc |
Opened
100
|
$73,906,000 | 0.04% |
| Chart Inds Inc |
Opened
350
|
$49,967,000 | 0.03% |
| Lauder Estee Cos Inc |
Opened
500
|
$47,456,000 | 0.03% |
| Nike, Inc. |
Opened
650
|
$43,823,000 | 0.02% |
| No transactions found | |||
| Showing first 500 out of 41 holdings | |||
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