Assenagon Asset Management S.A. Q2 2023 Filing

Filed July 25, 2023

Portfolio Value

$28.9B

Holdings

1,315

Report Date

Q2 2023

Filing Type

13F-HR

All Holdings (1,315 positions)

StockValue
AMZNAMAZON COM INC
$2.1B
AAPLAPPLE INC
$1.4B
METAMETA PLATFORMS INC
$1.3B
MSFTMICROSOFT CORP
$1.3B
JPMORGAN CHASE & CO
$872.6M
BRK/BBERKSHIRE HATHAWAY INC DEL
$791.7M
AAPLAPPLE INC
$736.1M
GOOGLALPHABET INC
$729.3M
NVDANVIDIA CORPORATION
$505.7M
PEPPEPSICO INC
$400.4M
AMDADVANCED MICRO DEVICES INC
$382.3M
PDDPDD HOLDINGS INC
$374.8M
GOOGALPHABET INC
$307.6M
WMTWALMART INC
$249.2M
BACBANK AMERICA CORP
$249.0M
JPMJPMORGAN CHASE & CO
$245.8M
LLYLILLY ELI & CO
$214.3M
INTCINTEL CORP
$212.3M
ISRGINTUITIVE SURGICAL INC
$208.7M
CCITIGROUP INC
$203.0M
JNJJOHNSON & JOHNSON
$200.7M
NKENIKE INC
$198.9M
PGPROCTER AND GAMBLE CO
$198.8M
GSGOLDMAN SACHS GROUP INC
$197.1M
CVSCVS HEALTH CORP
$193.8M
QCOMQUALCOMM INC
$190.3M
MLB1MERCADOLIBRE INC
$181.5M
LULULULULEMON ATHLETICA INC
$171.1M
BSXBOSTON SCIENTIFIC CORP
$168.5M
ADBEADOBE SYSTEMS INCORPORATED
$161.3M
AAPLAPPLE INC
$160.0M
SUSUNCOR ENERGY INC NEW
$154.6M
ALCALCON AG
$146.1M
TSLATESLA INC
$141.6M
BACBANK AMERICA CORP
$141.4M
KOCOCA COLA CO
$135.6M
VRTXVERTEX PHARMACEUTICALS INC
$135.4M
PYPLPAYPAL HLDGS INC
$129.2M
MNSTMONSTER BEVERAGE CORP NEW
$122.7M
NFLXNETFLIX INC
$121.2M
GMGENERAL MTRS CO
$117.5M
RMERESMED INC
$115.0M
PFEPFIZER INC
$112.8M
EX9EXELIXIS INC
$109.6M
NRANRG ENERGY INC
$108.9M
MDGLMADRIGAL PHARMACEUTICALS INC
$107.8M
UTHUNITED THERAPEUTICS CORP DEL
$107.8M
DISDISNEY WALT CO
$107.0M
UNHUNITEDHEALTH GROUP INC
$106.9M
COPCONOCOPHILLIPS
$104.4M
NEENEXTERA ENERGY INC
$99.6M
CMGCHIPOTLE MEXICAN GRILL INC
$97.8M
LRCXEURLAM RESEARCH CORP
$91.5M
ADPAUTOMATIC DATA PROCESSING IN
$89.5M
CITHE CIGNA GROUP
$87.0M
CCITIGROUP INC
$85.2M
REGNREGENERON PHARMACEUTICALS
$85.0M
SRPTSAREPTA THERAPEUTICS INC
$83.1M
TMUST-MOBILE US INC
$80.1M
BLKCHFBLACKROCK INC
$79.4M
METMETLIFE INC
$78.6M
DLTRDOLLAR TREE INC
$78.2M
UNPUNION PAC CORP
$78.1M
WDCWESTERN DIGITAL CORP.
$77.4M
IBNICICI BANK LIMITED
$77.0M
DECKDECKERS OUTDOOR CORP
$77.0M
SHWSHERWIN WILLIAMS CO
$76.9M
AVGOBROADCOM INC
$76.2M
CLCOLGATE PALMOLIVE CO
$76.2M
XOMEXXON MOBIL CORP
$74.4M
NINISOURCE INC
$74.3M
SPOTSPOTIFY TECHNOLOGY S A
$73.2M
MRSHMARSH & MCLENNAN COS INC
$72.8M
CROXCROCS INC
$72.0M
GSGOLDMAN SACHS GROUP INC
$71.3M
EMREMERSON ELEC CO
$71.1M
BKNGBOOKING HOLDINGS INC
$71.1M
LBRDKLIBERTY BROADBAND CORP
$71.0M
TXNTEXAS INSTRS INC
$69.9M
CMECME GROUP INC
$68.1M
LVSLAS VEGAS SANDS CORP
$67.9M
CLVTRIP COM GROUP LTD
$67.6M
AZOAUTOZONE INC
$67.3M
NSCNORFOLK SOUTHN CORP
$65.9M
SCHWSCHWAB CHARLES CORP
$65.5M
ORCLORACLE CORP
$65.0M
COSTCOSTCO WHSL CORP NEW
$64.6M
ABBVABBVIE INC
$64.3M
ORLYOREILLY AUTOMOTIVE INC
$64.1M
CDNSCADENCE DESIGN SYSTEM INC
$63.6M
CTLTEURCATALENT INC
$62.8M
BABAALIBABA GROUP HLDG LTD
$62.6M
NEWREURNEW RELIC INC
$62.6M
BIIBBIOGEN INC
$61.7M
HUBSHUBSPOT INC
$61.2M
MRKMERCK & CO INC
$61.0M
LINLINDE PLC
$59.3M
CTVACORTEVA INC
$58.1M
FMXFOMENTO ECONOMICO MEXICANO S
$56.2M
CVXCHEVRON CORP NEW
$55.9M
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