GROUPAMA ASSET MANAGMENT
Latest 13F filing data - Q2 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | PYPL | 42K | $3.08M |
 | SSNC | 41K | $3.38M |
 | MDGL | 41K | $12.30M |
 | AME | 41K | $7.37M |
 | CNC | 40K | $2.14M |
 | JNJ | 39K | $5.98M |
 | NKE | 38K | $2.77M |
 | AMD | 38K | $5.50M |
 | WCN | 38K | $7.10M |
 | CNQ | 38K | $1.18M |
 | CFG | 38K | $1.67M |
 | PLD | 37K | $3.94M |
 | EOG | 36K | $4.41M |
 | KDP | 36K | $1.18M |
 | GILD | 35K | $3.92M |
 | MDT | 35K | $3.04M |
 | UNP | 34K | $7.95M |
 | STLD | 34K | $4.42M |
 | CPRT | 34K | $1.62M |
 | SCHW | 33K | $2.97M |
PayPal Holdings, Inc.
PYPL
Shares Held
42K
Value
$3.08M
SS&C Technologies Holdings, Inc.
SSNC
Shares Held
41K
Value
$3.38M
Madrigal Pharmaceuticals, Inc.
MDGL
Shares Held
41K
Value
$12.30M
AMETEK, Inc.
AME
Shares Held
41K
Value
$7.37M
Centene Corporation
CNC
Shares Held
40K
Value
$2.14M
Johnson & Johnson
JNJ
Shares Held
39K
Value
$5.98M
NIKE, Inc.
NKE
Shares Held
38K
Value
$2.77M
Advanced Micro Devices, Inc.
AMD
Shares Held
38K
Value
$5.50M
Waste Connections, Inc.
WCN
Shares Held
38K
Value
$7.10M
Canadian Natural Resources Limited
CNQ
Shares Held
38K
Value
$1.18M
Citizens Financial Group, Inc.
CFG
Shares Held
38K
Value
$1.67M
Prologis, Inc.
PLD
Shares Held
37K
Value
$3.94M
EOG Resources, Inc.
EOG
Shares Held
36K
Value
$4.41M
Keurig Dr Pepper Inc.
KDP
Shares Held
36K
Value
$1.18M
Gilead Sciences, Inc.
GILD
Shares Held
35K
Value
$3.92M
Medtronic plc
MDT
Shares Held
35K
Value
$3.04M
Union Pacific Corporation
UNP
Shares Held
34K
Value
$7.95M
Steel Dynamics, Inc.
STLD
Shares Held
34K
Value
$4.42M
Copart, Inc.
CPRT
Shares Held
34K
Value
$1.62M
The Charles Schwab Corporation
SCHW
Shares Held
33K
Value
$2.97M