Assenagon Asset Management S.A. — 13F holdings

Assenagon Asset Management S.A. reported 1,096 holdings worth $103B in its 13F filing for Q3 2026, filed October 15, 2026.

Largest positions

1. AMZN AMAZON COM INC — $6.52B (6.3%)
2. AAPL APPLE INC — $6.43B (6.2%)
3. MSFT MICROSOFT CORP — $4.97B (4.8%)
4. NVDA NVIDIA CORPORATION — $4.61B (4.5%)
5. INTC INTEL CORP — $3.63B (3.5%)
6. AMD ADVANCED MICRO DEVICES INC — $3.09B (3.0%)
7. MU MICRON TECHNOLOGY INC — $2.99B (2.9%)
8. BRK.B BERKSHIRE HATHAWAY INC DEL — $2.27B (2.2%)
9. GOOGL ALPHABET INC — $2.04B (2.0%)
10. GOOG ALPHABET INC — $1.89B (1.8%)