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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 8 of 62  ·  1,233 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 QSR RESTAURANT BRANDS INTL INC Consumer Cyclical 708,240.0 $51.3M 0.05% -45K -5.9% $72.45 +11.6%
142 AVB AVALONBAY CMNTYS INC Real Estate 268,407.0 $50.6M 0.05% -101K -27.4% $188.69 -2.5%
143 CB CHUBB LIMITED Financial Services 147,319.0 $50.2M 0.05% -11K -6.8% $340.74 +0.1%
144 FTV FORTIVE CORP Technology 809,644.0 $49.5M 0.05% -85K -9.5% $61.09 -1.7%
145 KGS KODIAK GAS SVCS INC Energy 656,730.0 $49.3M 0.05% -39K -5.6% $75.13 -18.2%
146 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 197,325.0 $49.3M 0.05% -91K -31.6% $249.80 -4.1%
147 RS RELIANCE INC Basic Materials 131,532.0 $49.1M 0.05% -4K -2.6% $373.60 +3.8%
148 RGEN REPLIGEN CORP Healthcare 356,942.0 $48.7M 0.05% -20K -5.3% $136.44 +32.8%
149 ALNY ALNYLAM PHARMACEUTICALS INC Healthcare 161,773.0 $48.6M 0.05% -18K -10.1% $300.62 -21.4%
150 NDAQ NASDAQ INC Financial Services 616,695.0 $48.6M 0.05% -139K -18.4% $78.81 +24.6%
151 TRMB TRIMBLE INC Technology 943,496.0 $48.3M 0.05% -67K -6.7% $51.18 +17.7%
152 PNC PNC FINL SVCS GROUP INC Financial Services 196,010.0 $48.3M 0.05% -397K -67.0% $246.22 -1.3%
153 ON ON SEMICONDUCTOR CORP Technology 505,046.0 $47.7M 0.05% -214K -29.7% $94.54 -21.5%
154 DLTR DOLLAR TREE INC Consumer Defensive 392,967.0 $47.5M 0.05% -100K -20.2% $120.95 +8.7%
155 AGIO AGIOS PHARMACEUTICALS INC Healthcare 1,280,044.0 $47.5M 0.05% -301K -19.0% $37.11 -10.8%
156 ABT ABBOTT LABORATORIES Healthcare 519,738.0 $47.2M 0.05% -448K -46.3% $90.75 +28.5%
157 ADPT ADAPTIVE BIOTECHNOLOGIES COR Healthcare 2,182,326.0 $46.8M 0.05% -506K -18.8% $21.45 +21.2%
158 NTRA NATERA INC Healthcare 172,185.0 $46.7M 0.05% -5K -2.9% $271.45 +22.3%
159 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 574,368.0 $46.6M 0.05% -478K -45.4% $81.18 -10.6%
160 ZYMEWORKS INC 1,781,116.0 $46.6M 0.05% -127K -6.7% $26.14
Page 8 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%