StockDriftsStockDriftsTop 50 Ag2r La Mondiale Gestion D'actifs Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORP | 7.59% | 1.04M | $209.0M | +3.29%(+33.25K) | $129.60(+70.11%) | 2026-06-30 | |
| AAPL | APPLE INC | 6.76% | 643.8K | $186.3M | +9.41%(+55.40K) | $236.67(+29.58%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 4.45% | 329.0K | $122.7M | +9.19%(+27.70K) | $402.10(+25.03%) | 2026-06-30 | |
| AMZN | AMAZON.COM INC | 3.98% | 460.6K | $109.8M | +9.81%(+41.14K) | $207.67(+32.40%) | 2026-06-30 | |
| GOOGL | ALPHABET INC-CL A | 3.63% | 279.9K | $100.0M | +20.12%(+46.87K) | $202.32(+73.72%) | 2026-06-30 | |
| AVGO | BROADCOM INC | 2.99% | 218.1K | $82.4M | +10.45%(+20.63K) | $232.10(+81.12%) | 2026-06-30 | |
| GOOG | ALPHABET INC-CL C | 2.6% | 202.7K | $71.6M | +4.05%(+7.89K) | $184.60(+89.86%) | 2026-06-30 | |
| MU | MICRON TECHNOLOGY INC | 2.07% | 49.5K | $57.1M | +9.62%(+4.34K) | $153.10(+463.05%) | 2026-06-30 | |
| META | META PLATFORMS INC-CLASS A | 1.97% | 96.3K | $54.2M | +10.44%(+9.10K) | $584.89(+2.03%) | 2026-06-30 | |
| TSLA | TESLA INC | 1.88% | 123.4K | $51.9M | +9.05%(+10.24K) | $330.33(+0.46%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (5 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +44.60% |
| Top 20 Holdings Unweighted | — | — | — | — | +45.90% |
Ag2r La Mondiale Gestion D'actifs reports $2.76B in US-listed equity holdings across 342 positions in its most recent 13F filing. Its largest disclosed positions are NVDA (7.6%), AAPL (6.8%) and MSFT (4.5%). The top 20 holdings account for 49.2% of reported assets. Its disclosed equity book has returned +44.60% cumulatively over 5 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Ag2r La Mondiale Gestion D'actifs’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2047606). View Ag2r La Mondiale Gestion D'actifs’s 13F filings on SEC