Amundi

Amundi's US 13F book held roughly flat at $367.1B in Q1 2026 (from $368.0B), but the European manager bucked the peer trend by adding to its leaders rather than trimming them — Apple was built by $2.4B, alongside Exxon Mobil (+$1.35B), Johnson & Johnson (+$917M), and Lam Research (+$764M). Nvidia (6.35%), Apple (5.05%), and Microsoft (4.20%) anchor the book, with Tesla (2.25%) unusually high. New equity positions opened in GE, Intel, KLAC, and Analog Devices, while the firm exited a cluster of convertible bonds — Alibaba, Microchip, JD.com, and Western Digital converts — and Adobe.