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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 110 of 113  ·  2,257 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2181 AMPL AMPLITUDE INC Technology 1,518.0 $12K -257.0 -14.5% $7.65 +69.0%
2182 NRGV ENERGY VAULT HOLDINGS INC Utilities 2,465.0 $12K -1K -30.9% $4.71 -20.6%
2183 USPH U S PHYSICAL THERAPY Healthcare 169.0 $12K +39.0 +30.0% $68.68 +13.6%
2184 JCAP JEFFERSON CAPITAL INC Financial Services 596.0 $12K NEW $19.47 +14.7%
2185 LYTS LSI INDS INC OHIO Technology 436.0 $12K NEW $26.58 -22.4%
2186 ANNX ANNEXON INC Healthcare 2,024.0 $12K -343.0 -14.5% $5.71 -9.3%
2187 MZTI MARZETTI COMPANY Consumer Defensive 101.0 $12K +30.0 +42.2% $114.16 -1.1%
2188 FWRG FIRST WATCH RESTAURANT GROUP Consumer Cyclical 883.0 $11K +169.0 +23.7% $12.89 -2.0%
2189 INDI INDIE SEMICONDUCTOR INC Technology 2,534.0 $11K -430.0 -14.5% $4.49 -10.9%
2190 AGM FEDERAL AGRIC MTG CORP Financial Services 57.0 $11K -93.0 -62.0% $199.26 +10.8%
2191 OBNK ORIGIN BANCORP INC Financial Services 222.0 $11K -163.0 -42.3% $51.15 -97.9%
2192 SMP STANDARD MTR PRODS INC Consumer Cyclical 289.0 $11K -345.0 -54.4% $38.97 -1.9%
2193 ATLANTA BRAVES HLDGS INC 200.0 $11K NEW $56.31
2194 DCOM DIME COML BANCSHARES INC Financial Services 276.0 $11K -474.0 -63.2% $40.65 -0.9%
2195 TRUP TRUPANION INC Financial Services 450.0 $11K +5.0 +1.1% $24.77 +23.9%
2196 EMBC EMBECTA CORP Healthcare 3,412.0 $11K -131K -97.5% $3.26 +67.8%
2197 SCHL SCHOLASTIC CORP Communication Services 241.0 $11K -173.0 -41.8% $46.00 -13.1%
2198 ABUS ARBUTUS BIOPHARMA CORP Healthcare 2,293.0 $11K -1K -39.1% $4.80 -0.6%
2199 EGBN EAGLE BANCORPORATION INC Financial Services 386.0 $11K NEW $28.39 -2.0%
2200 SANA SANA BIOTECHNOLOGY INC Healthcare 3,140.0 $11K +178.0 +6.0% $3.49 +7.2%
Page 110 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 41.7%
Healthcare 12.2%
Financial Services 10.1%
Consumer Cyclical 8.7%
Industrials 7.8%
Communication Services 7.7%
Consumer Defensive 3.0%
Real Estate 2.6%
Basic Materials 2.4%
Utilities 1.9%