Assenagon Asset Management S.A. Q2 2024 Filing

Filed July 18, 2024

Portfolio Value

$44.9B

Holdings

1,403

Report Date

Q2 2024

Filing Type

13F-HR

All Holdings (1,403 positions)

#StockSharesValue% PortfolioType
201
TELTE CONNECTIVITY LTD
217,566$32.7M0.07%
202
RTXRTX CORPORATION
323,557$32.5M0.07%
203
SANMSANMINA CORPORATION
490,000$32.5M0.07%
204
OSCROSCAR HEALTH INC
2,046,046$32.4M0.07%
205
FISVFISERV INC
217,132$32.4M0.07%
206
SDRLSEADRILL 2021 LTD
623,974$32.1M0.07%
207
ZMZOOM VIDEO COMMUNICATIONS IN
542,091$32.1M0.07%
208
IBNICICI BANK LIMITED
1,089,232$31.4M0.07%
209
CDWCDW CORP
140,040$31.3M0.07%
210
STZCONSTELLATION BRANDS INC
120,688$31.1M0.07%
211
MTDMETTLER TOLEDO INTERNATIONAL
22,160$31.0M0.07%
212
GKDGRAND CANYON ED INC
220,376$30.8M0.07%
213
GLBEGLOBAL E ONLINE LTD
847,094$30.7M0.07%
214
NVMINOVA LTD
128,854$30.2M0.07%
215
VRSNVERISIGN INC
169,421$30.1M0.07%
216
FTDRFRONTDOOR INC
889,442$30.1M0.07%
217
ALNYALNYLAM PHARMACEUTICALS INC
122,796$29.8M0.07%
218
SLNOSOLENO THERAPEUTICS INC
729,841$29.8M0.07%
219
BABAALIBABA GROUP HLDG LTD
410,387$29.5M0.07%
220
CRVLCORVEL CORP
115,876$29.5M0.07%
221
ATDATI INC
528,615$29.3M0.07%
222
BMRNBIOMARIN PHARMACEUTICAL INC
352,474$29.0M0.06%
223
TARSTARSUS PHARMACEUTICALS INC
1,063,422$28.9M0.06%
224
UTHUNITED THERAPEUTICS CORP DEL
90,580$28.9M0.06%
225
NUNU HLDGS LTD
2,233,087$28.8M0.06%
226
CTSHCOGNIZANT TECHNOLOGY SOLUTIO
421,495$28.7M0.06%
227
VNOMUSDVIPER ENERGY INC
760,830$28.6M0.06%
228
APLSAPELLIS PHARMACEUTICALS INC
734,708$28.2M0.06%
229
XELXCEL ENERGY INC
526,206$28.1M0.06%
230
VECOVEECO INSTRS INC DEL
598,014$27.9M0.06%
231
CTVHELIX ENERGY SOLUTIONS GRP I
2,314,924$27.6M0.06%
232
FFIVF5 INC
159,625$27.5M0.06%
233
CSGPCOSTAR GROUP INC
369,291$27.4M0.06%
234
METMETLIFE INC
390,000$27.4M0.06%Call
235
CHRCHURCHILL DOWNS INC
195,829$27.3M0.06%
236
ITGARTNER INC
60,085$27.0M0.06%
237
DDOGDATADOG INC
207,884$27.0M0.06%
238
GGGGRACO INC
338,597$26.8M0.06%
239
DYDYCOM INDS INC
158,988$26.8M0.06%
240
AZEKAZEK CO INC
635,244$26.8M0.06%
241
MTZMASTEC INC
248,506$26.6M0.06%
242
ZSZSCALER INC
138,306$26.6M0.06%
243
STRLSTERLING INFRASTRUCTURE INC
224,469$26.6M0.06%
244
ITRIITRON INC
268,379$26.6M0.06%
245
IM8NINSMED INC
391,054$26.2M0.06%
246
CSXCSX CORP
781,637$26.1M0.06%
247
DPZDOMINOS PIZZA INC
49,846$25.7M0.06%
248
CITCINTAS CORP
36,654$25.7M0.06%
249
DISDISNEY WALT CO
258,198$25.6M0.06%
250
GNWGENWORTH FINL INC
4,233,541$25.6M0.06%
251
DDDUPONT DE NEMOURS INC
317,126$25.5M0.06%
252
AERAERCAP HOLDINGS NV
272,716$25.4M0.06%
253
AMEAMETEK INC
152,132$25.4M0.06%
254
APOAPOLLO GLOBAL MGMT INC
214,650$25.3M0.06%
255
TERTERADYNE INC
170,567$25.3M0.06%
256
OCCIDENTAL PETE CORP
400,000$25.2M0.06%Put
257
HOPEHOPE BANCORP INC
2,333,798$25.1M0.06%
258
CMGCHIPOTLE MEXICAN GRILL INC
396,741$24.9M0.06%
259
SNEXSTONEX GROUP INC
328,751$24.8M0.06%
260
AMSCAMERICAN SUPERCONDUCTOR CORP
1,057,064$24.7M0.06%
261
A4SAMERIPRISE FINL INC
57,060$24.4M0.05%
262
FSLRFIRST SOLAR INC
108,099$24.4M0.05%
263
LPLALPL FINL HLDGS INC
85,914$24.0M0.05%
264
CNCCENTENE CORP DEL
361,677$24.0M0.05%
265
EMREMERSON ELEC CO
214,175$23.6M0.05%
266
NTNXNUTANIX INC
413,126$23.5M0.05%
267
ITCIEURINTRA-CELLULAR THERAPIES INC
342,843$23.5M0.05%
268
UALUNITED AIRLS HLDGS INC
477,050$23.2M0.05%
269
WDCWESTERN DIGITAL CORP.
305,238$23.1M0.05%
270
EXPDEXPEDITORS INTL WASH INC
182,816$22.8M0.05%
271
OPCHOPTION CARE HEALTH INC
821,927$22.8M0.05%
272
GLWCORNING INC
584,420$22.7M0.05%
273
LPXLOUISIANA PAC CORP
270,341$22.3M0.05%
274
EXPOEXPONENT INC
231,808$22.0M0.05%
275
VRSKVERISK ANALYTICS INC
81,169$21.9M0.05%
276
DLTRDOLLAR TREE INC
204,876$21.9M0.05%
277
OKEONEOK INC NEW
267,834$21.8M0.05%
278
AMBAAMBARELLA INC
402,507$21.7M0.05%
279
BRBRBELLRING BRANDS INC
372,590$21.3M0.05%
280
MSIMOTOROLA SOLUTIONS INC
53,932$20.8M0.05%
281
CRUSCIRRUS LOGIC INC
161,933$20.7M0.05%
282
ENVAENOVA INTL INC
330,403$20.6M0.05%
283
DORMDORMAN PRODS INC
224,374$20.5M0.05%
284
URIUNITED RENTALS INC
31,723$20.5M0.05%
285
MMSMAXIMUS INC
233,134$20.0M0.04%
286
CUCAAVIS BUDGET GROUP
191,142$20.0M0.04%
287
STOKSTOKE THERAPEUTICS INC
1,468,202$19.8M0.04%
288
TFCTRUIST FINL CORP
508,599$19.8M0.04%
289
LVSLAS VEGAS SANDS CORP
443,325$19.6M0.04%
290
ROCKGIBRALTAR INDS INC
282,842$19.4M0.04%
291
JKHYHENRY JACK & ASSOC INC
115,398$19.2M0.04%
292
COTYCOTY INC
1,900,000$19.0M0.04%
293
NVRNVR INC
2,504$19.0M0.04%
294
KEYSKEYSIGHT TECHNOLOGIES INC
138,197$18.9M0.04%
295
CLCOLGATE PALMOLIVE CO
194,678$18.9M0.04%
296
ROLROLLINS INC
384,935$18.8M0.04%
297
ICEINTERCONTINENTAL EXCHANGE IN
137,074$18.8M0.04%
298
HSYHERSHEY CO
101,697$18.7M0.04%
299
VVISA INC
71,122$18.7M0.04%
300
KEYKEYCORP
1,308,797$18.6M0.04%
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