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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 58 of 62  ·  1,233 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1141 TNDM TANDEM DIABETES CARE INC Healthcare 1,098.0 $17K -250.0 -18.6% $15.09 +47.9%
1142 QFIN QFIN HOLDINGS INC Financial Services 1,046.0 $17K -12K -92.2% $15.81 -26.8%
1143 MADISON SQUARE GARDEN ENTMT 204.0 $17K -142.0 -41.0% $80.89
1144 TDUP THREDUP INC Consumer Cyclical 2,386.0 $16K -140.0 -5.5% $6.85 -59.3%
1145 PCT PURECYCLE TECHNOLOGIES INC Industrials 2,003.0 $16K -42.0 -2.0% $8.11 -16.2%
1146 PAY PAYMENTUS HOLDINGS INC Technology 664.0 $16K -11K -94.2% $24.16 +65.6%
1147 ENVX ENOVIX CORPORATION Industrials 2,623.0 $16K -944.0 -26.5% $6.07 -44.3%
1148 CCO CLEAR CHANNEL OUTDOOR HLDGS Communication Services 6,559.0 $16K -1K -14.5% $2.42 -1.7%
1149 DJT TRUMP MEDIA & TECHNOLOGY GRO Communication Services 2,029.0 $16K -874.0 -30.1% $7.74 +17.6%
1150 SLGN SILGAN HLDGS INC Consumer Cyclical 333.0 $15K -601.0 -64.3% $46.39 -8.6%
1151 GLUE MONTE ROSA THERAPEUTICS INC Healthcare 637.0 $15K -890.0 -58.3% $24.20 -40.9%
1152 COTY COTY INC Consumer Defensive 7,083.0 $15K -56K -88.8% $2.16 +26.9%
1153 WIX WIX COM LTD Technology 336.0 $15K -2K -85.6% $45.37 +80.9%
1154 CRAI CRA INTL INC Industrials 107.0 $15K -1.0 -0.9% $142.30 +24.3%
1155 AOSL ALPHA & OMEGA SEMICONDUCTOR Technology 320.0 $15K -175.0 -35.4% $47.33 -44.2%
1156 DCH DAUCH CORP Industrials 2,771.0 $15K -2K -36.2% $5.42 +26.9%
1157 MATW MATTHEWS INTL CORP Industrials 554.0 $15K -147.0 -21.0% $26.92 -21.0%
1158 SBSI SOUTHSIDE BANCSHARES INC Financial Services 423.0 $15K -440.0 -51.0% $35.19 -8.9%
1159 TROX TRONOX HOLDINGS PLC Basic Materials 2,336.0 $15K -395.0 -14.5% $6.30 -11.7%
1160 RRR RED ROCK RESORTS INC Consumer Cyclical 226.0 $15K -133.0 -37.0% $65.06 -6.1%
Page 58 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%