Assenagon Asset Management S.A.

Top Portfolio
Top Buys
Top Sells
New Buys
Exits
Berkshire Hathaway Inc
BRK.B
$1.21B199.772.87M+8.74%+$97.03M3.2
Arrow Electronics, Inc.
ARW
$127.57M1.85985,373+82.91%+$57.82M0.34
Synchrony Financial
SYF
$241.45M1.395.6M+995.39%+$219.41M0.64
Sea Limited
SE
$196.96M0.643.67M+38.09%+$54.32M0.52
PayPal Holdings, Inc.
PYPL
$330.19M0.474.93M+79.86%+$146.61M0.88
CRH plc
CRH
$269.48M0.463.12MNew+$269.48M0.72
TE Connectivity Ltd.
TEL
$193.96M0.441.34M+1,000.47%+$176.34M0.52
PDD Holdings Inc.
PDD
$591.39M0.375.09M+15,755.06%+$587.66M1.57
Alcon Inc.
ALC
$150.78M0.361.82M+27.39%+$32.41M0.4
Intuitive Surgical, Inc.
ISRG
$513.06M0.361.29M+111.72%+$270.73M1.36
Suncor Energy Inc.
SU
$160.51M0.344.35M+669.2%+$139.64M0.43
Monster Beverage Corporation
MNST
$190.31M0.313.21M+39.48%+$53.87M0.51
Advanced Micro Devices, Inc.
AMD
$828.91M0.284.59M+105.62%+$425.78M2.2
Applied Materials, Inc.
AMAT
$407.7M0.241.98M+123.51%+$225.29M1.08
Cadence Design Systems, Inc.
CDNS
$186.81M0.22600,146-3.29%-$6.35M0.5
Boston Scientific Corporation
BSX
$211.61M0.213.09M+50.3%+$70.82M0.56
O'Reilly Automotive, Inc.
ORLY
$136.58M0.21120,986-44.19%-$108.15M0.36
Workday, Inc.
WDAY
$127.02M0.18465,699+67.17%+$51.04M0.34
Regeneron Pharmaceuticals, Inc.
REGN
$182.57M0.17189,685-12.39%-$25.83M0.49
MercadoLibre, Inc.
MELI
$131M0.1786,643-2.95%-$3.98M0.35
Dell Technologies Inc.
DELL
$136.46M0.171.2M+311.53%+$103.3M0.36
QUALCOMM Incorporated
QCOM
$316.25M0.171.87M+99.44%+$157.68M0.84
Arista Networks, Inc.
ANET
$146.09M0.16503,789-32.44%-$70.13M0.39
Netflix, Inc.
NFLX
$413.94M0.16681,566+92.6%+$199.02M1.1
Intel Corporation
INTC
$295.52M0.166.69M+17.12%+$43.19M0.78
Amazon.com, Inc.
AMZN
$2.67B0.1414.79M+33.21%+$665.16M7.08
Uber Technologies, Inc.
UBER
$220.87M0.142.87M+123.63%+$122.1M0.59
ConocoPhillips
COP
$185.3M0.131.46M+3,931.34%+$180.71M0.49
Vertex Pharmaceuticals Incorporated
VRTX
$135.05M0.13323,088+9.1%+$11.26M0.36
PepsiCo, Inc.
PEP
$261.52M0.111.49M-17.06%-$53.81M0.69
Pfizer Inc.
PFE
$165.71M0.115.97M-6.31%-$11.15M0.44
Amgen Inc.
AMGN
$155.73M0.1547,733-39.09%-$99.94M0.41
Union Pacific Corporation
UNP
$134.84M0.09548,304+24.64%+$26.65M0.36
Alphabet Inc.
GOOGL
$1.64B0.0910.85M+9.4%+$140.75M4.35
Meta Platforms, Inc.
META
$1.09B0.092.24M-9.51%-$114.1M2.88
NVIDIA Corporation
NVDA
$1.91B0.092.11M+11.02%+$189.13M5.06
McDonald's Corporation
MCD
$164.19M0.08582,322-10.59%-$19.46M0.44
Microsoft Corporation
MSFT
$2.35B0.085.58M-5.51%-$136.85M6.23
Adobe Inc.
ADBE
$157.89M0.07312,894+161.63%+$97.54M0.42
Mastercard Incorporated
MA
$301.28M0.07625,614-32.41%-$144.44M0.8
Merck & Co., Inc.
MRK
$215.73M0.071.63M+40.37%+$62.05M0.57
The Home Depot, Inc.
HD
$218.07M0.06568,488+68.51%+$88.66M0.58
Broadcom Inc.
AVGO
$344.45M0.06259,882+257.06%+$247.98M0.91
Eli Lilly and Company
LLY
$401.4M0.05515,961+80%+$178.4M1.07
Apple Inc.
AAPL
$1.33B0.057.76M+9.91%+$120.03M3.53
Costco Wholesale Corporation
COST
$158.18M0.05215,906+1,283.84%+$146.75M0.42
Walmart Inc.
WMT
$228.24M0.053.79M+227.67%+$158.58M0.61
The Procter & Gamble Company
PG
$168.14M0.041.04M-67.93%-$356.09M0.45
UnitedHealth Group Incorporated
UNH
$185.68M0.04375,335-13.8%-$29.73M0.49
Alphabet Inc.
GOOG
$686.15M0.044.51M-1.85%-$12.94M1.82