Q2 2026 13F · SEC CIK 1191672

Credit Agricole S A

Investment managerFiled 2026-08-14 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $39.4B
Reported positions: 1,114
Top holdings a year, 3 yrs: +19.0%
Average holding period: 8.7 yrs

Credit Agricole S A is an investment manager that reported 1,114 positions worth $39.4B in its Q2 2026 13F, filed 2026-08-14. Its largest holdings were Nvidia Corporation (NVDA, 8.7%), Microsoft Corp (MSFT, 5.3%), Alphabet Inc (GOOGL, 4.6%). A portfolio copying its top holdings returned 19.0% a year over the last 3 years, against 20.4% for the S&P 500.

Credit Agricole S A holdings largest 50 of 1,114 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Credit Agricole S A 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
NVDANvidia Corporation	8.7%	8.7%	17,104,751	+11.7%	$3.4B
MSFTMicrosoft Corp	5.3%	6.6%	5,646,926	+3.1%	$2.1B
GOOGLAlphabet Inc	4.6%	4.2%	5,097,785	+12.8%	$1.8B
AAPLApple Inc	4.5%	5.4%	6,162,978	-5.9%	$1.8B
AVGOBroadcom Inc	3.6%	4.0%	3,774,546	-4.5%	$1.4B
AMZNAmazon Com Inc	3.5%	3.6%	5,743,539	+9.6%	$1.4B
JPMJpmorgan Chase & Co	2.3%	2.4%	2,718,848	+8.6%	$890.0M
METAMeta Platforms Inc	2.1%	2.2%	1,473,898	+27.0%	$830.2M
TTETotalenergies SE	1.9%	2.7%	9,705,117	+7.2%	$754.7M
GOOGAlphabet Inc	1.8%	1.7%	2,060,139	+11.4%	$727.9M
AZNAstrazeneca PLC	1.8%	1.9%	3,694,158	+24.1%	$700.5M
MUMicron Technology Inc	1.5%	1.1%	518,547	-48.2%	$598.6M
AMATApplied Matls Inc	1.4%	1.0%	735,946	-16.7%	$532.1M
TSLATesla Inc	1.2%	1.0%	1,166,157	+40.2%	$490.5M
MAMastercard Incorporated	1.2%	1.6%	922,955	-4.4%	$474.0M
LLYEli Lilly & Co	1.1%	0.8%	373,733	+35.4%	$448.3M
BRK-BBerkshire Hathaway Inc Del	1.1%	1.4%	879,880	-0.2%	$440.3M
AMDAdvanced Micro Devices Inc	1.1%	—	734,839	—	$426.9M
ADIAnalog Devices Inc	1.0%	1.0%	977,802	+1.0%	$388.4M
UNHUnitedhealth Group Inc	0.9%	0.7%	877,866	+4.8%	$364.9M
TSMTaiwan Semiconductor Manufac	0.8%	0.8%	671,408	-1.9%	$320.6M
CSCOCisco Sys Inc	0.7%	0.6%	2,369,696	+4.0%	$278.3M
NFLXNetflix Inc.	0.7%	0.8%	3,731,420	+44.2%	$266.4M
HDHome Depot Inc	0.7%	—	747,812	—	$263.7M
BACBank of Amer Corp	0.7%	0.5%	4,595,667	+62.3%	$261.9M
LRCXLam Research Corp	0.7%	—	602,957	—	$261.3M
ABBVAbbvie Inc	0.6%	0.6%	944,549	+5.2%	$237.7M
GEGe Aerospace	0.6%	—	592,168	—	$221.3M
GSGoldman Sachs Group Inc	0.5%	—	201,553	—	$203.8M
VVisa Inc	0.5%	0.5%	592,502	+13.3%	$203.3M
JNJJohnson & Johnson	0.5%	0.4%	748,793	+46.3%	$190.2M
PANWPalo Alto Networks Inc	0.5%	0.3%	548,998	-10.2%	$187.2M
APHAmphenol Corp	0.5%	—	1,013,505	—	$178.7M
SPYState Str Spdr S&p 500 ETF T	0.4%	0.5%	226,013	-4.8%	$168.8M
WMTWalmart Inc	0.4%	0.5%	1,466,004	+14.5%	$166.0M
FERFerrovial NV	0.4%	0.6%	2,417,368	-10.0%	$165.9M
GEVGe Vernova Inc	0.4%	—	140,818	—	$165.4M
KLACKla Corp	0.4%	—	521,044	—	$157.2M
ORCLOracle Corp	0.4%	0.6%	1,064,563	-7.6%	$156.0M
KOCoca Cola Co	0.4%	0.4%	1,870,276	+28.3%	$152.0M
PGProcter & Gamble Co	0.4%	—	1,002,475	—	$147.0M
ETNEaton Corp PLC	0.4%	0.4%	342,425	+7.6%	$145.9M
TMOThermo Fisher Scientific Inc	0.4%	0.5%	284,611	-10.2%	$142.7M
UBERUber Technologies Inc	0.3%	0.5%	1,914,204	-13.5%	$138.1M
RACEFerrari N V	0.3%	0.6%	363,947	-35.6%	$135.5M
SNDKSandisk Corp	0.3%	—	59,185	—	$134.6M
SYKStryker Corporation	0.3%	0.4%	395,619	+7.1%	$124.6M
NOWServicenow Inc	0.3%	0.4%	1,247,345	+1.2%	$123.8M
QQQInvesco Qqq Tr	0.3%	—	167,089	—	$123.0M
LINLinde PLC	0.3%	0.4%	231,501	+6.0%	$120.1M

What Credit Agricole S A bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +15.0% /yr; S&P 500 +20.1%
3 years: +19.0% /yr; S&P 500 +20.4%
5 years: +11.2% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$39.4B	1,114
Q1 2026	$30.6B	1,079
Q4 2025	$36.3B	1,070
Q3 2025	$30.2B	968
Q1 2025	$26.5B	1,159
Q4 2024	$29.5B	1,176
Q3 2024	$19.1B	1,180
Q2 2024	$16.3B	1,023
Q1 2024	$5.9B	862
Q4 2023	$4.8B	816
Q3 2023	$3.3B	832
Q2 2023	$3.1B	608

Questions about Credit Agricole S A's portfolio

What stocks does Credit Agricole S A own?

Credit Agricole S A's latest 13F, for Q2 2026 and filed Aug 14, 2026, lists 1,114 positions worth $39.4B. The largest are Nvidia Corporation (NVDA) at 8.7%, Microsoft Corp (MSFT) at 5.3%, Alphabet Inc (GOOGL) at 4.6%, Apple Inc (AAPL) at 4.5% and Broadcom Inc (AVGO) at 3.6%.

What did Credit Agricole S A buy last quarter?

In Q2 2026, Credit Agricole S A added Bank of Amer Corp (BAC) (+62.3% shares), Johnson & Johnson (JNJ) (+46.3% shares) and Netflix Inc. (NFLX) (+44.2% shares), compared with its Q1 2026 filing.

What did Credit Agricole S A sell last quarter?

In Q2 2026, Credit Agricole S A cut from its top 50 Salesforce Inc (CRM), cut from its top 50 Lockheed Martin Corp (LMT), cut from its top 50 International Business Machs (IBM), cut from its top 50 Boston Scientific Corp (BSX), cut from its top 50 Abbott Laboratories (ABT), Micron Technology Inc (MU) (-48.2% shares), Ferrari N V (RACE) (-35.6% shares) and Applied Matls Inc (AMAT) (-16.7% shares), compared with its Q1 2026 filing.

How has Credit Agricole S A's portfolio performed?

A portfolio copying Credit Agricole S A's 20 largest 13F holdings each quarter, from the day each filing was public, returned +19.0% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +15.0% against +20.1%. Over 5 years: +11.2% a year against +11.6%.

When is Credit Agricole S A's next 13F filing due?

13F filings are due 45 days after each quarter ends. Credit Agricole S A's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.