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Assenagon Asset Management

Assenagon Asset Management Portfolio holdings

AUM $80.2B
1-Year Est. Return 50.56%
This Fund
S&P 500
This Quarter Est. Return
-2.31%
1 Year Est. Return
+50.56%
3 Year Est. Return
+139.16%
5 Year Est. Return
+175.94%
10 Year Est. Return
AUM
$65.9B
AUM Growth
-$6.77B
Cap. Flow
-$45M
Cap. Flow %
-0.07%
Top 10 Hldgs %
38.99%
Holding
1,238
New
95
Increased
438
Reduced
526
Closed
143

Top Buys

Rank Stock Value
1
LLY icon
Eli Lilly
LLY
+$1.23B
2
MSFT icon
Microsoft
MSFT
+$1.21B
3
TSLA icon
Tesla
TSLA
+$712M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$704M
5
CVX icon
Chevron
CVX
+$535M

Top Sells

Rank Stock Value
1
COST icon
Costco
COST
+$612M
2
AAPL icon
Apple
AAPL
+$601M
3
PG icon
Procter & Gamble
PG
+$518M
4
TXN icon
Texas Instruments
TXN
+$490M
5
PDD icon
Pinduoduo
PDD
+$477M

Sector Composition

Rank Sector Weight
1 Technology 34.83%
2 Consumer Discretionary 15.45%
3 Healthcare 12.45%
4 Communication Services 9.01%
5 Financials 6.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
CCO icon
1126
Clear Channel Outdoor Holdings
CCO
$1.22B
-278,552
Closed -$616K
CE icon
1127
Celanese
CE
$4.92B
-1,219,929
Closed -$51.6M
CG icon
1128
Carlyle Group
CG
$17.5B
-61,998
Closed -$3.66M
CINF icon
1129
Cincinnati Financial
CINF
$26.5B
-130,612
Closed -$21.3M
CLNE icon
1130
Clean Energy Fuels
CLNE
$353M
-408,780
Closed -$858K
CNA icon
1131
CNA Financial
CNA
$13.2B
-55,142
Closed -$2.63M
COKE icon
1132
Coca-Cola Consolidated
COKE
$13B
-9,768
Closed -$1.5M
CPA icon
1133
Copa Holdings
CPA
$5.94B
-155,982
Closed -$18.8M
CRMD icon
1134
CorMedix
CRMD
$648M
-302,508
Closed -$3.52M
CRS icon
1135
Carpenter Technology
CRS
$24.3B
-9,000
Closed -$2.83M
CSGS
1136
DELISTED
CSG Systems International
CSGS
-42,303
Closed -$3.24M
CSW
1137
CSW Industrials
CSW
$5.19B
-2,510
Closed -$737K
CULP icon
1138
Culp Inc
CULP
$43.5M
-11,500
Closed -$40.9K
CVCO icon
1139
Cavco Industries
CVCO
$4.39B
-1,755
Closed -$1.04M
CYBR
1140
DELISTED
CyberArk
CYBR
-24,420
Closed -$10.9M
ENTA icon
1141
Enanta Pharmaceuticals
ENTA
$402M
-45,877
Closed -$723K
ERII icon
1142
Energy Recovery
ERII
$403M
-220,116
Closed -$2.97M
ESI icon
1143
Element Solutions
ESI
$8.9B
-350,196
Closed -$8.75M
EWBC icon
1144
East-West Bancorp
EWBC
$17.8B
-18,889
Closed -$2.12M
EXAS
1145
DELISTED
Exact Sciences
EXAS
-471,134
Closed -$47.8M
EXPO icon
1146
Exponent
EXPO
$3.38B
-112,873
Closed -$7.84M
FFWM
1147
DELISTED
First Foundation Inc
FFWM
-134,496
Closed -$828K
FNF icon
1148
Fidelity National Financial
FNF
$12.7B
-65,671
Closed -$3.58M
FOR icon
1149
Forestar Group
FOR
$1.46B
-9,946
Closed -$245K
FORR icon
1150
Forrester Research
FORR
$232M
-47,381
Closed -$385K

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Assenagon Asset Management's Q1 2026 Portfolio in Review

As of Q1 2026, Assenagon Asset Management held 1,238 positions worth $65.9B, down 9.3% from $72.6B the previous quarter. Its ten largest holdings account for 39% of the portfolio.

Assenagon Asset Management's Q1 2026 filing shows 95 new, 438 increased, 526 reduced and 143 closed positions. Its largest new stake was Webster Financial: 1,581,021 shares worth $110M. The largest sale was Costco, an estimated $612M.

By sector, the portfolio is most concentrated in Technology at 35% of assets, down from 37% a quarter earlier, followed by Consumer Discretionary and Healthcare.

  • Assenagon Asset Management's largest Q1 2026 buy was Webster Financial: 1,581,021 shares worth $110M.
  • Assenagon Asset Management added most to Eli Lilly in Q1 2026, an estimated $1.23B increase.
  • Assenagon Asset Management's biggest Q1 2026 reduction was Costco, cutting an estimated $612M.
  • Assenagon Asset Management fully exited Praxis Precision Medicines in Q1 2026, selling an estimated $120M.
  • Assenagon Asset Management's ten largest holdings make up 39% of its $65.9B portfolio in Q1 2026.
  • Assenagon Asset Management opened 95 new positions and closed 143 in Q1 2026.
  • Assenagon Asset Management's portfolio value fell 9.3% quarter-over-quarter to $65.9B.

Based on Assenagon Asset Management's 13F filing for Q1 2026, filed 20 Apr 2026.