GROUPAMA ASSET MANAGMENT
Latest 13F filing data - Q2 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | WIX | 900K | $893.84K |
 | GWRE | 850K | $1.00M |
 | GOOGL | 830K | $148.24M |
 | MIR | 800K | $932.39K |
 | MRK | 783K | $61.94M |
 | TTEK | 750K | $845.20K |
 | JPM | 748K | $214.79M |
 | DASH | 703K | $1.51M |
 | NTNX | 700K | $975.95K |
 | UPWK | 700K | $661.02K |
 | XPO | 669K | $85.24M |
 | MET | 659K | $52.98M |
 | SW | 608K | $19.27M |
 | TDOC | 600K | $553.76K |
 | MP | 600K | $1.03M |
 | IMCR | 600K | $526.80K |
 | DBX | 600K | $603.10K |
 | LITE | 600K | $919.76K |
 | VTR | 576K | $2.28M |
 | SLB | 561K | $19.09M |
Wix.com Ltd.
WIX
Shares Held
900K
Value
$893.84K
Guidewire Software, Inc.
GWRE
Shares Held
850K
Value
$1.00M
Alphabet Inc.
GOOGL
Shares Held
830K
Value
$148.24M
Mirion Technologies, Inc.
MIR
Shares Held
800K
Value
$932.39K
Merck & Co., Inc.
MRK
Shares Held
783K
Value
$61.94M
Tetra Tech, Inc.
TTEK
Shares Held
750K
Value
$845.20K
JPMorgan Chase & Co.
JPM
Shares Held
748K
Value
$214.79M
DoorDash, Inc.
DASH
Shares Held
703K
Value
$1.51M
Nutanix, Inc.
NTNX
Shares Held
700K
Value
$975.95K
Upwork Inc.
UPWK
Shares Held
700K
Value
$661.02K
XPO Logistics, Inc.
XPO
Shares Held
669K
Value
$85.24M
MetLife, Inc.
MET
Shares Held
659K
Value
$52.98M
Smurfit Westrock Plc
SW
Shares Held
608K
Value
$19.27M
Teladoc Health, Inc.
TDOC
Shares Held
600K
Value
$553.76K
MP Materials Corp.
MP
Shares Held
600K
Value
$1.03M
Immunocore Holdings plc
IMCR
Shares Held
600K
Value
$526.80K
Dropbox, Inc.
DBX
Shares Held
600K
Value
$603.10K
Lumentum Holdings Inc.
LITE
Shares Held
600K
Value
$919.76K
Ventas, Inc.
VTR
Shares Held
576K
Value
$2.28M
SLB N.V.
SLB
Shares Held
561K
Value
$19.09M