Ecofi Investissements SA
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 16, 2024), Ecofi Investissements SA reported 41 stock positions worth $180.0 million. Its top holding was Ecolab (ECL) at 6.4% of the portfolio, followed by Applied Materials (AMAT, 6.3%) and Waste Management (WM, 6.2%).
- Most Recent 13F
- Q2 2026
- Location
- NANTERRE, I0
- CIK
- 0002034064
- Portfolio Value
- $180.0M (Q2 2024)
- SEC Filing
- 0001104659-24-090418 ↗ filed Aug 16, 2024
Holdings Value
Holdings 41 stocks · $180.0M
| ECL Ecolab Inc. | 6.41% | 51,050 | $11.5M | — |
| AMAT Applied Materials Inc. | 6.26% | 50,400 | $11.3M | — |
| WM Waste Management Inc. | 6.23% | 57,100 | $11.2M | — |
| BSX Boston Scientific Corp. | 6.14% | 155,000 | $11.1M | — |
| XYL Xylem Inc. | 6.04% | 85,600 | $10.9M | — |
| IQV Iqvia Holdings Inc. | 5.88% | 51,400 | $10.6M | — |
| DHR Danaher Corp. | 5.74% | 45,600 | $10.3M | — |
| TMO Thermo Fisher Scientific Inc. | 5.51% | 19,700 | $9.9M | — |
| ANSS Ansys Inc. | 5.15% | 30,650 | $9.3M | — |
| DOV Dover Corp. | 4.74% | 50,350 | $8.5M | — |
| IEX Idex Corp. | 4.38% | 41,950 | $7.9M | — |
| VLTO Veralto Corp. | 3.90% | 77,400 | $7.0M | — |
| FSLR First Solar Inc. | 3.63% | 30,500 | $6.5M | — |
| SNPS Synopsys Inc. | 3.56% | 11,350 | $6.4M | — |
| CLH Clean Harbors Inc. | 3.45% | 29,800 | $6.2M | — |
| MTD Mettler-Toledo International | 3.22% | 4,650 | $5.8M | — |
| ZTS Zoetis Inc. | 3.08% | 33,700 | $5.5M | — |
| STN Stantec Inc. | 2.63% | 60,500 | $4.7M | — |
| BSY Bentley Systems Inc. Class B | 2.35% | 92,200 | $4.2M | — |
| GEHC GE Healthcare Technology | 2.03% | 49,600 | $3.7M | — |
| VMI Valmont Industries | 1.80% | 12,750 | $3.2M | — |
| TDY Teledyne Technologies Inc. | 1.68% | 8,350 | $3.0M | — |
| ALGM Allegro Microsystems Inc. | 1.31% | 81,400 | $2.3M | — |
| WOLF Wolfspeed Inc. | 0.69% | 55,000 | $1.3M | — |
| JPM JPMorgan Chase & Co. | 0.51% | 4,850 | $913K | — |
| CRM Salesforce Inc. | 0.49% | 3,750 | $875K | — |
| AXP American Express Co. | 0.46% | 3,800 | $833K | — |
| A Agilent Technologies Inc. | 0.43% | 6,400 | $777K | — |
| AAPL Apple Inc. | 0.43% | 3,650 | $773K | — |
| KLAC KLA Corp. | 0.42% | 950 | $748K | — |
| PH Parker Hannifin Corp. | 0.41% | 1,500 | $741K | — |
| PLD Prologis Inc. | 0.33% | 5,400 | $596K | — |
| PYPL PayPal Holdings Inc. | 0.26% | 8,500 | $470K | — |
| KO The Coca-Cola Co. | 0.15% | 4,700 | $275K | — |
| APD Air Products & Chemicals Inc. | 0.08% | 600 | $144K | — |
| NVDA Nvidia Corp. | 0.07% | 1,000 | $119K | — |
| ASH Ashland Inc. | 0.04% | 850 | $74K | — |
| EQIX Equinix Inc. | 0.04% | 100 | $74K | — |
| GTLS Chart Industries Inc. | 0.03% | 350 | $50K | — |
| EL Estee Lauder Companies Class A filed as LAUDER ESTEE COS INC | 0.03% | 500 | $47K | — |
| NKE Nike Inc. Class B | 0.02% | 650 | $44K | — |
Portfolio Sells Q2 2024
No earlier filing to compare with.
Portfolio Buys Q2 2024
No earlier filing to compare with.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 18 | $28.0M | XYL, IQV, WM, EME, VLTO |
| Q1 2026 | 36 | $54.9M | EMR, WM, BSX, ECL, XYL |
| Q4 2025 | 35 | $144.9M | WM, BSX, GEHC, DHR, ECL |
| Q3 2025 | 19 | $83.3M | IQV, GEHC, XYL, WM, ZTS |
| Q2 2025 | 21 | $90.0M | WM, XYL, ZTS, STN, IQV |
| Q1 2025 | 43 | $157.3M | WM, BSX, XYL, ECL, ANSS |
| Q4 2024 | 41 | $161.7M | ANSS, BSX, ECL, WM, IQV |
| Q3 2024 | 40 | $151.3M | BSX, ECL, IQV, XYL, WM |
| Q2 2024 | 41 | $180.0M | ECL, AMAT, WM, BSX, XYL |