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Portfolio (Quarterly) Guide ↗

BNP PARIBAS ASSET MANAGEMENT Holding S.A.

· CIK 0001520354
13F Portfolio $86.1B AUM 4,052 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 111 New 1354 Added 664 Reduced 118 Exited
Page 17 of 68  ·  1,354 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 AMERICAN WTR CAP CORP 16,142,000.0 $16.1M 0.02% +5.0M +44.9% $1.00
322 AGI ALAMOS GOLD INC Basic Materials 360,916.0 $16.1M 0.02% +102K +39.3% $44.49 -11.8%
323 SBAC SBA COMMUNICATIONS CORP Real Estate 92,206.0 $15.9M 0.02% +50K +119.3% $172.09 +20.7%
324 STN STANTEC INC Industrials 182,915.0 $15.8M 0.02% +28K +18.3% $86.44 -11.1%
325 GNRC GENERAC HLDGS INC Industrials 79,648.0 $15.6M 0.02% +79K +7017.8% $195.33 +26.9%
326 MKS INC. 9,505,000.0 $15.4M 0.02% +4.0M +72.7% $1.62
327 BALL BALL CORP Consumer Cyclical 249,381.0 $14.7M 0.02% +162K +186.6% $59.11 -4.7%
328 HST HOST HOTELS & RESORTS INC Real Estate 768,207.0 $14.7M 0.02% +119K +18.4% $19.16 +17.0%
329 BAP CREDICORP LTD Financial Services 43,366.0 $14.7M 0.02% +19K +79.7% $339.18 +1.4%
330 PSA PUBLIC STORAGE OPER CO Real Estate 54,196.0 $14.7M 0.02% +17K +45.8% $270.88 +11.8%
331 RIVIAN AUTOMOTIVE INC 15,000,000.0 $14.6M 0.02% +3.5M +30.4% $0.98
332 MEDP MEDPACE HLDGS INC Healthcare 30,437.0 $14.6M 0.02% +5K +22.0% $480.19 -10.4%
333 BEPC BROOKFIELD RENEWABLE CORP Utilities 359,682.0 $14.3M 0.02% +77K +27.2% $39.83 -5.6%
334 SNOWFLAKE INC 11,600,000.0 $14.2M 0.02% +8.0M +222.2% $1.22
335 NUTANIX INC 15,530,000.0 $14.0M 0.02% +10.0M +180.8% $0.90
336 ENB ENBRIDGE INC Energy 257,386.0 $14.0M 0.02% +61K +31.1% $54.20 +6.6%
337 FUTU FUTU HLDGS LTD Financial Services 103,132.0 $13.9M 0.02% +90K +711.0% $135.07 -8.3%
338 ANNALY CAPITAL MANAGEMENT IN 647,284.0 $13.7M 0.02% +557K +617.4% $21.15
339 YUMC YUM CHINA HLDGS INC Consumer Cyclical 277,831.0 $13.6M 0.02% +106K +61.4% $49.03 -7.1%
340 DATADOG INC 14,100,000.0 $13.6M 0.02% +5.8M +69.9% $0.97
Page 17 of 68  ·  1,354 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 35.8%
Healthcare 14.1%
Financial Services 10.7%
Consumer Cyclical 10.1%
Industrials 8.4%
Communication Services 8.0%
Consumer Defensive 3.5%
Basic Materials 3.0%
Real Estate 2.4%
Energy 2.2%