Candriam S.C.A. Top Holdings and 13F Report (2026) About Candriam S.C.A.Investment ActivityCandriam S.C.A. has $22.21 billion in total holdings as of June 30, 2026.Candriam S.C.A. owns shares of 677 different stocks, but just 131 companies or ETFs make up 80% of its holdings.Approximately 9.77% of the portfolio was purchased this quarter.About 11.06% of the portfolio was sold this quarter.This quarter, Candriam S.C.A. has purchased 692 new stocks and bought additional shares in 296 stocks.Candriam S.C.A. sold shares of 288 stocks and completely divested from 59 stocks this quarter.Largest Holdings NVIDIA $1,406,840,340Apple $1,049,972,408Microsoft $939,044,129Alphabet $935,643,117Broadcom $638,816,565 Largest New Holdings this Quarter 058934100 - BBVA Banco Frances $26,154,162 Holding20451W101 - Compass Pathways $18,013,686 Holding697660207 - Pampa Energia $13,948,667 Holding61023L207 - MONOPAR THERAPEUTICS INC $13,258,989 Holding23918K108 - DaVita $12,727,615 Holding Largest Purchases this Quarter KLA 685,310 shares (about $206.57M)Broadcom 274,206 shares (about $103.48M)Entegris 368,265 shares (about $66.17M)Western Digital 85,304 shares (about $54.43M)Booking 295,506 shares (about $52.62M) Largest Sales this Quarter Micron Technology 91,010 shares (about $104.95M)Marvell Technology 269,816 shares (about $80.30M)Palo Alto Networks 235,643 shares (about $80.28M)Johnson & Johnson 288,641 shares (about $73.24M)LAM RESEARCH CORP 153,124 shares (about $66.29M) 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 PortfolioSectorNVDANVIDIA$1,406,840,340$2,845,541 ▲0.2%7,037,8096.3%TechnologyAAPLApple$1,049,972,408$37,218,967 ▲3.7%3,632,0974.7%TechnologyMSFTMicrosoft$939,044,129$59,019,458 ▼-5.9%2,519,8344.2%TechnologyGOOGLAlphabet$935,643,117$13,474,167 ▲1.5%2,620,6574.2%Communication ServicesAVGOBroadcom$638,816,565$103,481,658 ▲19.3%1,692,7382.9%TechnologyAMZNAmazon.com$618,025,573$14,275,212 ▲2.4%2,595,5392.8%Consumer DiscretionaryMUMicron Technology$488,249,250$104,950,860 ▼-17.7%423,3942.2%TechnologyLLYEli Lilly and Company$481,671,002$18,348,002 ▼-3.7%401,9702.2%HealthcareAMDAdvanced Micro Devices$381,963,294$38,309,556 ▲11.1%658,1591.7%TechnologyPANWPalo Alto Networks$328,104,693$80,281,660 ▼-19.7%963,0541.5%TechnologyLAM RESEARCH CORP$308,836,729$66,289,383 ▼-17.7%713,3921.4%COM NEWGOOGAlphabet$297,433,300$5,830,337 ▼-1.9%842,6111.3%Communication ServicesABBVAbbVie$292,814,436$5,047,315 ▲1.8%1,164,7451.3%HealthcareTSMTaiwan Semiconductor Manufacturing$288,972,481$23,849,801 ▼-7.6%605,6721.3%TechnologyKLACKLA$229,338,507$206,565,946 ▲907.1%760,8611.0%TechnologyVVisa$220,583,479$20,520,350 ▲10.3%643,5511.0%FinanceMAMastercard$194,381,942$5,353,233 ▼-2.7%378,8340.9%FinanceMRKMerck & Co., Inc.$182,227,428$12,429,913 ▲7.3%1,419,4780.8%HealthcareAAgilent Technologies$179,443,631$25,895,242 ▲16.9%1,352,2280.8%HealthcareJPMJPMorgan Chase & Co.$177,983,836$22,062,725 ▲14.1%544,2680.8%FinanceNEENextEra Energy$175,920,546$15,751,658 ▲9.8%2,006,2660.8%UtilitiesTMOThermo Fisher Scientific$174,017,911$3,336,346 ▼-1.9%347,4260.8%HealthcareISRGIntuitive Surgical$170,615,785$40,243,046 ▲30.9%429,4410.8%HealthcareMCKMcKesson$158,832,831$22,083,055 ▼-12.2%210,4100.7%HealthcareMETAMeta Platforms$152,349,401$5,794,054 ▼-3.7%270,7240.7%Communication ServicesGILDGilead Sciences$150,374,131$60,447,023 ▼-28.7%1,191,3800.7%HealthcareWDCWestern Digital$138,017,746$54,432,949 ▲65.1%216,2930.6%TechnologyHDHome Depot$133,828,150$25,171,218 ▲23.2%379,8260.6%Consumer DiscretionaryGE VERNOVA INC$133,435,454$20,311,391 ▼-13.2%113,6850.6%COMTSLATesla$131,924,526$8,639,216 ▲7.0%313,9600.6%Consumer DiscretionaryMRVLMarvell Technology$131,520,165$80,298,157 ▼-37.9%441,9310.6%TechnologyAMGNAmgen$131,317,662$11,709,099 ▼-8.2%362,9850.6%HealthcareJNJJohnson & Johnson$129,444,229$73,235,625 ▼-36.1%510,1740.6%HealthcareUNHUnitedHealth Group$128,428,597$31,746,833 ▲32.8%309,2950.6%HealthcareNOWServiceNow$123,669,458$8,262,365 ▲7.2%1,246,8630.6%TechnologyREGNRegeneron Pharmaceuticals$121,893,176$5,784,622 ▲5.0%195,6740.5%HealthcareADIAnalog Devices$117,630,542$4,468,625 ▲3.9%296,4570.5%TechnologyXYLXylem$116,001,003$872,377 ▲0.8%982,2580.5%IndustrialsCRWDCrowdStrike$108,677,129$3,365,259 ▲3.2%142,5450.5%TechnologyCDNSCadence Design Systems$104,511,543$2,334,869 ▲2.3%278,7280.5%TechnologyRVMDRevolution Medicines$104,100,839$4,543,719 ▼-4.2%556,3920.5%HealthcareVRTXVertex Pharmaceuticals$99,004,772$14,594,774 ▼-12.8%199,5050.4%HealthcareWABWabtec$98,049,140$8,764,882 ▲9.8%364,0340.4%IndustrialsDDOGDatadog$97,734,584$3,461,797 ▲3.7%375,7440.4%TechnologyPGProcter & Gamble$96,165,256$7,720,346 ▼-7.4%656,4230.4%Consumer StaplesCSCOCisco Systems$95,738,127$6,591,146 ▼-6.4%815,8550.4%TechnologyALNYAlnylam Pharmaceuticals$94,586,456$27,121,368 ▲40.2%314,5120.4%HealthcareMDBMongoDB$94,156,480$22,656,133 ▲31.7%280,5810.4%TechnologyMSMorgan Stanley$91,957,605$4,502,357 ▼-4.7%440,3280.4%FinanceCRDOCredo Technology Group$88,858,120$16,857,447 ▼-15.9%327,0590.4%TechnologyINTCIntel$87,573,003$36,884,745 ▲72.8%627,7830.4%TechnologyROKRockwell Automation$86,664,950$3,575,985 ▼-4.0%175,2210.4%IndustrialsBIIBBiogen$82,957,583$552,150 ▲0.7%384,3260.4%HealthcareBEONE MEDICINES LTD$82,486,344$8,542,013 ▲11.6%289,7350.4%SPONSORED ADSCOGTCogent Biosciences$80,742,121$22,117,886 ▲37.7%2,088,3690.4%HealthcareKEYSKeysight Technologies$79,888,153$15,038,177 ▼-15.8%228,4260.4%TechnologyCRMSalesforce$78,154,314$13,930,734 ▼-15.1%499,3590.4%TechnologyMPWRMonolithic Power Systems$75,825,452$19,388,280 ▼-20.4%54,9050.3%TechnologySCHWCharles Schwab$75,757,019$5,286,778 ▲7.5%821,8270.3%FinanceEMREmerson Electric$74,869,641$216,664 ▲0.3%523,5190.3%IndustrialsARGXargenex$74,261,415$24,072,859 ▲48.0%80,1200.3%HealthcareONonsemi$74,150,903$57,572,735 ▼-43.7%785,0890.3%TechnologyBANK OF NY MELLON CORP$72,903,900$10,624,676 ▼-12.7%504,6270.3%COMHLTHilton Worldwide$72,065,389$45,935,305 ▲175.8%218,2860.3%Consumer DiscretionaryROIVRoivant Sciences$70,376,373$405,391 ▼-0.6%1,990,5100.3%HealthcarePHParker-Hannifin$69,309,347$292,176 ▲0.4%70,9280.3%IndustrialsBMYBristol Myers Squibb$68,851,361$21,555,165 ▲45.6%1,196,0720.3%HealthcareENTGEntegris$68,515,713$66,172,415 ▲2,823.9%381,3060.3%TechnologyWELLWelltower$68,035,918$861,203 ▼-1.2%300,0460.3%Real EstatePLDPrologis$67,876,223$17,534,471 ▲34.8%501,5250.3%Real EstateWMWaste Management$67,424,023$2,453,774 ▲3.8%302,8040.3%IndustrialsSPGIS&P Global$67,042,515$3,396,129 ▲5.3%164,7770.3%FinanceKOCocaCola$64,416,850$2,268,743 ▼-3.4%793,3910.3%Consumer StaplesCCitigroup$63,437,359$9,791,689 ▲18.3%453,6900.3%FinanceAMATApplied Materials$62,847,704$2,544,678 ▲4.2%87,0100.3%TechnologyPFEPfizer$62,315,085$14,379,779 ▲30.0%2,590,3280.3%HealthcareEWEdwards Lifesciences$59,988,129$36,461,606 ▲155.0%663,7840.3%HealthcareINSMInsmed$59,131,121$16,339,346 ▲38.2%555,1310.3%HealthcareWALMART INC$58,739,868$2,349,468 ▲4.2%519,1280.3%COMEXCExelon$58,347,805$34,865,688 ▼-37.4%1,252,7670.3%UtilitiesAEMAgnico Eagle Mines$58,323,588$12,920,650 ▲28.5%376,0960.3%MaterialsADSKAutodesk$58,205,009$6,633,443 ▲12.9%299,6660.3%TechnologyPWRQuanta Services$58,100,237$15,632,135 ▲36.8%80,7680.3%IndustrialsBKNGBooking$54,542,207$52,620,314 ▲2,737.9%306,2990.2%Consumer DiscretionaryGEGE Aerospace$54,215,252$14,093,240 ▲35.1%145,2050.2%IndustrialsECLEcolab$53,434,973$9,104,565 ▼-14.6%191,9760.2%MaterialsLAURLaureate Education$53,214,247$11,772,759 ▲28.4%1,466,5610.2%Consumer DiscretionaryTJXTJX Companies$53,195,566$18,629,285 ▼-25.9%351,4640.2%Consumer DiscretionaryVEEVVeeva Systems$51,368,026$5,720,738 ▲12.5%289,7250.2%HealthcareTNGXTango Therapeutics$50,922,046$11,283,590 ▲28.5%1,630,5530.2%HealthcareSYKStryker$50,874,486$1,699,129 ▼-3.2%161,7440.2%HealthcareDISWalt Disney$49,399,900$86,061 ▲0.2%513,7400.2%Communication ServicesARK ETF TR$49,108,455$27,709,543 ▲129.5%81,5150.2%INNOVATION ETFRYRoyal Bank Of Canada$49,088,935$1,057,373 ▲2.2%237,3730.2%FinanceSPYRE THERAPEUTICS INC$48,454,915$5,673,792 ▼-10.5%546,3120.2%COM NEWCOSTCostco Wholesale$48,426,612$894,383 ▲1.9%51,8170.2%Consumer StaplesRYTMRhythm Pharmaceuticals$48,032,508$3,473,559 ▼-6.7%433,0250.2%HealthcareXOMExxonMobil$47,912,363$646,200 ▼-1.3%350,7790.2%EnergyBACBank of America$47,344,671$26,044,408 ▼-35.5%831,7000.2%FinanceBNTXBioNTech$46,250,625$851,797 ▲1.9%497,5300.2%HealthcareShowing largest 100 holdings. 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