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Portfolio (Quarterly) Guide ↗

Assenagon Asset Management S.A.

· CIK 0001546007
13F Portfolio $80.2B AUM 1,158 positions Filed Jul 8, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 176 New 462 Added 467 Reduced 113 Exited
Page 5 of 6  ·  113 positions
# Ticker Company Sector Shares Value ↓ % Port Status
81 ZD ZIFF DAVIS INC Communication Services 14,833 $622K 0.00% SOLD
82 CBZ CBIZ INC Industrials 22,483 $604K 0.00% SOLD
83 JXN JACKSON FINANCIAL INC Financial Services 5,493 $581K 0.00% SOLD
84 UCB UNITED CMNTY BKS BLAIRSVLE G Financial Services 18,344 $578K 0.00% SOLD
85 CHEF CHEFS WHSE INC Consumer Defensive 9,610 $571K 0.00% SOLD
86 TDS TELEPHONE & DATA SYS INC Communication Services 13,537 $570K 0.00% SOLD
87 POR PORTLAND GEN ELEC CO Utilities 10,751 $567K 0.00% SOLD
88 CRD-B CRAWFORD & CO 56,534 $564K 0.00% SOLD
89 NFBK NORTHFIELD BANCORP INC DEL Financial Services 40,384 $547K 0.00% SOLD
90 MNDY MONDAY COM LTD Technology 7,388 $511K 0.00% SOLD
91 NSP INSPERITY INC Industrials 18,711 $506K 0.00% SOLD
92 THOMSON REUTERS CORP 5,612 $505K 0.00% SOLD
93 OTEX OPEN TEXT CORP Technology 21,116 $469K 0.00% SOLD
94 CIVB CIVISTA BANCSHARES INC Financial Services 18,991 $433K 0.00% SOLD
95 ASTL ALGOMA STL GROUP INC Basic Materials 99,107 $409K 0.00% SOLD
96 EVEREST GROUP LTD 1,218 $398K 0.00% SOLD
97 LNC LINCOLN NATL CORP IND Financial Services 10,891 $387K 0.00% SOLD
98 IMO IMPERIAL OIL LTD Energy 2,944 $384K 0.00% SOLD
99 AGI ALAMOS GOLD INC Basic Materials 8,563 $380K 0.00% SOLD
100 OSBC OLD SECOND BANCORP INC DEL Financial Services 17,860 $360K 0.00% SOLD
Page 5 of 6  ·  113 positions
Sector Allocation
Technology 43.7%
Consumer Cyclical 13.1%
Healthcare 11.7%
Communication Services 8.6%
Financial Services 7.5%
Consumer Defensive 4.9%
Industrials 4.4%
Utilities 2.2%
Energy 2.0%
Basic Materials 1.5%