AEGON ASSET MANAGEMENT UK PLC Q3 2020 Filing

Filed October 30, 2020

Portfolio Value

$4.9T

Holdings

146

Report Date

Q3 2020

Filing Type

13F-HR

All Holdings (146 positions)

#StockSharesValue% PortfolioType
1
MSFTMICROSOFT CORP
1,311,566$275.6B5.57%
2
AMZNAMAZON.COM INC
80,829$254.3B5.14%
3
AAPLAPPLE INC
2,190,718$253.3B5.12%
4
VVISA INC
902,978$180.2B3.65%
5
NEENEXTERA ENERGY INC
566,880$157.1B3.18%
6
GOOGALPHABET INC
97,505$143.1B2.90%
7
METAFACEBOOK INC
465,939$121.9B2.47%
8
TSLATESLA INC
278,313$119.3B2.41%
9
JPMJPMORGAN CHASE CO.
1,229,115$118.3B2.39%
10
AVGOBROADCOM INC
306,937$111.7B2.26%
11
SEDGSOLAREDGE TECHNOLOGIES INC
461,996$110.0B2.22%
12
ALBALBEMARLE CORP
1,125,985$100.5B2.03%
13
NOWSERVICENOW INC
187,869$91.0B1.84%
14
TSMTAIWAN SEMICONDUCTOR MANUFACTURING CO LTD
1,029,616$83.5B1.69%
15
FISFIDELITY NATIONAL INFORMATION SERVICES INC
558,604$82.2B1.66%
16
JNJJOHNSON JOHNSON
544,971$81.0B1.64%
17
TTEKTETRA TECH INC
837,480$80.0B1.62%
18
BABAALIBABA GROUP HOLDING LTD
254,400$74.8B1.51%
19
PFEPFIZER INC
1,978,067$72.6B1.47%
20
BURLBURLINGTON STORES INC
342,494$70.6B1.43%
21
LMTLOCKHEED MARTIN CORP
181,015$69.4B1.40%
22
PODDINSULET CORP
293,061$69.4B1.40%
23
AMTAMERICAN TOWER CORP
281,749$68.1B1.38%
24
PLUNPLUG POWER INC
4,843,022$64.9B1.31%
25
APDAIR PRODUCTS AND CHEMICALS INC
216,542$64.5B1.30%
26
MKTXMARKETAXESS HOLDINGS INC
128,486$61.9B1.25%
27
SIVBEURSVB FINANCIAL GROUP
250,153$60.2B1.22%
28
FRCBFIRST REPUBLIC BANK/CA
540,408$58.9B1.19%
29
OLEDUNIVERSAL DISPLAY CORP
320,452$57.9B1.17%
30
TERTERADYNE INC
719,375$57.1B1.16%
31
ILMNILLUMINA INC
178,421$55.1B1.12%
32
JDJD.COM INC
710,000$55.1B1.11%
33
ISRGINTUITIVE SURGICAL INC
73,891$52.4B1.06%
34
EPAMEPAM SYSTEMS INC
153,726$49.7B1.01%
35
SHOPSHOPIFY INC
48,209$49.3B1.00%
36
CMECME GROUP INC.
289,797$48.4B0.98%
37
AVYAVERY DENNISON CORP
376,818$48.2B0.97%
38
DISWALT DISNEY CO/THE
382,370$47.5B0.96%
39
ADPAUTOMATIC DATA PROCESSING INC
326,509$45.5B0.92%
40
EVBGEUREVERBRIDGE INC
339,699$42.7B0.86%
41
RSGREPUBLIC SERVICES INC
456,831$42.6B0.86%
42
RNGRINGCENTRAL INC
153,661$42.2B0.85%
43
GOOGLALPHABET INC
27,962$41.0B0.83%
44
TXNTEXAS INSTRUMENTS INC
276,400$39.4B0.80%
45
AKXANSYS INC
120,621$39.4B0.80%
46
BOTTOMLINE TECHNOLOGIES DE INC
892,423$37.6B0.76%
47
PEPPEPSICO INC
268,780$37.2B0.75%
48
SERVUSDTERMINIX GLOBAL HOLDINGS INC
911,789$36.4B0.74%
49
ITGARTNER INC
279,497$34.9B0.71%
50
HAEHAEMONETICS CORP
399,068$34.8B0.70%
51
PLNTPLANET FITNESS INC
536,816$33.1B0.67%
52
BANDBANDWIDTH INC
187,915$32.8B0.66%
53
ELESTEE LAUDER COS INC/THE
146,775$32.0B0.65%
54
PTONPELOTON INTERACTIVE INC
311,913$30.9B0.63%
55
GILDGILEAD SCIENCES INC
482,251$30.5B0.62%
56
SITESITEONE LANDSCAPE SUPPLY INC
249,443$30.4B0.62%
57
FRPTFRESHPET INC
265,934$29.7B0.60%
58
ABMDEURABIOMED INC
101,817$28.2B0.57%
59
PYPLPAYPAL HOLDINGS INC
141,875$27.9B0.57%
60
WSOWATSCO INC
117,220$27.3B0.55%
61
ADBEADOBE INC
55,383$27.1B0.55%
62
MLMMARTIN MARIETTA MATERIALS INC
111,257$26.2B0.53%
63
ATVIEURACTIVISION BLIZZARD INC
316,016$25.6B0.52%
64
EXASEXACT SCIENCES CORP
246,623$25.2B0.51%
65
PLMRPALOMAR HOLDINGS INC
221,563$23.1B0.47%
66
NUENUCOR CORP
482,071$21.6B0.44%
67
KRKROGER CO/THE
616,758$20.9B0.42%
68
FUODOLBY LABORATORIES INC
292,317$19.4B0.39%
69
VEEVVEEVA SYSTEMS INC
65,540$18.4B0.37%
70
CLXCLOROX CO/THE
82,398$17.3B0.35%
71
DAVAENDAVA PLC
232,072$14.6B0.30%
72
PRFTUSDPERFICIENT INC
321,650$13.7B0.28%
73
CVSCVS HEALTH CORP
208,286$12.2B0.25%
74
MAMASTERCARD INC
32,171$10.9B0.22%
75
MXIMMAXIM INTEGRATED PRODUCTS INC
158,676$10.7B0.22%
76
BIIBBIOGEN INC
35,562$10.1B0.20%
77
GDSGDS HOLDINGS LTD
121,100$9.9B0.20%
78
CINFCINCINNATI FINANCIAL CORP
123,149$9.6B0.19%
79
MUMICRON TECHNOLOGY INC
191,609$9.0B0.18%
80
CDWCDW CORP/DE
69,137$8.3B0.17%
81
FQIDIGITAL REALTY TRUST INC
53,025$7.8B0.16%
82
SUISUN COMMUNITIES INC
52,908$7.4B0.15%
83
STAASTAAR SURGICAL CO
131,043$7.4B0.15%
84
VCYTVERACYTE INC
222,730$7.2B0.15%
85
SESEA LTD
45,200$7.0B0.14%
86
INVHINVITATION HOMES INC
241,645$6.8B0.14%
87
CVXCHEVRON CORP
89,131$6.4B0.13%
88
COLDAMERICOLD REALTY TRUST
178,326$6.4B0.13%
89
PENPENUMBRA INC
32,294$6.3B0.13%
90
OHIOMEGA HEALTHCARE INVESTORS INC
197,015$5.9B0.12%
91
PLABPHOTRONICS INC
532,403$5.3B0.11%
92
HDHOME DEPOT INC/THE
18,164$5.0B0.10%
93
BRK/BBERKSHIRE HATHAWAY INC
23,585$5.0B0.10%
94
KCKINGSOFT CLOUD HOLDINGS LTD
170,600$5.0B0.10%
95
KOCOCA-COLA CO/THE
83,635$4.1B0.08%
96
TMOTHERMO FISHER SCIENTIFIC INC
8,534$3.8B0.08%
97
DHRDANAHER CORP
16,709$3.6B0.07%
98
SBCSABRA HEALTH CARE REIT INC
251,888$3.5B0.07%
99
ABBVABBVIE INC
38,771$3.4B0.07%
100
RCELAVITA THERAPEUTICS INC
133,975$3.4B0.07%
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