GROUPAMA ASSET MANAGMENT: 13F holdings
CIK 10559692026Q2
| Positions | 402 |
|---|
| Reported value | $7.9bn |
|---|
| Filed | 2026-08-14 |
|---|
Change since last quarter
| Positions | 402 (+10 vs prior quarter) |
|---|
| Reported value | $7.9bn (+15.9%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| NVDA NVIDIA CORPORATION | 2,587,946 | $506.1m | 6.4% |
| MU MICRON TECHNOLOGY INC | 433,792 | $497.2m | 6.3% |
| GOOGL ALPHABET INC | 1,150,436 | $407.1m | 5.1% |
| MSFT MICROSOFT CORP | 1,027,801 | $378.8m | 4.8% |
| AVGO BROADCOM INC | 970,123 | $362.0m | 4.6% |
| AAPL APPLE INC | 1,268,595 | $358.0m | 4.5% |
| JPM JPMORGAN CHASE & CO | 787,079 | $259.2m | 3.3% |
| AMZN AMAZON COM INC | 1,011,765 | $242.5m | 3.1% |
| MSI MOTOROLA SOLUTIONS INC | 448,315 | $185.2m | 2.3% |
| PANW PALO ALTO NETWORKS INC | 531,922 | $177.9m | 2.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1055969")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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