GROUPAMA ASSET MANAGMENT Q2 2024 Filing

Filed August 14, 2024

Portfolio Value

$7.4T

Holdings

441

Report Date

Q2 2024

Filing Type

13F-HR

All Holdings (441 positions)

StockValue
LOGILOGITECH INTL S A
$2.2B
HOLXHOLOGIC INC
$2.2B
HUBBHUBBELL INC
$2.2B
DALDELTA AIR LINES INC DEL
$2.1B
EIXEDISON INTL
$2.1B
AWCAMERICAN WTR WKS CO INC NEW
$2.1B
CBOECBOE GLOBAL MKTS INC
$2.1B
KLACKLA CORP
$2.0B
MRNAMODERNA INC
$2.0B
PYPLPAYPAL HLDGS INC
$2.0B
RFREGIONS FINANCIAL CORP NEW
$2.0B
LULULULULEMON ATHLETICA INC
$1.9B
AKAM 0.375 09/01/27AKAMAI TECHNOLOGIES INC
$1.9B
TELTE CONNECTIVITY LTD
$1.9B
SSNCSS&C TECHNOLOGIES HLDGS INC
$1.9B
$1.9B
$1.9B
CBCHUBB LIMITED
$1.9B
BILL 0 04/01/27BILL HOLDINGS INC
$1.8B
ADSKAUTODESK INC
$1.8B
TDYTELEDYNE TECHNOLOGIES INC
$1.8B
MRSHMARSH & MCLENNAN COS INC
$1.7B
CLCOLGATE PALMOLIVE CO
$1.7B
PCGPG&E CORP
$1.7B
CYBR 0 11/15/24CYBERARK SOFTWARE LTD
$1.7B
EWEDWARDS LIFESCIENCES CORP
$1.7B
UBSUBS GROUP AG
$1.7B
MOALTRIA GROUP INC
$1.7B
DVNDEVON ENERGY CORP NEW
$1.7B
WELLWELLTOWER INC
$1.7B
KEYSKEYSIGHT TECHNOLOGIES INC
$1.7B
PAYXPAYCHEX INC
$1.7B
SRPT 1.25 09/15/27SAREPTA THERAPEUTICS INC
$1.7B
DNLIDENALI THERAPEUTICS INC
$1.7B
ADPAUTOMATIC DATA PROCESSING IN
$1.7B
NXPINXP SEMICONDUCTORS N V
$1.7B
TSNTYSON FOODS INC
$1.6B
TSTENARIS S A
$1.6B
ELLAUDER ESTEE COS INC
$1.6B
ALNY 1 09/15/27ALNYLAM PHARMACEUTICALS INC
$1.6B
WYWEYERHAEUSER CO MTN BE
$1.6B
ETNEATON CORP PLC
$1.6B
MTARCELORMITTAL SA LUXEMBOURG
$1.6B
F 0 03/15/26FORD MTR CO DEL
$1.6B
AREALEXANDRIA REAL ESTATE EQ IN
$1.6B
AMCRAMCOR PLC
$1.6B
AXPAMERICAN EXPRESS CO
$1.5B
BBYBEST BUY INC
$1.5B
BCSBARCLAYS PLC
$1.5B
$1.5B
PSXPHILLIPS 66
$1.5B
VICIVICI PPTYS INC
$1.4B
ORLYOREILLY AUTOMOTIVE INC
$1.4B
BKBANK NEW YORK MELLON CORP
$1.4B
CTVACORTEVA INC
$1.4B
HIIHUNTINGTON INGALLS INDS INC
$1.3B
EVRGEVERGY INC
$1.3B
$1.3B
HALO 1 08/15/28HALOZYME THERAPEUTICS INC
$1.3B
TRMBTRIMBLE INC
$1.3B
HASHASBRO INC
$1.3B
FTNTFORTINET INC
$1.3B
FITBFIFTH THIRD BANCORP
$1.3B
ICEINTERCONTINENTAL EXCHANGE IN
$1.3B
IQVIQVIA HLDGS INC
$1.3B
MPWRMONOLITHIC PWR SYS INC
$1.3B
IPGINTERPUBLIC GROUP COS INC
$1.3B
CZRCAESARS ENTERTAINMENT INC NE
$1.2B
WOPWOODSIDE ENERGY GROUP LTD
$1.2B
VENVENTAS INC
$1.2B
HUMHUMANA INC
$1.2B
TRVTRAVELERS COMPANIES INC
$1.2B
TTETOTALENERGIES SE
$1.2B
MCXMCCORMICK & CO INC
$1.2B
ONON SEMICONDUCTOR CORP
$1.2B
PANW 0.375 06/01/25PALO ALTO NETWORKS INC
$1.2B
KVUEKENVUE INC
$1.2B
XYLXYLEM INC
$1.2B
ATOATMOS ENERGY CORP
$1.2B
SPGSIMON PPTY GROUP INC NEW
$1.2B
$1.2B
BXPBOSTON PROPERTIES INC
$1.1B
AFLAFLAC INC
$1.1B
MMM3M CO
$1.1B
$1.1B
ALSALLSTATE CORP
$1.1B
FISVFISERV INC
$1.1B
AKAM 0.125 05/01/25AKAMAI TECHNOLOGIES INC
$1.1B
AIGAMERICAN INTL GROUP INC
$1.1B
IPINTERNATIONAL PAPER CO
$1.1B
SBUXSTARBUCKS CORP
$1.0B
AIZASSURANT INC
$1.0B
CBRECBRE GROUP INC
$1.0B
LEGNLEGEND BIOTECH CORP
$1.0B
TFCTRUIST FINL CORP
$1.0B
MRO*MARATHON OIL CORP
$1.0B
FTVFORTIVE CORP
$997.8M
USBUS BANCORP DEL
$981.5M
SMCIUSDSUPER MICRO COMPUTER INC
$973.4M
PPGPPG INDS INC
$963.9M
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