Covea Finance: 13F holdings
CIK 16369482026Q2
| Positions | 153 |
|---|---|
| Reported value | $3.2bn |
| Filed | 2026-07-13 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| GOOGL ALPHABET INC | 486,052 | $173.7m | 5.5% |
| AAPL APPLE INC | 551,555 | $159.6m | 5.0% |
| NVDA NVIDIA CORPORATION | 591,189 | $118.3m | 3.7% |
| AMZN AMAZON COM INC | 482,322 | $115.0m | 3.6% |
| MSFT MICROSOFT CORP | 258,918 | $96.6m | 3.1% |
| AVGO BROADCOM INC | 205,568 | $77.7m | 2.5% |
| CCJ CAMECO CORP | 636,145 | $64.7m | 2.0% |
| WMT WALMART INC | 533,610 | $60.4m | 1.9% |
| AMD ADVANCED MICRO DEVICES INC | 100,044 | $58.1m | 1.8% |
| V VISA INC | 162,583 | $55.8m | 1.8% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1636948")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.