Assenagon Asset Management S.A.

CIK
1546007
City
SENNINGERBERG
State / Country
N4

Top Portfolio Positions

1,061 positions · $58,720,222,713 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio
MSFT
Microsoft Corp
Technology
13,647,948 $5,052,060,911 8.60%
AMZN
Amazon Com Inc
Consumer Cyclical
20,521,783 $4,274,071,745 7.28%
AAPL
Apple Inc.
Technology
16,544,617 $4,198,858,348 7.15%
NVDA
Nvidia Corp
Technology
20,486,718 $3,572,883,619 6.08%
TSLA
Tesla, Inc.
Consumer Cyclical
3,937,856 $1,463,897,968 2.49%
LLY
ELI LILLY & Co
Healthcare
1,550,234 $1,425,858,726 2.43%
CVX
Chevron Corp
Energy
5,148,756 $1,065,277,616 1.81%
AMD
Advanced Micro Devices Inc
Technology
4,713,907 $958,950,101 1.63%
META
Meta Platforms, Inc.
Communication Services
1,545,158 $884,031,246 1.51%
ISRG
Intuitive Surgical Inc
Healthcare
1,745,008 $804,431,237 1.37%

Portfolio Trend

27 quarters · across all stocks

Holdings in ORLY

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Shares Held

Position Value (USD)

25 of 25 shown
Report Date Value (USD) Shares
2026-03-31 $280,078,140 3,034,104
2025-12-31 $158,446,819 1,737,165
2025-09-30 $101,605,211 942,447
2025-06-30 $22,720,060 252,081
2025-03-31 $28,984,330 303,484
2024-12-31 $8,073,555 102,128
2024-09-30 $5,914,384 77,037
2024-06-30 $2,488,922 35,352
2024-03-31 $9,105,249 120,986
2023-12-31 $13,731,006 216,787
2023-09-30 $3,557,401 58,712
2023-06-30 $4,272,167 67,081
2023-03-31 $4,202,170 74,245
2022-12-31 $7,098,577 126,155
2022-09-30 $2,349,939 50,116
2022-06-30 $1,214,747 28,842
2022-03-31 $5,829,603 127,663
2021-12-31 $2,905,571 61,713
2021-09-30 $6,590,398 161,778
2021-06-30 $3,141,443 83,223
2021-03-31 $903,176 26,708
2020-12-31 $490,796 16,267
2020-09-30 $1,154,330 37,553
2020-06-30 $5,286,611 188,060
2020-03-31 $1,340,174 66,775