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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 51 of 62  ·  1,233 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1001 PATHWARD FINANCIAL INC 400.0 $35K -2K -84.2% $87.06
1002 IMVT IMMUNOVANT INC Healthcare 903.0 $35K -430.0 -32.3% $38.53 +15.2%
1003 INOD INNODATA INC Technology 460.0 $35K -5K -91.2% $75.58 -15.0%
1004 NWBI NORTHWEST BANCSHARES INC Financial Services 2,267.0 $34K -430.0 -15.9% $15.16 +1.7%
1005 CSR CENTERSPACE Real Estate 608.0 $34K -65.0 -9.7% $56.19 -4.0%
1006 SIX FLAGS ENTERTAINMENT CORP 1,603.0 $34K -38.0 -2.3% $21.30
1007 UNIT UNITI GROUP LLC Real Estate 2,970.0 $34K -1K -30.2% $11.47 -13.1%
1008 NPK INTERNATIONAL INC 2,132.0 $34K -596.0 -21.9% $15.91
1009 BROWN FORMAN CORP 1,239.0 $34K -578.0 -31.8% $27.36
1010 GBTG GLOBAL BUSINESS TRAVEL GROUP Technology 3,607.0 $34K -4K -53.6% $9.39 +0.6%
1011 TDW TIDEWATER INC NEW Energy 508.0 $34K -78.0 -13.3% $66.63 +43.0%
1012 TNC TENNANT CO Industrials 386.0 $34K -72.0 -15.7% $87.54 -21.5%
1013 ATLANTA BRAVES HLDGS INC 650.0 $34K -232.0 -26.3% $51.90
1014 ADUS ADDUS HOMECARE CORP Healthcare 335.0 $34K -49.0 -12.8% $100.47 +20.2%
1015 WLK WESTLAKE CORPORATION Basic Materials 461.0 $34K -74.0 -13.8% $73.00 +8.1%
1016 XRAY DENTSPLY SIRONA INC Healthcare 3,165.0 $34K -978.0 -23.6% $10.61 +2.9%
1017 CLOV CLOVER HEALTH INVESTMENTS CO Healthcare 6,397.0 $34K -65.0 -1.0% $5.24 -20.8%
1018 CDNA CAREDX INC Healthcare 1,172.0 $33K -106.0 -8.3% $28.50 +70.6%
1019 AMAL AMALGAMATED FINANCIAL CORP Financial Services 727.0 $33K -172.0 -19.1% $45.90 +6.2%
1020 SPB SPECTRUM BRANDS HOLDINGS INC Consumer Defensive 389.0 $33K -34.0 -8.0% $85.75 +1.4%
Page 51 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%