Candriam S.C.A. Top Holdings and 13F Report (2025) About Candriam S.C.A.Investment ActivityCandriam S.C.A. has $17.37 billion in total holdings as of December 31, 2024.Candriam S.C.A. owns shares of 675 different stocks, but just 134 companies or ETFs make up 80% of its holdings.Approximately 11.12% of the portfolio was purchased this quarter.About 10.73% of the portfolio was sold this quarter.This quarter, Candriam S.C.A. has purchased 682 new stocks and bought additional shares in 328 stocks.Candriam S.C.A. sold shares of 237 stocks and completely divested from 55 stocks this quarter.Largest Holdings Microsoft $1,124,219,762NVIDIA $948,229,499Apple $888,464,139Alphabet $523,299,606Amazon.com $443,995,132 Largest New Holdings this Quarter LAM RESEARCH CORP $49,523,127 HoldingFutu $28,004,499 HoldingQifu Technology $27,184,554 HoldingARISTA NETWORKS INC $17,523,758 HoldingBLACKROCK INC $13,276,200 Holding Largest Purchases this Quarter Palo Alto Networks 410,730 shares (about $74.74M)Waste Management 277,916 shares (about $56.08M)Microsoft 129,449 shares (about $54.56M)Walmart 599,257 shares (about $54.14M)Mastercard 102,714 shares (about $54.09M) Largest Sales this Quarter Alphabet 406,530 shares (about $76.96M)UnitedHealth Group 115,757 shares (about $58.56M)Amgen 195,571 shares (about $50.97M)IQVIA 241,097 shares (about $47.38M)Cisco Systems 705,026 shares (about $41.74M) Sector Allocation Over TimeMap of 500 Largest Holdings ofCandriam S.C.A. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMSFTMicrosoft$1,124,219,762$54,562,754 ▲5.1%2,667,1886.5%Computer and TechnologyNVDANVIDIA$948,229,499$4,792,004 ▲0.5%7,061,0585.5%Computer and TechnologyAAPLApple$888,464,139$2,649,444 ▼-0.3%3,547,8965.1%Computer and TechnologyGOOGLAlphabet$523,299,606$76,956,131 ▼-12.8%2,764,3933.0%Computer and TechnologyAMZNAmazon.com$443,995,132$46,738,628 ▲11.8%2,023,7712.6%Retail/WholesaleLLYEli Lilly and Company$404,691,668$14,137,636 ▲3.6%524,2122.3%MedicalMAMastercard$271,496,338$54,086,112 ▲24.9%515,5941.6%Business ServicesAVGOBroadcom$262,335,545$3,976,983 ▲1.5%1,131,5371.5%Computer and TechnologyCRMSalesforce$221,954,669$4,284,439 ▲2.0%663,8791.3%Computer and TechnologyMRKMerck & Co., Inc.$220,589,243$24,699,989 ▼-10.1%2,217,4231.3%MedicalTMOThermo Fisher Scientific$211,988,525$40,844,298 ▲23.9%407,4901.2%MedicalPGProcter & Gamble$210,848,212$31,491,209 ▲17.6%1,257,6691.2%Consumer StaplesVVisa$191,883,060$41,676,196 ▼-17.8%607,1481.1%Business ServicesUNHUnitedHealth Group$191,812,505$58,556,837 ▼-23.4%379,1811.1%MedicalTSLATesla$190,205,012$28,904,849 ▲17.9%470,9911.1%Auto/Tires/TrucksREGNRegeneron Pharmaceuticals$186,272,870$6,391,737 ▲3.6%261,4981.1%MedicalWMWaste Management$184,894,730$56,080,670 ▲43.5%916,2731.1%Business ServicesJPMJPMorgan Chase & Co.$183,022,665$53,229,045 ▲41.0%763,5171.1%FinanceGOOGAlphabet$179,217,760$10,143,978 ▼-5.4%941,0721.0%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$171,443,438$809,906 ▲0.5%868,1121.0%Computer and TechnologyAMGNAmgen$160,951,718$50,973,626 ▼-24.1%617,5250.9%MedicalGILDGilead Sciences$159,182,701$33,712,372 ▼-17.5%1,723,3160.9%MedicalNOWServiceNow$143,896,448$36,457,527 ▼-20.2%135,7360.8%Computer and TechnologyHDHome Depot$141,470,608$3,561,592 ▲2.6%363,6870.8%Retail/WholesaleEMREmerson Electric$140,120,340$10,716,723 ▲8.3%1,130,6410.8%Industrial ProductsPANWPalo Alto Networks$139,726,356$74,736,431 ▲115.0%767,8960.8%Computer and TechnologyISRGIntuitive Surgical$129,251,389$9,082,626 ▲7.6%247,6270.7%MedicalMETAMeta Platforms$112,078,324$18,338,173 ▲19.6%191,4200.6%Computer and TechnologyVRTXVertex Pharmaceuticals$104,147,079$21,216,249 ▼-16.9%258,6220.6%MedicalAXPAmerican Express$101,195,006$1,401,739 ▲1.4%340,9650.6%FinanceAMDAdvanced Micro Devices$99,452,327$9,543,497 ▼-8.8%823,3490.6%Computer and TechnologyBNTXBioNTech$96,508,129$9,142,208 ▼-8.7%846,9340.6%MedicalMRVLMarvell Technology$94,475,396$9,681,163 ▲11.4%855,3680.5%Computer and TechnologyADSKAutodesk$91,667,784$13,652,674 ▲17.5%310,1390.5%Computer and TechnologyQCOMQUALCOMM$91,665,363$7,155,927 ▼-7.2%596,7020.5%Computer and TechnologyCDNSCadence Design Systems$89,353,200$24,757,904 ▼-21.7%297,3880.5%Computer and TechnologyMSMorgan Stanley$88,978,834$25,076,740 ▲39.2%707,7540.5%FinanceMUMicron Technology$88,380,876$24,155,519 ▲37.6%1,050,1530.5%Computer and TechnologyWABWestinghouse Air Brake Technologies$88,351,974$15,061,978 ▲20.6%466,0160.5%TransportationPGRProgressive$87,513,721$4,195,092 ▲5.0%365,2340.5%FinanceBACBank of America$87,036,517$21,018,473 ▲31.8%1,980,3530.5%FinanceBMYBristol-Myers Squibb$85,205,153$39,298,511 ▲85.6%1,506,4560.5%MedicalZTSZoetis$81,198,772$9,119,844 ▼-10.1%498,3660.5%MedicalDHRDanaher$80,086,784$776,109 ▼-1.0%348,8860.5%MedicalWMTWalmart$79,960,475$54,142,871 ▲209.7%885,0080.5%Retail/WholesaleECLEcolab$79,942,486$316,098 ▲0.4%341,1680.5%Basic MaterialsTJXTJX Companies$78,071,167$10,309,201 ▲15.2%646,2310.4%Retail/WholesaleXYLXylem$77,580,718$14,810,069 ▲23.6%668,6840.4%Business ServicesABBVAbbVie$73,716,715$4,907,363 ▲7.1%414,8380.4%MedicalAMATApplied Materials$73,232,942$2,137,121 ▼-2.8%450,3040.4%Computer and TechnologyBKNGBooking$72,181,208$5,028,041 ▼-6.5%14,5280.4%Retail/WholesaleINCYIncyte$71,463,413$15,535,155 ▲27.8%1,034,6520.4%MedicalMDLZMondelez International$70,982,059$8,281,326 ▲13.2%1,188,3820.4%Consumer StaplesPTCPTC$68,687,949$6,772,484 ▼-9.0%373,5680.4%Computer and TechnologyHOLXHologic$68,076,894$13,916,758 ▼-17.0%944,3320.4%MedicalABTAbbott Laboratories$67,159,628$30,058,982 ▲81.0%593,7550.4%MedicalALTRAltair Engineering$67,030,092$9,423,067 ▼-12.3%614,3350.4%Computer and TechnologyPEPPepsiCo$66,621,914$1,506,915 ▲2.3%438,1290.4%Consumer StaplesONOnsemi$66,490,072$1,396,936 ▼-2.1%1,054,5610.4%Computer and TechnologyALNYAlnylam Pharmaceuticals$66,453,191$16,297,806 ▼-19.7%282,4070.4%MedicalCTASCintas$65,735,097$8,320,706 ▲14.5%359,7980.4%Business ServicesSYKStryker$65,270,584$18,827,375 ▲40.5%181,2820.4%MedicalVEEVVeeva Systems$63,489,193$62,865 ▼-0.1%301,9700.4%MedicalTRMBTrimble$63,317,508$10,325,334 ▼-14.0%896,0870.4%Industrial ProductsNEENextEra Energy$62,078,954$9,067,925 ▲17.1%865,9360.4%UtilitiesCRWDCrowdStrike$62,016,158$3,151,978 ▼-4.8%181,2490.4%Computer and TechnologySPGIS&P Global$61,873,256$440,757 ▼-0.7%124,2360.4%Business ServicesBKBank of New York Mellon$61,690,111$6,526,555 ▲11.8%802,9430.4%FinanceMCKMcKesson$60,917,111$12,209,182 ▲25.1%106,8890.4%MedicalROKRockwell Automation$59,005,061$11,326,715 ▲23.8%206,4630.3%Computer and TechnologyAMPAmeriprise Financial$56,390,194$8,311,765 ▲17.3%105,9110.3%FinanceAPHAmphenol$54,426,229$49,585,633 ▲1,024.4%783,6750.3%Computer and TechnologyWCNWaste Connections$53,968,842$20,046,148 ▼-27.1%314,5790.3%Business ServicesCOSTCostco Wholesale$53,558,733$3,451,589 ▲6.9%58,4530.3%Retail/WholesaleADPAutomatic Data Processing$52,663,300$2,608,810 ▲5.2%179,9040.3%Business ServicesMELIMercadoLibre$51,688,275$29,631,868 ▼-36.4%30,3970.3%Retail/WholesaleNFLXNetflix$50,650,150$7,087,777 ▲16.3%56,8260.3%Consumer DiscretionaryEBAYeBay$50,338,773$24,444,726 ▲94.4%812,5710.3%Retail/WholesaleLAM RESEARCH CORP$49,523,127$49,523,127 ▲New Holding685,6310.3%COM NEWHCAHCA Healthcare$49,406,191$16,543,368 ▲50.3%164,6050.3%MedicalPNCThe PNC Financial Services Group$46,591,017$3,835,015 ▲9.0%241,5920.3%FinanceOTISOtis Worldwide$46,405,019$4,165,598 ▲9.9%501,0800.3%ConstructionNKENIKE$42,736,601$1,020,410 ▲2.4%564,7760.2%Consumer DiscretionaryFIFiserv$42,308,098$8,058,010 ▲23.5%205,9590.2%Business ServicesCSCOCisco Systems$41,801,418$41,737,541 ▼-50.0%706,1050.2%Computer and TechnologyBDXBecton, Dickinson and Company$41,732,736$6,456,720 ▼-13.4%183,9500.2%MedicalNBIXNeurocrine Biosciences$41,492,178$24,470,219 ▼-37.1%303,9720.2%MedicalJNJJohnson & Johnson$40,067,549$1,721,267 ▲4.5%277,0540.2%MedicalSNPSSynopsys$39,860,192$172,788 ▲0.4%82,1250.2%Computer and TechnologyCMCSAComcast$39,556,434$7,829,509 ▼-16.5%1,053,9950.2%Consumer DiscretionaryMETMetLife$38,801,870$7,642,516 ▲24.5%473,8870.2%FinanceASNDAscendis Pharma A/S$38,568,801$299,708 ▼-0.8%280,1540.2%MedicalBMRNBioMarin Pharmaceutical$38,137,992$16,617,859 ▲77.2%580,2220.2%MedicalBMABanco Macro$38,055,708$17,165,224 ▼-31.1%393,3000.2%FinanceDDOGDatadog$38,018,314$1,148,407 ▲3.1%266,0670.2%Computer and TechnologyPHParker-Hannifin$37,745,836$4,757,504 ▲14.4%59,3460.2%Industrial ProductsDISWalt Disney$36,881,571$10,519,903 ▼-22.2%331,2220.2%Consumer DiscretionaryKKRKKR & Co. Inc.$36,572,227$5,473,705 ▲17.6%247,2600.2%FinanceSYFSynchrony Financial$36,368,150$25,389,130 ▲231.3%559,5100.2%FinanceICEIntercontinental Exchange$36,287,810$8,532,313 ▲30.7%243,5260.2%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. 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