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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 5 of 6  ·  118 positions
# Ticker Company Sector Shares Value ↓ % Port Status
81 NAVI NAVIENT CORPORATION Financial Services 656 $9K SOLD
82 NNI NELNET INC Financial Services 65 $9K SOLD
83 RPD RAPID7 INC Technology 571 $9K SOLD
84 SABR SABRE CORP Consumer Cyclical 6,265 $9K SOLD
85 BRSP BRIGHTSPIRE CAPITAL INC Real Estate 1,473 $8K SOLD
86 CNS COHEN & STEERS INC Financial Services 132 $8K SOLD
87 CTOS CUSTOM TRUCK ONE SOURCE INC Industrials 1,314 $8K SOLD
88 EVER EVERQUOTE INC Communication Services 306 $8K SOLD
89 FBRT FRANKLIN BSP RLTY TR INC Real Estate 797 $8K SOLD
90 GIII G III APPAREL GROUP LTD Consumer Cyclical 277 $8K SOLD
91 GABC GERMAN AMERN BANCORP INC Financial Services 212 $8K SOLD
92 GDYN GRID DYNAMICS HLDGS INC Technology 930 $8K SOLD
93 GUESS INC 472 $8K SOLD
94 IDT IDT CORP Communication Services 151 $8K SOLD
95 LKFN LAKELAND FINL CORP Financial Services 143 $8K SOLD
96 TREE LENDINGTREE INC NEW Financial Services 152 $8K SOLD
97 MAX MEDIAALPHA INC Communication Services 594 $8K SOLD
98 NFE NEW FORTRESS ENERGY INC Utilities 6,775 $8K SOLD
99 PLYMOUTH INDL REIT INC 365 $8K SOLD
100 RUM RUMBLE INC Technology 1,294 $8K SOLD
Page 5 of 6  ·  118 positions
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%