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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 30 of 39  ·  764 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 AAL AMERICAN AIRLINES GROUP INC Industrials 19,124.0 $346K +17K +802.5% $18.07 -23.5%
582 BBW BUILD-A-BEAR WORKSHOP INC Consumer Cyclical 11,164.0 $342K +2K +22.9% $30.61 +27.0%
583 GT GOODYEAR TIRE & RUBR CO Consumer Cyclical 51,522.0 $340K +46K +770.6% $6.60 -9.5%
584 MCY MERCURY GENL CORP NEW Financial Services 3,138.0 $335K +3K +1175.6% $106.62 -0.9%
585 USAR USA RARE EARTH INC Basic Materials 15,408.0 $333K +1K +9.7% $21.58 -10.8%
586 LGND LIGAND PHARMACEUTICALS INC Healthcare 1,044.0 $330K +723.0 +225.2% $316.09 -9.4%
587 CAR AVIS BUDGET GROUP INC Industrials 2,166.0 $320K +2K +470.0% $147.83 -0.8%
588 BBWI BATH & BODY WORKS INC Consumer Cyclical 13,246.0 $306K +9K +211.0% $23.13 -15.9%
589 LKQ LKQ CORP Consumer Cyclical 11,629.0 $306K +4K +52.7% $26.33 -2.1%
590 LNT ALLIANT ENERGY CORP Utilities 3,783.0 $289K +872.0 +30.0% $76.29 -11.0%
591 ADNT ADIENT PLC Consumer Cyclical 15,134.0 $278K +14K +1427.1% $18.38 +8.9%
592 CBT CABOT CORP Basic Materials 3,046.0 $277K +2K +204.9% $90.82 -6.2%
593 ALV AUTOLIV INC Consumer Cyclical 2,369.0 $275K +1K +116.0% $116.17 +7.9%
594 CPK CHESAPEAKE UTILS CORP Utilities 2,192.0 $268K +1K +204.0% $122.48 +9.5%
595 CPNG COUPANG INC Consumer Cyclical 15,334.0 $266K +834.0 +5.8% $17.37 -5.3%
596 AN AUTONATION INC Consumer Cyclical 1,415.0 $263K +799.0 +129.7% $185.79 +7.4%
597 KRG KITE REALTY GROUP TRUST Real Estate 8,938.0 $254K +1K +14.8% $28.38 -7.9%
598 HL HECLA MINING COMPANY Basic Materials 16,256.0 $251K +4K +28.4% $15.43 +34.3%
599 CATY CATHAY GEN BANCORP Financial Services 4,013.0 $249K +3K +333.4% $61.99 +0.5%
600 MOMO HELLO GROUP INC Communication Services 40,798.0 $237K +4K +12.1% $5.80 -0.9%
Page 30 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%