GROUPAMA ASSET MANAGMENT

CIK
1055969
City
PARIS
State / Country
I0

Top Portfolio Positions

363 positions · $6,829,941,331 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio
NVDA
Nvidia Corp
Technology
2,341,401 $408,340,334 5.98%
MSFT
Microsoft Corp
Technology
1,044,807 $386,756,207 5.66%
AAPL
Apple Inc.
Technology
1,227,358 $311,491,186 4.56%
GOOGL
Alphabet Inc.
Communication Services
999,305 $287,360,145 4.21%
AVGO
Broadcom Inc.
Technology
854,556 $264,493,627 3.87%
MU
Micron Technology Inc
Technology
669,496 $226,182,528 3.31%
JPM
Jpmorgan Chase & Co
Financial Services
733,012 $215,622,809 3.16%
AMZN
Amazon Com Inc
Consumer Cyclical
972,130 $202,465,515 2.96%
MSI
Motorola Solutions, Inc.
Technology
436,658 $189,496,472 2.77%
AEM
Agnico Eagle Mines Ltd
Basic Materials
916,470 $186,025,080 2.72%

Portfolio Trend

10 quarters · across all stocks

Holdings in VRTX

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Shares Held

Position Value (USD)

10 of 10 shown
Report Date Value (USD) Shares
2026-03-31 $74,079,646 165,897
2025-12-31 $73,962,963 163,144
2025-09-30 $16,989,734 43,381
2025-06-30 $27,289,424 61,297
2025-03-31 $25,178,157 51,933
2024-12-31 $17,508,993 43,479
2024-09-30 $15,966,196 34,330
2024-06-30 $14,338,613 30,591
2024-03-31 $4,413,349 10,558
2023-12-31 $10,188,118 25,039