Assenagon Asset Management S.A. Q2 2023 Filing

Filed July 25, 2023

Portfolio Value

$28.9B

Holdings

1,315

Report Date

Q2 2023

Filing Type

13F-HR

All Holdings (1,315 positions)

StockValue
WABWABTEC
$22.0M
FIXCOMFORT SYS USA INC
$22.0M
VACMARRIOTT VACATIONS WORLDWIDE
$22.0M
MYRGMYR GROUP INC DEL
$22.0M
ADIANALOG DEVICES INC
$22.0M
MCDMCDONALDS CORP
$22.0M
UNHUNITEDHEALTH GROUP INC
$21.0M
LWLAMB WESTON HLDGS INC
$21.0M
TERTERADYNE INC
$21.0M
ADMAADMA BIOLOGICS INC
$20.0M
HESHESS CORP
$20.0M
RAMPLIVERAMP HLDGS INC
$20.0M
ARWARROW ELECTRS INC
$20.0M
SSTKSHUTTERSTOCK INC
$20.0M
OI*O-I GLASS INC
$20.0M
ATRCATRICURE INC
$20.0M
SBUXSTARBUCKS CORP
$19.0M
GMEDGLOBUS MED INC
$19.0M
GPIGROUP 1 AUTOMOTIVE INC
$19.0M
TMOTHERMO FISHER SCIENTIFIC INC
$19.0M
ASHASHLAND INC
$19.0M
FFIVF5 INC
$19.0M
EVRGEVERGY INC
$18.0M
MURMURPHY OIL CORP
$18.0M
PXDEURPIONEER NAT RES CO
$18.0M
NWSNEWS CORP NEW
$18.0M
CRVLCORVEL CORP
$18.0M
TPHTRI POINTE HOMES INC
$18.0M
ETNEATON CORP PLC
$18.0M
PAGPPLAINS GP HLDGS L P
$18.0M
AERAERCAP HOLDINGS NV
$18.0M
ARWRARROWHEAD PHARMACEUTICALS IN
$17.0M
SYFSYNCHRONY FINANCIAL
$17.0M
TFCTRUIST FINL CORP
$17.0M
KRKROGER CO
$17.0M
KELKELLOGG CO
$17.0M
ALNYALNYLAM PHARMACEUTICALS INC
$17.0M
BLMNBLOOMIN BRANDS INC
$17.0M
AGCOAGCO CORP
$17.0M
PSMTPRICESMART INC
$17.0M
MSIMOTOROLA SOLUTIONS INC
$17.0M
TVTXTRAVERE THERAPEUTICS INC
$16.0M
NTNXNUTANIX INC
$16.0M
DUKDUKE ENERGY CORP NEW
$16.0M
NTESNETEASE INC
$16.0M
US BANCORP DEL
$16.0M
HROWHARROW HEALTH INC
$16.0M
XYZBLOCK INC
$16.0M
GMS1EURGMS INC
$16.0M
CGCARLYLE GROUP INC
$16.0M
JCIJOHNSON CTLS INTL PLC
$16.0M
STRLSTERLING INFRASTRUCTURE INC
$16.0M
ENVAENOVA INTL INC
$15.0M
RNGRINGCENTRAL INC
$15.0M
UBERUBER TECHNOLOGIES INC
$15.0M
AKAMAKAMAI TECHNOLOGIES INC
$15.0M
HEESEURH & E EQUIPMENT SERVICES INC
$15.0M
HPHELMERICH & PAYNE INC
$15.0M
PRLBPROTO LABS INC
$15.0M
PNWPINNACLE WEST CAP CORP
$15.0M
BZHBEAZER HOMES USA INC
$15.0M
CNCCENTENE CORP DEL
$15.0M
ROKROCKWELL AUTOMATION INC
$15.0M
WBAWALGREENS BOOTS ALLIANCE INC
$15.0M
EXPEEXPEDIA GROUP INC
$15.0M
VVISA INC
$15.0M
GPKGRAPHIC PACKAGING HLDG CO
$15.0M
HDHOME DEPOT INC
$14.0M
ULTAULTA BEAUTY INC
$14.0M
ROPROPER TECHNOLOGIES INC
$14.0M
ALSNALLISON TRANSMISSION HLDGS I
$14.0M
BF/BBROWN FORMAN CORP
$14.0M
VECOVEECO INSTRS INC DEL
$14.0M
ZTSZOETIS INC
$14.0M
AAONAAON INC
$14.0M
JACKJACK IN THE BOX INC
$14.0M
ALVAUTOLIV INC
$14.0M
PAYXPAYCHEX INC
$14.0M
TMHCTAYLOR MORRISON HOME CORP
$13.0M
LOWLOWES COS INC
$13.0M
CRWDCROWDSTRIKE HLDGS INC
$13.0M
HURNHURON CONSULTING GROUP INC
$13.0M
BYDBOYD GAMING CORP
$13.0M
HPEHEWLETT PACKARD ENTERPRISE C
$13.0M
CITCINTAS CORP
$13.0M
FCXFREEPORT-MCMORAN INC
$13.0M
PNRPENTAIR PLC
$13.0M
FELEFRANKLIN ELEC INC
$13.0M
CMICUMMINS INC
$13.0M
PPLPPL CORP
$13.0M
MANHMANHATTAN ASSOCIATES INC
$13.0M
MCFTMASTERCRAFT BOAT HLDGS INC
$13.0M
PDFSPDF SOLUTIONS INC
$13.0M
VMCVULCAN MATLS CO
$13.0M
DVNDEVON ENERGY CORP NEW
$13.0M
JPMJPMORGAN CHASE & CO
$13.0M
TEVATEVA PHARMACEUTICAL INDS LTD
$13.0M
MANMANPOWERGROUP INC WIS
$12.0M
ITCIEURINTRA-CELLULAR THERAPIES INC
$12.0M
HWMHOWMET AEROSPACE INC
$12.0M
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