StockDriftsStockDriftsTop 50 Groupama Asset Managment Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 5.97% | 2.34M | $408.3M | -1.81%(-43.21K) | $96.61(+101.66%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 5.65% | 1.04M | $386.8M | -1.17%(-12.36K) | $401.66(-2.78%) | 2026-03-31 | |
| AAPL | APPLE INC | 4.55% | 1.23M | $311.5M | -2.72%(-34.31K) | $193.26(+59.69%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 4.2% | 999.3K | $287.4M | +3.14%(+30.42K) | $176.48(+103.93%) | 2026-03-31 | |
| AVGO | BROADCOM INC | 3.86% | 854.6K | $264.5M | -1.41%(-12.20K) | $137.45(+162.25%) | 2026-03-31 | |
| MU | MICRON TECHNOLOGY INC | 3.3% | 669.5K | $226.2M | -13.41%(-103.68K) | $99.49(+880.57%) | 2026-03-31 | |
| JPM | JPMORGAN CHASE & CO | 3.15% | 733.0K | $215.6M | -3.55%(-27.01K) | $196.17(+70.50%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 2.96% | 972.1K | $202.5M | +3.30%(+31.04K) | $165.84(+46.33%) | 2026-03-31 | |
| MSI | MOTOROLA SOLUTIONS INC | 2.77% | 436.7K | $189.5M | +0.65%(+2.82K) | $362.77(+16.51%) | 2026-03-31 | |
| AEM | AGNICO EAGLE MINES LTD | 2.72% | 916.5K | $186.0M | -19.75%(-225.49K) | $77.22(+99.25%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +20.31% | +74.16% |
| Top 20 Holdings Unweighted | +20.14% | +73.39% |
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