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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 103 of 113  ·  2,257 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2041 ANIP ANI PHARMACEUTICALS INC Healthcare 249.0 $21K $82.78 -9.0%
2042 SONO SONOS INC Technology 1,521.0 $21K -760.0 -33.3% $13.53 +17.0%
2043 WASH WASHINGTON TR BANCORP INC Financial Services 563.0 $21K -167.0 -22.9% $36.48 +8.9%
2044 WWW WOLVERINE WORLD WIDE INC Consumer Cyclical 1,233.0 $20K -300.0 -19.6% $16.53 +26.8%
2045 VTOL BRISTOW GROUP INC Energy 491.0 $20K NEW $41.32 +9.6%
2046 IOVA IOVANCE BIOTHERAPEUTICS INC Healthcare 4,875.0 $20K +577.0 +13.4% $4.16 +99.3%
2047 CBRL CRACKER BARREL OLD CTRY STOR Consumer Cyclical 379.0 $20K -102.0 -21.2% $53.30 +8.2%
2048 TDOC TELADOC HEALTH INC Healthcare 2,382.0 $20K -392.0 -14.1% $8.48 -24.6%
2049 IE IVANHOE ELECTRIC INC Technology 2,100.0 $20K +345.0 +19.7% $9.61 +17.3%
2050 ACVA ACV AUCTIONS INC Consumer Cyclical 2,801.0 $20K -233.0 -7.7% $7.19 +3.3%
2051 WOR WORTHINGTON ENTERPRISES INC Industrials 373.0 $20K -370.0 -49.8% $53.76 +5.8%
2052 TDAY USA TODAY CO INC Communication Services 2,344.0 $20K -440.0 -15.8% $8.55 -24.3%
2053 NTSK NETSKOPE INC Technology 1,813.0 $20K NEW $10.94 +32.6%
2054 TWO HARBORS INVENTMENT CORPO 1,597.0 $20K +575.0 +56.3% $12.41
2055 OCFC OCEANFIRST FINL CORP Financial Services 1,009.0 $20K -386.0 -27.7% $19.53 -2.4%
2056 ENOV ENOVIS CORPORATION Industrials 952.0 $20K -413.0 -30.3% $20.70 +25.9%
2057 FDP DEL MONTE CORP Consumer Defensive 702.0 $20K -200.0 -22.2% $27.91 +4.7%
2058 GAMESTOP CORP NEW 6,866.0 $19K -12K -63.1% $2.84
2059 LCID LUCID GROUP INC Consumer Cyclical 2,912.0 $19K $6.69 -17.6%
2060 SHEN SHENANDOAH TELECOMMUNICATION Communication Services 1,282.0 $19K -126.0 -8.9% $15.08 -18.2%
Page 103 of 113  ·  2,257 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%