Assenagon Asset Management S.A. Q2 2024 Filing

Filed July 18, 2024

Portfolio Value

$44921.7T

Holdings

1,403

Report Date

Q2 2024

Filing Type

13F-HR

All Holdings (1,403 positions)

#StockSharesValue% PortfolioType
101
FCXFREEPORT-MCMORAN INC
1,563,898$76.0T0.17%
102
LOWLOWES COS INC
344,300$75.9T0.17%
103
ANFABERCROMBIE & FITCH CO
419,560$74.6T0.17%
104
NTESNETEASE INC
772,242$73.8T0.16%
105
DVDOUBLEVERIFY HLDGS INC
3,763,100$73.3T0.16%
106
DC4DEXCOM INC
644,626$73.1T0.16%
107
AMGNAMGEN INC
232,751$72.7T0.16%
108
GSGOLDMAN SACHS GROUP INC
160,000$72.4T0.16%Call
109
SNOWSNOWFLAKE INC
532,195$71.9T0.16%
110
ARWARROW ELECTRS INC
558,681$67.5T0.15%
111
NKENIKE INC
885,179$66.7T0.15%
112
WDAYWORKDAY INC
297,742$66.6T0.15%
113
DUKDUKE ENERGY CORP NEW
658,198$66.0T0.15%
114
FOXFOX CORP
2,052,122$65.7T0.15%
115
LRCXEURLAM RESEARCH CORP
61,494$65.5T0.15%
116
4I1PHILIP MORRIS INTL INC
639,902$64.8T0.14%
117
SHOPSHOPIFY INC
967,068$63.9T0.14%
118
GILDGILEAD SCIENCES INC
899,875$61.7T0.14%
119
KMIKINDER MORGAN INC DEL
3,075,388$61.1T0.14%
120
EWEDWARDS LIFESCIENCES CORP
655,620$60.6T0.13%
121
LULULULULEMON ATHLETICA INC
201,323$60.1T0.13%
122
PSXPHILLIPS 66
423,049$59.7T0.13%
123
ADIANALOG DEVICES INC
257,895$58.9T0.13%
124
GDDYGODADDY INC
411,004$57.4T0.13%
125
CRWDCROWDSTRIKE HLDGS INC
149,503$57.3T0.13%
126
SRPTSAREPTA THERAPEUTICS INC
359,696$56.8T0.13%
127
ELLAUDER ESTEE COS INC
531,929$56.6T0.13%
128
DGDOLLAR GEN CORP NEW
414,698$54.8T0.12%
129
MCHPMICROCHIP TECHNOLOGY INC.
588,790$53.9T0.12%
130
EOGEOG RES INC
425,265$53.5T0.12%
131
DELLDELL TECHNOLOGIES INC
387,086$53.4T0.12%
132
CBRECBRE GROUP INC
596,923$53.2T0.12%
133
IQVIQVIA HLDGS INC
248,578$52.6T0.12%
134
HUBSHUBSPOT INC
87,670$51.7T0.12%
135
CATCATERPILLAR INC
154,103$51.3T0.11%
136
BURLBURLINGTON STORES INC
207,260$49.7T0.11%
137
AIGAMERICAN INTL GROUP INC
661,117$49.1T0.11%
138
TDYTELEDYNE TECHNOLOGIES INC
125,245$48.6T0.11%
139
BTUPEABODY ENERGY CORP
2,190,141$48.4T0.11%
140
QRVOQORVO INC
414,183$48.1T0.11%
141
NMIHNMI HLDGS INC
1,407,610$47.9T0.11%
142
BLDRBUILDERS FIRSTSOURCE INC
345,516$47.8T0.11%
143
HOLXHOLOGIC INC
638,347$47.4T0.11%
144
TSNTYSON FOODS INC
824,564$47.1T0.10%
145
SNAPSNAP INC
2,824,354$46.9T0.10%
146
COOCOOPER COS INC
535,909$46.8T0.10%
147
AITAPPLIED INDL TECHNOLOGIES IN
239,947$46.5T0.10%
148
MCOMOODYS CORP
110,574$46.5T0.10%
149
AIGAMERICAN INTL GROUP INC
620,000$46.0T0.10%Call
150
VRTXVERTEX PHARMACEUTICALS INC
96,195$45.1T0.10%
151
MURMURPHY OIL CORP
1,092,374$45.0T0.10%
152
WCNWASTE CONNECTIONS INC
253,567$44.5T0.10%
153
NTRANATERA INC
406,653$44.0T0.10%
154
BROBROWN & BROWN INC
488,483$43.7T0.10%
155
CMSCMS ENERGY CORP
731,887$43.6T0.10%
156
ETSYETSY INC
733,105$43.2T0.10%
157
SPOTSPOTIFY TECHNOLOGY S A
136,281$42.8T0.10%
158
THCTENET HEALTHCARE CORP
319,795$42.5T0.09%
159
EPAMEPAM SYS INC
225,576$42.4T0.09%
160
TEAMATLASSIAN CORPORATION
239,509$42.4T0.09%
161
DECKDECKERS OUTDOOR CORP
43,742$42.3T0.09%
162
PNCPNC FINL SVCS GROUP INC
269,206$41.9T0.09%
163
ARANTERO RESOURCES CORP
1,282,334$41.8T0.09%
164
AXPAMERICAN EXPRESS CO
180,000$41.7T0.09%Put
165
COPCONOCOPHILLIPS
364,287$41.7T0.09%
166
AZNASTRAZENECA PLC
533,327$41.6T0.09%
167
CWCURTISS WRIGHT CORP
152,716$41.4T0.09%
168
VLOVALERO ENERGY CORP
263,004$41.2T0.09%
169
IDXXIDEXX LABS INC
83,251$40.6T0.09%
170
VCVISTEON CORP
377,162$40.2T0.09%
171
AEPAMERICAN ELEC PWR CO INC
456,686$40.1T0.09%
172
CVNACARVANA CO
310,732$40.0T0.09%
173
LNGCHENIERE ENERGY INC
228,287$39.9T0.09%
174
MCDMCDONALDS CORP
156,111$39.8T0.09%
175
CFGCITIZENS FINL GROUP INC
1,100,988$39.7T0.09%
176
INTUINTUIT
59,541$39.1T0.09%
177
BLKCHFBLACKROCK INC
49,657$39.1T0.09%
178
TMUST-MOBILE US INC
220,000$38.8T0.09%Put
179
EX9EXELIXIS INC
1,700,228$38.2T0.09%
180
ADMAADMA BIOLOGICS INC
3,382,174$37.8T0.08%
181
ATOATMOS ENERGY CORP
323,614$37.7T0.08%
182
FHIFEDERATED HERMES INC
1,142,192$37.6T0.08%
183
ORLYOREILLY AUTOMOTIVE INC
35,352$37.3T0.08%
184
WABWABTEC
233,964$37.0T0.08%
185
KHCKRAFT HEINZ CO
1,146,427$36.9T0.08%
186
DYHTARGET CORP
248,940$36.9T0.08%
187
PRUPRUDENTIAL FINL INC
312,863$36.7T0.08%
188
PODDINSULET CORP
179,393$36.2T0.08%
189
CPAYCORPAY INC
133,834$35.7T0.08%
190
KURAKURA ONCOLOGY INC
1,731,577$35.7T0.08%
191
MEDPMEDPACE HLDGS INC
86,498$35.6T0.08%
192
CPRTCOPART INC
651,901$35.3T0.08%
193
SCHWSCHWAB CHARLES CORP
478,273$35.2T0.08%
194
S9QSPIRIT AEROSYSTEMS HLDGS INC
1,069,600$35.2T0.08%
195
LNGCHENIERE ENERGY INC
200,000$35.0T0.08%Put
196
NBIXNEUROCRINE BIOSCIENCES INC
249,424$34.3T0.08%
197
HCPHASHICORP INC
1,011,428$34.1T0.08%
198
ULTAULTA BEAUTY INC
87,049$33.6T0.07%
199
GWWGRAINGER W W INC
36,926$33.3T0.07%
200
DOCUDOCUSIGN INC
618,118$33.1T0.07%
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