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Holders — by stockHoldings — by fund

AXA Investment Managers S.A.

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2025-09-30 · filed with the SEC up to 45 days after quarter end · CIK 0001826635

$37.06B

disclosed book value

1,170

positions

7.1%

largest position share

Positions, as of 2025-09-30

top 100 of 1,170 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1NVDANVIDIA CORPORATION14.1M$2.64B7.1%
2MSFTMICROSOFT CORP4.3M$2.20B5.9%
3AAPLAPPLE INC6.5M$1.65B4.4%
4AMZNAMAZON COM INC5.3M$1.17B3.2%
5AVGOBROADCOM INC2.7M$886.3M2.4%
6METAMETA PLATFORMS INC1.1M$794.6M2.1%
7GOOGLALPHABET INC3.0M$719.4M1.9%
8GOOGALPHABET INC2.8M$689.7M1.9%
9VVISA INC1.5M$511.0M1.4%
10NOWSERVICENOW INC460,561$423.8M1.1%
11UBS GROUP AG4.2M$416.7M1.1%
12COSTCOSTCO WHSL CORP NEW390,392$361.4M1%
13TJXTJX COS INC NEW2.4M$348.2M0.9%
14TSLATESLA INC767,302$341.2M0.9%
15JPMJPMORGAN CHASE & CO.1.0M$330.6M0.9%
16CDNSCADENCE DESIGN SYSTEM INC937,947$329.5M0.9%
17NFLXNETFLIX INC274,025$328.5M0.9%
18EATON CORP PLC870,689$325.9M0.9%
19ISRGINTUITIVE SURGICAL INC692,696$309.8M0.8%
20TSMTAIWAN SEMICONDUCTOR MFG LTD1.0M$291.5M0.8%
21ADSKAUTODESK INC907,725$288.4M0.8%
22BSXBOSTON SCIENTIFIC CORP2.8M$275.0M0.7%
23LINDE PLC560,524$266.2M0.7%
24TRANE TECHNOLOGIES PLC600,183$253.3M0.7%
25MAMASTERCARD INCORPORATED407,691$231.9M0.6%
26ORCLORACLE CORP799,700$224.9M0.6%
27AXPAMERICAN EXPRESS CO670,140$222.6M0.6%
28ABBVABBVIE INC948,621$219.6M0.6%
29CSCOCISCO SYS INC3.2M$219.2M0.6%
30BABAALIBABA GROUP HLDG LTD1.2M$218.8M0.6%
31PGPROCTER AND GAMBLE CO1.4M$216.4M0.6%
32UBERUBER TECHNOLOGIES INC2.2M$214.6M0.6%
33FERRARI N V426,587$207.0M0.6%
34PANWPALO ALTO NETWORKS INC1.0M$203.7M0.5%
35LLYELI LILLY & CO262,864$200.6M0.5%
36TMOTHERMO FISHER SCIENTIFIC INC403,144$195.5M0.5%
37INTUINTUIT274,521$187.5M0.5%
38GILDGILEAD SCIENCES INC1.7M$184.1M0.5%
39NXP SEMICONDUCTORS N V801,939$182.6M0.5%
40KOCOCA COLA CO2.7M$177.7M0.5%
41CRMSALESFORCE INC719,005$170.4M0.5%
42BKNGBOOKING HOLDINGS INC30,853$166.6M0.4%
43AMGNAMGEN INC579,669$163.6M0.4%
44QCOMQUALCOMM INC967,586$161.0M0.4%
45ADPAUTOMATIC DATA PROCESSING IN515,979$151.4M0.4%
46AXONAXON ENTERPRISE INC208,842$149.9M0.4%
47AMATAPPLIED MATLS INC724,493$148.3M0.4%
48ECLECOLAB INC523,991$143.5M0.4%
49PGRPROGRESSIVE CORP572,746$141.4M0.4%
50BMYBRISTOL-MYERS SQUIBB CO3.1M$141.0M0.4%
51JNJJOHNSON & JOHNSON741,294$137.5M0.4%
52RSGREPUBLIC SVCS INC597,868$137.2M0.4%
53NEMNEWMONT CORP1.6M$137.2M0.4%
54ABTABBOTT LABS1.0M$134.5M0.4%
55HDHOME DEPOT INC325,547$131.9M0.4%
56APPAPPLOVIN CORP178,661$128.4M0.3%
57PLTRPALANTIR TECHNOLOGIES INC698,093$127.3M0.3%
58CMICUMMINS INC292,487$123.5M0.3%
59PLDPROLOGIS INC.1.0M$120.2M0.3%
60KMBKIMBERLY-CLARK CORP962,924$119.7M0.3%
61SHWSHERWIN WILLIAMS CO340,103$117.8M0.3%
62AMDADVANCED MICRO DEVICES INC704,104$113.9M0.3%
63EQIXEQUINIX INC144,652$113.3M0.3%
64PHPARKER-HANNIFIN CORP149,016$113.0M0.3%
65DXCMDEXCOM INC1.7M$112.2M0.3%
66TE CONNECTIVITY PLC494,355$108.5M0.3%
67SHOPSHOPIFY INC718,868$106.8M0.3%
68MPWRMONOLITHIC PWR SYS INC115,618$106.4M0.3%
69HONGBPHONEYWELL INTL INC527,229$104.6M0.3%
70XYLXYLEM INC706,749$104.2M0.3%
71LRCXLAM RESEARCH CORP776,141$103.9M0.3%
72MAKEMYTRIP LIMITED MAURITIUS421,300$103.0M0.3%
73MRKMERCK & CO INC1.2M$101.5M0.3%
74ACCENTURE PLC IRELAND399,830$98.6M0.3%
75AMPAMERIPRISE FINL INC198,379$97.5M0.3%
76APHAMPHENOL CORP NEW782,586$96.8M0.3%
77MELIMERCADOLIBRE INC40,659$95.0M0.3%
78ANETARISTA NETWORKS INC641,078$93.4M0.3%
79JDJD.COM INC867,324$93.2M0.3%
80SPGIS&P GLOBAL INC187,776$91.4M0.2%
81WELLWELLTOWER INC501,821$89.4M0.2%
82BLKBLACKROCK INC76,676$89.4M0.2%
83MCKMCKESSON CORP115,229$89.0M0.2%
84RTXRTX CORPORATION531,134$88.9M0.2%
85ADBEADOBE INC250,703$88.4M0.2%
86MSIMOTOROLA SOLUTIONS INC192,990$88.3M0.2%
87TRMBTRIMBLE INC1.1M$87.2M0.2%
88PEPPEPSICO INC620,592$87.2M0.2%
89CORCENCORA INC277,939$86.9M0.2%
90BRK/BBERKSHIRE HATHAWAY INC DEL172,586$86.8M0.2%
91PAYOPAYONEER GLOBAL INC13.9M$83.9M0.2%
92ICEINTERCONTINENTAL EXCHANGE IN486,924$82.0M0.2%
93UNHUNITEDHEALTH GROUP INC236,059$81.5M0.2%
94NEENEXTERA ENERGY INC1.1M$81.5M0.2%
95ZBRAZEBRA TECHNOLOGIES CORPORATI273,396$81.2M0.2%
96GWWGRAINGER W W INC82,801$78.9M0.2%
97ALLEGION PLC444,287$78.8M0.2%
98HOODROBINHOOD MKTS INC548,730$78.6M0.2%
99MCDMCDONALDS CORP257,186$78.2M0.2%
100BSYBENTLEY SYS INC1.5M$75.2M0.2%

Source: SEC Form 13F-HR, reporting period 2025-09-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

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