Instuitional Investor - Groupama Asset Managment

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Nvidia Corp	NVDA	2,587,946	$506,074,047	6.38%
2.	Micron Technology Inc	MU	433,792	$497,231,068	6.27%
3.	Alphabet Inc.	GOOGL	1,150,436	$407,055,753	5.13%
4.	Microsoft Corp	MSFT	1,027,801	$378,809,615	4.77%
5.	Broadcom Inc.	AVGO	970,123	$361,996,477	4.56%