GROUPAMA ASSET MANAGMENT
Top Portfolio Positions
364 positions ·
$6,852,915,245 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
2,341,401 | $408,340,334 | 5.96% | |
| MSFT |
Microsoft Corp
Technology
|
1,044,807 | $386,756,207 | 5.64% | |
| AAPL |
Apple Inc.
Technology
|
1,227,358 | $311,491,186 | 4.55% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
999,305 | $287,360,145 | 4.19% | |
| AVGO |
Broadcom Inc.
Technology
|
854,556 | $264,493,627 | 3.86% | |
| MU |
Micron Technology Inc
Technology
|
669,496 | $226,182,528 | 3.30% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
733,012 | $215,622,809 | 3.15% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
972,130 | $202,465,515 | 2.95% | |
| MSI |
Motorola Solutions, Inc.
Technology
|
436,658 | $189,496,472 | 2.77% | |
| AEM |
Agnico Eagle Mines Ltd
Basic Materials
|
916,470 | $186,025,080 | 2.71% |
Portfolio Trend
10 quarters · across all stocks
Holdings in BKR
Shares Held
Position Value (USD)
10 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $117,967,220 | 1,932,305 | Shares | Sole | 2026-05-22 | |
| 2025-12-31 | $87,482,704 | 1,921,008 | Shares | Sole | 2026-02-27 | |
| 2025-09-30 | $70,469,826 | 1,446,425 | Shares | Sole | 2025-12-01 | |
| 2025-06-30 | $65,106,687 | 1,698,140 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $62,951,386 | 1,432,341 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $43,373,030 | 1,057,363 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $32,151,013 | 889,378 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $2,731,548 | 77,667 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $520,724 | 15,544 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $8,926,517 | 261,162 | Shares | Sole | 2024-02-14 | |
| No 13F history on record for this holder in this stock. | ||||||