GROUPAMA ASSET MANAGMENT Q4 2025 Filing

Filed February 27, 2026

Portfolio Value

$6.8M

Holdings

432

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (432 positions)

StockValue
CVSCVS HEALTH CORP
$1.1M
DALDELTA AIR LINES INC DEL
$1.1M
KEYSKEYSIGHT TECHNOLOGIES INC
$1.1M
SSNCSS&C TECHNOLOGIES HLDGS INC
$1.1M
ORA 2.5 07/15/27ORMAT TECHNOLOGIES INC
$1.1M
STESTERIS PLC
$1.1M
VICIVICI PPTYS INC
$1.1M
8CWCROWN CASTLE INC
$1.1M
FITBFIFTH THIRD BANCORP
$1.1M
LDOSLEIDOS HOLDINGS INC
$1.1M
TELTE CONNECTIVITY PLC
$1.1M
BALLBALL CORP
$1.0M
IBKRINTERACTIVE BROKERS GROUP IN
$1.0M
VLTOVERALTO CORP
$1.0M
BKBANK NEW YORK MELLON CORP
$1.0M
HOLXHOLOGIC INC
$1.0M
KKRKKR & CO INC
$1.0M
FOXAFOX CORP
$1.0M
ORLYOREILLY AUTOMOTIVE INC
$1.0M
FOXFOX CORP
$1.0M
PEGPUBLIC SVC ENTERPRISE GRP IN
$1.0M
RGEN 1 12/15/28REPLIGEN CORP
$996K
VENVENTAS INC
$990K
LIILENNOX INTL INC
$989K
ITUBITAU UNIBANCO HLDG S A
$989K
ASND 2.25 04/01/28ASCENDIS PHARMA A/S
$986K
TXTTEXTRON INC
$983K
ZTSZOETIS INC
$981K
IM8NINSMED INC
$972K
SHGSHINHAN FINANCIAL GROUP CO L
$956K
DASHDOORDASH INC
$955K
FDXFEDEX CORP
$940K
ABNBAIRBNB INC
$930K
TRMBTRIMBLE INC
$899K
EQREQUITY RESIDENTIAL
$886K
TROWPRICE T ROWE GROUP INC
$878K
ALLEALLEGION PLC
$872K
RSGREPUBLIC SVCS INC
$871K
CITHE CIGNA GROUP
$853K
TPRTAPESTRY INC
$852K
HASHASBRO INC
$847K
PEOEXELON CORP
$832K
ZBRAZEBRA TECHNOLOGIES CORPORATI
$830K
SNPSSYNOPSYS INC
$815K
CRCCANADIAN NAT RES LTD
$803K
BBYBEST BUY INC
$789K
$789K
HIIHUNTINGTON INGALLS INDS INC
$783K
RDYDR REDDYS LABS LTD
$778K
QQNITY ELECTRONICS INC
$766K
NXPINXP SEMICONDUCTORS N V
$761K
DDDUPONT DE NEMOURS INC
$754K
CFCF INDS HLDGS INC
$753K
WDAYWORKDAY INC
$750K
FLUTFLUTTER ENTMT PLC
$742K
VMCVULCAN MATLS CO
$740K
NKENIKE INC
$739K
$730K
LYVLIVE NATION ENTERTAINMENT IN
$728K
TSNTYSON FOODS INC
$727K
RCLROYAL CARIBBEAN GROUP
$724K
MOSMOSAIC CO NEW
$715K
VFCV F CORP
$695K
AVBAVALONBAY CMNTYS INC
$691K
OCOWENS CORNING NEW
$688K
$685K
ICEINTERCONTINENTAL EXCHANGE IN
$681K
OSKOSHKOSH CORP
$679K
$676K
COINCOINBASE GLOBAL INC
$670K
CSGPCOSTAR GROUP INC
$665K
FERFERROVIAL SE
$657K
SNASNAP ON INC
$656K
GEHCGE HEALTHCARE TECHNOLOGIES I
$652K
IRINGERSOLL RAND INC
$645K
TPLTEXAS PACIFIC LAND CORPORATI
$645K
MMM3M CO
$637K
GMGENERAL MTRS CO
$633K
FOUR 0.5 08/01/27SHIFT4 PMTS INC
$630K
CAHCARDINAL HEALTH INC
$624K
TFCTRUIST FINL CORP
$621K
PAYXPAYCHEX INC
$618K
AFRM 0.75 12/15/29AFFIRM HLDGS INC
$615K
DC4DEXCOM INC
$611K
ALVAUTOLIV INC
$610K
GLWCORNING INC
$603K
MARA 0 03/01/30MARA HOLDINGS INC
$600K
KEYKEYCORP
$598K
VRSKVERISK ANALYTICS INC
$596K
RMERESMED INC
$596K
IVZINVESCO LTD
$594K
WMWASTE MGMT INC DEL
$594K
LVSLAS VEGAS SANDS CORP
$588K
CRWDCROWDSTRIKE HLDGS INC
$587K
UALUNITED AIRLS HLDGS INC
$586K
AG8AGILENT TECHNOLOGIES INC
$586K
ROKROCKWELL AUTOMATION INC
$580K
CTSHCOGNIZANT TECHNOLOGY SOLUTIO
$580K
LUVSOUTHWEST AIRLS CO
$567K
CMGCHIPOTLE MEXICAN GRILL INC
$567K
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