GROUPAMA ASSET MANAGMENT
Latest 13F filing data - Q2 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AMT | 101K | $21.90M |
 | NDAQ | 100K | $8.92M |
 | WTS | 100K | $24.52M |
 | PFE | 100K | $2.41M |
 | LRCX | 96K | $9.38M |
 | TSM | 96K | $21.90M |
 | CDNS | 95K | $29.12M |
 | NEM | 95K | $5.42M |
 | KVUE | 85K | $1.77M |
 | ASX | 80K | $851.92K |
 | URI | 79K | $59.67M |
 | CMG | 78K | $4.31M |
 | INCY | 72K | $4.93M |
 | ALC | 71K | $5.00M |
 | INVH | 69K | $2.25M |
 | HPQ | 69K | $1.70M |
 | REGN | 68K | $35.36M |
 | INTC | 67K | $1.52M |
 | ISRG | 66K | $35.13M |
 | UNH | 63K | $19.37M |
American Tower Corporation
AMT
Shares Held
101K
Value
$21.90M
Nasdaq, Inc.
NDAQ
Shares Held
100K
Value
$8.92M
Watts Water Technologies, Inc.
WTS
Shares Held
100K
Value
$24.52M
Pfizer Inc.
PFE
Shares Held
100K
Value
$2.41M
Lam Research Corporation
LRCX
Shares Held
96K
Value
$9.38M
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
96K
Value
$21.90M
Cadence Design Systems, Inc.
CDNS
Shares Held
95K
Value
$29.12M
Newmont Corporation
NEM
Shares Held
95K
Value
$5.42M
Kenvue Inc.
KVUE
Shares Held
85K
Value
$1.77M
ASE Technology Holding Co., Ltd.
ASX
Shares Held
80K
Value
$851.92K
United Rentals, Inc.
URI
Shares Held
79K
Value
$59.67M
Chipotle Mexican Grill, Inc.
CMG
Shares Held
78K
Value
$4.31M
Incyte Corporation
INCY
Shares Held
72K
Value
$4.93M
Alcon Inc.
ALC
Shares Held
71K
Value
$5.00M
Invitation Homes Inc.
INVH
Shares Held
69K
Value
$2.25M
HP Inc.
HPQ
Shares Held
69K
Value
$1.70M
Regeneron Pharmaceuticals, Inc.
REGN
Shares Held
68K
Value
$35.36M
Intel Corporation
INTC
Shares Held
67K
Value
$1.52M
Intuitive Surgical, Inc.
ISRG
Shares Held
66K
Value
$35.13M
UnitedHealth Group Incorporated
UNH
Shares Held
63K
Value
$19.37M