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Portfolio (Quarterly) Guide ↗

BNP PARIBAS ASSET MANAGEMENT Holding S.A.

· CIK 0001520354
13F Portfolio $86.1B AUM 4,052 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 111 New 1354 Added 664 Reduced 118 Exited
Page 65 of 68  ·  1,354 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1281 KEX KIRBY CORP Industrials 97.0 $13K +2.0 +2.1% $132.88 +9.6%
1282 ACVA ACV AUCTIONS INC Consumer Cyclical 3,034.0 $13K +965.0 +46.6% $4.24 +39.2%
1283 FLGT FULGENT GENETICS INC Healthcare 803.0 $13K +303.0 +60.6% $15.90 +9.3%
1284 ASAN ASANA INC Technology 1,942.0 $12K +638.0 +48.9% $6.40 -0.6%
1285 WOOF PETCO HEALTH & WELLNESS CO I Consumer Cyclical 4,443.0 $12K +2K +71.7% $2.78 -9.7%
1286 SSTK SHUTTERSTOCK INC Communication Services 740.0 $12K +368.0 +98.9% $16.61 -6.2%
1287 NSP INSPERITY INC Industrials 452.0 $12K +145.0 +47.2% $27.04 +14.1%
1288 COHU COHU INC Technology 399.0 $12K +38.0 +10.5% $30.62 +49.1%
1289 QNST QUINSTREET INC Communication Services 1,016.0 $12K +344.0 +51.2% $12.01 -0.2%
1290 CTLP CANTALOUPE INC Technology 1,128.0 $12K +374.0 +49.6% $10.81 +3.6%
1291 EXPI EXP WORLD HLDGS INC Real Estate 2,027.0 $12K +641.0 +46.2% $5.99 -15.3%
1292 AMPL AMPLITUDE INC Technology 1,775.0 $12K +731.0 +70.0% $6.82 -4.4%
1293 JANX JANUX THERAPEUTICS INC Healthcare 852.0 $12K +344.0 +67.7% $13.90 +3.7%
1294 WS WORTHINGTON STL INC Basic Materials 390.0 $12K +35.0 +9.9% $30.35 +29.0%
1295 MEG MONTROSE ENVIRONMENTAL GROUP Industrials 539.0 $12K +83.0 +18.2% $21.89 -29.8%
1296 XNCR XENCOR INC Healthcare 974.0 $12K +284.0 +41.2% $12.06 -6.1%
1297 ETD ETHAN ALLEN INTERIORS INC Consumer Cyclical 525.0 $12K +118.0 +29.0% $22.26 -11.4%
1298 HTZ HERTZ GLOBAL HLDGS INC Industrials 2,482.0 $11K +637.0 +34.5% $4.61 +9.8%
1299 ARVN ARVINAS INC Healthcare 1,077.0 $11K +172.0 +19.0% $10.60 -14.1%
1300 TRUP TRUPANION INC Financial Services 445.0 $11K +46.0 +11.5% $25.61 -14.6%
Page 65 of 68  ·  1,354 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 35.8%
Healthcare 14.1%
Financial Services 10.7%
Consumer Cyclical 10.1%
Industrials 8.4%
Communication Services 8.0%
Consumer Defensive 3.5%
Basic Materials 3.0%
Real Estate 2.4%
Energy 2.2%