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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 35 of 62  ·  1,233 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
681 PRI PRIMERICA INC Financial Services 482.0 $137K -97.0 -16.8% $284.20 +5.6%
682 RALLIANT CORP 1,855.0 $137K -526.0 -22.1% $73.63
683 QBTS D-WAVE QUANTUM INC Technology 5,642.0 $135K -27K -82.7% $23.99 -22.1%
684 ALGM ALLEGRO MICROSYSTEMS INC Technology 1,937.0 $135K -245.0 -11.2% $69.62 -48.8%
685 CNO CNO FINL GROUP INC Financial Services 2,634.0 $134K -305.0 -10.4% $50.98 +6.4%
686 GBCI GLACIER BANCORP INC NEW Financial Services 2,593.0 $134K -311.0 -10.7% $51.58 -9.3%
687 KLIC KULICKE & SOFFA INDS INC Technology 997.0 $133K -213.0 -17.6% $133.76 -37.6%
688 PL PLANET LABS PBC Industrials 3,977.0 $132K -632.0 -13.7% $33.13 -34.9%
689 OMF ONEMAIN HLDGS INC Financial Services 2,157.0 $132K -243.0 -10.1% $60.97 +3.1%
690 STGW STAGWELL INC Communication Services 17,668.0 $131K -283K -94.1% $7.43 +19.5%
691 QRVO QORVO INC Technology 1,404.0 $131K -228.0 -14.0% $93.27 +2.3%
692 BROS DUTCH BROS INC Consumer Cyclical 1,819.0 $131K -254.0 -12.2% $71.81 -27.7%
693 AUR AURORA INNOVATION INC Technology 19,132.0 $130K -3K -11.6% $6.82 -16.6%
694 ECG EVERUS CONSTR GROUP Industrials 786.0 $130K -24K -96.9% $165.95 -27.4%
695 GVA GRANITE CONSTR INC Industrials 822.0 $130K -200.0 -19.6% $158.08 -22.1%
696 GATX GATX CORP Industrials 733.0 $130K -63.0 -7.9% $177.19 +0.7%
697 FA FIRST ADVANTAGE CORP NEW Industrials 7,166.0 $129K -812.0 -10.2% $18.05 +14.6%
698 MRCY MERCURY SYS INC Industrials 1,050.0 $128K -214.0 -16.9% $122.33 -26.8%
699 HESM HESS MIDSTREAM LP Energy 3,402.0 $128K -431.0 -11.2% $37.60 +3.8%
700 CORT CORCEPT THERAPEUTICS INC Healthcare 1,471.0 $128K -134.0 -8.3% $86.95 +41.7%
Page 35 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%