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Portfolio (Quarterly) Guide ↗

BNP PARIBAS ASSET MANAGEMENT Holding S.A.

· CIK 0001520354
13F Portfolio $86.1B AUM 4,052 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 111 New 1354 Added 664 Reduced 118 Exited
Page 103 of 113  ·  2,258 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2041 HROW HARROW INC Healthcare 553.0 $19K +122.0 +28.3% $35.26 -6.5%
2042 CVLG COVENANT LOGISTICS GROUP INC Industrials 717.0 $19K +95.0 +15.3% $27.15 +37.6%
2043 METALLUS INC 1,178.0 $19K +304.0 +34.8% $16.34
2044 BLFS BIOLIFE SOLUTIONS INC Healthcare 1,007.0 $19K +307.0 +43.9% $19.08 +29.7%
2045 TFIN TRIUMPH FINANCIAL INC Financial Services 322.0 $19K +62.0 +23.9% $59.66 +9.8%
2046 STAA STAAR SURGICAL CO Healthcare 1,026.0 $19K +437.0 +74.2% $18.70 +76.7%
2047 KALV KALVISTA PHARMACEUTICALS INC Healthcare 952.0 $19K +339.0 +55.3% $20.13 +33.0%
2048 RRR RED ROCK RESORTS INC Consumer Cyclical 359.0 $19K -25.0 -6.5% $53.36 -1.7%
2049 CAL CALERES INC Consumer Cyclical 1,810.0 $19K -64K -97.2% $10.54 +24.9%
2050 ANIP ANI PHARMACEUTICALS INC Healthcare 248.0 $19K -613.0 -71.2% $76.90 +7.6%
2051 TMC TMC THE METALS COMPANY INC Basic Materials 4,067.0 $19K +1K +32.6% $4.67 +9.2%
2052 APPN APPIAN CORP Technology 786.0 $19K -4K -84.1% $24.11 -12.3%
2053 MMI MARCUS & MILLICHAP INC Real Estate 712.0 $19K +305.0 +74.9% $26.59 +7.3%
2054 OUSTER INC 1,030.0 $19K +274.0 +36.2% $18.37
2055 TNGX TANGO THERAPEUTICS INC Healthcare 904.0 $19K -121.0 -11.8% $20.92 +0.8%
2056 KOD KODIAK SCIENCES INC Healthcare 496.0 $19K NEW $38.12 -1.9%
2057 NUVB NUVATION BIO INC Healthcare 4,371.0 $19K +1K +31.3% $4.29 +11.7%
2058 CSTL CASTLE BIOSCIENCES INC Healthcare 761.0 $19K -1K -58.6% $24.55 -16.3%
2059 SAM BOSTON BEER INC Consumer Defensive 81.0 $19K +19.0 +30.6% $230.40 -20.4%
2060 TIC TIC SOLUTIONS INC Industrials 2,828.0 $19K +675.0 +31.4% $6.58 +30.5%
Page 103 of 113  ·  2,258 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 35.8%
Healthcare 14.1%
Financial Services 10.7%
Consumer Cyclical 10.1%
Industrials 8.4%
Communication Services 8.0%
Consumer Defensive 3.5%
Basic Materials 3.0%
Real Estate 2.4%
Energy 2.2%