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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 26 of 62  ·  1,233 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 UHS UNIVERSAL HLTH SVCS INC Healthcare 11,371.0 $1.7M 0.00% -206K -94.8% $148.69 +19.2%
502 ESE ESCO TECHNOLOGIES INC Technology 4,809.0 $1.7M 0.00% -99.0 -2.0% $350.04 -17.9%
503 APLE APPLE HOSPITALITY REIT INC Real Estate 98,826.0 $1.7M 0.00% -10K -9.3% $16.81 -0.8%
504 IT GARTNER INC Technology 12,442.0 $1.6M 0.00% -53K -81.1% $129.62 +51.1%
505 FUTU FUTU HLDGS LTD Financial Services 16,827.0 $1.6M 0.00% -86K -83.7% $93.74 +31.9%
506 VEON LTD 30,178.0 $1.6M 0.00% -471K -94.0% $52.21
507 ACM AECOM Industrials 22,154.0 $1.5M 0.00% -126K -85.0% $69.80 -7.2%
508 AA ALCOA CORP Basic Materials 29,609.0 $1.5M 0.00% -2K -4.9% $52.14 -0.6%
509 OLLI OLLIES BARGAIN OUTLET HLDGS Consumer Defensive 19,755.0 $1.5M 0.00% -178.0 -0.9% $76.88 -1.1%
510 PRIM PRIMORIS SVCS CORP Industrials 15,219.0 $1.5M 0.00% -72K -82.6% $99.12 -22.1%
511 MCS MARCUS CORP DEL Communication Services 64,050.0 $1.5M 0.00% -9K -11.8% $23.46 +26.0%
512 ADTRAN HOLDINGS INC 106,853.0 $1.5M 0.00% -16K -13.1% $13.90
513 CZR CAESARS ENTERTAINMENT INC NE Consumer Cyclical 48,789.0 $1.5M 0.00% -21K -30.0% $30.18 -1.4%
514 NRG NRG ENERGY INC Utilities 10,053.0 $1.5M 0.00% -3K -24.6% $146.06 -22.6%
515 SHC SOTERA HEALTH CO Healthcare 80,908.0 $1.4M 0.00% -140K -63.4% $17.75 +10.3%
516 FSM FORTUNA MNG CORP Basic Materials 144,481.0 $1.2M 0.00% -122K -45.7% $8.44 +43.0%
517 PEN PENUMBRA INC Healthcare 3,810.0 $1.2M 0.00% -42K -91.8% $315.75 +3.0%
518 GTM ZOOMINFO TECHNOLOGIES INC Technology 404,307.0 $1.2M 0.00% -19K -4.5% $2.93 +35.5%
519 WK WORKIVA INC Technology 24,290.0 $1.2M 0.00% -5K -16.1% $48.51 +54.3%
520 CHTR CHARTER COMMUNICATIONS INC Communication Services 8,133.0 $1.2M 0.00% -50K -85.9% $142.21 +5.6%
Page 26 of 62  ·  1,233 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%