EdgeMarket › What Axa Investment Managers S.A. reported owning
What Axa Investment Managers S.A. reported owning
As filed on Form 13F for the quarter ending 2025-09-30, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
37.1BPositions
1,170Quarter
2025-09-30Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| NVDA NVIDIA CORP | 2.6B | 7.1% | 14.1M | 214.72 | +22.4% |
| MSFT MICROSOFT CORP | 2.2B | 5.9% | 4.3M | 483.24 | -4.4% |
| AAPL Apple Inc. | 1.6B | 4.4% | 6.5M | 309.35 | +36.9% |
| AMZN AMAZON COM INC | 1.2B | 3.2% | 5.3M | 258.63 | +15.6% |
| AVGO Broadcom Inc. | 886.3M | 2.4% | 2.7M | 368.45 | +26.5% |
| META Meta Platforms, Inc. | 794.6M | 2.1% | 1.1M | 549.90 | -26.5% |
| GOOGL Alphabet Inc. | 719.4M | 1.9% | 3.0M | 344.82 | +73.0% |
| GOOG Alphabet Inc. | 689.7M | 1.9% | 2.8M | 341.75 | +70.7% |
| V VISA INC. | 511.0M | 1.4% | 1.5M | 371.04 | +7.9% |
| NOW ServiceNow, Inc. | 423.8M | 1.1% | 460.6K | 128.48 | -27.8% |
| UBS UBS Group AG | 416.7M | 1.1% | 4.2M | 53.29 | +34.1% |
| COST COSTCO WHOLESALE CORP /NEW | 361.4M | 1.0% | 390.4K | 947.74 | -4.7% |
| TJX TJX COMPANIES INC /DE/ | 348.2M | 0.9% | 2.4M | 140.53 | +1.6% |
| TSLA Tesla, Inc. | 341.2M | 0.9% | 767.3K | 362.86 | +12.0% |
| JPM JPMORGAN CHASE & CO | 330.6M | 0.9% | 1.0M | 351.58 | +20.3% |
| CDNS CADENCE DESIGN SYSTEMS INC | 329.5M | 0.9% | 937.9K | 319.02 | -7.7% |
| NFLX NETFLIX INC | 328.5M | 0.9% | 274.0K | 79.59 | -34.4% |
| ETN Eaton Corp plc | 325.9M | 0.9% | 870.7K | 419.20 | +21.1% |
| ISRG INTUITIVE SURGICAL INC | 309.8M | 0.8% | 692.7K | 378.81 | -21.2% |
| TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | 291.5M | 0.8% | 1.0M | 418.95 | +83.3% |
| ADSK Autodesk, Inc. | 288.4M | 0.8% | 907.7K | 253.82 | -12.1% |
| BSX BOSTON SCIENTIFIC CORP | 275.0M | 0.7% | 2.8M | 50.37 | -52.5% |
| LIN LINDE PLC | 266.2M | 0.7% | 560.5K | 487.57 | +1.1% |
| TT Trane Technologies plc | 253.3M | 0.7% | 600.2K | 453.43 | +6.4% |
| MA Mastercard Inc | 231.9M | 0.6% | 407.7K | 580.63 | -2.0% |
| ORCL ORACLE CORP | 224.9M | 0.6% | 799.7K | 146.47 | -37.7% |
| AXP AMERICAN EXPRESS CO | 222.6M | 0.6% | 670.1K | 336.00 | +8.9% |
| ABBV AbbVie Inc. | 219.6M | 0.6% | 948.6K | 264.96 | +26.7% |
| CSCO CISCO SYSTEMS, INC. | 219.2M | 0.6% | 3.2M | 111.04 | +65.5% |
| BABA Alibaba Group Holding Ltd | 218.8M | 0.6% | 1.2M | 119.34 | -0.1% |
| PG PROCTER & GAMBLE Co | 216.4M | 0.6% | 1.4M | 144.68 | -9.3% |
| UBER Uber Technologies, Inc | 214.6M | 0.6% | 2.2M | 78.80 | -15.9% |
| RACE Ferrari N.V. | 207.0M | 0.6% | 426.6K | 436.54 | -6.8% |
| PANW Palo Alto Networks Inc | 203.7M | 0.5% | 1.0M | 357.87 | +94.0% |
| LLY ELI LILLY & Co | 200.6M | 0.5% | 262.9K | 1,255.40 | +78.0% |
| TMO THERMO FISHER SCIENTIFIC INC. | 195.5M | 0.5% | 403.1K | 629.27 | +27.2% |
| INTU INTUIT INC. | 187.5M | 0.5% | 274.5K | 367.00 | -47.5% |
| GILD GILEAD SCIENCES, INC. | 184.1M | 0.5% | 1.7M | 146.12 | +23.1% |
| NXPI NXP Semiconductors N.V. | 182.6M | 0.5% | 801.9K | 225.56 | -1.4% |
| KO COCA COLA CO | 177.7M | 0.5% | 2.7M | 91.10 | +28.9% |
| CRM Salesforce, Inc. | 170.4M | 0.5% | 719.0K | 209.17 | -15.1% |
| BKNG Booking Holdings Inc. | 166.6M | 0.4% | 30.9K | 209.62 | -7.1% |
| AMGN AMGEN INC | 163.6M | 0.4% | 579.7K | 439.33 | +48.2% |
| QCOM QUALCOMM INC/DE | 161.0M | 0.4% | 967.6K | 160.75 | +3.4% |
| ADP AUTOMATIC DATA PROCESSING INC | 151.4M | 0.4% | 516.0K | 280.81 | -9.1% |
| AXON AXON ENTERPRISE, INC. | 149.9M | 0.4% | 208.8K | 627.75 | -17.5% |
| AMAT APPLIED MATERIALS INC /DE | 148.3M | 0.4% | 724.5K | 492.32 | +205.9% |
| ECL ECOLAB INC. | 143.5M | 0.4% | 524.0K | 281.63 | -1.3% |
| PGR PROGRESSIVE CORP/OH/ | 141.4M | 0.4% | 572.7K | 219.28 | -13.2% |
| BMY BRISTOL MYERS SQUIBB CO | 141.0M | 0.4% | 3.1M | 67.01 | +38.9% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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