account_balance
Investment manager · 13F filer · SEC CIK 1767945
Ostrum Asset Management
Reported value$2.07Bas of Sep 30, 2026
Positions541 15 new, 23 sold out
Top 10 weight37.0%NVDA alone is 7%
FiledNov 1344 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
NVDANVIDIA Corp
7.3%Added +2%
AMATApplied Materials Inc
4.7%Added +2%
AAPLApple Inc.
4.5%Trimmed −7%
GOOGLAlphabet Inc.
4.3%
LLYELI Lilly & Co
3.7%Trimmed −8%
AMZNAmazon.com Inc
3.5%Added +7%
METAMeta Platforms, Inc.
2.7%Added +59%
ETNEaton Corp PLC
2.1%
VVisa Inc.
2.1%
JPMJPMorgan Chase & Co
2.1%
MSFTMicrosoft Corp
1.9%Trimmed −5%
SCHWCharles Schwab Corp
1.8%Added +4%
NVDANVIDIA Corp
7.3%Added +2%
AMATApplied Materials Inc
4.7%+2%
AAPLApple Inc.
4.5%Trimmed −7%
GOOGLAlphabet Inc.
4.3%
LLYELI Lilly & Co
3.7%−8%
AMZNAmazon.com Inc
3.5%
METAMeta Platforms, Inc.
2.7%
ETNEaton Corp PLC
2.1%
VVisa Inc.
2.1%
JPM2.1%MSFTSCHWBoxes 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 7.3% Added +2%AMAT Applied Materials Inc 4.7% Added +2%AAPL Apple Inc. 4.5% Trimmed −7%GOOGL Alphabet Inc. 4.3% HeldLLY ELI Lilly & Co 3.7% Trimmed −8%AMZN Amazon.com Inc 3.5% Added +7%META Meta Platforms, Inc. 2.7% Added +59%ETN Eaton Corp PLC 2.1% HeldV Visa Inc. 2.1% HeldJPM JPMorgan Chase & Co 2.1% HeldMSFT Microsoft Corp 1.9% Trimmed −5%SCHW Charles Schwab Corp 1.8% Added +4%
What changed
Biggest moves since Jun 30, 2026
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