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Portfolio (Quarterly) Guide ↗

Assenagon Asset Management S.A.

· CIK 0001546007
13F Portfolio $72.6B AUM 1,143 positions Filed Jan 9, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1143 New
Page 58 of 58  ·  1,143 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1141 CULP CULP INC Consumer Cyclical 11,500.0 $41K NEW $3.56 -13.5%
1142 AKBA AKEBIA THERAPEUTICS INC Healthcare 24,872.0 $40K NEW $1.61 -29.2%
1143 NOODLES & CO 44,630.0 $32K NEW $0.71
Page 58 of 58  ·  1,143 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 41.4%
Consumer Cyclical 16.2%
Healthcare 10.9%
Communication Services 8.4%
Financial Services 5.9%
Consumer Defensive 5.6%
Industrials 5.1%
Energy 2.7%
Utilities 2.0%
Basic Materials 1.3%