Assenagon Asset Management S.A. Q1 2025 Filing

Filed April 15, 2025

Portfolio Value

$59.9T

Holdings

1,144

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (1,144 positions)

StockValue
AAPLAPPLE INC
$4.0B
NVDANVIDIA CORPORATION
$3.9B
MSFTMICROSOFT CORP
$3.2B
AMZNAMAZON COM INC
$3.1B
TSLATESLA INC
$2.2B
GOOGLALPHABET INC
$1.6B
METAMETA PLATFORMS INC
$1.5B
COSTCOSTCO WHSL CORP NEW
$1.1B
AMDADVANCED MICRO DEVICES INC
$885.0M
BRK/BBERKSHIRE HATHAWAY INC DEL
$796.2M
BACBANK AMERICA CORP
$746.1M
GOOGALPHABET INC
$725.8M
ISRGINTUITIVE SURGICAL INC
$626.5M
AAPLAPPLE INC
$604.2M
JPMORGAN CHASE & CO.
$597.3M
LLYELI LILLY & CO
$591.4M
PDDPDD HOLDINGS INC
$570.6M
UNHUNITEDHEALTH GROUP INC
$564.8M
MLB1MERCADOLIBRE INC
$536.4M
PEPPEPSICO INC
$527.0M
PGPROCTER AND GAMBLE CO
$453.9M
NFLXNETFLIX INC
$449.3M
ORLYOREILLY AUTOMOTIVE INC
$434.8M
TJXTJX COS INC NEW
$399.8M
BLKBLACKROCK INC
$387.2M
XOMEXXON MOBIL CORP
$382.7M
CCITIGROUP INC
$343.6M
BACBANK AMERICA CORP
$326.7M
KOCOCA COLA CO
$321.5M
REGNREGENERON PHARMACEUTICALS
$305.3M
EWEDWARDS LIFESCIENCES CORP
$297.7M
METMETLIFE INC
$294.7M
ADBEADOBE INC
$292.2M
TXNTEXAS INSTRS INC
$289.7M
INTCINTEL CORP
$276.6M
LBRDKLIBERTY BROADBAND CORP
$275.1M
AMATAPPLIED MATLS INC
$268.5M
JNJJOHNSON & JOHNSON
$265.7M
PFEPFIZER INC
$254.6M
BSXBOSTON SCIENTIFIC CORP
$250.8M
SPGIS&P GLOBAL INC
$250.0M
ABTABBOTT LABS
$248.9M
4I1PHILIP MORRIS INTL INC
$248.7M
LINLINDE PLC
$248.3M
GDDYGODADDY INC
$242.7M
CVSCVS HEALTH CORP
$238.7M
SCHWSCHWAB CHARLES CORP
$231.1M
PYPLPAYPAL HLDGS INC
$228.2M
SFMSPROUTS FMRS MKT INC
$225.4M
CNCCENTENE CORP DEL
$219.1M
PHPARKER-HANNIFIN CORP
$216.8M
NOWSERVICENOW INC
$215.7M
QCOMQUALCOMM INC
$212.8M
INTUINTUIT
$208.1M
CMGCHIPOTLE MEXICAN GRILL INC
$199.1M
AONAON PLC
$197.0M
UBERUBER TECHNOLOGIES INC
$196.7M
AAPLAPPLE INC
$192.1M
AVGOBROADCOM INC
$188.1M
ABNBAIRBNB INC
$180.0M
MNSTMONSTER BEVERAGE CORP NEW
$179.3M
EAELECTRONIC ARTS INC
$179.0M
RTXRTX CORPORATION
$175.0M
LOWLOWES COS INC
$172.5M
GRABGRAB HOLDINGS LIMITED
$162.3M
CPRTCOPART INC
$161.9M
PCORPROCORE TECHNOLOGIES INC
$159.9M
MCKMCKESSON CORP
$159.4M
KMIKINDER MORGAN INC DEL
$156.0M
DDOGDATADOG INC
$155.7M
UNPUNION PAC CORP
$152.9M
MRVLMARVELL TECHNOLOGY INC
$151.5M
ARANTERO RESOURCES CORP
$151.4M
DDDUPONT DE NEMOURS INC
$147.9M
DISDISNEY WALT CO
$147.2M
CITCINTAS CORP
$144.5M
CBRECBRE GROUP INC
$142.6M
PNCPNC FINL SVCS GROUP INC
$142.6M
ANETARISTA NETWORKS INC
$139.5M
ABBVABBVIE INC
$139.4M
CEGCONSTELLATION ENERGY CORP
$139.2M
NRANRG ENERGY INC
$137.5M
GLWCORNING INC
$135.1M
CSXCSX CORP
$134.7M
GMGENERAL MTRS CO
$134.5M
AIGAMERICAN INTL GROUP INC
$131.3M
BRBRBELLRING BRANDS INC
$131.1M
FCXFREEPORT-MCMORAN INC
$130.7M
MSCIMSCI INC
$130.7M
TRVTRAVELERS COMPANIES INC
$130.3M
DYHTARGET CORP
$127.7M
07WAMR COOPER GROUP INC
$126.4M
METMETLIFE INC
$126.1M
COPCONOCOPHILLIPS
$125.3M
CVNACARVANA CO
$123.9M
EQTEQT CORP
$123.1M
TERTERADYNE INC
$118.0M
HDHOME DEPOT INC
$116.4M
UALUNITED AIRLS HLDGS INC
$110.8M
KLACKLA CORP
$109.7M
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