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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 109 of 113  ·  2,258 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2161 QNST QUINSTREET INC Communication Services 1,016.0 $12K +344.0 +51.2% $12.01 -0.2%
2162 CTLP CANTALOUPE INC Technology 1,128.0 $12K +374.0 +49.6% $10.81 +3.6%
2163 EXPI EXP WORLD HLDGS INC Real Estate 2,027.0 $12K +641.0 +46.2% $5.99 -15.3%
2164 AMPL AMPLITUDE INC Technology 1,775.0 $12K +731.0 +70.0% $6.82 -4.4%
2165 JANX JANUX THERAPEUTICS INC Healthcare 852.0 $12K +344.0 +67.7% $13.90 +3.7%
2166 WS WORTHINGTON STL INC Basic Materials 390.0 $12K +35.0 +9.9% $30.35 +29.0%
2167 ABR ARBOR REALTY TRUST INC Real Estate 1,535.0 $12K -126.0 -7.6% $7.71 -23.3%
2168 UA UNDER ARMOUR INC Consumer Cyclical 2,039.0 $12K NEW $5.79 -13.1%
2169 MEG MONTROSE ENVIRONMENTAL GROUP Industrials 539.0 $12K +83.0 +18.2% $21.89 -29.8%
2170 NRGV ENERGY VAULT HOLDINGS INC Utilities 3,568.0 $12K NEW $3.30 +52.4%
2171 XNCR XENCOR INC Healthcare 974.0 $12K +284.0 +41.2% $12.06 -6.1%
2172 ETD ETHAN ALLEN INTERIORS INC Consumer Cyclical 525.0 $12K +118.0 +29.0% $22.26 -11.4%
2173 TWO HARBORS INVENTMENT CORPO 1,022.0 $12K NEW $11.42
2174 SEMR SEMRUSH HLDGS INC Technology 961.0 $11K -81.0 -7.8% $11.94 +0.5%
2175 HTZ HERTZ GLOBAL HLDGS INC Industrials 2,482.0 $11K +637.0 +34.5% $4.61 +9.8%
2176 ARVN ARVINAS INC Healthcare 1,077.0 $11K +172.0 +19.0% $10.60 -14.1%
2177 AVBP ARRIVENT BIOPHARMA INC Healthcare 494.0 $11K NEW $23.07 +17.0%
2178 TRIP TRIPADVISOR INC Consumer Cyclical 1,069.0 $11K -33.0 -3.0% $10.66 -6.9%
2179 TRUP TRUPANION INC Financial Services 445.0 $11K +46.0 +11.5% $25.61 -14.6%
2180 CLOV CLOVER HEALTH INVESTMENTS CO Healthcare 6,462.0 $11K +1K +23.3% $1.76 +104.5%
Page 109 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%