Assenagon Asset Management S.A.

Comprehensive Analysis of Assenagon Asset Management S.A. 13F Filing

1. Portfolio Overview

Assenagon Asset Management S.A. has reported a substantial expansion in its U.S. equity portfolio, with the total market value surging by 137.6% from approximately $30.58 billion in the previous quarter (Q3 2025) to $72.64 billion as of December 31, 2025. This dramatic increase is not merely a result of market appreciation but indicates significant capital inflows or a strategic reallocat...