account_balance
Investment manager · 13F filer · SEC CIK 1055969
Groupama Asset Managment
Reported value$7.93Bas of Jun 30, 2026
Positions401 28 new, 18 sold out
Top 10 weight42.5%NVDA alone is 6%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
NVDANVIDIA Corp
6.4%Added +11%
MUMicron Technology Inc
6.3%Trimmed −35%
GOOGLAlphabet Inc.
5.1%Added +15%
MSFTMicrosoft Corp
4.8%
AVGOBroadcom Inc.
4.6%Added +14%
AAPLApple Inc.
4.5%Added +3%
JPMJPMorgan Chase & Co
3.3%Added +7%
AMZNAmazon.com Inc
3.1%Added +4%
MSIMotorola Solutions, Inc.
2.3%Added +3%
PANWPalo Alto Networks Inc
2.2%
PHParker-Hannifin Corp
2.2%Added +3%
TMOThermo Fisher Scientific Inc.
2.1%Added +22%
NVDANVIDIA Corp
6.4%Added +11%
MUMicron Technology Inc
6.3%Trimmed −35%
GOOGLAlphabet Inc.
5.1%Added +15%
MSFTMicrosoft Corp
4.8%
AVGOBroadcom Inc.
4.6%Added +14%
AAPLApple Inc.
4.5%
JPM3.3%AMZNAmazon.com Inc
3.1%
MSIMotorola Solutions, Inc.
2.3%
PANWPH2.2%TMO2.1%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
NVDA NVIDIA Corp 6.4% Added +11%MU Micron Technology Inc 6.3% Trimmed −35%GOOGL Alphabet Inc. 5.1% Added +15%MSFT Microsoft Corp 4.8% HeldAVGO Broadcom Inc. 4.6% Added +14%AAPL Apple Inc. 4.5% Added +3%JPM JPMorgan Chase & Co 3.3% Added +7%AMZN Amazon.com Inc 3.1% Added +4%MSI Motorola Solutions, Inc. 2.3% Added +3%PANW Palo Alto Networks Inc 2.2% HeldPH Parker-Hannifin Corp 2.2% Added +3%TMO Thermo Fisher Scientific Inc. 2.1% Added +22%
What changed
Biggest moves since Mar 31, 2026
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