GROUPAMA ASSET MANAGMENT Q3 2024 Filing

Filed November 15, 2024

Portfolio Value

$3.8B

Holdings

455

Report Date

Q3 2024

Filing Type

13F-HR

All Holdings (455 positions)

#StockSharesValue% PortfolioType
401
HRLHORMEL FOODS CORP
8,259$210.2B5459.70%
402
BBDBANCO BRADESCO S A
281,648$209.6B5443.10%
403
SOLVSOLVENTUM CORP
3,665$205.1B5328.58%
404
TPRTAPESTRY INC
5,384$203.1B5274.71%
405
SYKSTRYKER CORPORATION
1,326$192.6B5002.50%
406
UMCUNITED MICROELECTRONICS CORP
28,254$191.0B4961.04%
407
CNHICNH INDL N V
20,628$183.0B4752.88%
408
LYBLYONDELLBASELL INDUSTRIES N
2,369$182.4B4737.66%
409
ADIANALOG DEVICES INC
926$171.1B4444.69%
410
WYNNWYNN RESORTS LTD
2,213$170.3B4424.77%
411
FUTUFUTU HLDGS LTD
2,190$168.2B4368.30%
412
DVADAVITA INC
1,227$161.5B4194.53%
413
JCIJOHNSON CTLS INTL PLC
4,781$145.3B3772.94%
414
DOVDOVER CORP
908$139.8B3630.62%
415
FCPTFOUR CORNERS PPTY TR INC
11,716$139.0B3610.03%
416
APAAPA CORPORATION
6,897$135.4B3518.02%
417
ASMLASML HOLDING N V
1,545,629$119.4B3101.50%Call
418
LHLABCORP HOLDINGS INC
643$115.4B2996.61%
419
QGENQIAGEN NV
3,111$112.8B2930.22%
420
VRTVERTIV HOLDINGS CO
924$73.8B1917.05%
421
SNYSANOFI
3,360,064$68.9B1789.16%Put
422
WDCWESTERN DIGITAL CORP.
1,102$60.4B1569.36%
423
ASMLASML HOLDING N V
1,401,371$59.6B1546.99%Put
424
UALUNITED AIRLS HLDGS INC
1,150$52.7B1368.39%
425
AWMSKYWORKS SOLUTIONS INC
537$42.6B1106.08%
426
RAREULTRAGENYX PHARMACEUTICAL IN
948$42.3B1098.18%
427
TDCTERADATA CORP DEL
1,652$40.2B1045.22%
428
ZSZSCALER INC
3,150,000$39.8B1033.35%Call
429
MRVLMARVELL TECHNOLOGY INC
655$37.9B985.09%
430
FERFERROVIAL SE
735$25.4B659.96%
431
APOAPOLLO GLOBAL MGMT INC
243$24.4B632.97%
432
QGENQIAGEN NV
537,610$22.7B589.99%Put
433
HLNHALEON PLC
5,361$22.7B589.18%
434
SNOWSNOWFLAKE INC
215$19.8B514.97%
435
LBRDKLIBERTY BROADBAND CORP
318$19.7B512.56%
436
DELLDELL TECHNOLOGIES INC
206$19.6B509.23%
437
STMSTMICROELECTRONICS N V
1,971,237$19.2B499.23%Call
438
IPGPIPG PHOTONICS CORP
317$18.9B491.31%
439
BROADCOM INC
765,000$18.5B481.78%Put
440
AVTRAVANTOR INC
749$15.6B404.06%
441
SHELSHELL PLC
9,972,669$14.2B370.06%Call
442
LKQ1LKQ CORP
436$14.0B362.97%
443
TWLOTWILIO INC
235$12.3B319.62%
444
AJGGALLAGHER ARTHUR J & CO
53$12.0B310.99%
445
MLB1MERCADOLIBRE INC
7$11.5B299.54%
446
WDAYWORKDAY INC
56$11.0B285.43%
447
ZMZOOM VIDEO COMMUNICATIONS IN
159$8.9B231.23%
448
GRALGRAIL INC
740$8.2B212.34%
449
VSTSVESTIS CORPORATION
1,276$7.6B198.63%
450
FTREFORTREA HLDGS INC
326$5.2B135.98%
451
FNFFIDELITY NATIONAL FINANCIAL
100$5.0B129.41%
452
QGENQIAGEN NV
135,478$4.9B126.52%Call
453
TRUTRANSUNION
54$4.5B117.90%
454
TTELUS CORPORATION
8,537$3.0B77.38%
455
PHMPULTE GROUP INC
4,923$553.0M14.36%
456
NLOPNET LEASE OFFICE PROPERTIES
18$442.0M11.48%
PreviousPage 5 of 5