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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 6 of 6  ·  117 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 IIIV I3 VERTICALS INC Technology 505.0 $11K NEW $21.36 -21.9%
102 MIAMI INTL HLDGS INC 284.0 $11K NEW $37.16
103 SXC SUNCOKE ENERGY INC Energy 1,302.0 $10K NEW $8.05 +20.4%
104 CNNE CANNAE HLDGS INC Consumer Cyclical 725.0 $10K NEW $14.40 +7.6%
105 ADAMM ADAMAS TRUST INC. 1,108.0 $10K NEW $9.38
106 CTMX CYTOMX THERAPEUTICS INC. Healthcare 2,727.0 $10K NEW $3.75 -12.5%
107 UVE UNIVERSAL INS HLDGS INC Financial Services 245.0 $10K NEW $41.36 +2.3%
108 EFC ELLINGTON FINANCIAL INC Real Estate 734.0 $10K NEW $13.61 +0.1%
109 FG F&G ANNUITIES & LIFE INC Financial Services 352.0 $9K NEW $26.59 -15.1%
110 AVO MISSION PRODUCE INC Consumer Defensive 787.0 $9K NEW $11.79 +12.7%
111 TMQ TRILOGY METALS INC NEW Basic Materials 2,543.0 $9K NEW $3.51 +12.8%
112 RR RICHTECH ROBOTICS INC Industrials 4,045.0 $9K NEW $2.11 -19.4%
113 GDYN GRID DYNAMICS HLDGS INC Technology 1,484.0 $8K NEW $5.68 +40.8%
114 VOYG VOYAGER TECHNOLOGIES INC Industrials 256.0 $8K NEW $32.25 +19.1%
115 LXU LSB INDS INC Basic Materials 710.0 $8K NEW $10.81 +2.9%
116 OMER OMEROS CORP Healthcare 805.0 $8K NEW $9.51 +102.6%
117 VERSIGENT PLC 138.0 $6K NEW $42.01
Page 6 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 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%