Assenagon Asset Management S.A.

SEC CIK
0001546007

Holdings, Q2 2026

Positions as of Jun 30, 2026, filed Aug 21, 2026.AmendedSECSEC

Positions
1,145
+71 vs. Q1 2026
Total value
$154.11B
+$91.52B (+146.2%) vs. Q1 2026

Compare with Q1 2026: new, added, reduced and sold out

Positions

Long positions only. Changes compare share counts with Q1 2026.

Assenagon Asset Management S.A. holdings in Q2 2026
SecurityClassSharesValue% of portfolioChange in sharesActionHistory
NVDANVIDIA CORPORATION COMStock52,674,448$10.54B6.84%+32,187,730+157.1%AddedView
AAPLAPPLE INC COMStock30,823,432$8.92B5.79%+14,278,815+86.3%AddedView
AMZNAMAZON COM INC COMStock35,664,818$8.5B5.52%+15,143,035+73.8%AddedView
MSFTMICROSOFT CORP COMStock20,889,312$7.79B5.06%+7,241,364+53.1%AddedView
AMDADVANCED MICRO DEVICES INC COMStock10,640,150$6.18B4.01%+5,926,243+125.7%AddedView
GOOGALPHABET INC CAP STK CL CStock15,854,370$5.6B3.64%+6,903,576+77.1%AddedView
INTCINTEL CORP COMStock32,302,934$4.51B2.93%+21,204,891+191.1%AddedView
BRK.BBERKSHIRE HATHAWAY INC DEL CL B NEWStock6,697,514$3.35B2.17%+4,389,848+190.2%AddedView
SNDKSANDISK CORPCOM1,243,698$2.83B1.83%+1,243,698NewView
GOOGLALPHABET INC CAP STK CL AStock7,821,940$2.8B1.81%+5,936,046+314.8%AddedView
TSLATESLA INC COMStock6,557,936$2.76B1.79%+2,620,080+66.5%AddedView
SNPSSYNOPSYS INCCOM4,910,804$2.19B1.42%+3,150,548+179.0%AddedView
UBSUBS GROUP AG SHSStock33,072,836$1.64B1.07%+32,813,543+12,655.0%AddedView
AVGOBROADCOM INC COMStock4,199,722$1.59B1.03%+2,793,038+198.6%AddedView
TXNTEXAS INSTRS INC COMStock4,561,906$1.36B0.88%+3,089,348+209.8%AddedView
COSTCOSTCO WHOLESALE CORPORATION COMStock1,340,608$1.25B0.81%+830,923+163.0%AddedView
METAMETA PLATFORMS INC CL AStock2,220,194$1.25B0.81%+675,036+43.7%AddedView
LLYELI LILLY & CO COMStock1,002,050$1.2B0.78%−548,184−35.4%ReducedView
UNHUNITEDHEALTH GROUP INC COMStock2,612,106$1.09B0.70%+2,022,865+343.3%AddedView
ABBVABBVIE INC COMStock4,195,764$1.06B0.69%+2,846,720+211.0%AddedView
PEPPEPSICO INC COMStock7,431,624$1.01B0.65%+7,078,606+2,005.2%AddedView
KLACKLA CORPCOM NEW3,310,126$998.7M0.65%+3,155,103+2,035.2%AddedView
JNJJOHNSON & JOHNSON COMStock3,878,728$985.08M0.64%+2,841,656+274.0%AddedView
TSMTAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADSADR2,053,984$980.92M0.64%+2,053,984NewView
WMTWALMART INC COMStock8,066,880$913.65M0.59%+6,753,975+514.4%AddedView
MAMASTERCARD INCORPORATED CL AStock1,720,022$883.4M0.57%+1,502,735+691.6%AddedView
PGPROCTER & GAMBLE CO COMStock6,019,690$882.73M0.57%+3,976,171+194.6%AddedView
MRVLMARVELL TECHNOLOGY INCCOM2,710,170$807.33M0.52%+1,318,547+94.7%AddedView
ISRGINTUITIVE SURGICAL INCCOM NEW1,999,682$795.23M0.52%+254,674+14.6%AddedView
NFLXNETFLIX INC. COMStock10,927,270$780.21M0.51%+2,936,927+36.8%AddedView
ORLYOREILLY AUTOMOTIVE INC COMStock8,378,402$771.57M0.50%+5,344,298+176.1%AddedView
AMATAPPLIED MATLS INC COMStock1,064,020$769.29M0.50%−651,222−38.0%ReducedView
VRTXVERTEX PHARMACEUTICALS INC COMStock1,519,128$754.6M0.49%+981,880+182.8%AddedView
ANETARISTA NETWORKS INC COM SHSStock4,143,322$703.87M0.46%+3,139,809+312.9%AddedView
MRKMERCK & CO INC COMStock5,405,984$694.67M0.45%+4,662,770+627.4%AddedView
RYROYAL BK CDA COMStock3,179,210$658M0.43%+3,132,865+6,759.9%AddedView
SBUXSTARBUCKS CORP COMStock6,365,780$650.52M0.42%+5,820,605+1,067.7%AddedView
TMUST-MOBILE US INC COMStock3,747,242$628.52M0.41%+3,132,823+509.9%AddedView
UBERUBER TECHNOLOGIES INC COMStock8,543,138$616.47M0.40%+6,087,340+247.9%AddedView
PANWPALO ALTO NETWORKS INC COMStock1,802,522$614.7M0.40%+1,336,677+286.9%AddedView
ROIVROIVANT SCIENCES LTDSHS16,725,904$591.93M0.38%+9,649,416+136.4%AddedView
ABTABBOTT LABORATORIES COMStock6,437,144$584.11M0.38%+2,007,573+45.3%AddedView
GILDGILEAD SCIENCES INC COMStock4,575,776$578.1M0.38%+4,063,340+792.9%AddedView
PNCPNC FINL SVCS GROUP INC COMStock2,328,840$573.41M0.37%+998,153+75.0%AddedView
PFEPFIZER INC COMStock23,804,748$573.22M0.37%+17,731,578+292.0%AddedView
ADBEADOBE INC COMStock2,612,666$535.65M0.35%+1,449,187+124.6%AddedView
ONON SEMICONDUCTOR CORP COMStock5,615,616$530.9M0.34%+4,009,342+249.6%AddedView
GEVGE VERNOVA INC COMStock449,058$527.58M0.34%+343,597+325.8%AddedView
MOALTRIA GROUP INC COMStock7,213,122$518.98M0.34%+7,117,991+7,482.3%AddedView
AZNASTRAZENECA PLC ORDADR2,704,354$512.1M0.33%+1,775,043+191.0%AddedView
ORCLORACLE CORP COMStock3,437,580$503.78M0.33%+2,340,021+213.2%AddedView
CNCCENTENE CORP DEL COMStock7,432,058$477.06M0.31%+3,606,783+94.3%AddedView
TJXTJX COS INC NEW COMStock3,114,950$471.91M0.31%+1,613,756+107.5%AddedView
CPNGCOUPANG INCCL A26,472,804$459.83M0.30%+9,355,221+54.7%AddedView
ABNBAIRBNB INC COM CL AStock3,169,998$453.63M0.29%+1,082,673+51.9%AddedView
NUNU HLDGS LTDORD SHS CL A33,717,046$450.46M0.29%+1,181,955+3.6%AddedView
LRCXLAM RESEARCH CORP COM NEWStock1,038,460$450M0.29%−1,077,773−50.9%ReducedView
DDOGDATADOG INCCL A COM1,640,208$427.04M0.28%+754,167+85.1%AddedView
LPLALPL FINL HLDGS INCCOM1,494,172$420.88M0.27%+1,477,699+8,970.4%AddedView
ADIANALOG DEVICES INC COMStock1,057,860$420.15M0.27%+636,207+150.9%AddedView
KOCOCA COLA CO COMStock5,160,250$419.37M0.27%+3,180,204+160.6%AddedView
CTASCINTAS CORP COMStock2,435,206$414.18M0.27%+1,408,621+137.2%AddedView
MNSTMONSTER BEVERAGE CORP NEWCOM4,295,324$412.87M0.27%+3,319,290+340.1%AddedView
KKRKKR & CO INCCOM4,412,890$405.02M0.26%+3,296,848+295.4%AddedView
KEYSKEYSIGHT TECHNOLOGIES INC COMStock1,156,772$404.95M0.26%+813,748+237.2%AddedView
PHPARKER-HANNIFIN CORP COMStock412,968$403.93M0.26%+72,241+21.2%AddedView
MUMICRON TECHNOLOGY INC COMStock344,638$397.81M0.26%+300,394+678.9%AddedView
CMGCHIPOTLE MEXICAN GRILL INCCOM11,498,388$390.95M0.25%+8,215,114+250.2%AddedView
CRMSALESFORCE INC COMStock2,425,936$380.05M0.25%+1,402,000+136.9%AddedView
CVXCHEVRON CORPORATION COMStock2,257,040$374.13M0.24%−2,891,716−56.2%ReducedView
FCXFREEPORT MCMORAN INC CL BStock5,893,782$370.66M0.24%+636,312+12.1%AddedView
NEENEXTERA ENERGY INC COMStock4,195,018$368.2M0.24%+3,032,749+260.9%AddedView
CVSCVS HEALTH CORP COMStock3,552,590$367.52M0.24%+2,676,237+305.4%AddedView
NOWSERVICENOW INC COMStock3,623,520$359.74M0.23%+2,235,277+161.0%AddedView
PCORPROCORE TECHNOLOGIES INCCOM8,796,326$357.31M0.23%+6,544,345+290.6%AddedView
BSXBOSTON SCIENTIFIC CORP COMStock8,347,118$356.25M0.23%−1,710,818−17.0%ReducedView
PLTRPALANTIR TECHNOLOGIES INC CL AStock2,983,134$348.04M0.23%+2,925,687+5,092.8%AddedView
TMOTHERMO FISHER SCIENTIFIC INC COMStock683,626$342.74M0.22%+497,190+266.7%AddedView
CBRECBRE GROUP INCCL A2,537,142$341.73M0.22%+975,549+62.5%AddedView
HLTHILTON WORLDWIDE HLDGS INCCOM1,018,370$336.53M0.22%+487,643+91.9%AddedView
BLKBLACKROCK INC COMStock348,066$334.69M0.22%+231,176+197.8%AddedView
TLNTALEN ENERGY CORPCOM869,456$334.1M0.22%+716,019+466.7%AddedView
NTNXNUTANIX INC CL AStock6,524,462$332.49M0.22%+6,324,961+3,170.4%AddedView
CORCENCORA INC COMStock1,173,828$332.17M0.22%+918,254+359.3%AddedView
EWEDWARDS LIFESCIENCES CORP COMStock3,625,852$327.99M0.21%+2,360,138+186.5%AddedView
GRABGRAB HOLDINGS LIMITEDCLASS A ORD86,442,840$325.89M0.21%+31,536,469+57.4%AddedView
SCHWCHARLES SCHWAB CORP (THE) COMStock3,487,916$321.83M0.21%+1,434,708+69.9%AddedView
MELIMERCADOLIBRE INCCOM189,374$321.44M0.21%−142,179−42.9%ReducedView
COFCAPITAL ONE FINL CORP COMStock1,594,096$319.81M0.21%+528,060+49.5%AddedView
GLWCORNING INCCOM1,230,704$314.36M0.20%−1,147,198−48.2%ReducedView
CLCOLGATE PALMOLIVE CO COMStock3,402,488$311.94M0.20%+2,691,309+378.4%AddedView
TTWOTAKE-TWO INTERACTIVE SOFTWARCOM1,235,974$308.97M0.20%+602,966+95.3%AddedView
REGNREGENERON PHARMACEUTICALSCOM489,854$305.44M0.20%+282,066+135.7%AddedView
MCDMCDONALDS CORP COMStock1,112,534$300.73M0.20%+771,571+226.3%AddedView
TFCTRUIST FINL CORPCOM6,014,242$299.63M0.19%+4,969,210+475.5%AddedView
CEGCONSTELLATION ENERGY CORP COMStock1,199,260$297.86M0.19%+866,295+260.2%AddedView
PMPHILIP MORRIS INTL INC COMStock1,577,810$285.44M0.19%+1,385,560+720.7%AddedView
CTSHCOGNIZANT TECHNOLOGY SOLUTIOCL A7,304,716$282.91M0.18%+6,948,563+1,951.0%AddedView
NRGNRG ENERGY INC COM NEWStock1,934,528$282.56M0.18%+1,441,738+292.6%AddedView
EMREMERSON ELEC CO COMStock1,891,680$270.79M0.18%+1,608,583+568.2%AddedView

Options (14)

Put and call positions reported in the same filing. The value is that of the underlying shares, as reported on Form 13F.

Assenagon Asset Management S.A. option positions in Q2 2026
SecurityClassPutsCalls
APPLE INC037833950PUT$1.99B–
BK OF AMERICA CORP060505954PUT$1.58B–
JPMORGAN CHASE & CO46625H950PUT$847.78M–
BK OF AMERICA CORP060505904CALL–$501.42M
CITIGROUP INC172967954PUT$397.49M–
APPLE INC037833900CALL–$341.44M
JPMORGAN CHASE & CO46625H900CALL–$271.68M
AMAZON COM INC023135956PUT$123.94M–
MICROSOFT CORP594918954PUT$67.14M–
AMAZON COM INC023135906CALL–$52.43M
METLIFE INC59156R958PUT$44M–
CITIGROUP INC172967904CALL–$33.59M
MICROSOFT CORP594918904CALL–$22.38M
METLIFE INC59156R908CALL–$10.15M

Sold out since Q1 2026 (105)

Positions held at the end of Q1 2026 that are no longer in this filing.

Showing the largest 100 of 105 by value.

Assenagon Asset Management S.A. positions sold out since Q1 2026
SecurityClassShares, Q1 2026Value, Q1 2026% of portfolio, Q1 2026
PDDPDD HOLDINGS INCSPONSORED ADS2,193,918$224.17M0.36%
TAYLOR MORRISON HOME CORP87724P106COM2,554,498$148.77M0.24%
CZRCAESARS ENTERTAINMENT INC NECOM4,359,946$115.23M0.18%
WEBSTER FINL CORP947890109COM1,581,021$109.75M0.18%
CCLCARNIVAL CORPUNIT 99/99/99994,206,941$108.88M0.17%
HAFNHAFNIA LTDCOMMON STOCK4,206,268$32.2M0.05%
AESAES CORP COMStock1,588,437$22.38M0.04%
KMPRKEMPER CORPCOM591,434$18.07M0.03%
THERMON GROUP HLDGS INC88362T103COM345,731$17.42M0.03%
RGAREINSURANCE GROUP AMER INCCOM NEW80,035$16.34M0.03%
SUN CTRY AIRLS HLDGS INC866683105COM726,460$12M0.02%
ORRFORRSTOWN FINL SVCS INCCOM297,763$10.74M0.02%
ATMUATMUS FILTRATION TECHNOLOGIECOM181,867$10.32M0.02%
HEIHEICO CORP NEWCOM32,389$8.88M0.01%
BYBYLINE BANCORP INCCOM227,317$7.18M0.01%
UDEMY INC902685106COM1,499,401$6.93M0.01%
TBPHTHERAVANCE BIOPHARMA INCCOM404,147$6.56M0.01%
ASHASHLAND INCCOM106,746$5.94M0.01%
ITTITT INCCOM30,985$5.9M0.01%
GILTGILAT SATELLITE NETWORKS LTDSHS NEW371,473$5.49M0.01%
PPLIPEOPLE INCCOM NEW135,206$5.41M0.01%
IBCPINDEPENDENT BK CORP MICHCOM NEW150,389$5.01M0.01%
HONHoneywell TechnologiesCOM21,435$4.84M0.01%
CVSACOVISTA INCCOM41,092$4.74M0.01%
RYAAYRYANAIR HOLDINGS PLCSPONSORED ADR81,103$4.69M0.01%
ALKSALKERMES PLCSHS122,127$4.32M0.01%
SPXCSPX TECHNOLOGIES INCCOM20,660$4.13M0.01%
DDDUPONT DE NEMOURS INCCOM86,706$3.97M0.01%
SASEABRIDGE GOLD INCCOM139,015$3.94M0.01%
BAMBROOKFIELD ASSET MANAGMT LTDCL A LMT VTG SHS81,075$3.59M0.01%
JANUS HENDERSON GROUP PLCG4474Y214ORD SHS69,678$3.58M0.01%
RRCRANGE RES CORPCOM79,028$3.57M0.01%
INGRINGREDION INCCOM30,865$3.48M0.01%
NOVNOV INCCOM178,266$3.35M0.01%
BCCBOISE CASCADE CO DELCOM44,124$3.35M0.01%
FSUNFIRSTSUN CAP BANCORPCOM88,518$3.23M0.01%
RGLDROYAL GOLD INC COMStock11,885$3.02M0.00%
KBHKB HOMECOM58,002$3M0.00%
NVAXNOVAVAX INCCOM NEW364,770$2.97M0.00%
FMNBFARMERS NATIONAL BANC CORPCOM224,474$2.95M0.00%
BDCBELDEN INCCOM25,645$2.94M0.00%
SIBNSI-BONE INCCOM224,004$2.83M0.00%
EQHEQUITABLE HLDGS INCCOM74,483$2.76M0.00%
AAMIACADIAN ASSET MANAGEMENT INCCOM45,836$2.49M0.00%
UNFUNIFIRST CORP MASSCOM9,804$2.47M0.00%
SMSM ENERGY COMPANYCOM77,631$2.42M0.00%
HMYHARMONY GOLD MNG LTD SPONSORED ADRADR152,785$2.35M0.00%
FIZZNATIONAL BEVERAGE CORPCOM62,837$2.11M0.00%
CCSCENTURY COMMUNITIES INCCOM27,439$1.57M0.00%
VTOLBRISTOW GROUP INCCOM30,692$1.44M0.00%
FTDRFRONTDOOR INCCOM26,571$1.4M0.00%
FHIFEDERATED HERMES INCCL B22,661$1.29M0.00%
EIGEMPLOYERS HLDGS INCCOM27,580$1.13M0.00%
UFPIUFP INDUSTRIES INCCOM11,438$1.05M0.00%
ALGALAMO GROUP INCCOM6,239$1.03M0.00%
GDRXGOODRX HLDGS INCCOM CL A517,576$1.01M0.00%
ATHMAUTOHOME INCSP ADS RP CL A58,351$1.01M0.00%
MTXMINERALS TECHNOLOGIES INCCOM14,131$1M0.00%
AMPYAMPLIFY ENERGY CORP NEWCOM159,227$993.58K0.00%
SYRESPYRE THERAPEUTICS INCCOM NEW18,647$940.56K0.00%
ENSENERSYSCOM5,257$913.25K0.00%
INSWINTERNATIONAL SEAWAYS INCCOM12,080$880.39K0.00%
JELDJELD-WEN HLDG INCCOM682,899$846.8K0.00%
NGSNATURAL GAS SVCS GROUP INCCOM21,662$817.52K0.00%
HZOMARINEMAX INCCOM29,789$806.09K0.00%
CRBPCORBUS PHARMACEUTICALS HLDGSCOM NEW85,246$800.46K0.00%
HOLOGIC INC436440101COM10,253$775.02K0.00%
HERITAGE COMM CORP426927109COM61,453$766.93K0.00%
AMERICAN WOODMARK CORPORATIO030506109COM18,157$723.19K0.00%
EFOREVERFORTH INCCOM18,312$708.86K0.00%
BZHBEAZER HOMES USA INCCOM NEW33,996$654.08K0.00%
SMBCSOUTHERN MO BANCORP INCCOM10,007$639.85K0.00%
ZDZIFF DAVIS INCCOM14,833$622.39K0.00%
CBZCBIZ INCCOM22,483$603.67K0.00%
JXNJACKSON FINANCIAL INCCOM CL A5,493$580.72K0.00%
UCBUNITED CMNTY BKS BLAIRSVLE GCOM18,344$577.65K0.00%
CHEFCHEFS WHSE INCCOM9,610$571.32K0.00%
TDSTELEPHONE & DATA SYS INCCOM NEW13,537$569.91K0.00%
PORPORTLAND GEN ELEC COCOM NEW10,751$567.33K0.00%
CRD.ACRAWFORD & COCL A56,534$563.64K0.00%
NORTHFIELD BANCORP INC DEL66611T108COM40,384$546.8K0.00%
MNDYMONDAY COM LTDSHS7,388$510.59K0.00%
NSPINSPERITY INCCOM18,711$505.95K0.00%
TRITHOMSON REUTERS CORPORATIONCOM NO PAR5,612$505.04K0.00%
OTEXOPEN TEXT CORPCOM21,116$469.06K0.00%
CIVBCIVISTA BANCSHARES INCCOM NO PAR18,991$432.81K0.00%
ASTLALGOMA STL GROUP INCCOM99,107$409.31K0.00%
EGEVEREST GROUP LTDCOM1,218$398.1K0.00%
LNCLINCOLN NATL CORP INDCOM10,891$386.63K0.00%
IMOIMPERIAL OIL LTDCOM NEW2,944$384.38K0.00%
AGIALAMOS GOLD INC COM CL AStock8,563$379.75K0.00%
OSBCOLD SECOND BANCORP INC DELCOM17,860$360.06K0.00%
DOCHEALTHPEAK PROPERTIES INCCOM21,331$350.47K0.00%
CSGPCOSTAR GROUP INCCOM8,599$346.88K0.00%
KIMKIMCO REALTY CORPCOM14,958$336.11K0.00%
COTERRA ENERGY INC COM127097103Stock9,492$333.55K0.00%
VIPSVIPSHOP HLDGS LTDSPONSORED ADS A20,490$322.1K0.00%
FTAIFTAI AVIATION LTDSHS1,225$300.13K0.00%
DKSDICKS SPORTING GOODS INC COMStock1,421$281.77K0.00%
RLRALPH LAUREN CORPCL A600$206.39K0.00%

13F filings by quarter

Assenagon Asset Management S.A. 13F filings by quarter
QuarterFiledPositionsTotal valueChangesFiling
Q2 2026Aug 21, 2026Amended1,145$154.11Bvs. Q1 2026SECSEC
Q1 2026Apr 20, 20261,074$62.59Bvs. Q4 2025SEC
Q4 2025Jan 9, 20261,120$66.62Bvs. Q3 2025SEC
Q3 2025Oct 7, 20251,137$67.7Bvs. Q2 2025SEC
Q2 2025Jul 11, 20251,124$63.02Bvs. Q1 2025SEC
Q1 2025Apr 15, 20251,125$56.08Bvs. Q4 2024SEC
Q4 2024Jan 14, 20251,283$55.73Bvs. Q3 2024SEC
Q3 2024Oct 23, 20241,316$48.48Bvs. Q2 2024SEC
Q2 2024Jul 18, 20241,363$40.13Bvs. Q1 2024SEC
Q1 2024Apr 24, 20241,314$37.68Bvs. Q4 2023SEC
Q4 2023Jan 17, 20241,343$32.77Bvs. Q3 2023SEC
Q3 2023Nov 6, 20231,327$28.6Bvs. Q2 2023SEC
Q2 2023Jul 25, 20231,272$25.53Bvs. Q1 2023SEC
Q1 2023Apr 18, 20231,355$25.39Bvs. Q4 2022SEC
Q4 2022Jan 12, 20231,289$24.32Bvs. Q3 2022SEC
Q3 2022Oct 27, 20221,275$23.34Bvs. Q2 2022SEC
Q2 2022Jul 27, 20221,389$23.68Bvs. Q1 2022SEC
Q1 2022Apr 25, 20221,351$30.8Bvs. Q4 2021SEC
Q4 2021Feb 1, 20221,363$26.94Bvs. Q3 2021SEC
Q3 2021Oct 19, 20211,229$24.27Bvs. Q2 2021SEC
Q2 2021Jul 15, 20211,138$23.32Bvs. Q1 2021SEC
Q1 2021Apr 26, 20211,140$19.73B–SEC