Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
AG2R LA MONDIALE GESTION D'ACTIFS (CIK 2047606) reported $2.20B across 352 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: NVDA ($176.4M, 8.02%), AAPL ($149.3M, 6.79%), MSFT ($111.5M, 5.07%), AMZN ($87.4M, 3.97%), GOOGL ($67.0M, 3.05%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORP | $176.4M | 8.02% | 1.0M | Added |
| 2 | AAPL | APPLE INC | $149.3M | 6.79% | 588,417 | Added |
| 3 | MSFT | MICROSOFT CORP | $111.5M | 5.07% | 301,310 | Added |
| 4 | AMZN | AMAZON.COM INC | $87.4M | 3.97% | 419,474 | Added |
| 5 | GOOGL | ALPHABET INC-CL A | $67.0M | 3.05% | 232,989 | Added |
| 6 | AVGO | BROADCOM INC | $61.1M | 2.78% | 197,470 | Added |
| 7 | GOOG | ALPHABET INC-CL C | $55.9M | 2.54% | 194,817 | Added |
| 8 | META | META PLATFORMS INC-CLASS A | $49.9M | 2.27% | 87,204 | Added |
| 9 | TSLA | TESLA INC | $42.1M | 1.91% | 113,174 | Added |
| 10 | JPM | JPMORGAN CHASE & CO | $38.7M | 1.76% | 131,500 | Added |
| 11 | JNJ | JOHNSON & JOHNSON | $32.1M | 1.46% | 131,317 | Added |
| 12 | LLY | ELI LILLY & CO | $29.6M | 1.34% | 32,170 | Added |
| 13 | WMT | WALMART INC | $21.8M | 0.99% | 175,586 | Trimmed |
| 14 | V | VISA INC-CLASS A SHARES | $20.4M | 0.93% | 67,558 | Added |
| 15 | COST | COSTCO WHOLESALE CORP | $17.7M | 0.81% | 17,796 | Added |
| 16 | MA | MASTERCARD INC - A | $17.0M | 0.77% | 33,949 | Added |
| 17 | NFLX | NETFLIX INC | $16.3M | 0.74% | 169,783 | Added |
| 18 | RTX | RTX CORP | $15.9M | 0.72% | 82,543 | Added |
| 19 | ABBV | ABBVIE INC | $15.4M | 0.70% | 70,975 | Added |
| 20 | MU | MICRON TECHNOLOGY INC | $15.2M | 0.69% | 45,117 | Added |
| 21 | PLTR | PALANTIR TECHNOLOGIES INC-A | $13.4M | 0.61% | 91,795 | Added |
| 22 | BAC | BANK OF AMERICA CORP | $13.4M | 0.61% | 274,435 | Trimmed |
| 23 | AMD | ADVANCED MICRO DEVICES | $13.3M | 0.61% | 65,454 | Added |
| 24 | TJX | TJX COMPANIES INC | $13.3M | 0.60% | 83,059 | Added |
| 25 | HD | HOME DEPOT INC | $13.1M | 0.60% | 39,977 | Added |
Source: SEC Form 13F filings · as of 2026-03-31