GROUPAMA ASSET MANAGMENT
Latest 13F filing data - Q2 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | ETR | 543K | $44.81M |
 | SRE | 514K | $38.71M |
 | AXON | 501K | $2.29M |
 | ORA | 500K | $557.91K |
 | WK | 500K | $463.88K |
 | SYNA | 500K | $475.48K |
 | GH | 500K | $576.06K |
 | ON | 500K | $463.79K |
 | TJX | 493K | $60.86M |
 | C | 449K | $37.88M |
 | MSI | 427K | $178.95M |
 | RGEN | 405K | $1.04M |
 | ENPH | 400K | $327.41K |
 | ASND | 400K | $505.75K |
 | MARA | 400K | $352.67K |
 | LNTH | 400K | $507.91K |
 | MMSI | 400K | $505.57K |
 | CORZ | 400K | $427.17K |
 | PANW | 377K | $75.62M |
 | TMUS | 362K | $85.26M |
Entergy Corporation
ETR
Shares Held
543K
Value
$44.81M
Sempra
SRE
Shares Held
514K
Value
$38.71M
Axon Enterprise, Inc.
AXON
Shares Held
501K
Value
$2.29M
Ormat Technologies, Inc.
ORA
Shares Held
500K
Value
$557.91K
Workiva Inc.
WK
Shares Held
500K
Value
$463.88K
Synaptics Incorporated
SYNA
Shares Held
500K
Value
$475.48K
Guardant Health, Inc.
GH
Shares Held
500K
Value
$576.06K
ON Semiconductor Corporation
ON
Shares Held
500K
Value
$463.79K
The TJX Companies, Inc.
TJX
Shares Held
493K
Value
$60.86M
Citigroup Inc.
C
Shares Held
449K
Value
$37.88M
Motorola Solutions, Inc.
MSI
Shares Held
427K
Value
$178.95M
Repligen Corporation
RGEN
Shares Held
405K
Value
$1.04M
Enphase Energy, Inc.
ENPH
Shares Held
400K
Value
$327.41K
Ascendis Pharma A/S
ASND
Shares Held
400K
Value
$505.75K
Marathon Digital Holdings, Inc.
MARA
Shares Held
400K
Value
$352.67K
Lantheus Holdings, Inc.
LNTH
Shares Held
400K
Value
$507.91K
Merit Medical Systems, Inc.
MMSI
Shares Held
400K
Value
$505.57K
Core Scientific, Inc.
CORZ
Shares Held
400K
Value
$427.17K
Palo Alto Networks, Inc.
PANW
Shares Held
377K
Value
$75.62M
T-Mobile US, Inc.
TMUS
Shares Held
362K
Value
$85.26M