GROUPAMA ASSET MANAGMENT Q1 2024 Filing

Filed May 14, 2024

Portfolio Value

$5.5T

Holdings

507

Report Date

Q1 2024

Filing Type

13F-HR

All Holdings (507 positions)

StockValue
TFCTRUIST FINL CORP
$1.1B
MRO*MARATHON OIL CORP
$1.1B
FANGDIAMONDBACK ENERGY INC
$1.1B
LWLAMB WESTON HLDGS INC
$1.1B
FASTFASTENAL CO
$1.1B
MPWRMONOLITHIC PWR SYS INC
$1.1B
HMCHONDA MOTOR LTD
$1.0B
HSTHOST HOTELS & RESORTS INC
$1.0B
OTISOTIS WORLDWIDE CORP
$1.0B
$1.0B
8CWCROWN CASTLE INC
$1.0B
$1.0B
EDCONSOLIDATED EDISON INC
$1.0B
IPINTERNATIONAL PAPER CO
$1.0B
CHTRCHARTER COMMUNICATIONS INC N
$1.0B
DDDUPONT DE NEMOURS INC
$975.4M
CTMCASTELLUM INC
$975.1M
$973.1M
FQIDIGITAL RLTY TR INC
$969.4M
JAZZJAZZ PHARMACEUTICALS PLC
$932.5M
PXD 0.25 05/15/25PIONEER NAT RES CO
$927.8M
PANW 0.375 06/01/25PALO ALTO NETWORKS INC
$925.8M
IRONWOOD PHARMACEUTICALS INC
$919.9M
LDOSLEIDOS HOLDINGS INC
$916.8M
PEOEXELON CORP
$913.5M
DNLIDENALI THERAPEUTICS INC
$899.3M
CBRECBRE GROUP INC
$897.4M
DDOMINION ENERGY INC
$878.1M
SRPT 1.25 09/15/27SAREPTA THERAPEUTICS INC
$867.4M
REGREGENCY CTRS CORP
$864.7M
ADMARCHER DANIELS MIDLAND CO
$848.9M
BUWABIO RAD LABS INC
$838.0M
$812.6M
RHIROBERT HALF INC.
$804.5M
DYHTARGET CORP
$798.3M
EVRGEVERGY INC
$790.7M
FOXAFOX CORP
$789.4M
KMBKIMBERLY-CLARK CORP
$774.7M
TECHBIO-TECHNE CORP
$755.7M
BSYBENTLEY SYS INC
$751.8M
EBAEBAY INC.
$731.7M
BL 0 03/15/26BLACKLINE INC
$714.0M
PEGPUBLIC SVC ENTERPRISE GRP IN
$713.0M
STTSTATE STR CORP
$706.5M
CMACOMERICA INC
$705.0M
VLTOVERALTO CORP
$700.3M
IFFINTERNATIONAL FLAVORS&FRAGRA
$687.7M
MTN 0 01/01/26VAIL RESORTS INC
$680.8M
MOSMOSAIC CO NEW
$679.7M
GRMNGARMIN LTD
$676.8M
AXON 0.5 12/15/27AXON ENTERPRISE INC
$676.3M
SEDG 0 09/15/25SOLAREDGE TECHNOLOGIES INC
$673.6M
MCHPMICROCHIP TECHNOLOGY INC.
$670.5M
SHGSHINHAN FINANCIAL GROUP CO L
$655.0M
KBIAKB FINL GROUP INC
$643.3M
ATRAPTARGROUP INC
$642.3M
IXORIX CORP
$633.1M
TTTRANE TECHNOLOGIES PLC
$628.0M
ORANGE
$627.2M
EAELECTRONIC ARTS INC
$623.0M
BABAALIBABA GROUP HLDG LTD
$621.6M
CEGCONSTELLATION ENERGY CORP
$618.5M
W 3.25 09/15/27WAYFAIR INC
$612.6M
ILMNILLUMINA INC
$610.5M
CARRCARRIER GLOBAL CORPORATION
$605.9M
LUVSOUTHWEST AIRLS CO
$601.5M
RGENREPLIGEN CORP
$598.1M
VRSKVERISK ANALYTICS INC
$595.7M
WBDWARNER BROS DISCOVERY INC
$587.5M
BKNGBOOKING HOLDINGS INC
$576.8M
VEEVVEEVA SYS INC
$572.7M
$568.9M
BILLBILL HOLDINGS INC
$549.8M
U 0 11/15/26UNITY SOFTWARE INC
$549.4M
BALLBALL CORP
$533.6M
ALNY 1 09/15/27ALNYLAM PHARMACEUTICALS INC
$523.9M
DBX 0 03/01/28DROPBOX INC
$519.7M
VRNS 1.25 08/15/25VARONIS SYS INC
$518.1M
CECELANESE CORP DEL
$514.5M
GH 0 11/15/27GUARDANT HEALTH INC
$502.4M
FOUR 0.5 08/01/27SHIFT4 PMTS INC
$498.8M
FOUR 0 12/15/25SHIFT4 PMTS INC
$498.8M
LITE 0.5 12/15/26LUMENTUM HLDGS INC
$490.6M
LITE 0.5 06/15/28LUMENTUM HLDGS INC
$490.6M
NWGNATWEST GROUP PLC
$481.9M
TDOC 1.25 06/01/27TELADOC HEALTH INC
$473.0M
OREALTY INCOME CORP
$472.5M
LYGLLOYDS BANKING GROUP PLC
$465.0M
ENPHENPHASE ENERGY INC
$461.2M
ON 0.5 03/01/29ON SEMICONDUCTOR CORP
$457.5M
ITUBITAU UNIBANCO HLDG S A
$456.6M
PHGKONINKLIJKE PHILIPS N V
$454.0M
HIIHUNTINGTON INGALLS INDS INC
$446.2M
SNNSMITH & NEPHEW PLC
$440.2M
SHELSHELL PLC
$437.4M
$437.0M
NATLNCR ATLEOS CORPORATION
$434.0M
TAKTAKEDA PHARMACEUTICAL CO LTD
$422.6M
KGCKINROSS GOLD CORP
$422.2M
KNXKNIGHT-SWIFT TRANSN HLDGS IN
$406.6M
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