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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  ·  117 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 BRSP BRIGHTSPIRE CAPITAL INC Real Estate 2,615.0 $14K NEW $5.45 -10.8%
82 BCAX BICARA THERAPEUTICS INC Healthcare 480.0 $14K NEW $29.69 -17.8%
83 HOPE HOPE BANCORP INC Financial Services 1,040.0 $14K NEW $13.68 +2.1%
84 UHAL U HAUL HOLDING COMPANY Industrials 210.0 $14K NEW $65.44 +9.3%
85 ZBIO ZENAS BIOPHARMA INC Healthcare 539.0 $14K NEW $25.38 +24.6%
86 CEVA CEVA INC Technology 289.0 $14K NEW $47.16 -40.4%
87 ODC OIL DRI CORP AMER Basic Materials 131.0 $13K NEW $102.21 -9.8%
88 CENT CENTRAL GARDEN & PET CO Consumer Defensive 297.0 $13K NEW $44.34 -0.8%
89 RHLD RESOLUTE HLDGS MGMT INC Industrials 90.0 $13K NEW $144.53 -13.8%
90 NUTX NUTEX HEALTH INC Healthcare 76.0 $13K NEW $170.89 +10.3%
91 BELFA BEL FUSE INC Technology 44.0 $13K NEW $291.23 -25.0%
92 SEPN SEPTERNA INC Healthcare 362.0 $12K NEW $33.49 +21.8%
93 LINC LINCOLN EDL SVCS CORP Consumer Defensive 239.0 $12K NEW $49.90 -47.6%
94 CNS COHEN & STEERS INC Financial Services 154.0 $12K NEW $76.14 +6.1%
95 BV BRIGHTVIEW HLDGS INC Industrials 820.0 $12K NEW $14.17 -21.3%
96 JCAP JEFFERSON CAPITAL INC Financial Services 596.0 $12K NEW $19.47 +14.7%
97 LYTS LSI INDS INC OHIO Technology 436.0 $12K NEW $26.58 -22.4%
98 ATLANTA BRAVES HLDGS INC 200.0 $11K NEW $56.31
99 EGBN EAGLE BANCORPORATION INC Financial Services 386.0 $11K NEW $28.39 -2.0%
100 CFFN CAPITOL FED FINL INC Financial Services 1,268.0 $11K NEW $8.51 -0.2%
Page 5 of 6  ·  117 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 41.7%
Healthcare 12.2%
Financial Services 10.1%
Consumer Cyclical 8.7%
Industrials 7.8%
Communication Services 7.7%
Consumer Defensive 3.0%
Real Estate 2.6%
Basic Materials 2.4%
Utilities 1.9%