DOSSIER · 13F-HR · Q2 2026

Candriam S.C.A.

$22.2B in tracked AUM across 678 positions as of Q2 2026.

CS
CIK 0001537014 · last filed Jun 30, 2026
Total AUM
$22.2B
as of Q2 2026
Holdings
678
positions
Whale Score
63
63
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026
Comprehensive Analysis of Candriam S.C.A. SEC 13F Filing
Portfolio Overview

As of the report date September 30, 2025, Candriam S.C.A. manages a substantial portfolio valued at $19.10 billion, representing a growth of 10.1% from the previous quarter's $17.34 billion. The portfolio is highly diversified, comprising 665 total holdings. This suggests a "core-satellite" or broad market approach with a significant number of smaller positions complementing a concentrated core of mega...

Key Holdings

The portfolio is anchored by a dominant position in Technology, specifically the "Magnificent Seven" and associated semiconductor leaders.

Analysis generated by 13F Insight from SEC Form 13F filing data · Q2 2026. Methodology

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
NVDA
NVIDIA CORPORATION
$1.4B7.0M6.3%
02
AAPL
APPLE INC
$1.0B3.6M4.7%
03
MSFT
MICROSOFT CORP
$939M2.5M4.2%
04
GOOGL
ALPHABET INC
$936M2.6M4.2%
05
AVGO
BROADCOM INC
$639M1.7M2.9%
06
AMZN
AMAZON COM INC
$618M2.6M2.8%
07
MU
MICRON TECHNOLOGY INC
$488M423K2.2%
08
LLY
ELI LILLY & CO
$482M402K2.2%
09
AMD
ADVANCED MICRO DEVICES INC
$382M658K1.7%
10
PANW
PALO ALTO NETWORKS INC
$328M963K1.5%

Filing history

2026Q2Jun 30
$22.2B 15.4%
678 positionsView →
2026Q1Mar 31
$19.3B 4.0%
692 positionsView →
2025Q4Dec 31
$20.1B 5.0%
685 positionsView →
2025Q3Sep 30
$19.1B 10.1%
665 positionsView →
2025Q2Jun 30
$17.3B 8.6%
679 positionsLocked
2025Q1Mar 31
$16.0B 8.1%
799 positionsLocked
2024Q4Dec 31
$17.4B 0.2%
791 positionsLocked
2024Q3Sep 30
$17.4B 5.5%
689 positionsLocked
2024Q2Jun 30
$16.5B 5.5%
810 positionsLocked
2024Q1Mar 31
$15.6B 7.9%
702 positionsLocked
2023Q4Dec 31
$14.5B 2.7%
704 positionsLocked
2023Q3Sep 30
$14.1B 2.0%
844 positionsLocked
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