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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 5 of 6  ·  118 positions
# Ticker Company Sector Shares Value ↓ % Port Status
81 AMWD AMERICAN WOODMARK CORP Consumer Cyclical 324 $13K SOLD
82 HTH HILLTOP HLDGS INC Financial Services 360 $13K SOLD
83 FLGT FULGENT GENETICS INC Healthcare 803 $13K SOLD
84 WOOF PETCO HEALTH & WELLNESS CO I Consumer Cyclical 4,443 $12K SOLD
85 SSTK SHUTTERSTOCK INC Communication Services 740 $12K SOLD
86 CTLP CANTALOUPE INC Technology 1,128 $12K SOLD
87 EXPI EXP WORLD HLDGS INC Real Estate 2,027 $12K SOLD
88 JANX JANUX THERAPEUTICS INC Healthcare 852 $12K SOLD
89 UA UNDER ARMOUR INC 2,039 $12K SOLD
90 XNCR XENCOR INC Healthcare 974 $12K SOLD
91 SEMR SEMRUSH HLDGS INC Technology 961 $11K SOLD
92 AMTB AMERANT BANCORP INC Financial Services 497 $11K SOLD
93 GCI LIBERTY INC 291 $11K SOLD
94 BLND BLEND LABS INC Technology 6,351 $11K SOLD
95 GRPN GROUPON INC Communication Services 906 $11K SOLD
96 KURA KURA ONCOLOGY INC Healthcare 1,326 $11K SOLD
97 MSEX MIDDLESEX WTR CO Utilities 205 $11K SOLD
98 LOB LIVE OAK BANCSHARES INC Financial Services 322 $11K SOLD
99 FSBC FIVE STAR BANCORP Financial Services 281 $11K SOLD
100 RVLV REVOLVE GROUP INC Consumer Cyclical 457 $10K SOLD
Page 5 of 6  ·  118 positions
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%