Investing in Tech Giants: Comparing Amundi Asset Management’s Q4 2020 vs. Q1 2021 13F Holdings

The latest 13F filings from Amundi Asset Management for Q4 2020 and Q1 2021 show some significant changes in the firm's holdings. The company has increased its investments in several tech giants such as Microsoft, Apple, Amazon, Alphabet, Facebook, NVIDIA, Tesla, and Adobe while decreasing its stake in some others.

Microsoft

Amundi Asset Management increased its holding in Microsoft by 14.2% from 20073409 shares in Q4 2020 to 21618037 shares in Q1 2021. The value of their shares went up from $4,464,731 to $5,096,885.

Apple

The firm decreased its stake in Apple by 12.6% from 31401038 shares in Q4 2020 to 29810347 shares in Q1 2021. The value of their shares also went down from $4,166,602 to $3,641,332.

Amazon

Amundi Asset Management slightly increased its holdings in Amazon by 0.6% from 1007220 shares in Q4 2020 to 1066460 shares in Q1 2021. The value of their shares also went up from $3,280,448 to $3,299,712.

Alphabet

The firm increased its stake in Alphabet by 31.6% from 1057196 shares in Q4 2020 to 1182087 shares in Q1 2021. The value surged from $1,852,881 to $2,438,077. The firm also bought 46455 shares in Google, another Alphabet subsidiary, increasing their holdings by 21.3%.

Facebook

Amundi Asset Management increased its holdings in Facebook by 27.3% from 4371033 shares in Q4 2020 to 5159389 shares in Q1 2021. The value went up from $1,193,994 to $1,519,595.

NVIDIA

The company increased its investments in NVIDIA by a whopping 44.4% from 1504217 shares in Q4 2020 to 2125024 shares in Q1 2021. The value of their shares rose from $785,502 to $1,134,617.

Tesla

Amundi Asset Management bought 164888 shares of Tesla in Q1 2021, increasing their holdings from 1274374 shares in Q4 2020 to 1439262 shares in Q1 2021. The value increased from $899,287 to $961,325.

Adobe

The firm increased its holdings in Adobe by 35.4% from 3021801 shares in Q4 2020 to 3897467 shares in Q1 2021. The value of their shares went up from $446,410 to $604,419.

While the firm sold some shares in companies such as Procter and Gamble, Cisco Systems, and Coca-Cola, they bought more shares in NVIDIA, Booking Holdings, and Accenture, among others.

Despite a volatile market, these moves suggest that Amundi Asset Management is bullish on the technology sector, particularly the big players mentioned above.