Institutions / Assenagon Asset Management S.A.

Assenagon Asset Management S.A.

CIK 1546007 · Institution · as of Dec 31, 2025
Portfolio value
$65.73B
Positions
1,119
As of
Dec 31, 2025

Top holdings

Dec 31, 2025View all 1,119 →
CompanyClassValueShares% of portfolio
Microsoft Corp$5.20B10,756,9437.9%
Apple Inc.$5.13B18,853,5527.8%
Amazon.com Inc$4.69B20,306,0557.1%
NVIDIA Corp$3.90B20,887,4535.9%
Alphabet Inc.$2.11B6,710,4143.2%
Advanced Micro Devices Inc$1.28B5,991,2972.0%
Tesla Inc$993.60M2,209,3751.5%
Costco Wholesale Corp /New$980.86M1,137,4361.5%
Intuitive Surgical Inc$868.67M1,533,7711.3%
PROCTER & GAMBLE Co$782.61M5,460,9391.2%
Alphabet Inc.$774.12M2,473,2351.2%
PDD Holdings Inc.PDDADR$762.99M6,728,9091.2%
AbbVie Inc.$675.85M2,957,8801.0%
Texas Instruments Inc$675.04M3,890,9451.0%
MercadoLibre, Inc.$671.67M333,4551.0%
Adobe Inc.$671.13M1,917,5671.0%
Netflix Inc$584.53M6,234,3140.9%
Meta Platforms Inc$581.48M880,9150.9%
Synopsys Inc$557.50M1,186,8790.8%
Broadcom Inc.$554.84M1,603,1230.8%
Mastercard Inc$494.11M865,5230.8%
Applied Materials Inc /De$492.76M1,917,4220.7%
Intel Corp$463.27M12,554,6820.7%
Nu Hldgs Ltd$461.86M27,590,4730.7%
Oracle Corp$446.55M2,291,0580.7%

Activity

Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.
No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.