GROUPAMA ASSET MANAGMENT Q2 2024 Filing

Filed August 14, 2024

Portfolio Value

$7.4B

Holdings

441

Report Date

Q2 2024

Filing Type

13F-HR

All Holdings (441 positions)

#StockSharesValue% PortfolioType
401
ENPHENPHASE ENERGY INC
2,921$291.3B3951.55%
402
ILMNILLUMINA INC
2,771$289.2B3924.20%
403
DOWDOW INC
5,439$288.5B3914.73%
404
CRLCHARLES RIV LABS INTL INC
1,313$271.2B3680.03%
405
ZSZSCALER INC
3,150,000$259.5B3520.75%
406
HRLHORMEL FOODS CORP
8,259$251.8B3416.51%
407
TECHBIO-TECHNE CORP
3,485$249.7B3387.78%
408
TPRTAPESTRY INC
5,321$227.7B3089.11%
409
OMCOMNICOM GROUP INC
4,712$212.5B2882.91%
410
APAAPA CORPORATION
6,959$204.9B2779.60%
411
SOLVSOLVENTUM CORP
3,649$193.0B2617.96%
412
CTSHCOGNIZANT TECHNOLOGY SOLUTIO
2,745$186.7B2532.49%
413
AGXARGAN INC
2,266$176.8B2398.73%
414
SYKSTRYKER CORPORATION
1,020$173.8B2358.19%
415
NWGNATWEST GROUP PLC
43,859$172.9B2345.35%
416
GRABGRAB HOLDINGS LIMITED
48,689$172.8B2345.07%
417
WSTWEST PHARMACEUTICAL SVSC INC
522$171.9B2332.81%
418
FCPTFOUR CORNERS PPTY TR INC
11,716$145.9B1979.92%
419
NTRSNORTHERN TR CORP
3,364$142.1B1928.43%
420
VRSNVERISIGN INC
761$135.3B1835.75%
421
LYBLYONDELLBASELL INDUSTRIES N
1,118$106.9B1451.01%
422
FUTUFUTU HLDGS LTD
1,297$85.1B1154.45%
423
QGENQIAGEN NV
2,047$84.6B1147.45%
424
CLXCLOROX CO DEL
614$83.8B1136.85%
425
WDCWESTERN DIGITAL CORP.
1,102$83.5B1132.87%
426
VODVODAFONE GROUP PLC NEW
1,340,411$80.4B1091.36%
427
MUMICRON TECHNOLOGY INC
1,080,000$80.3B1089.74%
428
PHGKONINKLIJKE PHILIPS N V
6,061$80.2B1088.15%
429
STMSTMICROELECTRONICS N V
1,200,000$75.9B1029.50%
430
BILLBILL HOLDINGS INC
880,000$75.2B1020.27%
431
LHLABCORP HOLDINGS INC
326$66.3B900.12%
432
AWMSKYWORKS SOLUTIONS INC
537$57.2B776.50%
433
UALUNITED AIRLS HLDGS INC
1,150$56.0B759.22%
434
HALHALLIBURTON CO
1,080,000$30.6B415.16%
435
RAREULTRAGENYX PHARMACEUTICAL IN
729$30.0B406.51%
436
AKXANSYS INC
73$23.5B318.43%
437
MDBMONGODB INC
780,000$18.9B256.42%
438
QGENQIAGEN NV
546,000$13.0B175.79%
439
FTREFORTREA HLDGS INC
326$7.6B103.23%
440
GRALGRAIL INC
461$7.1B96.14%
441
TTELUS CORPORATION
8,828$1.8B24.79%
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