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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

Institutional Manager · CIK 0002047606

AG2R LA MONDIALE GESTION D'ACTIFS

PARIS, I0 · File #028-25644

Latest AUM
$2.26B
Positions
357
Top-10 Concentration
63.2%
Filings
4

Sector Allocation

Technology
33.5%$755.5M
Healthcare
8.9%$200.1M
Industrials
5.3%$120.3M
Financials
5.1%$114.6M
Energy
1.9%$42.5M
Real Estate
1.0%$22.7M
Materials
0.7%$15.2M
Utilities
0.6%$14.4M

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1NVIDIA CORPNVDA963,100$179.6M12.31%
2APPLE INCAAPL588,180$159.9M10.96%
3MICROSOFT CORPMSFT297,236$143.7M9.85%
4AMAZON.COM INCAMZN410,100$94.7M6.49%
5ALPHABET INC-CL AGOOG230,550$72.2M4.95%
6BROADCOM INCAVGO177,807$61.5M4.22%
7ALPHABET INC-CL CGOOG193,690$60.8M4.17%
8META PLATFORMS INC-CLASS AMETA85,997$56.8M3.89%
9TESLA INCTSLA112,020$50.4M3.45%
10JPMORGAN CHASE & COVYLD131,202$42.3M2.90%
11ELI LILLY & COLLY31,885$34.3M2.35%
12JOHNSON & JOHNSONJNJ129,882$26.9M1.84%
13WALMART INCWMT226,413$25.2M1.73%
14VISA INC-CLASS A SHARESV67,380$23.6M1.62%
15ORACLE CORPORCL-PD99,573$19.4M1.33%
16MASTERCARD INC - AMA33,824$19.3M1.32%
17PROCTER & GAMBLE CO/THE742718109125,550$18.0M1.23%
18COCA-COLA CO/THEKO243,047$17.0M1.16%
19PALANTIR TECHNOLOGIES INC-APLTR90,294$16.0M1.10%
20ABBVIE INCABBV70,035$16.0M1.10%