Groupama Asset Managment New Holdings in Q2 2025

Groupama Asset Managment

  • $6.04 Trillion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AVGO
Broadcom Inc.

Technology
1.22M
New
$146.29 - $275.65 $178M - $335M
1.22M $328B
ORLA
Orla Mining Ltd.

Basic Materials
560K
New
$8.21 - $12.35 $4.59M - $6.91M
560K $7.34B
AGI
Alamos Gold Inc

Basic Materials
278K
New
$23.81 - $30.33 $6.63M - $8.44M
278K $7.12B
FISV
Fiserv Inc

Technology
16.4K
New
N/A
16.4K $2.83B
YUM
Yum Brands Inc

Consumer Cyclical
14.8K
New
$138.36 - $161.45 $2.05M - $2.39M
14.8K $2.19B
Veralto Corp
20K
New
N/A
20K $2.02B
ADI
Analog Devices Inc

Technology
8.5K
New
$164.6 - $238.02 $1.4M - $2.02M
8.5K $2.01B
ATO
Atmos Energy Corp

Utilities
13.1K
New
$145.06 - $162.66 $1.9M - $2.13M
13.1K $2B
COF
Capital One Financial Corp

Financial Services
9.31K
New
$150.57 - $212.76 $1.4M - $1.98M
9.31K $1.96B
TPL
Texas Pacific Land Corp

Energy
1.75K
New
$1036.28 - $1430.55 $1.81M - $2.5M
1.75K $1.84B
HPQ
Hp Inc

Technology
68.5K
New
$21.88 - $29.32 $1.5M - $2.01M
68.5K $1.7B
CFG
Citizens Financial Group Inc

Financial Services
37.6K
New
$34.27 - $44.75 $1.29M - $1.68M
37.6K $1.67B
EA
Electronic Arts Inc.

Communication Services
10.5K
New
$132.53 - $159.7 $1.39M - $1.67M
10.5K $1.65B
DOV
Dover Corp

Industrials
8.96K
New
$151.14 - $186.7 $1.35M - $1.67M
8.96K $1.64B
CPRT
Copart Inc

Consumer Cyclical
33.5K
New
$47.72 - $63.84 $1.6M - $2.14M
33.5K $1.62B
GDDY
Go Daddy Inc.

Technology
8.66K
New
$162.11 - $192.36 $1.4M - $1.67M
8.66K $1.56B
DASH
Door Dash, Inc.

Communication Services
703K
New
$163.16 - $246.51 $115M - $173M
703K $1.51B
AIG
American International Group, Inc.

Financial Services
17.5K
New
$77.56 - $87.72 $1.36M - $1.54M
17.5K $1.48B
Cooper Cos Inc
19.9K
New
N/A
19.9K $1.42B
CHTR
Charter Communications, Inc.

Communication Services
3.31K
New
$321.68 - $427.25 $1.07M - $1.42M
3.31K $1.33B
NET
Cloudflare, Inc.

Technology
1.15M
New
$97.08 - $195.83 $112M - $225M
1.15M $1.32B
STT
State Street Corp

Financial Services
11.3K
New
$75.33 - $106.34 $854K - $1.21M
11.3K $1.2B
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
35.9K
New
$32.56 - $35.71 $1.17M - $1.28M
35.9K $1.18B
RE
Everest Re Group LTD

Financial Services
3.47K
New
N/A
3.47K $1.17B
HUM
Humana Inc

Healthcare
4.81K
New
$224.93 - $295.04 $1.08M - $1.42M
4.81K $1.16B
CTAS
Cintas Corp

Industrials
4.99K
New
$190.11 - $227.66 $949K - $1.14M
4.99K $1.1B
DAL
Delta Air Lines, Inc.

Industrials
22.1K
New
$35.88 - $52.99 $792K - $1.17M
22.1K $1.09B
Rubrik Inc.
1M
New
N/A
1M $1.04B
MP
Mp Materials Corp.

Basic Materials
600K
New
$18.77 - $37.74 $11.3M - $22.6M
600K $1.03B
ROK
Rockwell Automation, Inc

Industrials
3.07K
New
$218.97 - $332.17 $672K - $1.02M
3.07K $1.01B
Amrize LTD
25.6K
New
N/A
25.6K $1B
MIR
Mirion Technologies, Inc.

Industrials
800K
New
$12.7 - $21.71 $10.2M - $17.4M
800K $932M
BTG
B2 Gold Corp

Basic Materials
500K
New
$2.64 - $3.77 $1.32M - $1.89M
500K $668M
EQR
Equity Residential

Real Estate
9.88K
New
$61.82 - $71.72 $611K - $709K
9.88K $665M
BFB
Brown Forman Corp Cl B
24.8K
New
N/A
24.8K $655M
GH
Guardant Health, Inc.

Healthcare
500K
New
$37.05 - $52.04 $18.5M - $26M
500K $576M
ORA
Ormat Technologies, Inc.

Utilities
500K
New
$66.4 - $86.59 $33.2M - $43.3M
500K $558M
PAYX
Paychex Inc

Industrials
3.57K
New
$137.01 - $159.78 $489K - $570K
3.57K $514M
PHM
Pultegroup Inc

Consumer Cyclical
4.46K
New
$92.02 - $106.54 $411K - $476K
4.46K $471M
PAYC
Paycom Software, Inc.

Technology
1.69K
New
$193.07 - $265.71 $326K - $448K
1.69K $383M
MLM
Martin Marietta Materials Inc

Basic Materials
653
New
$452.51 - $568.19 $295K - $371K
653 $359M
ANSS
Ansys Inc

Technology
935
New
$284.19 - $351.22 $266K - $328K
935 $325M
SPOT
Spotify Technology S.A.

Communication Services
259
New
$503.3 - $775.9 $130K - $201K
259 $200M
Activity Summary
Buys All Purchases 199 New Holdings 44 Increased Positions 155 Sells All Sells 130 Reductions 130 Sold out 0 Options Calls 4 Puts 1
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