Amundi
Comparing Q4 2025 vs Q3 2025
Sorting applies to all holdings for this quarter on the server, then the page is sliced. Prior-quarter values come from the full prior-quarter filing.
Issuer ▲▼ | Shares | Value ($K) | ||||
|---|---|---|---|---|---|---|
Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | |
| ALIBABA GROUP HLDG LTD | 0 | 10,000,000 | +10,000,000 | 0 | 2,873,050,000 | +2,873,050,000 |
| MICROCHIP TECHNOLOGY INC. | 0 | 15,000,000 | +15,000,000 | 0 | 2,539,341,090 | +2,539,341,090 |
| META PLATFORMS INC | 0 | 10,043,955 | +10,043,955 | 0 | 6,629,913,378 | +6,629,913,378 |
| JD.COM INC | 0 | 5,400,000 | +5,400,000 | 0 | 1,706,946,100 | +1,706,946,100 |
| UBER TECHNOLOGIES INC | 0 | 0 | 0 | 0 | 1,666,645,000 | +1,666,645,000 |
| WESTERN DIGITAL CORP | 0 | 3,600,000 | +3,600,000 | 0 | 1,650,168,000 | +1,650,168,000 |
| GLOBAL PMTS INC | 0 | 15,000,000 | +15,000,000 | 0 | 1,598,902,500 | +1,598,902,500 |
| PARSONS CORP DEL | 0 | 9,000,000 | +9,000,000 | 0 | 1,551,252,000 | +1,551,252,000 |
| MKS INC. | 0 | 4,000,000 | +4,000,000 | 0 | 1,530,600,000 | +1,530,600,000 |
| AMERICAN WTR CAP CORP | 0 | 15,000,000 | +15,000,000 | 0 | 1,493,700,000 | +1,493,700,000 |
| ALPHABET INC | 29,367,090 | 28,171,169 | -1,195,921 | 7,354,400,346 | 8,817,592,770 | +1,463,192,424 |
| FORD MTR CO | 0 | 10,000,000 | +10,000,000 | 0 | 1,422,745,000 | +1,422,745,000 |
| AEROVIRONMENT INC | 0 | 5,050,000 | +5,050,000 | 0 | 1,332,380,000 | +1,332,380,000 |
| SNOWFLAKE INC | 0 | 8,000,000 | +8,000,000 | 0 | 1,235,200,000 | +1,235,200,000 |
| TRIP COM GROUP LTD | 0 | 0 | 0 | 0 | 1,131,140,000 | +1,131,140,000 |
| ELI LILLY & CO | 0 | 4,600,476 | +4,600,476 | 0 | 4,944,042,833 | +4,944,042,833 |
| ON SEMICONDUCTOR CORP | 0 | 5,000,000 | +5,000,000 | 0 | 1,035,735,000 | +1,035,735,000 |
| WORKIVA INC | 0 | 0 | 0 | 0 | 1,015,262,100 | +1,015,262,100 |
| SEMTECH CORP | 0 | 4,800,000 | +4,800,000 | 0 | 976,320,000 | +976,320,000 |
| ON SEMICONDUCTOR CORP | 0 | 4,000,000 | +4,000,000 | 0 | 927,080,000 | +927,080,000 |
| NVIDIA CORPORATION | 0 | 121,192,841 | +121,192,841 | 0 | 22,602,464,802 | +22,602,464,802 |
| JAZZ INVESTMENTS I LTD | 0 | 0 | 0 | 0 | 878,460,000 | +878,460,000 |
| MICRON TECHNOLOGY INC | 0 | 4,989,400 | +4,989,400 | 0 | 1,424,024,654 | +1,424,024,654 |
| ENPHASE ENERGY INC | 0 | 6,000,000 | +6,000,000 | 0 | 817,800,000 | +817,800,000 |
| RIVIAN AUTOMOTIVE INC | 0 | 0 | 0 | 0 | 817,600,000 | +817,600,000 |
| AMAZON COM INC | 52,684,274 | 53,809,551 | +1,125,277 | 11,637,956,130 | 12,420,320,562 | +782,364,432 |
| BROADCOM INC | 0 | 23,787,630 | +23,787,630 | 0 | 8,232,896,896 | +8,232,896,896 |
| CENTERPOINT ENERGY INC | 0 | 7,000,000 | +7,000,000 | 0 | 765,450,000 | +765,450,000 |
| H WORLD GROUP LTD | 0 | 0 | 0 | 0 | 763,800,000 | +763,800,000 |
| RIVIAN AUTOMOTIVE INC | 0 | 0 | 0 | 0 | 750,609,375 | +750,609,375 |
| DEXCOM INC | 0 | 6,000,000 | +6,000,000 | 0 | 735,600,000 | +735,600,000 |
| ALNYLAM PHARMACEUTICALS INC | 0 | 5,000,000 | +5,000,000 | 0 | 735,150,000 | +735,150,000 |
| VENTAS RLTY LTD PARTNERSHIP | 0 | 0 | 0 | 0 | 706,000,000 | +706,000,000 |
| ALPHABET INC | 19,617,385 | 17,838,621 | -1,778,764 | 4,933,968,501 | 5,597,759,270 | +663,790,769 |
| NUTANIX INC | 0 | 0 | 0 | 0 | 651,340,000 | +651,340,000 |
| ADVANCED MICRO DEVICES INC | 13,486,227 | 15,828,895 | +2,342,668 | 2,747,279,301 | 3,389,916,153 | +642,636,852 |
| NEXTERA ENERGY CAP HLDGS INC | 0 | 0 | 0 | 0 | 521,220,000 | +521,220,000 |
| IONIS PHARMACEUTICALS INC | 0 | 0 | 0 | 0 | 508,256,000 | +508,256,000 |
| APPLOVIN CORP | 787,060 | 1,426,896 | +639,836 | 462,004,220 | 961,471,062 | +499,466,842 |
| JPMORGAN CHASE & CO. | 0 | 6,750,953 | +6,750,953 | 0 | 2,175,292,077 | +2,175,292,077 |
| EXPEDIA GROUP INC | 0 | 0 | 0 | 0 | 457,355,000 | +457,355,000 |
| SEA LTD | 0 | 0 | 0 | 0 | 441,219,450 | +441,219,450 |
| FREEPORT-MCMORAN INC | 0 | 14,211,579 | +14,211,579 | 0 | 721,806,097 | +721,806,097 |
| CMS ENERGY CORP | 0 | 0 | 0 | 0 | 438,495,000 | +438,495,000 |
| BRIDGEBIO PHARMA INC | 0 | 0 | 0 | 0 | 433,780,000 | +433,780,000 |
| IQIYI INC | 0 | 0 | 0 | 0 | 420,000,000 | +420,000,000 |
| TESLA INC | 0 | 19,447,743 | +19,447,743 | 0 | 8,746,038,982 | +8,746,038,982 |
| AMGEN INC | 2,408,089 | 3,396,945 | +988,856 | 708,267,136 | 1,111,854,069 | +403,586,933 |
| BANK AMERICA CORP | 0 | 37,663,146 | +37,663,146 | 0 | 2,071,473,030 | +2,071,473,030 |
| LUMENTUM HLDGS INC | 0 | 0 | 0 | 0 | 370,940,000 | +370,940,000 |
| STRATEGY INC | 0 | 4,790,702 | +4,790,702 | 0 | 727,947,169 | +727,947,169 |
| NIO INC | 0 | 0 | 0 | 0 | 355,454,000 | +355,454,000 |
| S&P GLOBAL INC | 0 | 2,107,041 | +2,107,041 | 0 | 1,101,118,555 | +1,101,118,555 |
| EXXON MOBIL CORP | 0 | 23,318,770 | +23,318,770 | 0 | 2,806,180,782 | +2,806,180,782 |
| DEUTSCHE BANK A G | 0 | 53,920,096 | +53,920,096 | 0 | 2,079,158,902 | +2,079,158,902 |
| ARRAY TECHNOLOGIES INC | 0 | 0 | 0 | 0 | 344,900,562 | +344,900,562 |
| UNITEDHEALTH GROUP INC | 0 | 7,356,057 | +7,356,057 | 0 | 2,428,309,488 | +2,428,309,488 |
| ETSY INC | 0 | 0 | 0 | 0 | 342,924,000 | +342,924,000 |
| GE AEROSPACE | 0 | 2,601,697 | +2,601,697 | 0 | 801,400,728 | +801,400,728 |
| CABLE ONE INC | 0 | 0 | 0 | 0 | 329,778,000 | +329,778,000 |
| MARSH & MCLENNAN COS INC | 0 | 3,364,627 | +3,364,627 | 0 | 624,205,601 | +624,205,601 |
| AKAMAI TECHNOLOGIES INC | 0 | 0 | 0 | 0 | 318,630,000 | +318,630,000 |
| FISERV INC | 0 | 12,294,465 | +12,294,465 | 0 | 825,819,214 | +825,819,214 |
| RTX CORPORATION | 0 | 4,402,120 | +4,402,120 | 0 | 807,348,808 | +807,348,808 |
| GILEAD SCIENCES INC | 0 | 9,520,135 | +9,520,135 | 0 | 1,168,501,370 | +1,168,501,370 |
| FIVE9 INC | 0 | 0 | 0 | 0 | 302,726,750 | +302,726,750 |
| SNAP INC | 0 | 0 | 0 | 0 | 300,404,000 | +300,404,000 |
| CYBERARK SOFTWARE LTD | 0 | 772,064 | +772,064 | 0 | 344,386,868 | +344,386,868 |
| LANTHEUS HLDGS INC | 0 | 0 | 0 | 0 | 297,570,000 | +297,570,000 |
| RAPID7 INC | 0 | 0 | 0 | 0 | 296,289,290 | +296,289,290 |
| PG&E CORP | 0 | 0 | 0 | 0 | 290,810,800 | +290,810,800 |
| BENTLEY SYS INC | 0 | 0 | 0 | 0 | 282,150,000 | +282,150,000 |
| SYNOPSYS INC | 0 | 1,700,906 | +1,700,906 | 0 | 798,949,566 | +798,949,566 |
| SHIFT4 PMTS INC | 0 | 0 | 0 | 0 | 259,758,300 | +259,758,300 |
| ETSY INC | 0 | 0 | 0 | 0 | 258,680,000 | +258,680,000 |
| BLACKLINE INC | 0 | 150,000 | +150,000 | 0 | 258,132,000 | +258,132,000 |
| BLOCK INC | 0 | 2,600,000 | +2,600,000 | 0 | 255,138,000 | +255,138,000 |
| WESTERN DIGITAL CORP | 0 | 2,399,736 | +2,399,736 | 0 | 413,402,520 | +413,402,520 |
| REGENERON PHARMACEUTICALS | 0 | 791,906 | +791,906 | 0 | 611,248,483 | +611,248,483 |
| CENCORA INC | 0 | 2,230,361 | +2,230,361 | 0 | 753,304,427 | +753,304,427 |
| ETSY INC | 0 | 0 | 0 | 0 | 230,875,000 | +230,875,000 |
| COCA COLA CO | 0 | 19,592,242 | +19,592,242 | 0 | 1,369,693,638 | +1,369,693,638 |
| CREDO TECHNOLOGY GROUP HOLDI | 0 | 1,559,796 | +1,559,796 | 0 | 224,439,047 | +224,439,047 |
| BLOOM ENERGY CORP | 0 | 3,154,197 | +3,154,197 | 0 | 274,068,178 | +274,068,178 |
| CONMED CORP | 0 | 0 | 0 | 0 | 220,225,000 | +220,225,000 |
| MARRIOTT VACATIONS WORLDWIDE | 0 | 0 | 0 | 0 | 219,186,000 | +219,186,000 |
| ALARM COM HLDGS INC | 0 | 0 | 0 | 0 | 218,960,000 | +218,960,000 |
| NORFOLK SOUTHN CORP | 0 | 1,792,811 | +1,792,811 | 0 | 517,620,392 | +517,620,392 |
| MORGAN STANLEY | 0 | 6,326,385 | +6,326,385 | 0 | 1,123,124,131 | +1,123,124,131 |
| AKAMAI TECHNOLOGIES INC | 0 | 2,000,000 | +2,000,000 | 0 | 200,500,000 | +200,500,000 |
| PEPSICO INC | 0 | 9,797,165 | +9,797,165 | 0 | 1,406,089,120 | +1,406,089,120 |
| HOME DEPOT INC | 0 | 6,718,133 | +6,718,133 | 0 | 2,311,709,566 | +2,311,709,566 |
| VICTORY CAP HLDGS INC | 0 | 3,054,924 | +3,054,924 | 0 | 192,735,155 | +192,735,155 |
| BENTLEY SYS INC | 0 | 1,900,000 | +1,900,000 | 0 | 189,525,000 | +189,525,000 |
| NEWMONT CORP | 0 | 8,408,360 | +8,408,360 | 0 | 839,574,747 | +839,574,747 |
| MONSTER BEVERAGE CORP NEW | 0 | 5,503,296 | +5,503,296 | 0 | 421,937,704 | +421,937,704 |
| BLACKSTONE INC | 0 | 2,709,345 | +2,709,345 | 0 | 417,619,541 | +417,619,541 |
| AIRBNB INC | 3,424,623 | 4,316,339 | +891,716 | 412,153,377 | 585,813,531 | +173,660,154 |
| ABBOTT LABS | 6,381,667 | 8,185,642 | +1,803,975 | 853,517,013 | 1,025,578,411 | +172,061,398 |
| CISCO SYS INC | 0 | 16,595,859 | +16,595,859 | 0 | 1,278,381,386 | +1,278,381,386 |