GROUPAMA ASSET MANAGMENT Q3 2024 Filing

Filed November 15, 2024

Portfolio Value

$3849.9T

Holdings

455

Report Date

Q3 2024

Filing Type

13F-HR

All Holdings (455 positions)

#StockSharesValue% PortfolioType
1
MSFTMICROSOFT CORP
981,251$339.0T8.81%
2
NVDANVIDIA CORPORATION
4,187,874$199.0T5.17%
3
AAPLAPPLE INC
1,056,473$197.6T5.13%
4
AVGOBROADCOM INC
1,014,931$140.6T3.65%
5
GOOGLALPHABET INC
953,168$126.9T3.30%
6
AMZNAMAZON COM INC
764,441$114.4T2.97%
7
MSIMOTOROLA SOLUTIONS INC
587,077$103.9T2.70%
8
MUMICRON TECHNOLOGY INC
878,496$73.1T1.90%
9
JPMJPMORGAN CHASE & CO.
429,014$72.6T1.89%
10
MRKMERCK & CO INC
1,554,497$69.6T1.81%
11
AZNASTRAZENECA PLC
543,398$67.8T1.76%
12
PHPARKER-HANNIFIN CORP
132,840$67.4T1.75%
13
UNHUNITEDHEALTH GROUP INC
141,841$66.6T1.73%
14
BSXBOSTON SCIENTIFIC CORP
952,044$64.1T1.66%
15
METAMETA PLATFORMS INC
137,729$63.3T1.64%
16
LLYELI LILLY & CO
88,465$62.9T1.63%
17
REGNREGENERON PHARMACEUTICALS
71,277$60.2T1.56%
18
TECK/BTECK RESOURCES LTD
2,319,624$57.9T1.50%
19
RTXRTX CORPORATION
592,894$57.7T1.50%
20
TMOTHERMO FISHER SCIENTIFIC INC
231,280$56.3T1.46%
21
AEMAGNICO EAGLE MINES LTD
844,467$54.6T1.42%
22
SANBANCO SANTANDER S.A.
10,403,192$42.9T1.11%
23
PGPROCTER AND GAMBLE CO
287,952$40.0T1.04%
24
TMUST-MOBILE US INC
236,272$39.1T1.02%
25
PANWPALO ALTO NETWORKS INC
477,296$35.9T0.93%
26
BBVABANCO BILBAO VIZCAYA ARGENTA
3,857,903$33.6T0.87%
27
TSLATESLA INC
152,700$32.1T0.83%
28
NEENEXTERA ENERGY INC
471,165$32.0T0.83%
29
BACBANK AMERICA CORP
995,232$31.7T0.82%
30
URIUNITED RENTALS INC
48,367$31.4T0.82%
31
MDLZMONDELEZ INTL INC
1,046,768$31.1T0.81%
32
TJXTJX COS INC NEW
306,089$28.9T0.75%
33
METMETLIFE INC
427,174$28.3T0.73%
34
WMTWALMART INC
416,208$27.0T0.70%
35
AMDADVANCED MICRO DEVICES INC
203,761$26.8T0.70%
36
EQIXEQUINIX INC
37,134$26.5T0.69%
37
CPCANADIAN PACIFIC KANSAS CITY
756,134$26.0T0.68%
38
BKRBAKER HUGHES COMPANY
889,378$25.8T0.67%
39
HONHONEYWELL INTL INC
152,909$25.4T0.66%
40
XPOXPO INC
289,761$25.0T0.65%
41
STLASTELLANTIS N.V
2,229,736$24.8T0.64%
42
HALHALLIBURTON CO
1,007,093$23.5T0.61%
43
SRESEMPRA
650,772$22.0T0.57%
44
ABBVABBVIE INC
135,749$21.5T0.56%
45
ADBEADOBE INC
51,482$21.4T0.56%
46
ABTABBOTT LABS
228,448$20.9T0.54%
47
PNCPNC FINL SVCS GROUP INC
139,600$20.7T0.54%
48
RACEFERRARI N V
54,858$20.6T0.54%
49
ISRGINTUITIVE SURGICAL INC
52,196$20.6T0.53%
50
KOCOCA COLA CO
706,878$19.9T0.52%
51
DISDISNEY WALT CO
249,689$19.3T0.50%
52
ETRENTERGY CORP NEW
178,748$18.9T0.49%
53
GOOGALPHABET INC
140,404$18.8T0.49%
54
AMTAMERICAN TOWER CORP NEW
97,567$18.2T0.47%
55
VVISA INC
70,263$15.5T0.40%
56
CDNSCADENCE DESIGN SYSTEM INC
64,262$14.0T0.36%
57
ISIIONIS PHARMACEUTICALS INC
916,060$13.8T0.36%
58
SWSMURFIT WESTROCK PLC
336,692$13.5T0.35%
59
HDHOME DEPOT INC
41,392$13.5T0.35%
60
VLOVALERO ENERGY CORP
119,413$12.9T0.34%
61
HCAHCA HEALTHCARE INC
39,530$12.9T0.34%
62
VRTXVERTEX PHARMACEUTICALS INC
34,330$12.8T0.33%
63
TRVCCITIGROUP INC
253,012$12.7T0.33%
64
CYBRCYBERARK SOFTWARE LTD
1,042,767$11.5T0.30%
65
GSKGSK PLC
1,413,089$11.4T0.30%
66
TSMTAIWAN SEMICONDUCTOR MFG LTD
159,560$11.2T0.29%
67
DHRDANAHER CORPORATION
95,405$10.6T0.28%
68
CRMSALESFORCE INC
94,585$10.4T0.27%
69
CMGCHIPOTLE MEXICAN GRILL INC
212,355$9.8T0.26%
70
RHCRH PLC
152,601$9.3T0.24%
71
ORCLORACLE CORP
60,494$8.3T0.21%
72
ACNACCENTURE PLC IRELAND
28,677$8.1T0.21%
73
MAMASTERCARD INCORPORATED
19,897$7.9T0.20%
74
WTSWATTS WATER TECHNOLOGIES INC
47,339$7.9T0.20%
75
CSCOCISCO SYS INC
183,043$7.8T0.20%
76
ROPROPER TECHNOLOGIES INC
17,452$7.8T0.20%
77
LRCXEURLAM RESEARCH CORP
24,921$7.7T0.20%
78
EOGEOG RES INC
76,243$7.5T0.20%
79
COSTCOSTCO WHSL CORP NEW
10,362$7.4T0.19%
80
SCISERVICE CORP INTL
115,088$7.3T0.19%
81
DEODIAGEO PLC
404,872$7.2T0.19%
82
MCDMCDONALDS CORP
29,326$7.2T0.19%
83
ECLECOLAB INC
72,239$7.0T0.18%
84
LINLINDE PLC
18,073$6.9T0.18%
85
CATCATERPILLAR INC
21,541$6.8T0.18%
86
DWDMORGAN STANLEY
80,587$6.7T0.18%
87
PFEPFIZER INC
289,101$6.7T0.17%
88
JNJJOHNSON & JOHNSON
51,434$6.7T0.17%
89
TAT&T INC
378,355$6.7T0.17%
90
CMECME GROUP INC
37,242$6.6T0.17%
91
UNPUNION PAC CORP
41,540$6.6T0.17%
92
MDTMEDTRONIC PLC
181,095$6.6T0.17%
93
CMCSACOMCAST CORP NEW
194,851$6.5T0.17%
94
KRKROGER CO
138,914$6.4T0.17%
95
BNTXBIONTECH SE
66,731$6.4T0.17%
96
ALNYALNYLAM PHARMACEUTICALS INC
1,521,385$6.1T0.16%
97
SPGIS&P GLOBAL INC
14,582$6.0T0.16%
98
GISGENERAL MLS INC
98,748$5.9T0.15%
99
4I1PHILIP MORRIS INTL INC
116,994$5.7T0.15%
100
EMREMERSON ELEC CO
64,887$5.7T0.15%
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