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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 21 of 39  ·  764 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 DOX AMDOCS LTD Technology 116,614.0 $5.9M 0.01% +114K +4404.2% $50.54 +21.5%
402 AMCOR PLC 135,817.0 $5.9M 0.01% +6K +4.8% $43.35
403 DEI DOUGLAS EMMETT INC Real Estate 492,561.0 $5.8M 0.01% +38K +8.5% $11.80 -0.1%
404 OTEX OPEN TEXT CORP Technology 260,455.0 $5.8M 0.01% +49K +22.9% $22.09 +11.6%
405 UI UBIQUITI INC Technology 10,740.0 $5.7M 0.01% +3K +31.0% $534.03 +4.7%
406 ANF ABERCROMBIE & FITCH CO Consumer Cyclical 62,149.0 $5.6M 0.01% +19K +44.2% $90.01 +21.1%
407 AG FIRST MAJESTIC SILVER CORP Basic Materials 326,766.0 $5.5M 0.01% +6K +1.9% $16.95 +24.4%
408 TU TELUS CORPORATION Communication Services 522,083.0 $5.5M 0.01% +28K +5.7% $10.56 -6.2%
409 DAR DARLING INGREDIENTS INC Consumer Defensive 101,118.0 $5.5M 0.01% +28K +37.9% $54.46 +20.7%
410 SBSW SIBANYE STILLWATER LTD Basic Materials 632,086.0 $5.4M 0.01% +100K +18.7% $8.49 +48.2%
411 EQX EQUINOX GOLD CORP Basic Materials 547,918.0 $5.3M 0.01% +56K +11.4% $9.73 +39.1%
412 OLED UNIVERSAL DISPLAY CORP Technology 61,445.0 $5.3M 0.01% +36K +137.8% $86.59 -0.9%
413 RDDT REDDIT INC Communication Services 30,075.0 $5.2M 0.01% +21K +247.8% $173.58 -11.7%
414 EXLS EXLSERVICE HLDGS INC Technology 200,874.0 $5.2M 0.01% +79K +64.3% $25.86 +45.1%
415 AMKR AMKOR TECHNOLOGY INC Technology 59,815.0 $5.2M 0.01% +58K +2744.3% $86.23 -41.7%
416 NOC NORTHROP GRUMMAN CORP Industrials 9,982.0 $5.1M 0.01% +329.0 +3.4% $509.31 +8.2%
417 LFUS LITTELFUSE INC Technology 10,909.0 $5.0M 0.01% +10K +2241.0% $455.33 -9.5%
418 HUDSON PACIFIC PROPERTIES IN 326,349.0 $5.0M 0.01% +325K +10000.0% $15.19
419 SNEX STONEX GROUP INC Financial Services 41,768.0 $4.9M 0.01% +41K +3573.5% $118.50 -42.2%
420 PK PARK HOTELS & RESORTS INC Real Estate 346,244.0 $4.9M 0.01% +280K +422.6% $14.25 +10.7%
Page 21 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%