LBP AM SA

Position in CSCO — Cisco Systems, Inc.

CIK 1970075 Paris, I0

Position in CSCO

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$70,563,037

+$26,957,148 QoQ

Shares Held

600,741

+6.9% QoQ

Ownership

0.015%

of shares outstanding

% of Portfolio

0.73%

of 13F equity value

Holder Rank

#329

of 4,036 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

LBP AM SA holds $207,962,508 across 6 Communication Equipment names. CSCO ranks #1 (33.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CSCO	Cisco Systems, Inc. This page	600,741	$70,563,037
2	LITE	Lumentum Holdings Inc.	65,704	$56,377,974
3	VSAT	Viasat Inc	462,365	$41,525,000
4	HPE	Hewlett Packard Enterprise Co	407,410	$18,378,265
5	GILT	Gilat Satellite Networks Ltd	1,329,611	$17,697,122
6	ASTS	AST SpaceMobile, Inc.	38,500	$3,421,110

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$70,563,037	600,741	+6.9%	Shares	Defined	2026-07-24
2026-03-31	$43,605,889	562,004	+8.6%	Shares	Defined	2026-04-27
2025-12-31	$39,858,171	517,437	-8.4%	Shares	Defined	2026-01-26
2025-09-30	$38,645,941	564,834	-4.9%	Shares	Defined	2025-10-31
2025-06-30	$41,200,063	593,832	-34.2%	Shares	Defined	2025-07-18
2025-03-31	$55,697,717	902,572	-4.2%	Shares	Defined	2025-04-30
2024-12-31	$55,789,369	942,388	+13.1%	Shares	Defined	2025-02-10
2024-09-30	$44,329,226	832,943	+85.0%	Shares	Defined	2024-11-12
2024-06-30	$21,387,719	450,173	+11.3%	Shares	Sole	2024-07-31
2024-03-31	$20,179,211	404,312	-43.9%	Shares	Sole	2024-05-16
2023-12-31	$36,390,616	720,321	-9.8%	Shares	Sole	2024-02-14
2023-09-30	$42,948,541	798,894	-8.4%	Shares	Sole	2023-11-14
2023-06-30	$45,112,778	871,913	+8.8%	Shares	Sole	2023-08-14
2023-03-31	$41,886,004	801,186	+0.5%	Shares	Sole	2023-05-15
2022-12-31	$37,983,467	797,302	—	Shares	Sole	2023-05-15
No filing history on record for this holder in this stock.