Assenagon Asset Management S.A.

Diversified mechanical Mechanical CIK 1546007
League rank
#46
in Diversified mechanical · #1501 overall
Long book
$62.59B
Q1 2026
Positions
1074
Top-10 weight
41%
concentration
Last quarter
+15.2%
SPY +14.8%
Turnover
20%
of book per quarter

Strategy in plain words

auto-generated from filings

Assenagon Asset Management S.A. is a mechanically diversified allocator, running a $62.59B US long book across 1074 positions.

The portfolio is moderately concentrated (top 10 ≈ 41% of the book). Turnover is modest: positions are typically held for years. Current anchor positions: MICROSOFT CORP, AMAZON.COM INC, APPLE INC, NVIDIA CORP, ALPHABET INC-CL C.

Over the last 9 quarters its long book ran on average 0.3pp per quarter ahead of the S&P 500, beating the index in 7 of 9 quarters. Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.

Implied long-book return vs S&P 500

methodology: positions priced quarterly, no shorts/options
Fund long book S&P 500
Q1 2024
+5.5%
Q2 2024
+6.4%
Q3 2024
+1.0%
Q4 2024
-4.1%
Q1 2025
+12.7%
Q2 2025
+8.3%
Q3 2025
+3.5%
Q4 2025
-5.5%
Q1 2026
+15.2%

Sector allocation

Technology
41%
Healthcare
12%
Consumer discretionary
12%
Industrials
9%
Financials
8%
Services media
6%
Energy
4%
Other
3%

Long book by quarter

$37.68B
Q1 2024
$40.13B
Q2 2024
$48.48B
Q3 2024
$55.73B
Q4 2024
$56.08B
Q1 2025
$63.02B
Q2 2025
$67.70B
Q3 2025
$66.62B
Q4 2025
$62.59B
Q1 2026

What does Assenagon Asset own?

Q1 2026 13F
CompanySectorSharesValue% of bookChange
MSFT MICROSOFT CORPTechnology13.6M$5.05B8.1%+26.9%
AMZN AMAZON.COM INCConsumer discretionary20.5M$4.27B6.8%+1.1%
AAPL APPLE INCTechnology16.5M$4.20B6.7%-12.2%
NVDA NVIDIA CORPTechnology20.5M$3.57B5.7%-1.9%
GOOG ALPHABET INC-CL CTechnology9.0M$2.57B4.1%+33.4%
TSLA TESLA INCIndustrials3.9M$1.46B2.3%+78.2%
LLY ELI LILLY & COHealthcare1.6M$1.43B2.3%+353.7%
BRK/B BERKSHIRE HATHAWAY INC-CL BFinancials2.3M$1.11B1.8%+29.6%
CVX CHEVRON CORPEnergy5.1M$1.07B1.7%+132.7%
AMD ADVANCED MICRO DEVICESTechnology4.7M$959.0M1.5%-21.3%
META META PLATFORMS INC-CLASS ATechnology1.5M$884.0M1.4%+75.4%
ISRG INTUITIVE SURGICAL INCHealthcare1.7M$804.4M1.3%+13.8%
NFLX NETFLIX INCServices media8.0M$768.3M1.2%+28.2%
SNPS SYNOPSYS INCTechnology1.8M$697.9M1.1%+48.3%
BSX BOSTON SCIENTIFIC CORPHealthcare10.1M$631.1M1.0%+133.6%
AMAT APPLIED MATERIALS INCTechnology1.7M$586.3M0.9%-10.5%
MELI MERCADOLIBRE INCServices media331.6K$573.3M0.9%-0.6%
GOOGL ALPHABET INC-CL ATechnology1.9M$542.3M0.9%-23.7%
COST COSTCO WHOLESALE CORPConsumer discretionary509.7K$507.9M0.8%-55.2%
INTC INTEL CORPTechnology11.1M$489.8M0.8%-11.6%
NU NU HOLDINGS LTD/CAYMAN ISL-AFinancials32.5M$467.5M0.7%+17.9%
ABT ABBOTT LABORATORIESHealthcare4.4M$454.8M0.7%+303.0%
LITE LUMENTUM HOLDINGS INCTechnology644.3K$452.8M0.7%-35.2%
LRCX LAM RESEARCH CORPIndustrials2.1M$452.2M0.7%+1994.3%
AVGO BROADCOM INCTechnology1.4M$435.4M0.7%-12.3%
TER TERADYNE INCTechnology1.5M$431.4M0.7%+59.9%
XOM EXXON MOBIL CORPEnergy2.4M$412.6M0.7%+92.9%
RTX RTX CORPIndustrials1.8M$344.0M0.5%+196.3%
GLW CORNING INCIndustrials2.4M$323.3M0.5%+26.4%
CPNG COUPANG INCConsumer discretionary17.1M$323.2M0.5%+1394.1%
FCX FREEPORT-MCMORAN INCMaterials5.3M$309.0M0.5%+79.8%
PH PARKER HANNIFIN CORPIndustrials340.7K$305.0M0.5%+119.3%
PG PROCTER & GAMBLE CO/THEOther2.0M$295.2M0.5%-62.6%
ABBV ABBVIE INCHealthcare1.3M$293.4M0.5%-54.4%
TXN TEXAS INSTRUMENTS INCTechnology1.5M$285.9M0.5%-62.2%
ADBE ADOBE INCTechnology1.2M$282.8M0.5%-39.3%
ORLY O'REILLY AUTOMOTIVE INCConsumer discretionary3.0M$280.1M0.4%+74.7%
PNC PNC FINANCIAL SERVICES GROUPFinancials1.3M$276.9M0.4%+179.7%
ABNB AIRBNB INC-CLASS AServices media2.1M$263.6M0.4%-0.1%
JNJ JOHNSON & JOHNSONHealthcare1.0M$253.5M0.4%-24.2%
VRTX VERTEX PHARMACEUTICALS INCHealthcare537.2K$239.9M0.4%-35.5%
TJX TJX COMPANIES INCConsumer discretionary1.5M$239.7M0.4%-32.3%
DASH DOORDASH INC - AServices media1.5M$229.5M0.4%+137.6%
KLAC KLA CORPOther155.0K$228.3M0.4%-43.7%
COP CONOCOPHILLIPSEnergy1.7M$225.6M0.4%+49.6%
EME EMCOR GROUP INCIndustrials290.1K$214.2M0.3%+452.0%
WAB WABTEC CORPIndustrials851.7K$212.9M0.3%+288.0%
CBRE CBRE GROUP INC - AReal estate1.6M$211.5M0.3%+23.0%
GRAB GRAB HOLDINGS LTD - CL AServices media54.9M$201.0M0.3%+58.0%
ROIV ROIVANT SCIENCES LTDHealthcare7.1M$196.0M0.3%+2.0%

13F filing history

PeriodFormFiledEntriesReported valueFlagsSource
Q1 202613F-HRApr 20, 20261095$65.87B canonicalSEC ↗
Q4 202513F-HRJan 9, 20261143$72.64B canonicalSEC ↗
Q3 202513F-HROct 7, 20251160$73.12B canonicalSEC ↗
Q2 202513F-HRJul 11, 20251148$67.36B canonicalSEC ↗
Q1 202513F-HRApr 15, 20251144$59.95B canonicalSEC ↗
Q4 202413F-HRJan 14, 20251306$62.00B canonicalSEC ↗
Q3 202413F-HROct 23, 20241358$54.34B canonicalSEC ↗
Q2 202413F-HRJul 18, 20241403$44.92B canonicalSEC ↗
Q1 202413F-HRApr 24, 20241350$42.25B canonicalSEC ↗