StockDriftsStockDriftsTop 50 Degroof Petercam Asset Management Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MSFT | MICROSOFT CORP | 11.93% | 2.36M | $992.4M | +2.57%(+59.12K) | — | 2024-03-31 | |
| NVDA | NVIDIA CORPORATION | 5.04% | 463.6K | $418.9M | +2.82%(+12.72K) | — | 2024-03-31 | |
| GOOGL | ALPHABET INC | 3.7% | 2.04M | $308.0M | +1.73%(+34.71K) | — | 2024-03-31 | |
| AMZN | AMAZON.COM INC | 2.17% | 1.00M | $180.6M | +4.03%(+38.78K) | — | 2024-03-31 | |
| PG | PROCTER & GAMBLE CO | 1.97% | 1.01M | $164.2M | +10.21%(+93.73K) | — | 2024-03-31 | |
| AAPL | APPLE INC | 1.84% | 892.5K | $153.0M | -3.19%(-29.36K) | — | 2024-03-31 | |
| MA | MASTERCARD INC -A- | 1.77% | 305.1K | $146.9M | +2.35%(+6.99K) | — | 2024-03-31 | |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 1.64% | 1.01M | $136.8M | +53.99%(+352.58K) | — | 2024-03-31 | |
| DHR | DANAHER CORPORATION | 1.61% | 537.4K | $134.2M | -4.03%(-22.55K) | — | 2024-03-31 | |
| UNH | UNITEDHEALTH GROUP INC | 1.5% | 251.9K | $124.6M | -3.83%(-10.03K) | — | 2024-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Degroof Petercam Asset Management reports $8.32B in US-listed equity holdings across 625 positions in its most recent 13F filing. Its largest disclosed positions are MSFT (11.9%), NVDA (5.0%) and GOOGL (3.7%). Figures reflect the Q1 2024 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 Degroof Petercam Asset Management’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1998532). View Degroof Petercam Asset Management’s 13F filings on SEC