§ 13F · FUND PROFILE
AG2R LA MONDIALE GESTION D'ACTIFS.
AUM · $2.8B (13F)Positions · 342Turnover · n/a · Q2Filed · Jul 23, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$35M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 23, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORP | 1.04M | $209M | 7.6% | +3% |
| 2 | AAPL | APPLE INC | 644K | $186M | 6.8% | +9% |
| 3 | MSFT | MICROSOFT CORP | 329K | $123M | 4.5% | +9% |
| 4 | AMZN | AMAZON.COM INC | 461K | $110M | 4.0% | +10% |
| 5 | GOOGL | ALPHABET INC-CL A | 280K | $100M | 3.6% | +20% |
| 6 | AVGO | BROADCOM INC | 218K | $82M | 3.0% | +10% |
| 7 | GOOG | ALPHABET INC-CL C | 203K | $72M | 2.6% | +4% |
| 8 | MU | MICRON TECHNOLOGY INC | 49K | $57M | 2.1% | +10% |
| 9 | META | META PLATFORMS INC-CLASS A | 96K | $54M | 2.0% | +10% |
| 10 | TSLA | TESLA INC | 123K | $52M | 1.9% | +9% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE AG2R SIGNAL
AC read
AG2R LA MONDIALE GESTION D'ACTIFS is a Other fund managing $2.8 billion in assets. The fund runs a broad portfolio of 342 positions.
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