GROUPAMA ASSET MANAGMENT
Latest 13F filing data - Q2 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | VEEV | 3K | $948.01K |
 | CHTR | 3K | $1.33M |
 | TROW | 3K | $309.83K |
 | GS | 3K | $2.19M |
 | ROK | 3K | $1.01M |
 | HII | 3K | $711.18K |
 | UAL | 3K | $225.58K |
 | MCK | 3K | $2.02M |
 | MMC | 3K | $586.69K |
 | ROST | 3K | $343.67K |
 | BA | 3K | $551.18K |
 | PTC | 2K | $399.72K |
 | A | 2K | $270.99K |
 | KKR | 2K | $298.12K |
 | ZS | 2K | $697.80K |
 | PKG | 2K | $401.74K |
 | NSC | 2K | $504.71K |
 | BR | 2K | $451.36K |
 | INTU | 2K | $1.41M |
 | TPL | 2K | $1.84M |
Veeva Systems Inc.
VEEV
Shares Held
3K
Value
$948.01K
Charter Communications, Inc.
CHTR
Shares Held
3K
Value
$1.33M
T. Rowe Price Group, Inc.
TROW
Shares Held
3K
Value
$309.83K
The Goldman Sachs Group, Inc.
GS
Shares Held
3K
Value
$2.19M
Rockwell Automation, Inc.
ROK
Shares Held
3K
Value
$1.01M
Huntington Ingalls Industries, Inc.
HII
Shares Held
3K
Value
$711.18K
United Airlines Holdings, Inc.
UAL
Shares Held
3K
Value
$225.58K
McKesson Corporation
MCK
Shares Held
3K
Value
$2.02M
Marsh & McLennan Companies, Inc.
MMC
Shares Held
3K
Value
$586.69K
Ross Stores, Inc.
ROST
Shares Held
3K
Value
$343.67K
The Boeing Company
BA
Shares Held
3K
Value
$551.18K
PTC Inc.
PTC
Shares Held
2K
Value
$399.72K
Agilent Technologies, Inc.
A
Shares Held
2K
Value
$270.99K
KKR & Co. Inc.
KKR
Shares Held
2K
Value
$298.12K
Zscaler, Inc.
ZS
Shares Held
2K
Value
$697.80K
Packaging Corporation of America
PKG
Shares Held
2K
Value
$401.74K
Norfolk Southern Corporation
NSC
Shares Held
2K
Value
$504.71K
Broadridge Financial Solutions, Inc.
BR
Shares Held
2K
Value
$451.36K
Intuit Inc.
INTU
Shares Held
2K
Value
$1.41M
Texas Pacific Land Corporation
TPL
Shares Held
2K
Value
$1.84M