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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 55 of 62  ·  1,233 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1081 QDEL QUIDELORTHO CORP Healthcare 1,315.0 $23K -92.0 -6.5% $17.51 -15.8%
1082 CTBI COMMUNITY TR BANCORP INC Financial Services 315.0 $23K -116.0 -26.9% $72.36 +5.8%
1083 LEG LEGGETT & PLATT INC Consumer Cyclical 1,923.0 $23K -419.0 -17.9% $11.71 -19.6%
1084 MLYS MINERALYS THERAPEUTICS INC Healthcare 831.0 $22K -6.0 -0.7% $26.98 -4.9%
1085 MNKD MANNKIND CORP Healthcare 5,165.0 $22K -875.0 -14.5% $4.26 -2.6%
1086 METALLUS INC 1,168.0 $22K -10.0 -0.8% $18.69
1087 ARLO ARLO TECHNOLOGIES INC Industrials 1,617.0 $22K -509.0 -23.9% $13.48 -2.8%
1088 PD PAGERDUTY INC Technology 2,241.0 $22K -644.0 -22.3% $9.65 +27.7%
1089 ROCK GIBRALTAR INDS INC Industrials 477.0 $22K -176.0 -26.9% $45.10 +3.1%
1090 PACS PACS GROUP INC Financial Services 504.0 $21K -195.0 -27.9% $42.64 +3.8%
1091 ALNT ALLIENT INC Technology 206.0 $21K -80.0 -28.0% $102.93 -6.9%
1092 XERS XERIS BIOPHARMA HOLDINGS INC Healthcare 2,655.0 $21K -450.0 -14.5% $7.92 +9.8%
1093 XPEL XPEL INC Consumer Cyclical 423.0 $21K -168.0 -28.4% $49.60 +3.5%
1094 HZO MARINEMAX INC Consumer Cyclical 572.0 $21K -378.0 -39.8% $36.62 +42.5%
1095 RAPP RAPPORT THERAPEUTICS INC Healthcare 497.0 $21K -85.0 -14.6% $41.67 +15.8%
1096 SONO SONOS INC Technology 1,521.0 $21K -760.0 -33.3% $13.53 +17.0%
1097 WASH WASHINGTON TR BANCORP INC Financial Services 563.0 $21K -167.0 -22.9% $36.48 +8.9%
1098 WWW WOLVERINE WORLD WIDE INC Consumer Cyclical 1,233.0 $20K -300.0 -19.6% $16.53 +26.8%
1099 CBRL CRACKER BARREL OLD CTRY STOR Consumer Cyclical 379.0 $20K -102.0 -21.2% $53.30 +8.2%
1100 TDOC TELADOC HEALTH INC Healthcare 2,382.0 $20K -392.0 -14.1% $8.48 -24.6%
Page 55 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%