Efg Asset Management (North America) Corp. Top Holdings and 13F Report (2025) About Efg Asset Management (North America) Corp.Investment ActivityEfg Asset Management (North America) Corp. has $707.79 million in total holdings as of June 30, 2025.Efg Asset Management (North America) Corp. owns shares of 161 different stocks, but just 99 companies or ETFs make up 80% of its holdings.Approximately 16.70% of the portfolio was purchased this quarter.About 17.20% of the portfolio was sold this quarter.This quarter, Efg Asset Management (North America) Corp. has purchased 176 new stocks and bought additional shares in 88 stocks.Efg Asset Management (North America) Corp. sold shares of 58 stocks and completely divested from 30 stocks this quarter.Largest Holdings NVIDIA $23,048,231Amazon.com $18,915,382Alphabet $17,395,592Meta Platforms $16,740,562Broadcom $12,094,734 Largest New Holdings this Quarter 607828100 - Modine Manufacturing $4,199,712 Holding127387108 - Cadence Design Systems $4,073,345 Holding10806X102 - BridgeBio Pharma $3,115,002 Holding300426103 - EVERUS CONSTR GROUP $2,978,447 Holding229899109 - Cullen/Frost Bankers $2,515,245 Holding Largest Purchases this Quarter Modine Manufacturing 42,641 shares (about $4.20M)Cadence Design Systems 13,223 shares (about $4.07M)Marvell Technology 50,750 shares (about $3.93M)APPLOVIN CORP 11,062 shares (about $3.87M)BridgeBio Pharma 72,165 shares (about $3.12M) Largest Sales this Quarter PALANTIR TECHNOLOGIES INC 89,837 shares (about $12.25M)Blueprint Medicines 27,562 shares (about $3.53M)Insmed 30,696 shares (about $3.09M)Sterling Infrastructure 10,106 shares (about $2.33M)Kratos Defense & Security Solutions 47,221 shares (about $2.19M) Sector Allocation Over TimeMap of 500 Largest Holdings ofEfg Asset Management (North America) Corp. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNVDANVIDIA$23,048,231$257,644 ▼-1.1%145,9953.3%Computer and TechnologyAMZNAmazon.com$18,915,382$459,820 ▲2.5%86,2222.7%Retail/WholesaleGOOGLAlphabet$17,395,592$422,740 ▲2.5%98,7182.5%Computer and TechnologyMETAMeta Platforms$16,740,562$629,616 ▼-3.6%22,6802.4%Computer and TechnologyAVGOBroadcom$12,094,734$1,600,830 ▼-11.7%43,8661.7%Computer and TechnologyLLYEli Lilly and Company$11,636,926$2,474,931 ▲27.0%14,9381.6%MedicalNFLXNetflix$11,629,208$144,595 ▲1.3%8,6861.6%Consumer DiscretionaryVRTVertiv$11,307,340$2,123,431 ▲23.1%88,1081.6%Computer and TechnologyAXONAxon Enterprise$10,510,586$1,587,222 ▲17.8%12,7011.5%AerospaceISRGIntuitive Surgical$7,309,453$713,170 ▼-8.9%13,4471.0%MedicalVEEVVeeva Systems$7,259,700$1,040,307 ▼-12.5%25,2271.0%MedicalMRVLMarvell Technology$7,071,400$3,926,020 ▲124.8%91,4091.0%Computer and TechnologyALNYAlnylam Pharmaceuticals$6,893,204$1,149,519 ▼-14.3%21,1621.0%MedicalVVisa$6,821,836$165,694 ▲2.5%19,2271.0%Business ServicesNOWServiceNow$6,679,030$161,299 ▲2.5%6,5010.9%Computer and TechnologyARESAres Management$6,642,240$1,000,487 ▲17.7%38,4000.9%FinanceARISTA NETWORKS INC$6,536,046$1,611,855 ▲32.7%63,8660.9%COM SHSPALANTIR TECHNOLOGIES INC$6,462,516$12,248,377 ▼-65.5%47,4000.9%CL ACOSTCostco Wholesale$6,401,722$332,506 ▲5.5%6,4690.9%Retail/WholesaleINSMInsmed$6,393,241$3,089,092 ▼-32.6%63,5290.9%MedicalAPPLOVIN CORP$6,347,536$3,870,594 ▲156.3%18,1410.9%COM CL APANWPalo Alto Networks$6,273,599$1,369,697 ▲27.9%30,6650.9%Computer and TechnologyDYDycom Industries$6,032,795$126,901 ▼-2.1%24,6730.9%ConstructionAMATApplied Materials$5,974,020$1,644,338 ▲38.0%32,6360.8%Computer and TechnologyNVMINova$5,966,311$5,502 ▼-0.1%21,6870.8%Computer and TechnologyIDXXIDEXX Laboratories$5,964,223$551,121 ▼-8.5%11,1250.8%MedicalSTRLSterling Infrastructure$5,936,030$2,330,595 ▼-28.2%25,7400.8%ConstructionVCELVericel$5,890,081$1,540,491 ▲35.4%138,3460.8%MedicalBPMCBlueprint Medicines$5,875,123$3,533,587 ▼-37.6%45,8260.8%MedicalTJXTJX Companies$5,862,527$2,797,758 ▲91.3%47,4910.8%Retail/WholesaleNTRANatera$5,746,487$247,791 ▼-4.1%34,0210.8%MedicalGKOSGlaukos$5,730,301$246,223 ▲4.5%55,4590.8%MedicalSHAKShake Shack$5,706,375$48,745 ▼-0.8%40,6220.8%Retail/WholesaleVCYTVeracyte$5,600,351$208,722 ▲3.9%207,3820.8%MedicalLAM RESEARCH CORP$5,588,221$135,747 ▲2.5%57,4270.8%COM NEWARGXargenex$5,571,929$356,065 ▼-6.0%10,1090.8%MedicalGVAGranite Construction$5,547,624$539,999 ▲10.8%59,2980.8%ConstructionCAMTCamtek$5,521,733$629,473 ▲12.9%65,4040.8%Computer and TechnologyHALOHalozyme Therapeutics$5,432,394$70,064 ▲1.3%104,4390.8%MedicalFNFabrinet$5,352,352$46,814 ▼-0.9%18,1790.8%Computer and TechnologyHLTHilton Worldwide$5,292,645$382,687 ▼-6.7%19,8740.7%Consumer DiscretionaryNETCloudflare$5,288,210$806,408 ▼-13.2%27,0310.7%Computer and TechnologyCVLTCommVault Systems$5,215,594$582,723 ▼-10.0%29,9480.7%Computer and TechnologyBXBlackstone$5,162,432$880,099 ▲20.6%34,5140.7%FinanceMCMoelis & Company$5,014,426$516,093 ▲11.5%80,4690.7%FinanceVRTXVertex Pharmaceuticals$4,987,853$922,423 ▲22.7%11,2040.7%MedicalRAREUltragenyx Pharmaceutical$4,938,827$469,270 ▲10.5%135,8500.7%MedicalMGNIMagnite$4,845,153$855,800 ▼-15.0%201,0020.7%Computer and TechnologyKTOSKratos Defense & Security Solutions$4,838,671$2,191,763 ▼-31.2%104,2480.7%AerospaceSNOWSnowflake$4,826,522$1,301,994 ▲36.9%21,5860.7%Computer and TechnologyRNAAvidity Biosciences$4,813,862$400,710 ▲9.1%169,5320.7%MedicalROADConstruction Partners$4,796,364$1,595,919 ▼-25.0%45,1380.7%ConstructionETNEaton$4,778,780$881,297 ▲22.6%13,3880.7%IndustrialsCRWDCrowdStrike$4,766,247$436,350 ▲10.1%9,3610.7%Computer and TechnologyADIAnalog Devices$4,757,520$1,375,849 ▲40.7%19,9900.7%Computer and TechnologyIRTCiRhythm Technologies$4,709,809$645,576 ▼-12.1%30,6120.7%MedicalEXLSExlService$4,671,641$473,929 ▲11.3%106,6950.7%Computer and TechnologyHQYHealthEquity$4,669,884$541,926 ▲13.1%44,5940.7%MedicalSPXCSPX Technologies$4,539,214$2,101,829 ▲86.2%27,0820.6%Business ServicesPTGXProtagonist Therapeutics$4,518,222$585,579 ▲14.9%81,7260.6%MedicalDOCSDoximity$4,501,071$1,793,143 ▲66.2%73,3970.6%MedicalWINGWingstop$4,475,837$2,393,598 ▲115.0%13,2970.6%Retail/WholesalePWRQuanta Services$4,424,602$202,579 ▼-4.4%11,7070.6%ConstructionELFe.l.f. Beauty$4,396,231$1,804,616 ▲69.6%35,3040.6%Consumer StaplesBOXBOX$4,385,584$284,257 ▲6.9%128,4400.6%Computer and TechnologyCNSCohen & Steers$4,373,152$525,300 ▲13.7%58,0340.6%FinanceSMTCSemtech$4,281,573$577,483 ▲15.6%94,8720.6%Computer and TechnologyPENPenumbra$4,247,317$502,158 ▼-10.6%16,5610.6%MedicalMODModine Manufacturing$4,199,712$4,199,712 ▲New Holding42,6410.6%Auto/Tires/TrucksEVREvercore$4,140,987$601,098 ▲17.0%15,3350.6%FinanceHDHome Depot$4,118,216$1,225,494 ▼-22.9%11,2340.6%Retail/WholesaleCDNSCadence Design Systems$4,073,345$4,073,345 ▲New Holding13,2230.6%Computer and TechnologyVRNSVaronis Systems$4,046,834$11,922 ▼-0.3%79,7720.6%Computer and TechnologyRGENRepligen$4,015,410$2,408,176 ▲149.8%32,2860.6%MedicalUFPTUFP Technologies$3,989,827$529,697 ▲15.3%16,3300.6%IndustrialsGTLSChart Industries$3,986,180$613,132 ▲18.2%24,2240.6%IndustrialsPIPRPiper Sandler Companies$3,924,538$1,147,627 ▲41.3%14,0960.6%FinanceLTHLife Time Group$3,837,424$2,792,860 ▲267.4%126,5850.5%Consumer DiscretionaryVERXVertex$3,774,767$1,861,978 ▲97.3%106,8280.5%Computer and TechnologyOIIOceaneering International$3,716,437$537,285 ▲16.9%179,4080.5%EnergySPSCSPS Commerce$3,657,521$1,331,889 ▲57.3%26,8570.5%Business ServicesCYBRCyberArk Software$3,611,585$549,059 ▲17.9%8,8800.5%Computer and TechnologyANFAbercrombie & Fitch$3,589,947$896,721 ▲33.3%43,3490.5%Retail/WholesaleSLABSilicon Laboratories$3,501,956$145,179 ▲4.3%23,7840.5%Computer and TechnologyDOORDASH INC$3,501,428$556,866 ▼-13.7%14,2040.5%CL AEXASExact Sciences$3,493,968$1,454,957 ▲71.4%65,7750.5%MedicalWTFCWintrust Financial$3,464,603$1,414,470 ▲69.0%27,9550.5%FinanceHWKNHawkins$3,456,336$616,264 ▼-15.1%24,3130.5%Basic MaterialsZSZscaler$3,370,446$154,530 ▼-4.4%10,7310.5%Computer and TechnologyPOWIPower Integrations$3,353,827$28,613 ▼-0.8%60,0130.5%Computer and TechnologyZGZillow Group$3,287,656$326,239 ▲11.0%48,0090.5%FinanceNOGNorthern Oil and Gas$3,274,868$498,447 ▲18.0%115,5360.5%EnergyCSLCarlisle Companies$3,259,616$330,632 ▲11.3%8,7250.5%Multi-Sector ConglomeratesAGYSAgilysys$3,242,161$27,744 ▼-0.8%28,2800.5%Computer and TechnologyBIRKENSTOCK HOLDING PLC$3,189,775$467,502 ▲17.2%64,8460.5%COM SHSAVPTAvePoint$3,149,620$1,815,494 ▲136.1%163,0660.4%Computer and TechnologyBROSDutch Bros$3,149,107$17,290 ▲0.6%46,0800.4%Retail/WholesaleKRYSKrystal Biotech$3,144,124$756,827 ▲31.7%22,8780.4%MedicalBBIOBridgeBio Pharma$3,115,002$3,115,002 ▲New Holding72,1650.4%MedicalAPPFAppFolio$3,106,132$26,466 ▼-0.8%13,4970.4%Computer and TechnologyShowing largest 100 holdings. 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