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Portfolio (Quarterly) Guide ↗

BNP PARIBAS

· CIK 0000872786
13F Portfolio $3.1B AUM 641 positions Filed May 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 26 New 106 Added 127 Reduced 44 Exited
Page 2 of 2  ·  26 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 RBLX ROBLOX CORP CL A Technology 300.0 $17K 0.00% NEW $56.56 +2.5%
22 GIB CGI INC CL A SUB VTG Technology 168.0 $12K NEW $73.10 -10.4%
23 PXJ INVESCO EXCHANGE TRADED FD T OIL & GAS SERVIC 200.0 $8K NEW $41.18 -8.1%
24 AKAM AKAMAI TECHNOLOGIES INC COM Technology 30.0 $3K NEW $114.87 -1.8%
25 KD KYNDRYL HLDGS INC COMMON STOCK Technology 7.0 $92.0 NEW $13.14 -8.7%
26 VSNT VERSANT MEDIA GROUP INC COM CL A Industrials 1.0 $40.0 NEW $40.00 -9.1%
Page 2 of 2  ·  26 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 39.8%
Communication Services 12.2%
Financial Services 12.1%
Healthcare 10.9%
Consumer Cyclical 7.9%
Industrials 5.8%
Consumer Defensive 5.3%
Energy 2.4%
Utilities 2.3%
Basic Materials 1.1%