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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 54 of 62  ·  1,233 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1061 MBLY MOBILEYE GLOBAL INC Consumer Cyclical 2,760.0 $27K -600.0 -17.9% $9.68 -6.7%
1062 WLY WILEY JOHN & SONS INC Communication Services 550.0 $27K -21.0 -3.7% $48.51 +6.3%
1063 PRKS UNITED PARKS & RESORTS INC Consumer Cyclical 556.0 $27K -208.0 -27.2% $47.74 -5.0%
1064 FTRE FORTREA HLDGS INC Healthcare 1,525.0 $27K -173.0 -10.2% $17.40 +5.7%
1065 ALK ALASKA AIR GROUP INC Industrials 506.0 $26K -220.0 -30.3% $52.20 -22.6%
1066 WLDN WILLDAN GROUP INC Industrials 324.0 $26K -10.0 -3.0% $79.10 +8.2%
1067 NN NEXTNAV INC Communication Services 1,396.0 $25K -473.0 -25.3% $17.83 -1.6%
1068 GRBK GREEN BRICK PARTNERS INC Consumer Cyclical 307.0 $25K -191.0 -38.4% $80.04 -10.1%
1069 INVA INNOVIVA INC Healthcare 1,077.0 $24K -133K -99.2% $22.71 -7.2%
1070 AUPH AURINIA PHARMACEUTICALS INC Healthcare 1,430.0 $24K -27.0 -1.9% $16.97 -1.9%
1071 AMLX AMYLYX PHARMACEUTICALS INC Healthcare 1,351.0 $24K -67.0 -4.7% $17.96 +115.3%
1072 LZB LA Z BOY INC Consumer Cyclical 603.0 $24K -379.0 -38.6% $40.12 -16.0%
1073 NUVB NUVATION BIO INC Healthcare 4,197.0 $24K -174.0 -4.0% $5.68 +22.0%
1074 BFLY BUTTERFLY NETWORK INC Healthcare 2,815.0 $24K -884.0 -23.9% $8.42 +13.4%
1075 GREIF INC 252.0 $24K -13.0 -4.9% $93.54
1076 CBL CBL & ASSOC PPTYS INC Real Estate 440.0 $23K -274.0 -38.4% $53.09 +4.2%
1077 HAFC HANMI FINL CORP Financial Services 721.0 $23K -464.0 -39.2% $32.40 -4.0%
1078 VSTS VESTIS CORPORATION Industrials 1,608.0 $23K -530.0 -24.8% $14.52 -12.6%
1079 RYZ RYERSON HLDG CORP Consumer Defensive 939.0 $23K -178.0 -15.9% $24.61 +2.2%
1080 PRGO PERRIGO CO PLC Healthcare 2,223.0 $23K -582.0 -20.8% $10.39 +37.2%
Page 54 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%