Assenagon Asset Management S.A. Q2 2022 Filing

Filed July 27, 2022

Portfolio Value

$27.0M

Holdings

1,437

Report Date

Q2 2022

Filing Type

13F-HR

All Holdings (1,437 positions)

StockValue
MSFTMICROSOFT CORP
$1.2B
METAMETA PLATFORMS INC
$1.1B
AAPLAPPLE INC
$849.5M
BRK/BBERKSHIRE HATHAWAY INC DEL
$564.5M
BACBK OF AMERICA CORP
$508.4M
ADBEADOBE SYSTEMS INCORPORATED
$503.2M
PYPLPAYPAL HLDGS INC
$463.8M
JPMORGAN CHASE & CO
$445.9M
AMZNAMAZON COM INC
$441.7M
CCITIGROUP INC
$412.5M
DISDISNEY WALT CO
$389.8M
TSMTAIWAN SEMICONDUCTOR MFG LTD
$381.7M
AMDADVANCED MICRO DEVICES INC
$373.9M
BABAALIBABA GROUP HLDG LTD
$321.6M
GSGOLDMAN SACHS GROUP INC
$319.3M
CRMSALESFORCE INC
$294.4M
TMUST-MOBILE US INC
$248.1M
UBERUBER TECHNOLOGIES INC
$242.0M
FRCBFIRST REP BK SAN FRANCISCO C
$218.8M
JPMJPMORGAN CHASE & CO
$205.5M
AAPLAPPLE INC
$183.2M
PDDPINDUODUO INC
$175.0M
CCITIGROUP INC
$174.3M
BACBK OF AMERICA CORP
$171.8M
AKXANSYS INC
$167.8M
SUSUNCOR ENERGY INC NEW
$160.6M
GSGOLDMAN SACHS GROUP INC
$160.4M
UTHUNITED THERAPEUTICS CORP DEL
$151.2M
QCOMQUALCOMM INC
$146.6M
VRTXVERTEX PHARMACEUTICALS INC
$145.4M
IDXXIDEXX LABS INC
$135.6M
BIIBBIOGEN INC
$130.3M
VLOVALERO ENERGY CORP
$124.0M
TRMBTRIMBLE INC
$118.8M
ENQENTEGRIS INC
$116.6M
BSXBOSTON SCIENTIFIC CORP
$116.4M
CSXCSX CORP
$115.9M
METMETLIFE INC
$112.4M
LYVLIVE NATION ENTERTAINMENT IN
$111.6M
ETRENTERGY CORP NEW
$106.1M
OVVOVINTIV INC
$105.7M
LBRDKLIBERTY BROADBAND CORP
$104.1M
PFEPFIZER INC
$103.4M
SBUXSTARBUCKS CORP
$102.4M
ARANTERO RESOURCES CORP
$101.3M
MPCMARATHON PETE CORP
$100.6M
TDYTELEDYNE TECHNOLOGIES INC
$100.4M
WDAYWORKDAY INC
$99.3M
HDHOME DEPOT INC
$98.7M
XOMEXXON MOBIL CORP
$98.5M
ABBVABBVIE INC
$97.4M
PGPROCTER AND GAMBLE CO
$96.6M
NVDANVIDIA CORPORATION
$93.3M
SWN1EURSOUTHWESTERN ENERGY CO
$92.1M
MLMMARTIN MARIETTA MATLS INC
$91.8M
CICIGNA CORP NEW
$91.3M
CVXCHEVRON CORP NEW
$85.7M
JNJJOHNSON & JOHNSON
$83.8M
AMZNAMAZON COM INC
$81.1M
INTCINTEL CORP
$81.0M
AAALCOA CORP
$80.2M
PBFPBF ENERGY INC
$80.0M
PHPARKER-HANNIFIN CORP
$79.5M
FT2FIRST HORIZON CORPORATION
$76.1M
NINISOURCE INC
$75.5M
CMSCMS ENERGY CORP
$75.4M
NFLXNETFLIX INC
$74.6M
CHNGUSDCHANGE HEALTHCARE INC
$73.6M
WBDWARNER BROS DISCOVERY INC
$73.3M
VMWEURVMWARE INC
$72.4M
EQHEQUITABLE HLDGS INC
$72.2M
3M4MASIMO CORP
$72.0M
PEPPEPSICO INC
$71.7M
OTISOTIS WORLDWIDE CORP
$71.6M
FWONALIBERTY MEDIA CORP DEL
$71.0M
CDNSCADENCE DESIGN SYSTEM INC
$71.0M
IBNICICI BANK LIMITED
$70.5M
KEYSKEYSIGHT TECHNOLOGIES INC
$70.1M
GMGENERAL MTRS CO
$68.8M
TTWOTAKE-TWO INTERACTIVE SOFTWAR
$68.8M
SYFSYNCHRONY FINANCIAL
$68.2M
MRKMERCK & CO INC
$68.0M
SBUXSTARBUCKS CORP
$67.8M
CNCCENTENE CORP DEL
$66.8M
CVSCVS HEALTH CORP
$65.9M
ESTCELASTIC N V
$63.8M
BLDRBUILDERS FIRSTSOURCE INC
$62.9M
AAPLAPPLE INC
$61.5M
TWLOTWILIO INC
$61.3M
BROBROWN & BROWN INC
$60.2M
SPGIS&P GLOBAL INC
$60.1M
DLTRDOLLAR TREE INC
$59.7M
FANGDIAMONDBACK ENERGY INC
$59.0M
MRTXEURMIRATI THERAPEUTICS INC
$57.2M
ENPHENPHASE ENERGY INC
$54.4M
TQJSIGNATURE BK NEW YORK N Y
$50.7M
MOALTRIA GROUP INC
$50.7M
ELLAUDER ESTEE COS INC
$50.4M
NKENIKE INC
$50.2M
UBSUBS GROUP AG
$49.8M
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