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)

#StockSharesValue% PortfolioType
301
LNCLINCOLN NATL CORP IND
673,095$24.2B0.04%
302
PODDINSULET CORP
91,836$24.1B0.04%
303
ZZILLOW GROUP INC
348,629$23.9B0.04%
304
ZTSZOETIS INC
144,253$23.8B0.04%
305
ULTAULTA BEAUTY INC
64,675$23.7B0.04%
306
DELLDELL TECHNOLOGIES INC
259,719$23.7B0.04%
307
PAYXPAYCHEX INC
153,417$23.7B0.04%
308
JPMJPMORGAN CHASE & CO.
96,203$23.6B0.04%
309
COTYCOTY INC
4,300,292$23.5B0.04%
310
GPCGENUINE PARTS CO
195,582$23.3B0.04%
311
FSLRFIRST SOLAR INC
184,228$23.3B0.04%
312
MHOM/I HOMES INC
196,921$22.5B0.04%
313
TSEMTOWER SEMICONDUCTOR LTD
641,105$22.4B0.04%
314
HUBSHUBSPOT INC
38,980$22.3B0.04%
315
GLBEGLOBAL E ONLINE LTD
609,583$21.7B0.04%
316
ENVAENOVA INTL INC
223,306$21.6B0.04%
317
JEFJEFFERIES FINL GROUP INC
401,454$21.5B0.04%
318
SSENTINELONE INC
1,170,411$21.3B0.04%
319
KVUEKENVUE INC
884,348$21.2B0.04%
320
CFGCITIZENS FINL GROUP INC
514,491$21.1B0.04%
321
RACEFERRARI N V
48,843$20.9B0.03%
322
OSKOSHKOSH CORP
221,493$20.8B0.03%
323
UDMYUDEMY INC
2,678,641$20.8B0.03%
324
TRGPTARGA RES CORP
103,443$20.7B0.03%
325
CHRCHURCHILL DOWNS INC
185,925$20.7B0.03%
326
UHSUNIVERSAL HLTH SVCS INC
109,859$20.6B0.03%
327
UTHUNITED THERAPEUTICS CORP DEL
65,405$20.2B0.03%
328
MTBM & T BK CORP
112,242$20.1B0.03%
329
TWLOTWILIO INC
201,477$19.7B0.03%
330
AWCAMERICAN WTR WKS CO INC NEW
133,254$19.7B0.03%
331
DOCUDOCUSIGN INC
239,613$19.5B0.03%
332
MCHPMICROCHIP TECHNOLOGY INC.
400,574$19.4B0.03%
333
PRAXPRAXIS PRECISION MEDICINES I
507,400$19.2B0.03%
334
SYFSYNCHRONY FINANCIAL
360,720$19.1B0.03%
335
VVISA INC
54,024$18.9B0.03%
336
PCARPACCAR INC
192,344$18.7B0.03%
337
KEXKIRBY CORP
184,348$18.6B0.03%
338
AXGNAXOGEN INC
1,001,217$18.5B0.03%
339
HALHALLIBURTON CO
715,212$18.1B0.03%
340
ROCKGIBRALTAR INDS INC
297,354$17.4B0.03%
341
IEXIDEX CORP
96,361$17.4B0.03%
342
RDNRADIAN GROUP INC
526,950$17.4B0.03%
343
FEFIRSTENERGY CORP
430,104$17.4B0.03%
344
PTCTPTC THERAPEUTICS INC
337,960$17.2B0.03%
345
RCLROYAL CARIBBEAN GROUP
83,144$17.1B0.03%
346
COOCOOPER COS INC
201,989$17.0B0.03%
347
ATMUATMUS FILTRATION TECHNOLOGIE
463,731$17.0B0.03%
348
MANHMANHATTAN ASSOCIATES INC
98,359$17.0B0.03%
349
TTDTHE TRADE DESK INC
310,429$17.0B0.03%
350
ALRMALARM COM HLDGS INC
303,978$16.9B0.03%
351
CGCARLYLE GROUP INC
386,195$16.8B0.03%
352
WECWEC ENERGY GROUP INC
153,847$16.8B0.03%
353
PCRXPACIRA BIOSCIENCES INC
673,289$16.7B0.03%
354
DXCDXC TECHNOLOGY CO
970,166$16.5B0.03%
355
MASMASCO CORP
236,012$16.4B0.03%
356
SMTCSEMTECH CORP
471,966$16.2B0.03%
357
STNESTONECO LTD
1,520,192$15.9B0.03%
358
EMREMERSON ELEC CO
144,385$15.8B0.03%
359
FIVNFIVE9 INC
581,109$15.8B0.03%
360
ALHCALIGNMENT HEALTHCARE INC
831,397$15.5B0.03%
361
AMAZON COM INC
80,000$15.2B0.03%Call
362
KEYSKEYSIGHT TECHNOLOGIES INC
101,362$15.2B0.03%
363
TXG10X GENOMICS INC
1,734,634$15.1B0.03%
364
WATWATERS CORP
40,726$15.0B0.03%
365
AAOIAPPLIED OPTOELECTRONICS INC
976,520$15.0B0.03%
366
SANMSANMINA CORPORATION
196,022$14.9B0.02%
367
GNWGENWORTH FINL INC
2,078,791$14.7B0.02%
368
CUBICUSTOMERS BANCORP INC
291,036$14.6B0.02%
369
VCYTVERACYTE INC
488,061$14.5B0.02%
370
CMSCMS ENERGY CORP
191,084$14.4B0.02%
371
CALXCALIX INC
402,248$14.3B0.02%
372
MAMASTERCARD INCORPORATED
25,994$14.2B0.02%
373
NEMNEWMONT CORP
292,828$14.1B0.02%
374
CHTRCHARTER COMMUNICATIONS INC N
38,177$14.1B0.02%
375
SBUXSTARBUCKS CORP
142,060$13.9B0.02%
376
MMSMAXIMUS INC
203,561$13.9B0.02%
377
WKWORKIVA INC
181,898$13.8B0.02%
378
SFSTIFEL FINL CORP
145,461$13.7B0.02%
379
TSAACI WORLDWIDE INC
247,918$13.6B0.02%
380
CVCOCAVCO INDS INC DEL
25,997$13.5B0.02%
381
HTOSJW GROUP
243,229$13.3B0.02%
382
OKTAOKTA INC
125,948$13.3B0.02%
383
CHKPCHECK POINT SOFTWARE TECH LT
57,690$13.1B0.02%
384
THCTENET HEALTHCARE CORP
96,888$13.0B0.02%
385
AMBAAMBARELLA INC
258,122$13.0B0.02%
386
OCOWENS CORNING NEW
89,896$12.8B0.02%
387
HUBBHUBBELL INC
38,581$12.8B0.02%
388
PTCPTC INC
81,975$12.7B0.02%
389
FFIVF5 INC
47,114$12.5B0.02%
390
PG4PRINCIPAL FINANCIAL GROUP IN
148,183$12.5B0.02%
391
HTZHERTZ GLOBAL HLDGS INC
3,139,016$12.4B0.02%
392
MARMARRIOTT INTL INC NEW
51,904$12.4B0.02%
393
PCVXVAXCYTE INC
323,565$12.2B0.02%
394
APGAPI GROUP CORP
324,686$11.6B0.02%
395
IBMINTERNATIONAL BUSINESS MACHS
46,539$11.6B0.02%
396
CVXCHEVRON CORP NEW
68,885$11.5B0.02%
397
ARRYARRAY TECHNOLOGIES INC
2,319,147$11.3B0.02%
398
BBTBERKSHIRE HILLS BANCORP INC
429,887$11.2B0.02%
399
BACBANK AMERICA CORP
268,585$11.2B0.02%
400
TROWPRICE T ROWE GROUP INC
120,578$11.1B0.02%
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