EdgeMarket › What Ag2R La Mondiale Gestion D'Actifs reported owning
What Ag2R La Mondiale Gestion D'Actifs reported owning
As filed on Form 13F for the quarter ending 2026-03-31, 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
2.2BPositions
353Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| NVDA NVIDIA CORP | 176.4M | 8.0% | 1.0M | 214.72 | +22.4% |
| AAPL Apple Inc. | 149.3M | 6.8% | 588.4K | 309.35 | +36.9% |
| MSFT MICROSOFT CORP | 111.5M | 5.1% | 301.3K | 483.24 | -4.4% |
| AMZN AMAZON COM INC | 87.4M | 4.0% | 419.5K | 258.63 | +15.6% |
| GOOGL Alphabet Inc. | 67.0M | 3.0% | 233.0K | 344.82 | +73.0% |
| AVGO Broadcom Inc. | 61.1M | 2.8% | 197.5K | 368.45 | +26.5% |
| GOOG Alphabet Inc. | 55.9M | 2.5% | 194.8K | 341.75 | +70.7% |
| META Meta Platforms, Inc. | 49.9M | 2.3% | 87.2K | 549.90 | -26.5% |
| TSLA Tesla, Inc. | 42.1M | 1.9% | 113.2K | 362.86 | +12.0% |
| JPM JPMORGAN CHASE & CO | 38.7M | 1.8% | 131.5K | 351.58 | +20.3% |
| JNJ JOHNSON & JOHNSON | 32.1M | 1.5% | 131.3K | 270.24 | +51.1% |
| LLY ELI LILLY & Co | 29.6M | 1.3% | 32.2K | 1,255.40 | +78.0% |
| WMT Walmart Inc. | 21.8M | 1.0% | 175.6K | 103.70 | +1.1% |
| V VISA INC. | 20.4M | 0.9% | 67.6K | 371.04 | +7.9% |
| COST COSTCO WHOLESALE CORP /NEW | 17.7M | 0.8% | 17.8K | 947.74 | -4.7% |
| MA Mastercard Inc | 17.0M | 0.8% | 33.9K | 580.63 | -2.0% |
| NFLX NETFLIX INC | 16.3M | 0.7% | 169.8K | 79.59 | -34.4% |
| RTX RTX Corp | 15.9M | 0.7% | 82.5K | 209.91 | +34.1% |
| ABBV AbbVie Inc. | 15.4M | 0.7% | 71.0K | 264.96 | +26.7% |
| MU MICRON TECHNOLOGY INC | 15.2M | 0.7% | 45.1K | 966.78 | +724.8% |
| PLTR Palantir Technologies Inc. | 13.4M | 0.6% | 91.8K | 179.94 | +15.3% |
| BAC BANK OF AMERICA CORP /DE/ | 13.4M | 0.6% | 274.4K | 61.69 | +27.6% |
| AMD ADVANCED MICRO DEVICES INC | 13.3M | 0.6% | 65.5K | 473.25 | +186.5% |
| CAT CATERPILLAR INC | 13.3M | 0.6% | 18.8K | 827.90 | +96.8% |
| TJX TJX COMPANIES INC /DE/ | 13.3M | 0.6% | 83.1K | 140.53 | +1.6% |
| HD HOME DEPOT, INC. | 13.1M | 0.6% | 40.0K | 335.61 | -16.5% |
| KO COCA COLA CO | 12.5M | 0.6% | 164.0K | 91.10 | +28.9% |
| CSCO CISCO SYSTEMS, INC. | 12.3M | 0.6% | 158.2K | 111.04 | +65.5% |
| GE GENERAL ELECTRIC CO | 12.0M | 0.5% | 42.3K | 348.37 | +30.7% |
| MRK Merck & Co., Inc. | 12.0M | 0.5% | 99.7K | 152.55 | +80.2% |
| PEP PEPSICO INC | 11.4M | 0.5% | 73.6K | 143.48 | -4.8% |
| VLO VALERO ENERGY CORP/TX | 11.0M | 0.5% | 44.5K | 348.86 | +148.3% |
| AMAT APPLIED MATERIALS INC /DE | 10.9M | 0.5% | 31.9K | 492.32 | +205.9% |
| MPC Marathon Petroleum Corp | 10.9M | 0.5% | 44.5K | 360.72 | +117.5% |
| LRCX LAM RESEARCH CORP | 10.8M | 0.5% | 50.6K | 314.00 | +216.7% |
| PSX Phillips 66 | 10.4M | 0.5% | 56.9K | 242.87 | +96.5% |
| NEM NEWMONT Corp /DE/ | 10.3M | 0.5% | 95.4K | 131.58 | +90.7% |
| ORCL ORACLE CORP | 10.2M | 0.5% | 69.5K | 146.47 | -37.7% |
| GS GOLDMAN SACHS GROUP INC | 10.2M | 0.5% | 12.0K | 1,039.28 | +44.2% |
| CL COLGATE PALMOLIVE CO | 10.0M | 0.5% | 117.6K | 91.08 | +5.8% |
| WFC WELLS FARGO & COMPANY/MN | 10.0M | 0.5% | 125.8K | 83.84 | +7.3% |
| EMR EMERSON ELECTRIC CO | 9.9M | 0.5% | 75.8K | 157.26 | +20.1% |
| UNH UNITEDHEALTH GROUP INC | 9.9M | 0.4% | 36.4K | 390.11 | +30.1% |
| GEV GE Vernova Inc. | 9.5M | 0.4% | 10.9K | 956.85 | +58.3% |
| LNG Cheniere Energy, Inc. | 9.4M | 0.4% | 33.2K | 277.51 | +17.6% |
| TRGP Targa Resources Corp. | 9.4M | 0.4% | 37.5K | 299.10 | +83.6% |
| BKR Baker Hughes Co | 9.4M | 0.4% | 153.5K | 62.34 | +45.5% |
| IBM INTERNATIONAL BUSINESS MACHINES CORP | 9.1M | 0.4% | 37.7K | 235.68 | -2.8% |
| MCD MCDONALDS CORP | 8.9M | 0.4% | 28.6K | 270.95 | -13.5% |
| KMI KINDER MORGAN, INC. | 8.6M | 0.4% | 256.1K | 30.98 | +16.6% |
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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