Amundi

Quarter-over-quarter position changes

Action	Company	Quarter ↓	Δ shares	Δ %	Held after	Flow	Impact
New	TotalEnergies SE	Mar 31, 2026	+207,395,270	New	207,395,270	$18.87B	high
Added	MICROSOFT CORP	Mar 31, 2026	+9,814,598	+31%	41,675,076	$3.63B	high
Added	Apple Inc.	Mar 31, 2026	+13,780,080	+23%	73,082,616	$3.50B	high
New	G0593M107	Mar 31, 2026	+15,386,149	New	15,386,149	$3.03B	high
Added	NVIDIA Corp	Mar 31, 2026	+12,575,177	+10%	133,768,018	$2.19B	high
Exited	958102AT2	Mar 31, 2026	-3,600,000	-100%	0	$1.65B	high
Added	Amazon.com Inc	Mar 31, 2026	+7,590,952	+14%	61,400,503	$1.58B	high
Exited	01609WBG6	Mar 31, 2026	-10,000,000	-100%	0	$1.55B	high
Exited	03040WBE4	Mar 31, 2026	-15,000,000	-100%	0	$1.49B	high
Exited	595017BG8	Mar 31, 2026	-15,000,000	-100%	0	$1.47B	high
Exited	37940XAU6	Mar 31, 2026	-15,000,000	-100%	0	$1.35B	high
Exited	833445AD1	Mar 31, 2026	-8,000,000	-100%	0	$1.24B	high
Added	Alphabet Inc.	Mar 31, 2026	+4,083,758	+23%	21,922,379	$1.17B	high
Added	GE Vernova Inc.	Mar 31, 2026	+1,298,896	+257%	1,805,183	$1.13B	high
Exited	345370CZ1	Mar 31, 2026	-10,000,000	-100%	0	$1.04B	high
Added	Meta Platforms Inc	Mar 31, 2026	+1,815,017	+18%	11,858,972	$1.04B	high
Added	Alphabet Inc.	Mar 31, 2026	+3,574,810	+13%	31,745,979	$1.03B	high
Added	Tesla Inc	Mar 31, 2026	+2,727,141	+14%	22,174,884	$1.01B	high
Added	GENERAL ELECTRIC CO	Mar 31, 2026	+3,518,278	+135%	6,119,975	$998.38M	high
Exited	816850AF8	Mar 31, 2026	-4,800,000	-100%	0	$976.32M	high
Exited	70202LAD4	Mar 31, 2026	-9,000,000	-100%	0	$925.20M	high
Exited	15189TBD8	Mar 31, 2026	-7,000,000	-100%	0	$765.45M	high
Exited	02043QAB3	Mar 31, 2026	-5,000,000	-100%	0	$735.15M	high
Added	Broadcom Inc.	Mar 31, 2026	+2,277,256	+9.6%	26,064,886	$704.83M	high
Exited	682189AS4	Mar 31, 2026	-5,000,000	-100%	0	$595.25M	high
Added	RTX Corp	Mar 31, 2026	+3,070,123	+70%	7,472,243	$592.23M	high
Added	WELLS FARGO & COMPANY/MN	Mar 31, 2026	+6,944,316	+73%	16,463,550	$552.84M	high
Exited	252131AM9	Mar 31, 2026	-6,000,000	-100%	0	$551.70M	high
Exited	008073AA6	Mar 31, 2026	-5,050,000	-100%	0	$547.92M	high
Exited	47215PAJ5	Mar 31, 2026	-5,400,000	-100%	0	$539.73M	high
Trimmed	Strategy Inc	Mar 31, 2026	-4,258,716	-89%	531,986	$531.49M	high
Exited	29355AAK3	Mar 31, 2026	-6,000,000	-100%	0	$522.00M	high
Exited	55306NAB0	Mar 31, 2026	-4,000,000	-100%	0	$510.20M	high
Added	JOHNSON & JOHNSON	Mar 31, 2026	+2,001,139	+18%	13,406,820	$489.16M	high
Added	Johnson Controls International plc	Mar 31, 2026	+3,646,047	+157%	5,965,212	$477.45M	high
Added	Elevance Health Inc	Mar 31, 2026	+1,597,497	+146%	2,693,664	$467.67M	high
Added	ServiceNow Inc	Mar 31, 2026	+4,346,722	+61%	11,479,098	$454.45M	high
Trimmed	ADVANCED MICRO DEVICES INC	Mar 31, 2026	-2,147,939	-14%	13,680,956	$436.96M	high
Added	KLA CORP	Mar 31, 2026	+296,274	+37%	1,096,728	$436.24M	high
Added	PayPal Holdings, Inc.	Mar 31, 2026	+9,590,488	+228%	13,804,208	$433.78M	high
Added	ELI LILLY & Co	Mar 31, 2026	+454,549	+9.9%	5,055,025	$418.08M	high
Added	LAM RESEARCH CORP	Mar 31, 2026	+1,942,862	+24%	10,147,479	$415.11M	high
Added	Palo Alto Networks Inc	Mar 31, 2026	+2,528,299	+67%	6,297,833	$405.34M	high
Exited	682189AU9	Mar 31, 2026	-4,000,000	-100%	0	$378.40M	high
Added	CATERPILLAR INC	Mar 31, 2026	+503,497	+29%	2,217,637	$356.71M	high
Trimmed	FISERV INC	Mar 31, 2026	-6,245,706	-51%	6,048,759	$348.51M	high
Exited	M2682V108	Mar 31, 2026	-772,064	-100%	0	$344.39M	high
Trimmed	QUALCOMM INC/DE	Mar 31, 2026	-2,673,228	-34%	5,252,833	$344.26M	high
Added	THE GOLDMAN SACHS GROUP, INC.	Mar 31, 2026	+396,657	+31%	1,655,923	$335.57M	high
Added	MICRON TECHNOLOGY INC	Mar 31, 2026	+981,408	+20%	5,970,808	$331.56M	high