StockDriftsStockDriftsTop 50 Assenagon Asset Management S.A. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MSFT | MICROSOFT CORP | 8.07% | 13.65M | $5.05B | +26.88%(+2.89M) | $427.71(-5.26%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 6.83% | 20.52M | $4.27B | +1.06%(+215.73K) | $160.73(+68.06%) | 2026-03-31 | |
| AAPL | APPLE INC | 6.71% | 16.54M | $4.20B | -12.25%(-2.31M) | $208.99(+43.01%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 5.71% | 20.49M | $3.57B | -1.92%(-400.74K) | $108.78(+107.60%) | 2026-03-31 | |
| GOOG | ALPHABET INC | 4.1% | 8.95M | $2.57B | +33.39%(+2.24M) | $207.05(+92.73%) | 2026-03-31 | |
| TSLA | TESLA INC | 2.34% | 3.94M | $1.46B | +78.23%(+1.73M) | $350.92(+26.89%) | 2026-03-31 | |
| LLY | ELI LILLY & CO | 2.28% | 1.55M | $1.43B | +353.65%(+1.21M) | $945.78(+7.40%) | 2026-03-31 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 1.77% | 2.31M | $1.11B | +29.63%(+527.43K) | $450.57(+7.76%) | 2026-03-31 | |
| CVX | CHEVRON CORPORATION | 1.7% | 5.15M | $1.07B | +132.69%(+2.94M) | $166.90(+11.44%) | 2026-03-31 | |
| AMD | ADVANCED MICRO DEVICES INC | 1.53% | 4.71M | $959.0M | -21.32%(-1.28M) | $168.19(+164.88%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +25.65% | +98.37% |
| Top 20 Holdings Unweighted | +22.13% | +82.18% |
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