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Portfolio (Quarterly) Guide ↗

BNP PARIBAS ASSET MANAGEMENT Holding S.A.

· CIK 0001520354
13F Portfolio $99.8B AUM 4,206 positions Filed Aug 13, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 117 New 764 Added 1233 Reduced 118 Exited
Page 16 of 39  ·  764 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 NTR NUTRIEN LTD Basic Materials 245,874.0 $15.5M 0.01% +163K +196.4% $62.85 +19.8%
302 OHI OMEGA HEALTHCARE INVS INC Real Estate 321,693.0 $15.3M 0.01% +12K +4.0% $47.68 -2.2%
303 EOSE EOS ENERGY ENTERPRISES INC Industrials 2,573,001.0 $15.1M 0.01% +1.2M +88.0% $5.88 -35.2%
304 IFF INTERNATIONAL FLAVORS&FRAGRA Basic Materials 189,622.0 $15.0M 0.01% +100K +111.1% $79.22 +6.4%
305 LYB LYONDELLBASELL INDUSTRIES NV Basic Materials 281,795.0 $14.9M 0.01% +239K +561.8% $52.94 +27.6%
306 BEPC BROOKFIELD RENEWABLE CORP Utilities 397,517.0 $14.8M 0.01% +38K +10.5% $37.12 -10.4%
307 LII LENNOX INTL INC Industrials 25,480.0 $14.6M 0.01% +654.0 +2.6% $572.95 -29.7%
308 PINNACLE FINL PARTNERS INC 143,932.0 $14.5M 0.01% +141K +4357.5% $100.88
309 PLUG PLUG PWR INC Industrials 5,127,225.0 $13.9M 0.01% +4.9M +2089.6% $2.71 -16.2%
310 IAG IAMGOLD CORP Basic Materials 872,191.0 $13.8M 0.01% +190K +27.9% $15.84 +33.4%
311 TRP TC ENERGY CORP Energy 207,313.0 $13.7M 0.01% +4K +1.7% $66.10 -6.2%
312 NUE NUCOR CORP Basic Materials 61,386.0 $13.7M 0.01% +9K +17.0% $222.75 +9.4%
313 PCOR PROCORE TECHNOLOGIES INC Technology 334,064.0 $13.6M 0.01% +210K +168.3% $40.62 +56.3%
314 SEDG SOLAREDGE TECHNOLOGIES INC Energy 229,739.0 $13.4M 0.01% +115K +100.2% $58.44 -47.2%
315 ON SEMICONDUCTOR CORP 11,524,000.0 $13.3M 0.01% +5.2M +81.5% $1.16
316 HLI HOULIHAN LOKEY INC Financial Services 96,879.0 $13.0M 0.01% +8K +8.7% $134.07 -3.7%
317 SNAP SNAP INC Communication Services 2,924,997.0 $13.0M 0.01% +2.8M +2530.4% $4.44 +17.9%
318 ZION ZIONS BANCORPORATION NATL AS Financial Services 186,467.0 $12.9M 0.01% +42K +28.7% $69.19 -1.5%
319 AEP AMERICAN ELEC PWR CO INC Utilities 91,315.0 $12.5M 0.01% +12K +14.7% $136.81 -11.6%
320 CRWV COREWEAVE INC Technology 126,275.0 $12.5M 0.01% +114K +894.5% $98.70 -11.0%
Page 16 of 39  ·  764 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 42.5%
Healthcare 12.5%
Financial Services 10.3%
Consumer Cyclical 8.9%
Industrials 7.9%
Communication Services 6.2%
Consumer Defensive 3.1%
Real Estate 2.6%
Basic Materials 2.4%
Utilities 1.9%