GROUPAMA ASSET MANAGMENT Q4 2023 Filing
Filed February 14, 2024
Portfolio Value
$3.8T
Holdings
451
Report Date
Q4 2023
Filing Type
13F-HR
All Holdings (451 positions)
| Stock | Value |
|---|---|
FNFFIDELITY NATIONAL FINANCIAL | $99.5M |
JNJJOHNSON & JOHNSON | $98.5M |
GDDYGODADDY INC | $98.3M |
AKXANSYS INC | $94.0M |
SYFSYNCHRONY FINANCIAL | $93.9M |
AVTRAVANTOR INC | $90.8M |
PCARPACCAR INC | $89.9M |
TWLOTWILIO INC | $88.9M |
CRWDCROWDSTRIKE HLDGS INC | $87.6M |
CLXCLOROX CO DEL | $87.6M |
AFGAMERICAN FINL GROUP INC OHIO | $86.9M |
JJACOBS SOLUTIONS INC | $85.4M |
FUTUFUTU HLDG LTD | $85.3M |
RGAREINSURANCE GRP OF AMERICA I | $74.8M |
—LABORATORY CORP AMER HLDGS | $74.1M |
BAHBOOZ ALLEN HAMILTON HLDG COR | $71.9M |
AJGGALLAGHER ARTHUR J & CO | $70.9M |
TDCTERADATA CORP DEL | $69.9M |
SNOWSNOWFLAKE INC | $69.1M |
TRUTRANSUNION | $65.1M |
KRCKILROY RLTY CORP | $62.4M |
VNOVORNADO RLTY TR | $61.2M |
AWMSKYWORKS SOLUTIONS INC | $60.4M |
WDCWESTERN DIGITAL CORP. | $57.7M |
EMNEASTMAN CHEM CO | $57.2M |
CTLTEURCATALENT INC | $56.3M |
DELLDELL TECHNOLOGIES INC | $51.0M |
ZMZOOM VIDEO COMMUNICATIONS-A | $49.0M |
GLWCORNING INC | $48.6M |
PINSPINTEREST INC | $48.2M |
UALUNITED AIRLS HLDGS INC | $47.5M |
MDBMONGODB INC | $46.5M |
ARMKARAMARK | $45.1M |
DOCUDOCUSIGN INC | $44.2M |
WBAWALGREENS BOOTS ALLIANCE INC | $42.4M |
TERTERADYNE INC | $41.9M |
ELANELANCO ANIMAL HEALTH INC | $39.6M |
SRPTSAREPTA THERAPEUTICS INC | $39.0M |
MSFTMICROSOFT CORP | $37.3M |
VFCV F CORP | $36.3M |
NWLNEWELL BRANDS INC | $31.4M |
CFGCITIZENS FINL GROUP INC | $27.2M |
LBRDKLIBERTY BROADBAND CORP | $25.6M |
FOXFOX CORP | $22.9M |
UHSUNIVERSAL HEALTH SVCS INC | $21.7M |
GNRCGENERAC HLDGS INC | $19.4M |
LBTYALIBERTY GLOBAL LTD | $19.1M |
VSTSVESTIS CORPORATION | $17.0M |
CSGPCOSTAR GROUP INC | $15.2M |
FTREFORTREA HLDGS INC | $11.4M |
NLOPNET LEASE OFFICE PROPERTIES COM | $2.3M |
CHRWC H ROBINSON WORLDWIDE INC | $2.2M |
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