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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 39 of 39  ·  764 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
761 PHAT PHATHOM PHARMACEUTICALS INC Healthcare 896.0 $10K +7.0 +0.8% $10.85 -18.3%
762 SLDP SOLID POWER INC Industrials 3,653.0 $9K +459.0 +14.4% $2.59 -8.5%
763 ARVN ARVINAS INC Healthcare 1,125.0 $9K +48.0 +4.5% $8.31 +12.8%
764 OLMA OLEMA PHARMACEUTICALS INC Healthcare 736.0 $9K +82.0 +12.5% $12.51 -14.5%
Page 39 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%