account_balance
Investment manager · 13F filer · SEC CIK 2047606
Ag2r La Mondiale Gestion D'actifs
Reported value$3.02Bas of Sep 30, 2026
Positions425 90 new, 7 sold out
Top 10 weight39.5%NVDA alone is 8%
FiledOct 2626 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
NVDANVIDIA Corp
8.2%Added +4%
AAPLApple Inc.
7.7%Added +8%
MSFTMicrosoft Corp
5.7%
AMZNAmazon.com Inc
3.8%
GOOGLAlphabet Inc.
3.2%
GOOGAlphabet Inc.
2.5%Added +9%
METAMeta Platforms, Inc.
2.5%Added +8%
AVGOBroadcom Inc.
2.5%
MUMicron Technology Inc
1.9%+8%
AMDAdvanced Micro Devices Inc
1.6%
TSLATesla, Inc.
1.6%
LLYELI Lilly & Co
1.5%
NVDANVIDIA Corp
8.2%Added +4%
AAPLApple Inc.
7.7%Added +8%
MSFTMicrosoft Corp
5.7%
AMZNAmazon.com Inc
3.8%
GOOGLAlphabet Inc.
3.2%
GOOGAlphabet Inc.
2.5%
METAMeta Platforms, Inc.
2.5%
AVGOBroadcom Inc.
2.5%
MU1.9%AMDTSLALLYBoxes 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 8.2% Added +4%AAPL Apple Inc. 7.7% Added +8%MSFT Microsoft Corp 5.7% HeldAMZN Amazon.com Inc 3.8% HeldGOOGL Alphabet Inc. 3.2% HeldGOOG Alphabet Inc. 2.5% Added +9%META Meta Platforms, Inc. 2.5% Added +8%AVGO Broadcom Inc. 2.5% HeldMU Micron Technology Inc 1.9% Added +8%AMD Advanced Micro Devices Inc 1.6% Added +9%TSLA Tesla, Inc. 1.6% Added +8%LLY ELI Lilly & Co 1.5% Added +8%
What changed
Biggest moves since Jun 30, 2026
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