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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 22 of 39  ·  764 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 TECK TECK RESOURCES LTD Basic Materials 81,840.0 $4.9M 0.01% +33K +67.7% $59.45 +16.4%
422 CXT CRANE NXT CO Industrials 94,031.0 $4.8M 0.01% +84K +814.2% $51.16 -1.9%
423 RNG RINGCENTRAL INC Technology 122,873.0 $4.8M 0.01% +7K +6.5% $38.98 +71.9%
424 HSAI HESAI GROUP Consumer Cyclical 271,570.0 $4.7M 0.01% +25K +10.1% $17.33 +10.2%
425 ZLAB ZAI LAB LTD Healthcare 246,982.0 $4.7M 0.01% +130K +111.9% $19.00 +36.9%
426 SEIC SEI INVTS CO Financial Services 53,464.0 $4.7M 0.01% +52K +3529.6% $87.71 +24.9%
427 GAP GAP INC Consumer Cyclical 250,085.0 $4.7M 0.01% +60K +31.8% $18.68 +6.0%
428 EDU NEW ORIENTAL ED & TECHNOLOGY Consumer Defensive 101,588.0 $4.7M 0.01% +53K +108.4% $45.91 +21.5%
429 VISN VISTANCE NETWORKS INC Technology 364,306.0 $4.7M 0.01% +19K +5.4% $12.78 -12.3%
430 PM PHILIP MORRIS INTL INC Consumer Defensive 25,672.0 $4.6M 0.01% +3K +14.5% $180.91 +4.0%
431 KMT KENNAMETAL INC Industrials 131,183.0 $4.6M 0.01% +101K +339.4% $35.05 -14.5%
432 CVNA CARVANA CO Consumer Cyclical 68,956.0 $4.5M 0.01% +54K +375.1% $65.82 +6.2%
433 ESRT EMPIRE ST RLTY TR INC Real Estate 830,554.0 $4.5M 0.01% +158K +23.5% $5.41 -10.9%
434 QXO QXO INC Industrials 256,407.0 $4.4M 0.00% +3K +1.2% $17.28 -20.4%
435 SANM SANMINA CORP Technology 17,066.0 $4.3M 0.00% +15K +681.0% $253.08 -25.4%
436 TOL TOLL BROTHERS INC Consumer Cyclical 26,159.0 $4.3M 0.00% +25K +1502.9% $164.75 -10.7%
437 MAC MACERICH CO Real Estate 167,509.0 $4.2M 0.00% +152K +968.5% $25.19 -3.2%
438 EQT EQT CORP Energy 78,212.0 $4.2M 0.00% +7K +9.5% $53.17 +1.0%
439 HQY HEALTHEQUITY INC Healthcare 45,813.0 $4.1M 0.00% +642.0 +1.4% $90.32 +16.7%
440 GLPI GAMING & LEISURE P Real Estate 91,998.0 $4.1M 0.00% +21K +29.4% $44.53 -2.2%
Page 22 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%