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Portfolio (Quarterly) Guide ↗

BNP PARIBAS ASSET MANAGEMENT Holding S.A.

· CIK 0001520354
13F Portfolio $87.2B AUM Filed Feb 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 2265 New
Page 50 of 114  ·  2,265 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
981 HALOZYME THERAPEUTICS INC 2,650,000.0 $2.9M 0.00% NEW $1.08
982 VAC MARRIOTT VACATIONS WORLDWIDE Consumer Cyclical 49,708.0 $2.9M 0.00% NEW $57.68 +35.2%
983 HAMILTON INSURANCE GROUP LTD 102,515.0 $2.9M 0.00% NEW $27.90
984 OII OCEANEERING INTL INC Energy 118,548.0 $2.8M 0.00% NEW $24.03 +61.7%
985 DAR DARLING INGREDIENTS INC Consumer Defensive 79,122.0 $2.8M 0.00% NEW $36.00 +65.1%
986 AGX ARGAN INC Industrials 9,079.0 $2.8M 0.00% NEW $313.25 +116.1%
987 ASCENDIS PHARMA A/S 2,000,000.0 $2.8M 0.00% NEW $1.42
988 DY DYCOM INDS INC Industrials 8,396.0 $2.8M 0.00% NEW $337.78 +23.3%
989 BRIDGEBIO PHARMA INC 2,500,000.0 $2.8M 0.00% NEW $1.13
990 IP INTERNATIONAL PAPER CO Consumer Cyclical 71,383.0 $2.8M 0.00% NEW $39.39 -19.6%
991 GREAT LAKES DREDGE & DOCK CO 212,306.0 $2.8M 0.00% NEW $13.12
992 IOT SAMSARA INC Technology 78,065.0 $2.8M 0.00% NEW $35.52 -12.4%
993 AHR AMERICAN HEALTHCARE REIT INC Real Estate 58,899.0 $2.8M 0.00% NEW $47.06 +6.9%
994 BIOMARIN PHARMACEUTICAL INC 2,900,000.0 $2.8M 0.00% NEW $0.95
995 VSCO VICTORIAS SECRET AND CO Consumer Cyclical 50,916.0 $2.8M 0.00% NEW $54.19 +2.0%
996 DIEBOLD NIXDORF INC 40,579.0 $2.8M 0.00% NEW $67.89
997 SBH SALLY BEAUTY HLDGS INC Consumer Cyclical 191,888.0 $2.7M 0.00% NEW $14.26 -11.3%
998 EVTC EVERTEC INC Technology 93,453.0 $2.7M 0.00% NEW $29.09 -16.6%
999 VISHAY INTERTECHNOLOGY INC 3,000,000.0 $2.7M 0.00% NEW $0.90
1000 OUTFRONT MEDIA INC 112,211.0 $2.7M 0.00% NEW $24.10
Page 50 of 114  ·  2,265 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 37.3%
Healthcare 12.7%
Consumer Cyclical 10.7%
Financial Services 10.7%
Communication Services 9.0%
Industrials 7.9%
Consumer Defensive 3.4%
Real Estate 2.4%
Basic Materials 2.3%
Energy 2.2%