GROUPAMA ASSET MANAGMENT

CIK 0001055969 · PARIS, I0 · Quarter end: 2026-06-30 · Filed on: 2026-08-14 · Open the SEC source

GROUPAMA ASSET MANAGMENT reported 408 positions worth $7.93B as of June 30, 2026 (13F filed August 14, 2026). Largest holding: NVDA (6.4%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$7.93B
2026 Q2
Positions
408
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
42.5%
Est. Net Flow (Q)
2026 Q2
10 / 408 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1NVDANVIDIA CORPORATIONSH$506.1M6.38%2,587,946
2MUMICRON TECHNOLOGY INCSH$497.2M6.27%433,792
3GOOGLALPHABET INCSH$407.1M5.13%1,150,436
4MSFTMICROSOFT CORPSH$378.8M4.77%1,027,801
5AVGOBROADCOM INCSH$362.0M4.56%970,123
6AAPLAPPLE INCSH$358.0M4.51%1,268,595
7JPMJPMORGAN CHASE & COSH$259.2M3.27%787,079
8AMZNAMAZON COM INCSH$242.5M3.06%1,011,765
9MSIMOTOROLA SOLUTIONS INCSH$185.2M2.33%448,315
10PANWPALO ALTO NETWORKS INCSH$177.9M2.24%531,922

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does GROUPAMA ASSET MANAGMENT hold as of Q2 2026?

GROUPAMA ASSET MANAGMENT reported 408 positions worth $7.93B in its Q2 2026 13F filing. Largest positions: NVDA (6.4%), MU (6.3%), GOOGL (5.1%), MSFT (4.8%) and AVGO (4.6%).

What did GROUPAMA ASSET MANAGMENT buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did GROUPAMA ASSET MANAGMENT sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.