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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 28 of 39  ·  764 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 SEZL SEZZLE INC Financial Services 4,681.0 $803K 0.00% +4K +1503.1% $171.63 -30.6%
542 RVTY REVVITY INC Healthcare 7,104.0 $790K 0.00% +2K +36.9% $111.26 +12.1%
543 VCYT VERACYTE INC Healthcare 13,439.0 $789K 0.00% +12K +646.2% $58.73 -28.0%
544 GPK GRAPHIC PACKAGING HLDG CO Consumer Cyclical 74,102.0 $783K 0.00% +68K +1146.5% $10.57 +13.2%
545 STNE STONECO LTD Technology 71,817.0 $778K 0.00% +14K +24.3% $10.84 -13.7%
546 HWC HANCOCK WHITNEY CORPORATION Financial Services 10,202.0 $762K 0.00% +215.0 +2.1% $74.72 +0.9%
547 MAT MATTEL INC Consumer Cyclical 54,313.0 $754K 0.00% +49K +865.7% $13.88 +4.5%
548 VICR VICOR CORP Technology 1,911.0 $726K 0.00% +2K +412.3% $379.78 -47.2%
549 LEGN LEGEND BIOTECH CORP Healthcare 25,098.0 $725K 0.00% +3K +13.3% $28.88 -24.4%
550 DTE DTE ENERGY CO Utilities 4,656.0 $709K 0.00% +425.0 +10.0% $152.37 -11.3%
551 AZZ AZZ INC Industrials 4,125.0 $640K 0.00% +3K +403.7% $155.05 -8.9%
552 AVNT AVIENT CORPORATION Basic Materials 17,274.0 $638K 0.00% +15K +820.3% $36.96 +20.8%
553 AEE AMEREN CORP Utilities 5,633.0 $637K 0.00% +54.0 +1.0% $113.04 -6.1%
554 GH GUARDANT HEALTH INC Healthcare 4,166.0 $623K 0.00% +2K +99.1% $149.59 +14.1%
555 AVA AVISTA CORP Utilities 15,125.0 $619K 0.00% +12K +383.5% $40.91 -8.2%
556 FCNCA FIRST CTZNS BANCSHARES INC D Financial Services 293.0 $610K 0.00% +74.0 +33.8% $2080.79 +4.9%
557 ORA ORMAT TECHNOLOGIES INC Utilities 5,474.0 $596K 0.00% +204.0 +3.9% $108.90 -0.5%
558 PENG PENGUIN SOLUTIONS INC Technology 7,235.0 $550K 0.00% +6K +712.9% $76.01 -30.8%
559 NSSC NAPCO SEC TECHNOLOGIES INC Industrials 14,307.0 $543K 0.00% +2K +17.0% $37.98 +0.3%
560 RSI RUSH STREET INTERACTIVE INC Consumer Cyclical 18,211.0 $542K 0.00% +17K +1353.4% $29.74 -13.2%
Page 28 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%