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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 108 of 113  ·  2,258 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2141 FRME FIRST MERCHANTS CORP Financial Services 348.0 $13K +28.0 +8.8% $38.73 +3.9%
2142 VIR VIR BIOTECHNOLOGY INC Healthcare 1,499.0 $13K NEW $8.96 -0.9%
2143 BKSY BLACKSKY TECHNOLOGY INC Technology 528.0 $13K +31.0 +6.2% $25.16 +77.5%
2144 GRDN GUARDIAN PHARMACY SVCS INC Healthcare 351.0 $13K +74.0 +26.7% $37.66 +1.9%
2145 ANNX ANNEXON INC Healthcare 2,367.0 $13K NEW $5.54 -1.8%
2146 CGEM CULLINAN THERAPEUTICS INC Healthcare 922.0 $13K NEW $14.21 -1.6%
2147 SKYT SKYWATER TECHNOLOGY INC Technology 476.0 $13K +108.0 +29.4% $27.41 +28.2%
2148 AMWD AMERICAN WOODMARK CORP Consumer Cyclical 324.0 $13K +75.0 +30.1% $39.83 -3.5%
2149 HTH HILLTOP HLDGS INC Financial Services 360.0 $13K -3.0 -0.8% $35.82 +4.2%
2150 KEX KIRBY CORP Industrials 97.0 $13K +2.0 +2.1% $132.88 +9.6%
2151 LENNAR CORP 153.0 $13K $84.12
2152 ACVA ACV AUCTIONS INC Consumer Cyclical 3,034.0 $13K +965.0 +46.6% $4.24 +39.2%
2153 GERN GERON CORP Healthcare 8,599.0 $13K -570.0 -6.2% $1.49 -15.4%
2154 FLGT FULGENT GENETICS INC Healthcare 803.0 $13K +303.0 +60.6% $15.90 +9.3%
2155 ATAIBECKLEY INC 3,553.0 $13K NEW $3.54
2156 ASAN ASANA INC Technology 1,942.0 $12K +638.0 +48.9% $6.40 -0.6%
2157 WOOF PETCO HEALTH & WELLNESS CO I Consumer Cyclical 4,443.0 $12K +2K +71.7% $2.78 -9.7%
2158 SSTK SHUTTERSTOCK INC Communication Services 740.0 $12K +368.0 +98.9% $16.61 -6.2%
2159 NSP INSPERITY INC Industrials 452.0 $12K +145.0 +47.2% $27.04 +14.1%
2160 COHU COHU INC Technology 399.0 $12K +38.0 +10.5% $30.62 +49.1%
Page 108 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%