GROUPAMA ASSET MANAGMENT Q4 2023 Filing

Filed February 14, 2024

Portfolio Value

$3.8B

Holdings

451

Report Date

Q4 2023

Filing Type

13F-HR

All Holdings (451 positions)

StockValue
CECELANESE CORP DEL
$809.0B
IFFINTERNATIONAL FLAVORS&FRAGRA
$808.3B
$803.6B
FOXAFOX CORP
$802.0B
FISFIDELITY NATL INFORMATION SV
$794.1B
$791.8B
MTDMETTLER TOLEDO INTERNATIONAL
$786.2B
UUNITY SOFTWARE INC
$783.0B
BSYBENTLEY SYS INC
$780.8B
DNLIDENALI THERAPEUTICS INC
$751.6B
BL 0 03/15/26BLACKLINE INC
$751.4B
USBUS BANCORP DEL
$743.8B
VLTOVERALTO CORP
$736.0B
$725.7B
MTN 0 01/01/26VAIL RESORTS INC
$714.5B
$688.3B
BUWABIO RAD LABS INC
$685.4B
MOSMOSAIC CO
$672.7B
HALO 0.25 03/01/27HALOZYME THERAPEUTICS INC
$648.0B
STTSTATE STR CORP
$646.4B
AXON 0.5 12/15/27AXON ENTERPRISE INC
$633.5B
ILMNILLUMINA INC
$624.3B
CARRCARRIER GLOBAL CORPORATION
$623.8B
W 3.25 09/15/27WAYFAIR INC
$621.9B
DBX 0 03/01/28DROPBOX INC
$603.9B
$598.9B
ALNY 1 09/15/27ALNYLAM PHARMACEUTICALS
$594.5B
U 0 11/15/26UNITY SOFTWARE INC
$583.9B
ENPHENPHASE ENERGY INC
$578.6B
ATRAPTARGROUP INC
$573.5B
BKNGBOOKING HOLDINGS INC
$564.2B
FOUR 0.5 08/01/27SHIFT4 PMTS INC
$563.7B
HALO 1 08/15/28HALOZYME THERAPEUTICS INC
$561.0B
FOUR 0 12/15/25SHIFT4 PMTS INC
$558.1B
NATLNCR ATLEOS CORPORATION
$554.7B
VRNS 1.25 08/15/25VARONIS SYS INC
$536.1B
LITE 0.5 12/15/26LUMENTUM HLDGS INC
$534.8B
$533.3B
TDOC 1.25 06/01/27TELADOC HEALTH INC
$495.1B
TTTRANE TECHNOLOGIES PLC
$488.8B
$482.2B
LYFTLYFT INC
$476.9B
WOLF 1.875 12/01/29WOLFSPEED INC
$471.9B
PBRPETROLEO BRASILEIRO SA PETRO
$464.5B
CRLCHARLES RIV LABS INTL INC
$454.5B
RGENREPLIGEN CORP
$448.6B
KNXKNIGHT-SWIFT TRANSN HLDGS IN
$442.8B
ITUBITAU UNIBANCO HLDG S A
$440.3B
KBIAKB FINL GROUP INC
$429.1B
KLACKLA CORP
$420.4B
SESEA LTD
$418.0B
$416.6B
KEYKEYCORP
$416.2B
MUMICRON TECHNOLOGY INC
$415.8B
ZSZSCALER INC
$408.9B
LITE 0.5 06/15/28LUMENTUM HLDGS INC
$395.9B
BBDBANCO BRADESCO S A
$388.6B
OCOWENS CORNING
$373.2B
PHPARKER HANNIFIN CORP
$359.3B
ENPH 0 03/01/28ENPHASE ENERGY INC
$358.0B
APAAPA CORPORATION
$340.5B
HPEHEWLETT PACKARD ENTERPRISE C
$340.0B
DPZDOMINOS PIZZA INC
$338.1B
DHID R HORTON INC
$335.5B
SYKSTRYKER CORPORATION
$311.9B
APOAPOLLO GLOBAL MGMT INC
$311.8B
LPLALPL FINL HLDGS INC
$309.0B
ALLYALLY FINL INC
$300.1B
DOWDOW INC
$298.4B
SHGSHINHAN FINANCIAL GROUP CO L
$277.7B
BALLBALL CORP
$275.7B
HRLHORMEL FOODS CORP
$275.6B
YUMCYUM CHINA HLDGS INC
$247.6B
COFCAPITAL ONE FINL CORP
$244.1B
MLB1MERCADOLIBRE INC
$235.8B
UMCUNITED MICROELECTRONICS CORP
$220.2B
CTSHCOGNIZANT TECHNOLOGY SOLUTIO
$207.4B
SNAPSNAP INC
$206.6B
OMCOMNICOM GROUP INC
$205.0B
EDGGOLD FIELDS LTD
$190.1B
OSKOSHKOSH CORP
$185.0B
WSTWEST PHARMACEUTICAL SVSC INC
$183.9B
GRABGRAB HOLDINGS LIMITED
$179.3B
GENGEN DIGITAL INC
$168.5B
OKTAOKTA INC
$167.3B
VRSNVERISIGN INC
$156.8B
FCPTFOUR CORNERS PPTY TR INC
$155.5B
GPNGLOBAL PMTS INC
$154.9B
NTRSNORTHERN TR CORP
$142.9B
IPGPIPG PHOTONICS CORP
$125.3B
FLT1EURFLEETCOR TECHNOLOGIES INC
$125.0B
MPTMEDICAL PPTYS TRUST INC
$123.6B
DVADAVITA INC
$120.8B
WPCWP CAREY INC
$119.3B
LVSLAS VEGAS SANDS CORP
$113.1B
IDXXIDEXX LABS INC
$112.2B
LKQ1LKQ CORP
$110.0B
PODDINSULET CORP
$107.4B
LYBLYONDELLBASELL INDUSTRIES N
$106.3B
BILLBILL HOLDINGS INC
$105.2B
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