Ecofi Investissements SA
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 14, 2025), Ecofi Investissements SA reported 19 stock positions worth $83.3 million. Its top holding was Iqvia (IQV) at 10.8% of the portfolio, followed by GE Healthcare Technology (GEHC, 10.2%) and Xylem (XYL, 10.0%). Compared with Q2 2025, it sold out of 2, added to 8 and reduced 11. The biggest buy was GE Healthcare Technology (GEHC, shares +85%) and the biggest sale an exit from Ansys (ANSS).
- Most Recent 13F
- Q2 2026
- Location
- NANTERRE, I0
- CIK
- 0002034064
- Portfolio Value
- $83.3M (Q3 2025)
- SEC Filing
- 0001104659-25-112003 ↗ filed Nov 14, 2025
Holdings Value
Holdings 19 stocks · $83.3M
| IQV Iqvia Holdings Inc. | 10.77% | 47,200 | $9.0M | Reduce -6.5% |
| GEHC GE Healthcare Technology | 10.19% | 113,000 | $8.5M | Add +85.3% |
| XYL Xylem Inc. | 9.97% | 56,300 | $8.3M | Reduce -14.2% |
| WM Waste Management Inc. | 9.75% | 36,750 | $8.1M | Reduce -2.6% |
| ZTS Zoetis Inc. | 9.33% | 53,100 | $7.8M | Add +1.9% |
| STN Stantec Inc. | 9.10% | 70,300 | $7.6M | Reduce -36.4% |
| EME Emcor Group Inc. | 7.88% | 10,100 | $6.6M | Reduce -53.9% |
| VLTO Veralto Corp. | 7.21% | 56,300 | $6.0M | Reduce -21.5% |
| CEG Constellation Energy | 6.88% | 17,400 | $5.7M | Add +85.1% |
| BSY Bentley Systems Inc. Class B | 6.31% | 102,000 | $5.3M | Add +0.8% |
| IEX Idex Corp. | 5.10% | 26,100 | $4.2M | Reduce -52.0% |
| ALGM Allegro Microsystems Inc. | 1.44% | 41,200 | $1.2M | Add +52.0% |
| JPM JPMorgan Chase & Co. | 1.40% | 3,700 | $1.2M | Reduce -8.6% |
| CRM Salesforce Inc. | 1.02% | 3,600 | $853K | Reduce -18.2% |
| PLD Prologis Inc. | 0.98% | 7,100 | $813K | Add +1.4% |
| A Agilent Technologies Inc. | 0.96% | 6,200 | $796K | Add +3.3% |
| ADBE Adobe Inc. | 0.89% | 2,100 | $741K | Reduce -2.3% |
| PYPL PayPal Holdings Inc. | 0.60% | 7,500 | $503K | Reduce -0.7% |
| NVDA Nvidia Corp. | 0.22% | 1,000 | $187K | Add +11.1% |
Portfolio Sells Q2 2025 → Q3 2025
| ANSS Ansys Inc. | Sold out | 0.00% | −5.61 |
| VLTO Veralto Corp. | Reduce -21.5% | 7.21% | −1.52 |
| EQIX Equinix Inc. | Sold out | 0.00% | −0.19 |
| PYPL PayPal Holdings Inc. | Reduce -0.7% | 0.60% | −0.12 |
| CRM Salesforce Inc. | Reduce -18.2% | 1.02% | −0.09 |
| ADBE Adobe Inc. | Reduce -2.3% | 0.89% | −0.02 |
| STN Stantec Inc. | Reduce -36.4% | 9.10% | +0.01 |
| JPM JPMorgan Chase & Co. | Reduce -8.6% | 1.40% | +0.11 |
| WM Waste Management Inc. | Reduce -2.6% | 9.75% | +0.15 |
| EME Emcor Group Inc. | Reduce -53.9% | 7.88% | +0.39 |
| XYL Xylem Inc. | Reduce -14.2% | 9.97% | +0.44 |
| IQV Iqvia Holdings Inc. | Reduce -6.5% | 10.77% | +2.02 |
| IEX Idex Corp. | Reduce -52.0% | 5.10% | +2.41 |
Portfolio Buys Q2 2025 → Q3 2025
| GEHC GE Healthcare Technology | Add +85.3% | 10.19% | +3.35 |
| CEG Constellation Energy | Add +85.1% | 6.88% | +1.38 |
| BSY Bentley Systems Inc. Class B | Add +0.8% | 6.31% | +0.26 |
| ZTS Zoetis Inc. | Add +1.9% | 9.33% | +0.23 |
| A Agilent Technologies Inc. | Add +3.3% | 0.96% | +0.12 |
| PLD Prologis Inc. | Add +1.4% | 0.98% | +0.11 |
| NVDA Nvidia Corp. | Add +11.1% | 0.22% | +0.11 |
| ALGM Allegro Microsystems Inc. | Add +52.0% | 1.44% | −3.56 |
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 |