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GROUPAMA ASSET MANAGMENT

Q1 2024 · 13F-HR

GROUPAMA ASSET MANAGMENTholdings as filed

Filed 2024-05-14 · accession 0000945621-24-000421

$5.49B
Reported value
507
Positions
2024-03-31
Period end
View analyzed profile →PRO

Holdings as filed

First 500 of 507

CUSIPTickerIssuerValue% port.SharesClassVoting
594918104MSFTMICROSOFT CORP$405.2M7.38%811,037CommonSOLE
N07059210ASMLASML HOLDING N V$265.9M4.84%265,518CommonSOLE
67066G104NVDANVIDIA CORPORATION$182.3M3.32%155,943CommonSOLE
037833100AAPLAPPLE INC$177.7M3.24%838,234CommonSOLE
670100205NVONOVO-NORDISK A S$171.8M3.13%693,962CommonSOLE
11135F101AVGOBROADCOM INC$148.7M2.71%94,939CommonSOLE
02079K305GOOGLALPHABET INC$135.4M2.47%57,278CommonSOLE
023135106AMZNAMAZON COM INC$134.4M2.45%613,386CommonSOLE
803054204SAPSAP SE$125.2M2.28%642,377CommonSOLE
89151E109TTENTOTALENERGIES SE$120.9M2.20%1,834,743CommonSOLE
595112103MUMICRON TECHNOLOGY INC$99.6M1.81%810,159CommonSOLE
58933Y105MRKMERCK & CO INC$98.8M1.80%696,042CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$98.8M1.80%237,088CommonSOLE
46625H100JPMJPMORGAN CHASE & CO$87.3M1.59%390,529CommonSOLE
30303M102METAMETA PLATFORMS INC$82.9M1.51%139,835CommonSOLE
80105N105SNYSANOFI$79.9M1.46%813,950CommonSOLE
N82405106STLASTELLANTIS N.V$78.7M1.43%2,766,207CommonSOLE
701094104PHPARKER-HANNIFIN CORP$73.6M1.34%127,479CommonSOLE
532457108LLYELI LILLY & CO$71.8M1.31%81,032CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$70.9M1.29%105,043CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$64.5M1.18%50,212CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$61.9M1.13%99,448CommonSOLE
878742204TECKTECK RESOURCES LTD$61.5M1.12%983,913CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$60.2M1.10%756,234CommonSOLE
05964H105SANBANCO SANTANDER S.A.$55.2M1.01%11,310,395CommonSOLE
046353108AZNNASTRAZENECA PLC$51.9M0.95%384,993CommonSOLE
166764100CVXCHEVRON CORP NEW$50.6M0.92%278,707CommonSOLE
008474108AEMAGNICO EAGLE MINES LTD$48.7M0.89%502,716CommonSOLE
742718109PGPROCTER AND GAMBLE CO$47.2M0.86%253,177CommonSOLE
75513E101RTXRTX CORPORATION$46.7M0.85%424,451CommonSOLE
806857108SLBSCHLUMBERGER LTD$45.8M0.83%775,496CommonSOLE
05946K101BBVABANCO BILBAO VIZCAYA ARGENTA$43.9M0.80%3,683,842CommonSOLE
456837103INGING GROEP N.V.$41.2M0.75%2,499,442CommonSOLE
861012102STMSTMICROELECTRONICS N V$39.0M0.71%904,003CommonSOLE
060505104BACBANK AMERICA CORP$38.9M0.71%902,495CommonSOLE
66987V109NVSNOVARTIS AG$38.4M0.70%395,595CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$36.6M0.67%157,930CommonSOLE
609207105MDLZMONDELEZ INTL INC$36.3M0.66%480,676CommonSOLE
872590104TMUST-MOBILE US INC$36.1M0.66%164,356CommonSOLE
911363109URIUNITED RENTALS INC$34.9M0.64%47,640CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$33.3M0.61%75,629CommonSOLE
872540109TJXTJX COS INC NEW$32.2M0.59%293,498CommonSOLE
13646K108CPCANADIAN PACIFIC KANSAS CITY$31.5M0.57%348,566CommonSOLE
438516106HONHONEYWELL INTL INC$31.4M0.57%135,906CommonSOLE
983793100XPOXPO INC$30.7M0.56%204,182CommonSOLE
406216101HALHALLIBURTON CO$30.1M0.55%675,782CommonSOLE
29444U700EQIXEQUINIX INC$29.6M0.54%32,644CommonSOLE
59156R108METMETLIFE INC$29.4M0.54%373,513CommonSOLE
88160R101TSLATESLA INC$29.4M0.53%131,928CommonSOLE
65339F101NEENEXTERA ENERGY INC$29.3M0.53%391,708CommonSOLE
254687106DISDISNEY WALT CO$29.3M0.53%210,828CommonSOLE
02079K107GOOGALPHABET INC$28.4M0.52%51,696CommonSOLE
00724F101ADBEADOBE INC$26.8M0.49%44,957CommonSOLE
002824100ABTABBOTT LABS$26.1M0.48%198,170CommonSOLE
501044101KRKROGER CO$24.5M0.45%406,988CommonSOLE
191216100KOCOCA COLA CO$23.6M0.43%312,903CommonSOLE
947890109WBSWEBSTER FINL CORP$23.5M0.43%423,137CommonSOLE
92826C839VVISA INC$22.3M0.41%57,226CommonSOLE
780259305SHELSHELL PLC$22.2M0.41%670,647CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$21.3M0.39%124,976CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW$20.6M0.38%91,052CommonSOLE
816851109SRESEMPRA$18.8M0.34%234,709CommonSOLE
606822104MUFGMITSUBISHI UFJ FINL GROUP IN$18.7M0.34%1,847,029CommonSOLE
37733W204GSKGSK PLC$17.9M0.33%830,968CommonSOLE
124765108CAECAE INC$17.6M0.32%757,687CommonSOLE
91913Y100VLOVALERO ENERGY CORP$17.2M0.31%97,304CommonSOLE
462222100IONSIONIS PHARMACEUTICALS INC$17.0M0.31%257,868CommonSOLE
N3167Y103RACEFERRARI N V$15.8M0.29%36,205CommonSOLE
437076102HDHOME DEPOT INC$15.7M0.29%28,568CommonSOLE
00287Y109ABBVABBVIE INC$15.6M0.28%83,953CommonSOLE
29364G103ETRENTERGY CORP NEW$15.2M0.28%119,505CommonSOLE
404280406HSBCHSBC HLDGS PLC$14.8M0.27%1,892,593CommonSOLE
172967424CCITIGROUP INC$14.6M0.27%203,675CommonSOLE
05722G100BKRBAKER HUGHES COMPANY$14.6M0.27%15,544CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC$14.6M0.27%8,717CommonSOLE
684060106ORANYORANGE$14.3M0.26%1,218,296CommonSOLE
G25508105CRHCRH PLC$14.0M0.26%162,358CommonSOLE
235851102DHRDANAHER CORPORATION$13.9M0.25%41,864CommonSOLE
767204100RIORIO TINTO PLC$13.5M0.25%212,949CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$13.1M0.24%822CommonSOLE
892331307TMTOYOTA MOTOR CORP$12.5M0.23%496,200CommonSOLE
03524A108BUDANHEUSER BUSCH INBEV SA/NV$12.4M0.23%204,020CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$12.2M0.22%10,558CommonSOLE
512807108LRCXEURLAM RESEARCH CORP$11.9M0.22%9,973CommonSOLE
149123101CATCATERPILLAR INC$11.9M0.22%26,827CommonSOLE
904767704UNILEVER PLC$11.7M0.21%232,679CommonSOLE
40412C101HCAHCA HEALTHCARE INC$11.7M0.21%3,589CommonSOLE
26875P101EOGEOG RES INC$11.6M0.21%70,174CommonSOLE
37045V100GMGENERAL MTRS CO$11.3M0.21%230,508CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$11.1M0.20%3,561CommonSOLE
776696106ROPROPER TECHNOLOGIES INC$10.7M0.19%18,077CommonSOLE
879382208TELFYTELEFONICA S A$10.5M0.19%2,382,881CommonSOLE
351858105FNVFRANCO NEV CORP$10.4M0.19%87,689CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$10.4M0.19%10,944CommonSOLE
817565104SCISERVICE CORP INTL$10.2M0.19%130,424CommonSOLE
17275R102CSCOCISCO SYS INC$10.2M0.19%138,026CommonSOLE
478160104JNJJOHNSON & JOHNSON$10.1M0.18%32,852CommonSOLE
G54950103LINLINDE PLC$10.0M0.18%14,665CommonSOLE
78409V104SPGIS&P GLOBAL INC$9.9M0.18%15,284CommonSOLE
68389X105ORCLORACLE CORP$9.7M0.18%57,255CommonSOLE
580135101MCDMCDONALDS CORP$9.7M0.18%23,606CommonSOLE
518439104ELLAUDER ESTEE COS INC$9.7M0.18%55,952CommonSOLE
25243Q205DEODIAGEO PLC$9.5M0.17%257,905CommonSOLE
278865100ECLECOLAB INC$9.4M0.17%38,153CommonSOLE
09061G101BMRNBIOMARIN PHARMACEUTICAL INC$9.4M0.17%94,311CommonSOLE
M2682V108CYBRCYBERARK SOFTWARE LTD$9.3M0.17%35,134CommonSOLE
617446448MSMORGAN STANLEY$9.3M0.17%78,475CommonSOLE
12572Q105CMECME GROUP INC$9.0M0.16%35,657CommonSOLE
717081103PFEPFIZER INC$9.0M0.16%215,528CommonSOLE
942749102WTSWATTS WATER TECHNOLOGIES INC$8.8M0.16%41,284CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$8.7M0.16%64,192CommonSOLE
20030N101CMCSACOMCAST CORP NEW$8.6M0.16%81,432CommonSOLE
79466L302CRMSALESFORCE INC$8.2M0.15%20,304CommonSOLE
G5960L103MDTMEDTRONIC PLC$8.1M0.15%68,399CommonSOLE
00206R102TAT&T INC$8.0M0.15%340,365CommonSOLE
654106103NKENIKE INC$7.9M0.14%62,200CommonSOLE
126650100CVSCVS HEALTH CORP$7.8M0.14%71,646CommonSOLE
036752103ELVELEVANCE HEALTH INC$6.8M0.12%8,923CommonSOLE
031162100AMGNAMGEN INC$6.7M0.12%15,498CommonSOLE
835699307SONYSONY GROUP CORP$6.7M0.12%78,900CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$6.7M0.12%10,518CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$6.4M0.12%8,023CommonSOLE
60937P106MDBMONGODB INC$6.4M0.12%800CommonSOLE
21036P108STZCONSTELLATION BRANDS INC$6.4M0.12%17,899CommonSOLE
651639106NEMNEWMONT CORP$6.3M0.12%111,936CommonSOLE
370334104GISGENERAL MLS INC$6.3M0.11%82,289CommonSOLE
125523100CITHE CIGNA GROUP$6.2M0.11%11,348CommonSOLE
H1467J104CBCHUBB LIMITED$5.9M0.11%20,564CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$5.9M0.11%56,195CommonSOLE
031100100AMEAMETEK INC$5.8M0.11%26,739CommonSOLE
291011104EMREMERSON ELEC CO$5.8M0.11%37,243CommonSOLE
81762P102NOWSERVICENOW INC$5.6M0.10%4,617CommonSOLE
718172109PMPHILIP MORRIS INTL INC$5.5M0.10%40,452CommonSOLE
74340W103PLDPROLOGIS INC.$5.3M0.10%27,966CommonSOLE
882508104TXNTEXAS INSTRS INC$5.1M0.09%14,808CommonSOLE
713448108PEPPEPSICO INC$4.9M0.09%13,284CommonSOLE
461202103INTUINTUIT$4.9M0.09%3,875CommonSOLE
075887109BDXBECTON DICKINSON & CO$4.9M0.09%14,425CommonSOLE
723787107PXDEURPIONEER NAT RES CO$4.8M0.09%11,275CommonSOLE
20825C104COPCONOCOPHILLIPS$4.7M0.09%21,587CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$4.6M0.08%55,256CommonSOLE
931142103WMTWALMART INC$4.5M0.08%22,996CommonSOLE
09062X103BIIBBIOGEN INC$4.5M0.08%13,491CommonSOLE
H42097107UBSUBS GROUP AG$4.5M0.08%146,256CommonSOLE
375558103GILDGILEAD SCIENCES INC$4.5M0.08%39,875CommonSOLE
98978V103ZTSZOETIS INC$4.5M0.08%13,993CommonSOLE
040413106ANETEURARISTA NETWORKS INC$4.5M0.08%12,139CommonSOLE
94106L109WMWASTE MGMT INC DEL$4.2M0.08%10,212CommonSOLE
247361702DALDELTA AIR LINES INC DEL$4.2M0.08%43,095CommonSOLE
49338L103KEYSKEYSIGHT TECHNOLOGIES INC$4.1M0.07%16,386CommonSOLE
7591EP100RFREGIONS FINANCIAL CORP NEW$4.1M0.07%143,190CommonSOLE
09075V102BNTXBIONTECH SE$4.0M0.07%7,675CommonSOLE
747525103QCOMQUALCOMM INC$4.0M0.07%12,093CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$3.9M0.07%10,830CommonSOLE
94106B101WCNWASTE CONNECTIONS INC$3.9M0.07%22,450CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$3.9M0.07%3,651CommonSOLE
552953101MGMMGM RESORTS INTERNATIONAL$3.7M0.07%41,012CommonSOLE
907818108UNPUNION PAC CORP$3.7M0.07%5,570CommonSOLE
45337C102INCYINCYTE CORP$3.7M0.07%50,518CommonSOLE
858119100STLDSTEEL DYNAMICS INC$3.7M0.07%24,897CommonSOLE
631103108NDAQNASDAQ INC$3.5M0.06%56,040CommonSOLE
071734107BHCBAUSCH HEALTH COS INC$3.5M0.06%7,431CommonSOLE
126408103CSXCSX CORP$3.5M0.06%48,404CommonSOLE
42809H107HESHESS CORP$3.5M0.06%22,606CommonSOLE
372303206GMABGENMAB A/S$3.4M0.06%11,383CommonSOLE
31620M106FISFIDELITY NATL INFORMATION SV$3.4M0.06%19,951CommonSOLE
42250P103DOCHEALTHPEAK PROPERTIES INC$3.4M0.06%111,909CommonSOLE
053484101AVBAVALONBAY CMNTYS INC$3.4M0.06%13,546CommonSOLE
15135B101CNCCENTENE CORP DEL$3.4M0.06%23,468CommonSOLE
969457100WMBWILLIAMS COS INC$3.3M0.06%52,519CommonSOLE
038222105AMATAPPLIED MATLS INC$3.3M0.06%9,187CommonSOLE
43300A203HLTHILTON WORLDWIDE HLDGS INC$3.3M0.06%9,422CommonSOLE
02043Q107ALNYALNYLAM PHARMACEUTICALS INC$3.3M0.06%2,256CommonSOLE
09247X101BLKCHFBLACKROCK INC$3.2M0.06%1,996CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$3.2M0.06%11,002CommonSOLE
31428X106FDXFEDEX CORP$3.2M0.06%5,618CommonSOLE
29446M102EQNREQUINOR ASA$3.2M0.06%120,950CommonSOLE
458140100INTCINTEL CORP$3.2M0.06%35,787CommonSOLE
422806109HEIHEICO CORP NEW$3.2M0.06%15,590CommonSOLE
071813109BAXBAXTER INTL INC$3.1M0.06%36,703CommonSOLE
252131107DXCMDEXCOM INC$3.1M0.06%20,846CommonSOLE
03076C106AMPAMERIPRISE FINL INC$3.1M0.06%3,287CommonSOLE
60770K107MRNAMODERNA INC$3.1M0.06%8,190CommonSOLE
444859102HUMHUMANA INC$3.0M0.06%4,743CommonSOLE
558868105MDGLMADRIGAL PHARMACEUTICALS INC$3.0M0.06%215CommonSOLE
237194105DRIDARDEN RESTAURANTS INC$3.0M0.05%17,787CommonSOLE
56585A102MPCMARATHON PETE CORP$3.0M0.05%7,003CommonSOLE
517834107LVSLAS VEGAS SANDS CORP$3.0M0.05%36,090CommonSOLE
052769106ADSKAUTODESK INC$2.9M0.05%6,312CommonSOLE
244199105DEDEERE & CO$2.9M0.05%3,526CommonSOLE
871607107SNPSSYNOPSYS INC$2.9M0.05%2,457CommonSOLE
436440101HO1HOLOGIC INC$2.8M0.05%36,481CommonSOLE
871829107SYYSYSCO CORP$2.8M0.05%14,338CommonSOLE
032654105ADIANALOG DEVICES INC$2.8M0.05%7,093CommonSOLE
26884L109EQTEQT CORP$2.8M0.05%41,247CommonSOLE
929160109VMCVULCAN MATLS CO$2.7M0.05%6,902CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$2.7M0.05%18,376CommonSOLE
55261F104MTBM & T BK CORP$2.7M0.05%8,097CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$2.6M0.05%28,191CommonSOLE
28176E108EWEDWARDS LIFESCIENCES CORP$2.6M0.05%19,351CommonSOLE
053332102AZOAUTOZONE INC$2.6M0.05%397CommonSOLE
86562M209SMFGSUMITOMO MITSUI FINL GROUP I$2.6M0.05%44,680CommonSOLE
04016X101ARGXARGENX SE$2.6M0.05%1,291CommonSOLE
136385101CNQCANADIAN NAT RES LTD$2.5M0.05%33,391CommonSOLE
G3643J108FLUTFLUTTER ENTMT PLC$2.5M0.05%12,613CommonSOLE
58155Q103MCKMCKESSON CORP$2.5M0.05%2,215CommonSOLE
34959E109FTNTFORTINET INC$2.5M0.05%36,351CommonSOLE
443510607HUBBHUBBELL INC$2.5M0.04%5,910CommonSOLE
369604301GEGENERAL ELECTRIC CO$2.4M0.04%6,585CommonSOLE
88031M109TSTENARIS S A$2.4M0.04%122,908CommonSOLE
74762E102QUREQUANTA SVCS INC$2.4M0.04%9,188CommonSOLE
962166104WYWEYERHAEUSER CO MTN BE$2.4M0.04%34,290CommonSOLE
097023105BABOEING CO$2.3M0.04%4,571CommonSOLE
H50430232LOGILOGITECH INTL S A$2.3M0.04%25,563CommonSOLE
281020107EIXEDISON INTL$2.3M0.04%15,776CommonSOLE
252131AK3DXCM 0.25 11/15/25DEXCOM INC$2.2M0.04%2,200,000CommonNONE
030420103AWKAMERICAN WTR WKS CO INC NEW$2.2M0.04%8,173CommonSOLE
879360105TDYTELEDYNE TECHNOLOGIES INC$2.2M0.04%3,131CommonSOLE
03938L203MTARCELORMITTAL SA LUXEMBOURG$2.2M0.04%79,061CommonSOLE
76680RAH0RNG 0 03/15/26RINGCENTRAL INC$2.2M0.04%2,600,000CommonNONE
761152107RMDRESMED INC$2.2M0.04%5,245CommonSOLE
25179M103DVNDEVON ENERGY CORP NEW$2.1M0.04%14,153CommonSOLE
30040W108ESEVERSOURCE ENERGY$2.1M0.04%16,932CommonSOLE
78467J100SSNCSS&C TECHNOLOGIES HLDGS INC$2.1M0.04%32,094CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$2.0M0.04%2,625CommonSOLE
23804LAB9DDOG 0.125 06/15/25DATADOG INC$2.0M0.04%1,550,000CommonNONE
015271109AREALEXANDRIA REAL ESTATE EQ IN$2.0M0.04%6,638CommonSOLE
00971TAL5AKAM 0.375 09/01/27AKAMAI TECHNOLOGIES INC$2.0M0.04%2,000,000CommonNONE
653656AB4NICEIT 0 09/15/25NICE LTD$1.9M0.04%2,000,000CommonNONE
47215P106JDJD.COM INC$1.9M0.03%69,662CommonSOLE
902494103TSNTYSON FOODS INC$1.9M0.03%32,140CommonSOLE
718546104PSXPHILLIPS 66$1.9M0.03%5,689CommonSOLE
02209S103MOALTRIA GROUP INC$1.9M0.03%19,175CommonSOLE
032095101APHAMPHENOL CORP NEW$1.9M0.03%8,462CommonSOLE
06738E204BCSBARCLAYS PLC$1.9M0.03%809,774CommonSOLE
704326107PAYXPAYCHEX INC$1.8M0.03%7,113CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$1.8M0.03%3,685CommonSOLE
69331C108PCGPG&E CORP$1.8M0.03%30,844CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$1.8M0.03%4,400CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$1.8M0.03%10,814CommonSOLE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$1.7M0.03%6,379CommonSOLE
550021109LULULULULEMON ATHLETICA INC$1.7M0.03%2,921CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$1.7M0.03%12,277CommonSOLE
G29183103ETNEATON CORP PLC$1.7M0.03%2,642CommonSOLE
46266C105IQVIQVIA HLDGS INC$1.6M0.03%3,223CommonSOLE
460690100IPGINTERPUBLIC GROUP COS INC$1.6M0.03%17,288CommonSOLE
95040Q104WELLWELLTOWER INC$1.6M0.03%6,972CommonSOLE
88579Y101MMM3M CO$1.6M0.03%7,227CommonSOLE
00846U101AAGILENT TECHNOLOGIES INC$1.6M0.03%7,564CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$1.6M0.03%854CommonSOLE
025816109AXPAMERICAN EXPRESS CO$1.6M0.03%3,319CommonSOLE
92857W308VODVODAFONE GROUP PLC NEW$1.6M0.03%1,782,371CommonSOLE
026874784AIGAMERICAN INTL GROUP INC$1.6M0.03%10,047CommonSOLE
92276F100VTRVENTAS INC$1.5M0.03%21,437CommonSOLE
03073E105CORCENCORA INC$1.5M0.03%3,210CommonSOLE
82489T104SWAVUSDSHOCKWAVE MED INC$1.5M0.03%4,712CommonSOLE
345370CZ1F 0 03/15/26FORD MTR CO DEL$1.5M0.03%1,550,000CommonNONE
49177J102KVUEKENVUE INC$1.5M0.03%32,714CommonSOLE
548661107LOWLOWES COS INC$1.5M0.03%2,786CommonSOLE
443573AD2HUBS 0.375 06/01/25HUBSPOT INC$1.5M0.03%700,000CommonNONE
086516101BBYBEST BUY INC$1.5M0.03%17,720CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC$1.5M0.03%3,046CommonSOLE
418056107HASHASBRO INC$1.4M0.03%15,303CommonSOLE
89151E909TOTALENERGIES SE$1.4M0.03%15,414,338CALLNONE
12769G108CAESARS ENTERTAINMENT INC NE$1.4M0.03%15,209CommonSOLE
87971M103TUTELUS CORPORATION$1.4M0.03%37,074CommonSOLE
049560105ATOATMOS ENERGY CORP$1.4M0.03%6,098CommonSOLE
427866108HSYHERSHEY CO$1.4M0.02%4,835CommonSOLE
37940X102GPNGLOBAL PMTS INC$1.4M0.02%3,790CommonSOLE
12503M108CBOECBOE GLOBAL MKTS INC$1.3M0.02%3,872CommonSOLE
40434L105HPQHP INC$1.3M0.02%23,257CommonSOLE
34959J108FTVFORTIVE CORP$1.3M0.02%15,308CommonSOLE
217204106CPRTCOPART INC$1.3M0.02%11,503CommonSOLE
231021106CMICUMMINS INC$1.3M0.02%3,147CommonSOLE
896239100TRMBTRIMBLE INC$1.3M0.02%8,151CommonSOLE
316773100FITBFIFTH THIRD BANCORP$1.3M0.02%35,016CommonSOLE
020002101ALLALLSTATE CORP$1.3M0.02%3,829CommonSOLE
579780206MKCMCCORMICK & CO INC$1.3M0.02%16,881CommonSOLE
855244109SBUXSTARBUCKS CORP$1.3M0.02%6,770CommonSOLE
828806109SPGSIMON PPTY GROUP INC NEW$1.3M0.02%8,266CommonSOLE
778296103ROSTROSS STORES INC$1.3M0.02%13,651CommonSOLE
98980GAB8ZS 0.125 07/01/25ZSCALER INC$1.3M0.02%1,000,000CommonNONE
04621X108AIZASSURANT INC$1.3M0.02%3,177CommonSOLE
902973304USBUS BANCORP DEL$1.3M0.02%8,139CommonSOLE
101121101BXPBOSTON PROPERTIES INC$1.2M0.02%7,601CommonSOLE
337738108FISVFISERV INC$1.2M0.02%3,725CommonSOLE
22160N109CSGPCOSTAR GROUP INC$1.2M0.02%174CommonSOLE
668771108GENGEN DIGITAL INC$1.2M0.02%7,711CommonSOLE
693506107PPGPPG INDS INC$1.2M0.02%2,785CommonSOLE
52490G102LEGNLEGEND BIOTECH CORP$1.2M0.02%21,422CommonSOLE
090043AD2BILL 0 04/01/27BILL HOLDINGS INC$1.2M0.02%1,500,000CommonNONE
22052L104CTVACORTEVA INC$1.2M0.02%10,033CommonSOLE
136375102CNICANADIAN NATL RY CO$1.2M0.02%8,732CommonSOLE
61174X109MNSTMONSTER BEVERAGE CORP NEW$1.1M0.02%8,459CommonSOLE
254709108DFSEURDISCOVER FINL SVICS$1.1M0.02%5,489CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$1.1M0.02%1,719CommonSOLE
001055102AFLAFLAC INC$1.1M0.02%6,358CommonSOLE
55354G100MSCIMSCI INC$1.1M0.02%898CommonSOLE
98419M100XYLXYLEM INC$1.1M0.02%8,566CommonSOLE
40637HAF6HALO 1 08/15/28HALOZYME THERAPEUTICS INC$1.1M0.02%1,200,000CommonNONE
89832Q109TFCTRUIST FINL CORP$1.1M0.02%10,622CommonSOLE
565849106MRO*MARATHON OIL CORP$1.1M0.02%16,375CommonSOLE
25278X109FANGDIAMONDBACK ENERGY INC$1.1M0.02%260CommonSOLE
513272104LWLAMB WESTON HLDGS INC$1.1M0.02%9,884CommonSOLE
311900104FASTFASTENAL CO$1.1M0.02%13,636CommonSOLE
609839105MPWRMONOLITHIC PWR SYS INC$1.1M0.02%1,550CommonSOLE
438128308HMCHONDA MOTOR LTD$1.0M0.02%84,300CommonSOLE
44107P104HSTHOST HOTELS & RESORTS INC$1.0M0.02%33,225CommonSOLE
68902V107OTISOTIS WORLDWIDE CORP$1.0M0.02%5,281CommonSOLE
679295AF2OKTA 0.375 06/15/26OKTA INC$1.0M0.02%1,200,000CommonNONE
22822V101CCICROWN CASTLE INC$1.0M0.02%5,045CommonSOLE
45784PAK7PODD 0.375 09/01/26INSULET CORP$1.0M0.02%1,050,000CommonNONE
209115104EDCONSOLIDATED EDISON INC$1.0M0.02%5,370CommonSOLE
460146103IPINTERNATIONAL PAPER CO$1.0M0.02%12,454CommonSOLE
16119P108CHTRCHARTER COMMUNICATIONS INC N$1.0M0.02%1,958CommonSOLE
26614N102DDDUPONT DE NEMOURS INC$975,3960.02%6,270CommonSOLE
14838T204CTMCASTELLUM INC$975,1240.02%74,000CommonSOLE
60937PAD8MDB 0.25 01/15/26MONGODB INC$973,1040.02%600,000CommonNONE
253868103DLRDIGITAL RLTY TR INC$969,3890.02%3,934CommonSOLE
G50871105JAZZJAZZ PHARMACEUTICALS PLC$932,5320.02%7,702CommonSOLE
723787AP2PXD 0.25 05/15/25PIONEER NAT RES CO$927,7770.02%350,000CommonNONE
697435AF2PANW 0.375 06/01/25PALO ALTO NETWORKS INC$925,8470.02%350,000CommonNONE
46333XAF5IRONWOOD PHARMACEUTICALS INC$919,8870.02%1,000,000CommonNONE
525327102LDOSLEIDOS HOLDINGS INC$916,8430.02%3,599CommonSOLE
30161N101EXCEXELON CORP$913,5150.02%9,790CommonSOLE
24823R105DNLIDENALI THERAPEUTICS INC$899,3300.02%43,827CommonSOLE
12504L109CBRECBRE GROUP INC$897,4280.02%5,315CommonSOLE
25746U109DDOMINION ENERGY INC$878,0910.02%2,106CommonSOLE
803607AD2SRPT 1.25 09/15/27SAREPTA THERAPEUTICS INC$867,3520.02%800,000CommonNONE
758849103REGREGENCY CTRS CORP$864,6760.02%5,980CommonSOLE
039483102ADMARCHER DANIELS MIDLAND CO$848,9400.02%6,727CommonSOLE
090572207BIOBIO RAD LABS INC$838,0430.02%996CommonSOLE
753422AF1RPD 0.25 03/15/27RAPID7 INC$812,5840.01%1,000,000CommonNONE
770323103RHIROBERT HALF INC.$804,5330.01%6,346CommonSOLE
87612E106TGTTARGET CORP$798,3310.01%2,143CommonSOLE
30034W106EVRGEVERGY INC$790,7180.01%14,813CommonSOLE
35137L105FOXAFOX CORP$789,4370.01%23,060CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$774,6770.01%2,841CommonSOLE
09073M104TECHBIO-TECHNE CORP$755,7070.01%5,088CommonSOLE
08265T208BSYBENTLEY SYS INC$751,8110.01%14,397CommonSOLE
278642103EBAYEBAY INC.$731,6890.01%13,863CommonSOLE
09239BAD1BL 0 03/15/26BLACKLINE INC$713,9610.01%850,000CommonNONE
744573106PEGPUBLIC SVC ENTERPRISE GRP IN$713,0100.01%10,677CommonSOLE
857477103STTSTATE STR CORP$706,5500.01%5,176CommonSOLE
200340107CMACOMERICA INC$705,0270.01%6,139CommonSOLE
92338C103VLTOVERALTO CORP$700,3250.01%4,020CommonSOLE
459506101IFFINTERNATIONAL FLAVORS&FRAGRA$687,6620.01%4,804CommonSOLE
91879QAN9MTN 0 01/01/26VAIL RESORTS INC$680,8370.01%800,000CommonNONE
61945C103MOSMOSAIC CO NEW$679,7450.01%7,979CommonSOLE
H2906T109GRMNGARMIN LTD$676,7630.01%4,546CommonSOLE
05464CAB7AXON 0.5 12/15/27AXON ENTERPRISE INC$676,2550.01%500,000CommonNONE
83417MAD6SEDG 0 09/15/25SOLAREDGE TECHNOLOGIES INC$673,5850.01%800,000CommonNONE
595017104MCHPMICROCHIP TECHNOLOGY INC.$670,4930.01%3,554CommonSOLE
824596100SHGSHINHAN FINANCIAL GROUP CO L$655,0390.01%18,457CommonSOLE
48241A105KBKB FINL GROUP INC$643,2730.01%12,354CommonSOLE
038336103ATRAPTARGROUP INC$642,3250.01%4,464CommonSOLE
686330101IXORIX CORP$633,0540.01%57,600CommonSHARED
G8994E103TTTRANE TECHNOLOGIES PLC$628,0180.01%2,092CommonSOLE
684060906ORANGE$627,2000.01%11,473,376CALLNONE
285512109EAELECTRONIC ARTS INC$623,0180.01%4,696CommonSOLE
01609W102BABAALIBABA GROUP HLDG LTD$621,6450.01%8,591CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$618,5080.01%3,346CommonSOLE
94419LAP6W 3.25 09/15/27WAYFAIR INC$612,5990.01%500,000CommonNONE
452327109ILMNILLUMINA INC$610,5250.01%4,446CommonSOLE
14448C104CARRCARRIER GLOBAL CORPORATION$605,8890.01%10,423CommonSOLE
844741108LUVSOUTHWEST AIRLS CO$601,4600.01%12,950CommonSOLE
759916109RGENREPLIGEN CORP$598,1080.01%3,252CommonSOLE
92345Y106VRSKVERISK ANALYTICS INC$595,6900.01%2,527CommonSOLE
934423104WBDWARNER BROS DISCOVERY INC$587,5380.01%36,020CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$576,8330.01%159CommonSOLE
922475108VEEVVEEVA SYS INC$572,7380.01%2,472CommonSOLE
91688FAB0UPWK 0.25 08/15/26UPWORK INC$568,8920.01%700,000CommonNONE
090043100BILLBILL HOLDINGS INC$549,7600.01%8,000CommonSOLE
91332UAB7U 0 11/15/26UNITY SOFTWARE INC$549,3770.01%700,000CommonNONE
058498106BALLBALL CORP$533,5750.01%7,948CommonSOLE
02043QAB3ALNY 1 09/15/27ALNYLAM PHARMACEUTICALS INC$523,9360.01%600,000CommonNONE
26210CAD6DBX 0 03/01/28DROPBOX INC$519,6890.01%600,000CommonNONE
922280AB8VRNS 1.25 08/15/25VARONIS SYS INC$518,0640.01%350,000CommonNONE
150870103CECELANESE CORP DEL$514,5490.01%2,994CommonSOLE
40131MAB5GH 0 11/15/27GUARDANT HEALTH INC$502,3850.01%800,000CommonNONE
82452JAB5FOUR 0 12/15/25SHIFT4 PMTS INC$498,7500.01%500,000CommonNONE
82452JAD1FOUR 0.5 08/01/27SHIFT4 PMTS INC$498,7500.01%500,000CommonNONE
55024UAF6LITE 0.5 06/15/28LUMENTUM HLDGS INC$490,6010.01%600,000CommonNONE
55024UAD1LITE 0.5 12/15/26LUMENTUM HLDGS INC$490,6010.01%600,000CommonNONE
639057207NWGNATWEST GROUP PLC$481,9090.01%143,687CommonSOLE
87918AAF2TDOC 1.25 06/01/27TELADOC HEALTH INC$473,0480.01%600,000CommonNONE
756109104OREALTY INCOME CORP$472,5090.01%8,734CommonSOLE
539439109LYGLLOYDS BANKING GROUP PLC$464,9810.01%711,144CommonSOLE
29355A107ENPHENPHASE ENERGY INC$461,1760.01%1,947CommonSOLE
682189AU9ON 0.5 03/01/29ON SEMICONDUCTOR CORP$457,4610.01%500,000CommonNONE
465562106ITUBITAU UNIBANCO HLDG S A$456,6320.01%65,892CommonSOLE
500472303PHGKONINKLIJKE PHILIPS N V$453,9750.01%22,592CommonSOLE
446413106HIIHUNTINGTON INGALLS INDS INC$446,2410.01%1,531CommonSOLE
83175M205SNNSMITH & NEPHEW PLC$440,2460.01%35,146CommonSOLE
780259905SHELL PLC$437,4000.01%8,357,850CALLNONE
338307AD3FIVN 0.5 06/01/25FIVE9 INC$436,9750.01%500,000CommonNONE
63001N106NATLNCR ATLEOS CORPORATION$433,9860.01%21,974CommonSOLE
874060205TAKTAKEDA PHARMACEUTICAL CO LTD$422,5960.01%30,000CommonSHARED
496902404KGCKINROSS GOLD CORP$422,1870.01%68,751CommonSOLE
499049104KNXKNIGHT-SWIFT TRANSN HLDGS IN$406,5980.01%7,390CommonSOLE
493267108KEYKEYCORP$404,6570.01%12,729CommonSOLE
405552100HLNHALEON PLC$402,0200.01%95,541CommonSOLE
457669AB5INSM 0.75 06/01/28INSMED INC$399,3560.01%400,000CommonNONE
980228308WDSWOODSIDE ENERGY GROUP LTD$396,5460.01%19,929CommonSOLE
159864107CRLCHARLES RIV LABS INTL INC$396,1290.01%760CommonSOLE
163092AF6CHGG 0 09/01/26CHEGG INC$388,3150.01%500,000CommonNONE
83304AAF3SNAP 0 05/01/27SNAP INC$374,2310.01%500,000CommonNONE
83304AAB2SNAP 0.75 08/01/26SNAP INC$374,2310.01%500,000CommonNONE
42824C109HPEHEWLETT PACKARD ENTERPRISE C$369,0140.01%20,813CommonSOLE
29476L107EQREQUITY RESIDENTIAL$363,8920.01%5,766CommonSOLE
25754A201DPZDOMINOS PIZZA INC$362,7220.01%730CommonSOLE
592688105MTDMETTLER TOLEDO INTERNATIONAL$360,7800.01%271CommonSOLE
98980G102ZSZSCALER INC$343,0740.01%1,781CommonSOLE
690742101OCOWENS CORNING NEW$333,7670.01%2,001CommonSOLE
059460303BBDBANCO BRADESCO S A$321,2950.01%112,341CommonSOLE
29355AAK3ENPH 0 03/01/28ENPHASE ENERGY INC$319,8480.01%400,000CommonNONE
260557103DOWDOW INC$315,0810.01%5,439CommonSOLE
03769M106APOAPOLLO GLOBAL MGMT INC$308,3380.01%2,742CommonSOLE
440452100HRLHORMEL FOODS CORP$288,1570.01%8,259CommonSOLE
067901108ABXBARRICK GOLD CORP$287,7430.01%17,283CommonSOLE
876030107TPRTAPESTRY INC$266,4580.00%2,669CommonSOLE
N20944109CNHCNH INDL N V$256,3480.00%19,871CommonSOLE
863667101SYKSTRYKER CORPORATION$252,6560.00%706CommonSOLE
98850P109YUMCYUM CHINA HLDGS INC$242,7590.00%6,101CommonSOLE
03743Q108APAAPA CORPORATION$239,2500.00%6,959CommonSOLE
902252105TYLTYLER TECHNOLOGIES INC$229,5050.00%540CommonSOLE
681919106OMCOMNICOM GROUP INC$227,9670.00%2,356CommonSOLE
58733R102MELIMERCADOLIBRE INC$226,7940.00%150CommonSOLE
780087102RYROYAL BK CDA$226,4480.00%2,243CommonSOLE
688239201OSKOSHKOSH CORP$221,6100.00%1,777CommonSOLE
910873405UMCUNITED MICROELECTRONICS CORP$220,5500.00%27,262CommonSOLE
38059T106GFIGOLD FIELDS LTD$217,5340.00%13,690CommonSOLE
955306105WSTWEST PHARMACEUTICAL SVSC INC$206,5610.00%522CommonSOLE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIO$201,1810.00%2,745CommonSOLE
04010E109AGXARGAN$199,3460.00%2,200CommonSOLE
83304A106SNAPSNAP INC$198,3400.00%17,277CommonSOLE
11777Q209BTGB2GOLD CORP$186,4590.00%71,077CommonSOLE
00971T101AKAMAKAMAI TECHNOLOGIES INC$178,6930.00%1,643CommonSOLE
23918K108DVADAVITA INC$164,8320.00%1,194CommonSOLE
665859104NTRSNORTHERN TR CORP$149,5630.00%1,682CommonSOLE
92343E102VRSNVERISIGN INC$144,2170.00%761CommonSOLE
35086T109FCPTFOUR CORNERS PPTY TR INC$143,3450.00%5,858CommonSOLE
861012902STMICROELECTRONICS N V$124,0000.00%1,073,118CALLNONE
501889208LKQLKQ CORP$114,5110.00%2,144CommonSOLE
N53745100LYBLYONDELLBASELL INDUSTRIES N$114,3490.00%1,118CommonSOLE
697900108PAASPAN AMERN SILVER CORP$110,4720.00%7,321CommonSOLE
594918904MICROSOFT CORP$109,1500.00%2,103,600CALLNONE
45168D104IDXXIDEXX LABS INC$109,0660.00%202CommonSOLE
063671101BMOBANK MONTREAL QUE$108,5760.00%1,111CommonSOLE
44980X109IPGPIPG PHOTONICS CORP$104,6560.00%1,154CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$102,5890.00%320CommonSOLE
05352A100AVTRAVANTOR INC$101,6660.00%3,976CommonSOLE
46982L108JJACOBS SOLUTIONS INC$101,1540.00%658CommonSOLE
500472903KONINKLIJKE PHILIPS N V$98,0000.00%1,304,409CALLNONE
56501R106MFCMANULIFE FINL CORP$97,1720.00%3,887CommonSOLE
45784P101PODDINSULET CORP$94,0990.00%549CommonSOLE
189054109CLXCLOROX CO DEL$94,0100.00%614CommonSOLE
58463J304MPTMEDICAL PPTYS TRUST INC$93,0930.00%19,807CommonSOLE
92936U109WPCWP CAREY INC$87,0870.00%1,543CommonSOLE
760125104RTORENTOKIL INITIAL PLC$83,5940.00%14,029CommonSOLE
31620R303FNFFIDELITY NATIONAL FINANCIAL$83,5790.00%1,574CommonSOLE
867224107SUSUNCOR ENERGY INC NEW$82,3410.00%2,229CommonSOLE
363576109AJGGALLAGHER ARTHUR J & CO$78,7630.00%315CommonSOLE
025932104AFGAMERICAN FINL GROUP INC OHIO$76,9750.00%564CommonSOLE
958102105WDCWESTERN DIGITAL CORP.$75,2000.00%1,102CommonSOLE
90138F102TWLOTWILIO INC$71,6680.00%1,172CommonSOLE
50540R409LSILABORATORY CORP AMER HLDGS$71,2180.00%326CommonSOLE
87165B103SYFSYNCHRONY FINANCIAL$70,8890.00%1,644CommonSOLE
358029106FMSFRESENIUS MEDICAL CARE AG$67,4940.00%1,096CommonSOLE
759351604RGAREINSURANCE GRP OF AMERICA I$66,1580.00%343CommonSOLE
92937A102WPPWPP PLC NEW$65,0960.00%6,838CommonSOLE
099502106BAHBOOZ ALLEN HAMILTON HLDG COR$63,3840.00%427CommonSOLE
929042109VNOVORNADO RLTY TR$62,3160.00%2,166CommonSOLE
88076W103TDCTERADATA CORP DEL$62,1040.00%1,606CommonSOLE
89400J107TRUTRANSUNION$62,0050.00%777CommonSOLE
49427F108KRCKILROY RLTY CORP$58,6890.00%1,611CommonSOLE
83088M102SWKSSKYWORKS SOLUTIONS INC$58,1680.00%537CommonSOLE
910047109UALUNITED AIRLS HLDGS INC$55,0620.00%1,150CommonSOLE
277432100EMNEASTMAN CHEM CO$47,2040.00%471CommonSOLE
76131D103QSRRESTAURANT BRANDS INTL INC$46,2640.00%582CommonSOLE
398438408GRFSGRIFOLS S A$45,6470.00%5,069CommonSOLE
375916103GILGILDAN ACTIVEWEAR INC$44,9860.00%1,211CommonSOLE
98980L101ZNGAZOOM VIDEO COMMUNICATIONS IN$44,5170.00%681CommonSOLE
256163106DOCUDOCUSIGN INC$44,2460.00%743CommonSOLE
136069101CMCANADIAN IMPERIAL BK COMM TO$42,4230.00%836CommonSOLE
72352L106PINSPINTEREST INC$41,1880.00%1,188CommonSOLE
219350105GLWCORNING INC$39,7830.00%1,207CommonSOLE
03852U106ARMKARAMARK$39,5770.00%1,217CommonSOLE
880770102TERTERADYNE INC$39,0390.00%346CommonSOLE
03662Q105AKXANSYS INC$38,1880.00%110CommonSOLE
952845105WFGWEST FRASER TIMBER CO LTD$35,6950.00%413CommonSOLE
28414H103ELANELANCO ANIMAL HEALTH INC$32,6580.00%2,006CommonSOLE
174610105CFGCITIZENS FINL GROUP INC$29,7940.00%821CommonSOLE
74435K204PUKPRUDENTIAL PLC$29,5560.00%3,149CommonSOLE
706327103PBAPEMBINA PIPELINE CORP$26,5680.00%752CommonSOLE
29430C102VSTSVESTIS CORPORATION$24,0100.00%1,246CommonSOLE
N72482909QIAGEN NV$24,0000.00%426,183CALLNONE
651229106NWLNEWELL BRANDS INC$21,8010.00%2,715CommonSOLE
918204108VFCV F CORP$21,7520.00%1,418CommonSOLE
913903100UHSUNIVERSAL HLTH SVCS INC$20,4360.00%112CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.