Assenagon Asset Management S.A. Q1 2023 Filing

Filed April 18, 2023

Portfolio Value

$28173.0T

Holdings

1,398

Report Date

Q1 2023

Filing Type

13F-HR

All Holdings (1,398 positions)

#StockSharesValue% PortfolioType
1
AMZNAMAZON COM INC
12,142,014$1254.1T4.45%
2
MSFTMICROSOFT CORP
4,193,137$1208.9T4.29%
3
GOOGLALPHABET INC
9,214,831$955.9T3.39%
4
AAPLAPPLE INC
5,431,474$895.7T3.18%
5
METAMETA PLATFORMS INC
3,181,585$674.3T2.39%
6
BRK/BBERKSHIRE HATHAWAY INC DEL
2,074,480$640.5T2.27%
7
JPMORGAN CHASE & CO
4,865,000$634.0T2.25%Put
8
NVDANVIDIA CORPORATION
1,889,302$524.8T1.86%
9
PDDPDD HOLDINGS INC
4,630,643$351.5T1.25%
10
AAPLAPPLE INC
2,035,000$335.6T1.19%Put
11
PGPROCTER AND GAMBLE CO
2,237,258$332.7T1.18%
12
BACBANK AMERICA CORP
11,180,000$319.7T1.13%Put
13
GOOGALPHABET INC
3,051,542$317.4T1.13%
14
INTCINTEL CORP
9,451,631$308.8T1.10%
15
PEPPEPSICO INC
1,580,740$288.2T1.02%
16
ADBEADOBE SYSTEMS INCORPORATED
733,300$282.6T1.00%
17
PFEPFIZER INC
6,873,199$280.4T1.00%
18
ATVIEURACTIVISION BLIZZARD INC
2,989,694$255.9T0.91%
19
CRMSALESFORCE INC
1,277,627$255.2T0.91%
20
NFLXNETFLIX INC
735,799$254.2T0.90%
21
MLB1MERCADOLIBRE INC
171,271$225.7T0.80%
22
MPCMARATHON PETE CORP
1,552,989$209.4T0.74%
23
JPMJPMORGAN CHASE & CO
1,575,000$205.2T0.73%Call
24
JNJJOHNSON & JOHNSON
1,283,164$198.9T0.71%
25
VRTXVERTEX PHARMACEUTICALS INC
618,796$195.0T0.69%
26
BACBANK AMERICA CORP
6,780,000$193.9T0.69%Call
27
AMDADVANCED MICRO DEVICES INC
1,914,459$187.6T0.67%
28
MRKMERCK & CO INC
1,756,773$186.9T0.66%
29
TMOTHERMO FISHER SCIENTIFIC INC
320,468$184.7T0.66%
30
GSGOLDMAN SACHS GROUP INC
560,000$183.2T0.65%Put
31
CCITIGROUP INC
3,745,000$175.6T0.62%Put
32
TSLATESLA INC
825,176$171.2T0.61%
33
KOCOCA COLA CO
2,759,010$171.1T0.61%
34
REGNREGENERON PHARMACEUTICALS
203,267$167.0T0.59%
35
CVSCVS HEALTH CORP
2,233,864$166.0T0.59%
36
WMTWALMART INC
1,050,520$154.9T0.55%
37
UTHUNITED THERAPEUTICS CORP DEL
665,568$149.1T0.53%
38
DISDISNEY WALT CO
1,367,349$136.9T0.49%
39
ALCALCON AG
1,908,478$135.2T0.48%
40
METMETLIFE INC
2,280,000$132.1T0.47%Put
41
ELFE L F BEAUTY INC
1,553,238$127.9T0.45%
42
LINLINDE PLC
358,933$127.6T0.45%
43
BKNGBOOKING HOLDINGS INC
48,084$127.5T0.45%
44
DLTRDOLLAR TREE INC
885,306$127.1T0.45%
45
AQUAUSDEVOQUA WATER TECHNOLOGIES CO
2,552,685$126.9T0.45%
46
NINISOURCE INC
4,490,768$125.6T0.45%
47
MDGLMADRIGAL PHARMACEUTICALS INC
516,588$125.1T0.44%
48
ABTABBOTT LABS
1,223,388$123.9T0.44%
49
LNTHLANTHEUS HLDGS INC
1,454,887$120.1T0.43%
50
AAPLAPPLE INC
715,000$117.9T0.42%Call
51
SGENUSDSEAGEN INC
571,796$115.8T0.41%
52
TMUST-MOBILE US INC
787,000$114.0T0.40%Put
53
CROXCROCS INC
897,281$113.5T0.40%
54
MCKMCKESSON CORP
307,924$109.6T0.39%
55
BEKEKE HLDGS INC
5,670,471$106.8T0.38%
56
WSCWILLSCOT MOBIL MINI HLDNG CO
2,205,660$103.4T0.37%
57
CCITIGROUP INC
2,145,000$100.6T0.36%Call
58
BIIBBIOGEN INC
355,535$98.8T0.35%
59
SCHWSCHWAB CHARLES CORP
1,846,733$96.7T0.34%
60
BSXBOSTON SCIENTIFIC CORP
1,932,439$96.7T0.34%
61
PYPLPAYPAL HLDGS INC
1,175,597$89.3T0.32%
62
UBERUBER TECHNOLOGIES INC
2,809,892$89.1T0.32%
63
CLCOLGATE PALMOLIVE CO
1,178,308$88.5T0.31%
64
AZOAUTOZONE INC
35,329$86.8T0.31%
65
AYXEURALTERYX INC
1,468,167$86.4T0.31%
66
DECKDECKERS OUTDOOR CORP
189,791$85.3T0.30%
67
SRPTSAREPTA THERAPEUTICS INC
609,148$84.0T0.30%
68
BJBJS WHSL CLUB HLDGS INC
1,090,646$83.0T0.29%
69
MCDMCDONALDS CORP
292,575$81.8T0.29%
70
AIGAMERICAN INTL GROUP INC
1,594,669$80.3T0.29%
71
LBRDKLIBERTY BROADBAND CORP
946,594$77.3T0.27%
72
SNAPSNAP INC
6,668,371$74.8T0.27%
73
CLVTRIP COM GROUP LTD
1,955,711$73.7T0.26%
74
EWEDWARDS LIFESCIENCES CORP
866,275$71.7T0.25%
75
XOMEXXON MOBIL CORP
609,185$66.8T0.24%
76
YUMYUM BRANDS INC
505,402$66.8T0.24%
77
VLOVALERO ENERGY CORP
477,854$66.7T0.24%
78
EX9EXELIXIS INC
3,417,463$66.3T0.24%
79
FCXFREEPORT-MCMORAN INC
1,607,292$65.8T0.23%
80
VCVISTEON CORP
414,427$65.0T0.23%
81
CBCHUBB LIMITED
333,097$64.7T0.23%
82
DELLDELL TECHNOLOGIES INC
1,573,523$63.3T0.22%
83
ORLYOREILLY AUTOMOTIVE INC
74,245$63.0T0.22%
84
GILDGILEAD SCIENCES INC
751,171$62.3T0.22%
85
EMEEMCOR GROUP INC
383,214$62.3T0.22%
86
GMGENERAL MTRS CO
1,697,106$62.2T0.22%
87
GSGOLDMAN SACHS GROUP INC
185,000$60.5T0.21%Call
88
NSCNORFOLK SOUTHN CORP
284,785$60.4T0.21%
89
MOALTRIA GROUP INC
1,351,197$60.3T0.21%
90
PINSPINTEREST INC
2,204,633$60.1T0.21%
91
METMETLIFE INC
1,030,000$59.7T0.21%Call
92
PNCPNC FINL SVCS GROUP INC
463,847$59.0T0.21%
93
QCOMQUALCOMM INC
460,646$58.8T0.21%
94
TXNTEXAS INSTRS INC
315,370$58.7T0.21%
95
GDDYGODADDY INC
733,767$57.0T0.20%
96
IBNICICI BANK LIMITED
2,581,017$55.7T0.20%
97
LULULULULEMON ATHLETICA INC
150,418$54.8T0.19%
98
8INSYNEOS HEALTH INC
1,531,569$54.6T0.19%
99
4I1PHILIP MORRIS INTL INC
560,285$54.5T0.19%
100
ETRENTERGY CORP NEW
499,087$53.8T0.19%
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