GROUPAMA ASSET MANAGMENT Q1 2024 Filing

Filed May 14, 2024

Portfolio Value

$5.5B

Holdings

507

Report Date

Q1 2024

Filing Type

13F-HR

All Holdings (507 positions)

#StockSharesValue% PortfolioType
401
KEYKEYCORP
12,729$404.7B7371.63%
402
HLNHALEON PLC
95,541$402.0B7323.59%
403400,000$399.4B7275.06%
404
WOPWOODSIDE ENERGY GROUP LTD
19,929$396.5B7223.87%
405
CRLCHARLES RIV LABS INTL INC
760$396.1B7216.28%
406500,000$388.3B7073.93%
407500,000$374.2B6817.36%
408500,000$374.2B6817.36%
409
HPEHEWLETT PACKARD ENTERPRISE C
20,813$369.0B6722.32%
410
EQREQUITY RESIDENTIAL
5,766$363.9B6629.01%
411
DPZDOMINOS PIZZA INC
730$362.7B6607.70%
412
MTDMETTLER TOLEDO INTERNATIONAL
271$360.8B6572.32%
413
ZSZSCALER INC
1,781$343.1B6249.77%
414
OCOWENS CORNING NEW
2,001$333.8B6080.23%
415
BBDBANCO BRADESCO S A
112,341$321.3B5853.03%
416
ENPH 0 03/01/28ENPHASE ENERGY INC
400,000$319.8B5826.67%
417
DOWDOW INC
5,439$315.1B5739.83%
418
APOAPOLLO GLOBAL MGMT INC
2,742$308.3B5616.99%
419
HRLHORMEL FOODS CORP
8,259$288.2B5249.35%
420
ABXBARRICK GOLD CORP
17,283$287.7B5241.81%
421
TPRTAPESTRY INC
2,669$266.5B4854.06%
422
CNHICNH INDL N V
19,871$256.3B4669.89%
423
SYKSTRYKER CORPORATION
706$252.7B4602.63%
424
YUMCYUM CHINA HLDGS INC
6,101$242.8B4422.34%
425
APAAPA CORPORATION
6,959$239.3B4358.41%
426
TYLTYLER TECHNOLOGIES INC
540$229.5B4180.89%
427
OMCOMNICOM GROUP INC
2,356$228.0B4152.87%
428
MLB1MERCADOLIBRE INC
150$226.8B4131.50%
429
RYROYAL BK CDA
2,243$226.4B4125.20%
430
OSKOSHKOSH CORP
1,777$221.6B4037.07%
431
UMCUNITED MICROELECTRONICS CORP
27,262$220.6B4017.76%
432
EDGGOLD FIELDS LTD
13,690$217.5B3962.81%
433
WSTWEST PHARMACEUTICAL SVSC INC
522$206.6B3762.92%
434
CTSHCOGNIZANT TECHNOLOGY SOLUTIO
2,745$201.2B3664.91%
435
AGXARGAN
2,200$199.3B3631.48%
436
SNAPSNAP INC
17,277$198.3B3613.16%
437
BTOB2GOLD CORP
71,077$186.5B3396.72%
438
AKAMAKAMAI TECHNOLOGIES INC
1,643$178.7B3255.25%
439
DVADAVITA INC
1,194$164.8B3002.74%
440
NTRSNORTHERN TR CORP
1,682$149.6B2724.59%
441
VRSNVERISIGN INC
761$144.2B2627.20%
442
FCPTFOUR CORNERS PPTY TR INC
5,858$143.3B2611.31%
443
STMSTMICROELECTRONICS N V
1,073,118$124.0B2258.91%Call
444
LKQ1LKQ CORP
2,144$114.5B2086.05%
445
LYBLYONDELLBASELL INDUSTRIES N
1,118$114.3B2083.09%
446
PAASPAN AMERN SILVER CORP
7,321$110.5B2012.47%
447
MSFTMICROSOFT CORP
2,103,600$109.2B1988.38%Call
448
IDXXIDEXX LABS INC
202$109.1B1986.85%
449
BMOBANK MONTREAL QUE
1,111$108.6B1977.93%
450
IPGPIPG PHOTONICS CORP
1,154$104.7B1906.52%
451
CRWDCROWDSTRIKE HLDGS INC
320$102.6B1868.86%
452
AVTRAVANTOR INC
3,976$101.7B1852.05%
453
JJACOBS SOLUTIONS INC
658$101.2B1842.72%
454
PHGKONINKLIJKE PHILIPS N V
1,304,409$98.0B1785.26%Call
455
MFCMANULIFE FINL CORP
3,887$97.2B1770.18%
456
PODDINSULET CORP
549$94.1B1714.20%
457
CLXCLOROX CO DEL
614$94.0B1712.58%
458
MPTMEDICAL PPTYS TRUST INC
19,807$93.1B1695.87%
459
WPCWP CAREY INC
1,543$87.1B1586.46%
460
RTORENTOKIL INITIAL PLC
14,029$83.6B1522.83%
461
FNFFIDELITY NATIONAL FINANCIAL
1,574$83.6B1522.56%
462
SUSUNCOR ENERGY INC NEW
2,229$82.3B1500.00%
463
AJGGALLAGHER ARTHUR J & CO
315$78.8B1434.82%
464
AFGAMERICAN FINL GROUP INC OHIO
564$77.0B1402.25%
465
WDCWESTERN DIGITAL CORP.
1,102$75.2B1369.92%
466
TWLOTWILIO INC
1,172$71.7B1305.57%
467
LABORATORY CORP AMER HLDGS
326$71.2B1297.38%
468
SYFSYNCHRONY FINANCIAL
1,644$70.9B1291.38%
469
FMSFRESENIUS MEDICAL CARE AG
1,096$67.5B1229.54%
470
RGAREINSURANCE GRP OF AMERICA I
343$66.2B1205.20%
471
WPPWPP PLC NEW
6,838$65.1B1185.85%
472
BAHBOOZ ALLEN HAMILTON HLDG COR
427$63.4B1154.67%
473
VNOVORNADO RLTY TR
2,166$62.3B1135.21%
474
TDCTERADATA CORP DEL
1,606$62.1B1131.35%
475
TRUTRANSUNION
777$62.0B1129.54%
476
KRCKILROY RLTY CORP
1,611$58.7B1069.14%
477
AWMSKYWORKS SOLUTIONS INC
537$58.2B1059.65%
478
UALUNITED AIRLS HLDGS INC
1,150$55.1B1003.06%
479
EMNEASTMAN CHEM CO
471$47.2B859.91%
480
QSRRESTAURANT BRANDS INTL INC
582$46.3B842.79%
481
GRFSGRIFOLS S A
5,069$45.6B831.55%
482
GILGILDAN ACTIVEWEAR INC
1,211$45.0B819.51%
483
ZMZOOM VIDEO COMMUNICATIONS IN
681$44.5B810.97%
484
DOCUDOCUSIGN INC
743$44.2B806.03%
485
CMCANADIAN IMPERIAL BK COMM TO
836$42.4B772.82%
486
PINSPINTEREST INC
1,188$41.2B750.32%
487
GLWCORNING INC
1,207$39.8B724.73%
488
ARMKARAMARK
1,217$39.6B720.97%
489
TERTERADYNE INC
346$39.0B711.17%
490
AKXANSYS INC
110$38.2B695.67%
491
WFGWEST FRASER TIMBER CO LTD
413$35.7B650.26%
492
ELANELANCO ANIMAL HEALTH INC
2,006$32.7B594.93%
493
CFGCITIZENS FINL GROUP INC
821$29.8B542.76%
494
PUKNPRUDENTIAL PLC
3,149$29.6B538.42%
495
PPLPEMBINA PIPELINE CORP
752$26.6B483.99%
496
VSTSVESTIS CORPORATION
1,246$24.0B437.39%
497
QGENQIAGEN NV
426,183$24.0B437.21%Call
498
NWLNEWELL BRANDS INC
2,715$21.8B397.15%
499
VFCV F CORP
1,418$21.8B396.26%
500
UHSUNIVERSAL HLTH SVCS INC
112$20.4B372.28%
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