GROUPAMA ASSET MANAGMENT
Latest 13F filing data - Q2 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | RACE | 16.07M | $46.54M |
 | QGEN | 15.01M | $16.57M |
 | DDOG | 6.60M | $6.30M |
 | MSFT | 6.09M | $545.29M |
 | COIN | 4.75M | $5.64M |
 | BILL | 4.47M | $4.80M |
 | CYBR | 4.18M | $74.64M |
 | DXCM | 4.02M | $5.17M |
 | NVDA | 2.39M | $377.24M |
 | PSN | 2.30M | $2.46M |
 | TECK | 2.16M | $87.96M |
 | WELL | 2.08M | $29.78M |
 | PCG | 2.03M | $4.80M |
 | NEE | 2.01M | $48.24M |
 | LYV | 2.00M | $2.80M |
 | NICE | 2.00M | $1.97M |
 | BKR | 1.70M | $64.63M |
 | HAL | 1.57M | $32.35M |
 | F | 1.55M | $1.53M |
 | ALNY | 1.55M | $17.56M |
Ferrari N.V.
RACE
Shares Held
16.07M
Value
$46.54M
Qiagen N.V.
QGEN
Shares Held
15.01M
Value
$16.57M
Datadog, Inc.
DDOG
Shares Held
6.60M
Value
$6.30M
Microsoft Corporation
MSFT
Shares Held
6.09M
Value
$545.29M
Coinbase Global, Inc.
COIN
Shares Held
4.75M
Value
$5.64M
Bill.com Holdings, Inc.
BILL
Shares Held
4.47M
Value
$4.80M
CyberArk Software Ltd.
CYBR
Shares Held
4.18M
Value
$74.64M
DexCom, Inc.
DXCM
Shares Held
4.02M
Value
$5.17M
NVIDIA Corporation
NVDA
Shares Held
2.39M
Value
$377.24M
Parsons Corporation
PSN
Shares Held
2.30M
Value
$2.46M
Teck Resources Limited
TECK
Shares Held
2.16M
Value
$87.96M
Welltower Inc.
WELL
Shares Held
2.08M
Value
$29.78M
Pacific Gas & Electric Co.
PCG
Shares Held
2.03M
Value
$4.80M
NextEra Energy, Inc.
NEE
Shares Held
2.01M
Value
$48.24M
Live Nation Entertainment, Inc.
LYV
Shares Held
2.00M
Value
$2.80M
NICE Ltd.
NICE
Shares Held
2.00M
Value
$1.97M
Baker Hughes Company
BKR
Shares Held
1.70M
Value
$64.63M
Halliburton Company
HAL
Shares Held
1.57M
Value
$32.35M
Ford Motor Company
F
Shares Held
1.55M
Value
$1.53M
Alnylam Pharmaceuticals, Inc.
ALNY
Shares Held
1.55M
Value
$17.56M