AEGON ASSET MANAGEMENT UK PLC Q1 2021 Filing

Filed May 7, 2021

Portfolio Value

$6.8B

Holdings

164

Report Date

Q1 2021

Filing Type

13F-HR

All Holdings (164 positions)

StockValue
MSFTMICROSOFT CORP
$331.4M
AAPLAPPLE INC
$294.0M
AMZNAMAZON.COM INC
$261.2M
VVISA INC
$196.3M
AVGOBROADCOM INC
$167.6M
TSLATESLA INC
$162.9M
ALBALBEMARLE CORP
$162.3M
GOOGALPHABET INC
$158.1M
JPMJPMORGAN CHASE CO.
$155.2M
TSMTAIWAN SEMICONDUCTOR MANUFACTURING CO LTD
$143.5M
NEENEXTERA ENERGY INC
$138.8M
SEDGSOLAREDGE TECHNOLOGIES INC
$127.2M
METAFACEBOOK INC
$126.4M
PLUNPLUG POWER INC
$117.7M
NOWSERVICENOW INC
$102.3M
SIVBEURSVB FINANCIAL GROUP
$96.6M
BURLBURLINGTON STORES INC
$87.4M
TTEKTETRA TECH INC
$86.6M
ADPAUTOMATIC DATA PROCESSING INC
$86.5M
JNJJOHNSON JOHNSON
$85.0M
PFEPFIZER INC
$82.0M
AMTAMERICAN TOWER CORP
$81.0M
CMECME GROUP INC.
$80.0M
FRCBFIRST REPUBLIC BANK/CA
$79.9M
FISFIDELITY NATIONAL INFORMATION SERVICES INC
$78.1M
GILDGILEAD SCIENCES INC
$75.9M
OLEDUNIVERSAL DISPLAY CORP
$75.4M
RSGREPUBLIC SERVICES INC
$73.0M
TXNTEXAS INSTRUMENTS INC
$73.0M
MKTXMARKETAXESS HOLDINGS INC
$72.8M
PODDINSULET CORP
$71.7M
EVBGEUREVERBRIDGE INC
$71.5M
TERTERADYNE INC
$70.7M
WTRGESSENTIAL UTILITIES INC
$70.1M
ILMNILLUMINA INC
$69.8M
DISWALT DISNEY CO/THE
$68.5M
APDAIR PRODUCTS AND CHEMICALS INC
$64.7M
CMICUMMINS INC
$63.3M
AVYAVERY DENNISON CORP
$59.9M
ISRGINTUITIVE SURGICAL INC
$59.7M
RNGRINGCENTRAL INC
$59.7M
BABAALIBABA GROUP HOLDING LTD
$56.4M
LMTLOCKHEED MARTIN CORP
$55.0M
EPAMEPAM SYSTEMS INC
$54.6M
SHOPSHOPIFY INC
$53.9M
JDJD.COM INC
$51.0M
GOOGLALPHABET INC
$48.5M
MRKMERCK CO INC
$47.5M
BOTTOMLINE TECHNOLOGIES DE INC
$47.4M
KRKROGER CO/THE
$47.3M
HAEHAEMONETICS CORP
$47.1M
PTONPELOTON INTERACTIVE INC
$46.8M
SERVUSDTERMINIX GLOBAL HOLDINGS INC
$46.2M
ITGARTNER INC
$44.4M
PLNTPLANET FITNESS INC
$44.1M
STTSTATE STREET CORP
$44.1M
AKXANSYS INC
$43.0M
BACVERIZON COMMUNICATIONS INC
$39.9M
CLXCLOROX CO/THE
$39.6M
SITESITEONE LANDSCAPE SUPPLY INC
$39.2M
ELESTEE LAUDER COS INC/THE
$38.7M
PGRPROGRESSIVE CORP/THE
$37.7M
FRPTFRESHPET INC
$37.4M
PEPPEPSICO INC
$36.1M
USBUS BANCORP
$35.5M
HBANHUNTINGTON BANCSHARES INC/OH
$34.9M
ABMDEURABIOMED INC
$34.9M
CINFCINCINNATI FINANCIAL CORP
$34.8M
TROWT ROWE PRICE GROUP INC
$34.6M
CSCOCISCO SYSTEMS INC
$33.7M
PYPLPAYPAL HOLDINGS INC
$33.1M
DYHTARGET CORP
$32.7M
EXASEXACT SCIENCES CORP
$32.3M
BANDBANDWIDTH INC
$32.1M
MLMMARTIN MARIETTA MATERIALS INC
$31.3M
XYLXYLEM INC/NY
$31.1M
CLCOLGATE-PALMOLIVE CO
$31.1M
FQIDIGITAL REALTY TRUST INC
$31.0M
PKGPACKAGING CORP OF AMERICA
$30.9M
AZNASTRAZENECA PLC
$30.5M
STLDSTEEL DYNAMICS INC
$30.0M
KMBKIMBERLY-CLARK CORP
$29.5M
ATVIEURACTIVISION BLIZZARD INC
$29.0M
WSOWATSCO INC
$28.2M
FUODOLBY LABORATORIES INC
$27.7M
ADBEADOBE INC
$27.7M
NUENUCOR CORP
$24.4M
KELKELLOGG CO
$23.3M
BBYBEST BUY CO INC
$22.1M
QCOMQUALCOMM INC
$20.4M
DAVAENDAVA PLC
$19.5M
PLMRPALOMAR HOLDINGS INC
$19.5M
OHIOMEGA HEALTHCARE INVESTORS INC
$18.2M
HASHASBRO INC
$18.1M
VEEVVEEVA SYSTEMS INC
$17.8M
MUMICRON TECHNOLOGY INC
$17.7M
VCYTVERACYTE INC
$15.5M
MAMASTERCARD INC
$15.4M
STAASTAAR SURGICAL CO
$15.2M
PRFTUSDPERFICIENT INC
$14.9M
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